Asset Management Associate

2 weeks ago


Springfield, Illinois, United States NFP Full time
Job Title: Asset Management Associate

At NFP, we're committed to delivering exceptional client service and building long-term relationships with our employees. As an Asset Management Associate, you'll play a critical role in supporting our clients and Relationship Managers in achieving their financial goals.

Key Responsibilities:
  • Assist new clients through the onboarding process, ensuring a seamless transition to our services.
  • Communicate effectively with clients, Relationship Managers, Asset Managers, and vendors to resolve inquiries and requests.
  • Manage client accounts, including deposits, withdrawals, and transactions, while maintaining accurate records in our CRM system.
  • Develop a deep understanding of our investment programs and provide support in updating internal marketing platforms with timely information.
  • Collaborate with the Operations Manager on special projects and contribute to the development of our team's expertise.
Requirements:
  • College degree and 1-3 years of experience in investment/client relationship/sales.
  • Familiarity with sophisticated investment solutions and asset allocation strategies.
  • Series 7 and 66 licenses preferred.
What We Offer:
  • Competitive salary and benefits package.
  • PTO and paid holidays.
  • 401(k) with match.
  • Exclusive discount programs and health & wellness initiatives.

We're proud to offer a supportive and inclusive work environment that values our employees' growth and well-being. If you're passionate about delivering exceptional client service and building lasting relationships, we encourage you to apply for this exciting opportunity.



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