Client Service Associate

4 weeks ago

Chicago, Illinois, United States Fiducient Advisors Full time
About the Role

Fiducient Advisors is seeking a highly skilled Client Service Associate to join our team. As a key member of our client service team, you will be responsible for providing exceptional customer service and support to our private clients, investment consultants, custodians, and money managers.

Key Responsibilities
  • Onboard new clients accurately and in a timely manner
  • Open new brokerage accounts for various client types
  • Process and facilitate various types of money movements
  • Maintain organization of client records and documents
  • Follow internal policies and procedures
  • Problem solve and critically think through operational tasks and client service-based projects
  • Communicate effectively with clients and colleagues
  • Support the Director of Client Services and Investment Consultants with ad-hoc projects
Requirements
  • Bachelor's Degree in Business or related field
  • 1-3 years of financial industry experience
  • Proficiency in Microsoft Suite and Adobe
  • Previous CRM experience
  • Previous custodial portal experience, particularly Charles Schwab and/or Fidelity
  • Understanding of different types of money movements transactions
  • Understanding of basics of different brokerage account types and client types
  • Understanding of basics of brokerage account processes
  • Broad knowledge of different types of securities
  • Broad knowledge of asset managers
  • Basic knowledge of alternative investment vehicles
Essential Traits
  • Team Oriented
  • Excellent follow-up skills
  • Excellent email management communication and etiquette
  • Detail-oriented with a high level of accuracy and organization
  • Thoughtful ability to establish rapport and build relationships
  • Customer service skills
  • Adaptability when priorities shift and able to work independently
  • Sound judgment and problem-solving skills
  • Resourcefulness
  • Innovative, curious, and enthusiastic
  • Ability to cultivate and develop inclusive and equitable working relationships
Work Environment & Travel Requirements
  • This role may travel up to 5% of the time for training and/or business/events
  • This role offers a hybrid work model with three days in one of our professional office environments and two days remotely
Physical Job Expectations
  • Must be able to remain in a stationary position for up to 8 hours
  • Constantly operate a computer and other office productivity machinery
  • The ability to communicate information and ideas so others will understand
  • The person in this position may at times need to move throughout the building to access different areas
  • Ability to move equipment weighing up to 25 pounds
What We Offer
  • Paid Time Off with optional rollover
  • Time –inclusive time off for a loved one, unborn child, or pet
  • Paid Parental, Personal and Family leaves
  • Development Day for eligible exams
  • Wellness Benefit Programs
  • Family & Fertility Assistance
  • Reimbursement Program
  • Development Designation reimbursement
  • Referral Program
  • Resource Groups, Mentorship Program & New Hire Cohort
  • Plan with company match
  • Phone Reimbursement Program

Fiducient Advisors is a CFA Institute DEI Signatory. As a signatory, we commit to six Code Principals that seek to drive DEI progress in a meaningful way that can be measured. The six principles focus on pipeline, talent acquisition, promotion and retention, leadership, influence, and measurement.

Fiducient Advisors is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state, or local law.

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