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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
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