Full Time Associate

22 hours 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 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. Have experience supporting Financial Advisors, Wealth Management clients, Asset Management products, or Separately Managed Accounts (SMAs).