Wealth Management Associate

2 days ago

Chicago, IL, United States The Planet Group Full-time

Job Title: Client Service Analyst

Duration 3 months

Location: Chicago, IL 60606

Pay Range: $30 - $33/hour



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Respnosibilities

  • Manage client relationships by serving as the primary point of contact for clients and sales channels.
  • Provide a full range of services, including supporting client onboarding, answering client inquiries regarding fund and portfolio information and literature, addressing client-related issues, and executing client lifecycle events.
  • Communicate and work closely with the sales force to provide high-quality service to clients.

Requirements

  • Hold the SIE, Series 7, and Series 63 licenses.
  • Have at least three years of customer-facing financial services experience, ideally with approximately seven to eight years or less of total industry experience. xuwmhxw
  • Have experience supporting Financial Advisors, Wealth Management clients, Asset Management products, or Separately Managed Accounts (SMAs).