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Senior Client Relations Specialist

2 months ago

Hinsdale, Illinois, United States Jobot Full time

Wealth Management Administrative Support - Excellent Benefits + Profit Sharing Potential

This exceptional opportunity is for a Senior Client Services Associate in the wealth management sector. If you are a committed professional eager to make a meaningful difference, this position is tailored for you. Your primary responsibility will be to cultivate client relationships, provide outstanding service, and contribute to the overall success of our organization.

Why consider this opportunity?

  • Flexible remote work options
  • Attractive salary with performance bonuses
  • 401k plan with matching contributions + profit sharing
  • Tuition assistance program
  • Paid parental leave policy
  • Comprehensive health coverage + wellness initiatives
  • Employer-funded life and disability insurance
  • Generous paid time off + holidays
Core Responsibilities
  • Develop and maintain client relationships, ensuring all requirements are addressed professionally
  • Facilitate the client onboarding process for a seamless experience
  • Prepare for and engage in client meetings, providing valuable insights
  • Manage investment accounts, execute trades, track performance, and handle documentation
  • Effectively prioritize and manage multiple tasks
  • Collaborate with colleagues to enhance client satisfaction and drive business growth
  • Stay informed on industry developments and regulations to provide knowledgeable client advice
Qualifications
  • At least 2 years of experience in the financial services industry
  • Experience in client onboarding, meeting preparation, and investment oversight
  • Preferred licenses: Series 7, 66, 63, or 65
  • Understanding of investment strategies and financial markets
  • Strong communication and interpersonal skills
  • Effective problem-solving and decision-making capabilities
  • Detail-oriented with excellent organizational skills
  • Proficient in financial software and Microsoft Office Suite
If you are interested in exploring this opportunity further, please reach out for additional information.