Client Service Associate

3 weeks ago

Chicago, United States Kovitz Full time

POSITION OVERVIEW

Our Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a client relationship, is dedicated to client service, and has the highest ethical and professional standards of excellence.

A successful Client Service Associate at Kovitz is passionate about client service, demonstrates exceptional communication and time management skills, and approaches their work with an eagerness to ensure accuracy in all client deliverables.

Specific job responsibilities

  • Provide a variety of functioning services and proactive follow-through to clients and the Wealth Management Team, including preparation of new account applications, asset-transfer forms, client-specific requests at various custodians (e.g., check requests, distributions), preparation of alternative investment paperwork including processing fundings and/or periodic capital calls, custodian communication regarding tax document distributions, etc.
  • Timely respond and resolve client requests/inquires.
  • Develop working relationships with colleagues, custodians, and client intermediaries (accountants, business managers, attorneys, etc.) to ensure a high level of service.
  • Monitor new accounts set-up, closing accounts, and transfers; troubleshoot issues with Custodians and keep all parties apprised of status through recurring updates.
  • Meet regularly with Advisor Teams to prioritize workload, provide timely updates on client service tasks, and escalate potential issues.
  • Add and maintain accurate client information in our CRM (Salentica).
  • Maintain electronic records and files and update client information.
  • Work with the CSA team to update and evolve training materials, which includes executing updates to OneNote Training Guide on an ongoing basis.
  • Participate in team meetings and firm initiatives/projects to streamline firm policies and procedures and to evolve the client experience.

Preferred Skills & Experience

  • Bachelors Degree with a minimum of 5+ years of administrative experience in financial services or 8+ years of relevant work experience.
  • Familiarity with brokerage or registered investment advisory firm operations, preferably with prior RIA end-client exposure.
  • Must be detail-oriented, possess strong organizational skills, and work well under pressured time constraints while meeting strict deadlines.
  • Knowledge of custodial platforms (NetX360, Schwab Advisor Center) preferred.
  • Possess a curiosity for learning and improving upon all aspects of the position, including technological and organizational strategies.
  • Ability to prioritize multiple competing tasks and demands.
  • Superb written and verbal communication skills.
  • Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint

ADDITIONAL ROLE INFORMATION

  • Job Type: Full-Time (Hybrid)
  • Compensation Structure: Base Salary + Bonus
  • Reports to: Client Service Manager
  • Number of Direct Reports: n/a
  • Location: Chicago

BENEFITS HIGHLIGHTS

  • Medical, Dental & Vision w/Health Savings Incentive
  • Employer-paid Disability & Life Insurance Programs
  • 401(k) w/Profit-Sharing
  • Employee Wellness Reimbursement
  • Paid Time Off (PTO) & Sick Days
  • Family & Sabbatical Leave Programs
  • Personal & Professional Development Reimbursement

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