| Location | Deerfield, ILLINOIS |
| Salary | $60,000–$70,000 Per Year |
Our client helps individuals and families plan confidently for today and tomorrow through retirement planning, investment advising, and 401(k) management. Youll join a team that values accuracy, responsiveness, and strong client relationships.
SUMMARY:
As a Service Associate, you will be the heartbeat of this mission. By delivering administrative excellence and seamless operational support, you will directly empower the financial advisory team and give clients the peace of mind they deserve. The Service Associate will focus on assisting with day-to-day client service requests, processing transactions, handling client inquiries, and managing account-related documentation. The Service Associate will collaborate closely with senior team members to deliver high-quality service and contribute to the smooth operation of client services.
JOB DETAILS:
Role Type: Full-time, non-exempt role.
Location: Riverwoods, IL. Requires 5 days of in-office work.
Salary: Expected base salary $60k-$70k. Potential for an annual bonus based on the employees' performance and the companies.
What You'll Be Doing
Serve as an initial point of contact for clients, addressing inquiries and providing timely responses to their needs via phone and email.
Assist with scheduling and coordinating client appointments, ensuring all logistics are handled efficiently and accurately.
Process client requests, including transactions and paperwork, in line with firm policies and procedures.
Assist in the onboarding process for new clients, ensuring a smooth and positive experience.
Collaborate with custodians and internal teams to resolve client account issues, transfers, and general service requests.
Support advisors with client-related documentation, ensuring all forms are complete, accurate, and submitted on time.
Provide notary services for client transactions as required.
Maintain up-to-date client records and help ensure accuracy and consistency across internal systems.
What We Are Looking For
2-5 years of experience in a client-facing administrative role within the financial services or related industry.
BS/BA degree preferred; high school diploma or GED required.
Strong communication skills with the ability to establish rapport with clients and colleagues.
Experience with CRM systems and basic financial software (experience with custodial platforms is a plus).
Knowledge of financial services industry practices, with familiarity in processing account transactions or client service inquiries.
Strong attention to detail and accuracy in handling client records and transaction-related documents.
Ability to multitask and manage competing priorities in a fast-paced environment.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook).