Client Service Professional

4 days ago


Chicago, Illinois, United States RK Partners Full time

At RK Partners, we're seeking a skilled Client Service Professional to join our team. This role plays a vital part in supporting our clients and Wealth Advisors with administrative and operational assistance.

The ideal candidate will have a degree in finance or a related field and at least 5 years of experience in client service. A Series 65 license is also required.

Responsibilities include preparing reports, maintaining client files, and leading the onboarding process for new clients. The successful candidate will be highly organized, with excellent communication and prioritization skills.

We offer a competitive salary of $65,000 - $80,000 per year, depending on experience. If you're passionate about delivering exceptional client service and working closely with clients, this role is perfect for you.



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