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Experienced Client Services Specialist

2 months ago

Hinsdale, Illinois, United States Jobot Full time

Wealth Management Administrative Support - Excellent Benefits and Profit Sharing

This exceptional opportunity is for a Senior Client Services Associate in the wealth management sector. This role is ideal for a committed professional eager to make a meaningful contribution. You will be tasked with managing client relationships, providing outstanding service, and playing a vital role in our business success.

Why consider this position?

  • Remote work with flexible hours
  • Attractive salary with performance bonuses
  • 401k plan with matching contributions + profit sharing
  • Tuition assistance program
  • Paid parental leave policy
  • Comprehensive health insurance + wellness programs
  • Employer-funded life and disability coverage
  • 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 trends 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
  • Proficient problem-solving and decision-making abilities
  • Detail-oriented with excellent organizational skills
  • Skilled in financial software and Microsoft Office Suite
If you are interested in this opportunity, feel free to reach out for more details.