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Client Services Operations Associate

2 months ago

Chicago, United States Fricke Recruiting Full time

Opening Chicago - Confidential Client - Incredible Perks

CLIENT SERVICES OPERATIONS 63-75k + Bonus (Chicago)

Analyzing and executing tasks involving firm accounts and investments,

Client Service, Account Set-up, Maintenance & Analysis, Investment Documentation & Funding,

This role will be assigned specific families and is responsible for analyzing and executing tasks involving the client accounts and investments.

A bachelor’s degree

A minimum of 2-3 years of relevant experience in a service role

Positive can-do attitude, along with a good sense of customer service

Strong communicator (oral and written) and firm believer in teamwork

Independently motivated and comfortable in an entrepreneurial environment

Advanced knowledge of Microsoft Office and Adobe PDF Pro

Experience working with CRM; Salesforce is desirable

· Investment Management & Private Equity Partnership Firm

· Financial Services firm 2 billion Assets Under Management (AUM's)

· Traditional and Alternative Investment strategies

· Exceptional Executive Team with proven strategy success

· Position has excellent exposure and will work closely with Senior Reporting Accountants, Trading Associates, Client Service Specialists, Financial Advisors

· Career growth available as firm surpasses 2 billion in Assets Managed:

Bonus typically starts around 10-15% of base salary

$50 per month phone/internet stipend

$500 towards a new phone every two years

Currently working 3 days in office, 2 days remote

20 days PTO – 25 after 5 years

$950 towards medical/dental/vision insurance premiums

12 paid Holidays

Gym and locker rooms in the building – no cost to employees

Roof top deck

Generous supply of snacks and drinks

Monday lunches

Annual Ski trip – Client pays for lodging and food, employees pays for transportation and activity costs

Monthly staff outings

Chicago Financial Services Operations, Client Service or Fund Accounting network All resumes remain 100% confidential. Resume to

bryan@FrickeRecruiting.com

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