Client Service Associate/Manager job in Itasca, IL

A leading independent wealth management firm is on the lookout for a Client Service Associate to join a dynamic team in Itasca, IL.

About:

Our client is a boutique firm, rapidly expanding through organic growth and acquisition. Team-based expertise and resources to simplify our clients' financial lives. Emphasis on collaboration and diverse perspectives.

Primary Responsibilities:

• Lead and implement the client service model for the Financial Advisors and their clients.
• Facilitate new account setup at the custodial and broker-dealer level; follow up on fund transfers.
• Respond to and resolve client requests, completing necessary financial paperwork.
• Ensure accurate completion of prospect/new client paperwork and setup.
• Maintain CRM database and client files (filing, copies, data input).
• Research and follow up on issues with the Broker/Dealer, WEG Operations, and vendors.
• Record incoming assets to the appropriate blotting tool.
• Learn company product suitability guidelines, financial operational processes, and sales processes.
• Support client service functions for all teams as requested.

Qualifications:

• 4-year degree preferred.
• 3+ years of customer service/administrative experience required, preferably in Wealth Management.
• Financial administration experience is a plus.
• Series 7/66 Licensing required for Client Service Manager role.
• Strong interpersonal skills for team and client relationships.
• Professional presence and effective communication skills.
• Attention to detail and strong process orientation.
• Problem-solving skills, ability to work with deadlines, and prioritize work.
• Proficient with Microsoft Office; Salesforce experience is a plus.
• E-Money experience is a plus.

Join the Team!

We value open conversations and invite you to apply, sharing your compensation expectations.

Ready to simplify financial lives and enhance client experiences? Apply now and let's start a conversation!