Financial Support Associate

1 week ago


Chicago, Illinois, United States First Recruiting LLC Full time
Wealth Management Associate Position Overview

We are seeking an experienced and customer-focused Wealth Management Associate to join our team at First Recruiting LLC. As a key member of our Wealth Management Team, you will play a vital role in delivering exceptional client experiences and driving business growth.

Your Key Responsibilities:

  • Develop and maintain strong relationships with clients, advisors, and internal teams, ensuring seamless communication and issue resolution.
  • Prepare and process new account applications, asset-transfer forms, and other client-specific requests in a timely and accurate manner.
  • Maintain up-to-date knowledge of regulatory requirements and industry developments, applying this expertise to ensure compliance and best practices.
  • Contribute to the development of processes and procedures to enhance operational efficiency and client satisfaction.

Requirements and Qualifications:

  • Bachelor's degree with at least 5+ years of experience in client-facing roles within an RIA firm.
  • Familiarity with financial software, including CRM systems and accounting packages.
  • Proven track record of achieving high levels of client satisfaction and loyalty.

Salary and Benefits:

We offer a salary range of $70,000 - $90,000 per year, depending on experience, along with a comprehensive benefits package and opportunities for professional growth and development.



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