Skip navigation

Client Service Associate

Job Description

An international wealth management firm located downtown Chicago seeks a Client Service Associate to join their busy team. The Client Service Associate will work in a dynamic, fast paced environment and work with Financial Advisors to provide  a wide range of client’s needs. The Client Service Associate will be the liaison between the Financial Advisors and their internal and external clientele.

Responsibilities of the Client Service Associate:

  • Support multiple Financial Advisors to build their business
  • Provide excellent customer service to clients
  • Assist advisors with portfolio analysis, account creation and maintenance
  • Schedule meetings
  • Coordinate travel as needed
  • Other various administrative tasks 

Job Requirements

Requirements of the Client Service Associate:

  • Bachelor’s degree required (business, finance of economics is preferred)
  • Two years of experience within the industry
  • Proficiency with Microsoft Office Suite
  • Excellent communication and organization skills
  • Must be able to prioritize and multi-task in a deadline-driven environment
  • Should be client-focused and detail-oriented
  • Company will sponsor required series 7 & 63 licenses

Job Snapshot

Contact Name Mack & Associates
Contact Phone 312.368.0677
Post Date 11/9/2014
Location Chicago, IL
Base Pay $55,000.00 /Year
Other Pay Plus Bonus
Employment Type Full-Time
Job Type Admin - Clerical, Professional Services
Education 4 Year Degree
Experience 2 years
Manages Others No
Industry Banking - Financial Services
Required Travel Not Specified
Job ID P-21
CareerBuilder Tip:
For your privacy and protection, when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction. Learn more.

By applying to a job using you are agreeing to comply with and be subject to the Terms and Conditions for use of our website. To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.