167 Client Services Associate Jobs in Chicago, IL
North Bridge Staffing Group is Hiring a Client Services Associate Near Chicago, IL
My client is an independent investment and wealth management firm hiring a Client Services Associate to join their team. The Associate will work alongside other associates and analysts to support multiple Advisors.
The firm is looking for someone with 3 years of experience working in a similar position out of a wealth management firm. A CFP is a bonus, but not required.
Position: Client Services Associate
Compensation: $80,000-$95,000 (based on experience) bonus
Schedule: Hybrid
Responsibilities:
- Organize and prepare materials for regular client meetings that occur 2-4 times per year
- Attend and participate in all Chicago area (and possibly out of town) client meetings and prepare the follow-up letter and action lists associated with each client meeting
- Monitor and implement client-agreed action items, which most importantly requires working directly with clients to ensure proper execution of all investment documents
- Review quarterly client reporting package and participate in quarterly calls with the client to review the materials
- Assist in the development and implementation of customized asset allocation and wealth transfer strategies for the client
- Work with the client’s outsourced tax, legal and other experts to help facilitate tax, wealth transfer, and philanthropic planning goals
- Assist in the preparation of new business development presentations.
- Participate in other internal firm initiative
Qualifications:
- A strong commitment to provide exceptional client service in our energetic, disciplined, and team-oriented environment
- Consistently high attention to detail, accuracy, thoroughness, and execution.
- Strong analytical skills
- Outstanding written and oral communications skills
- Demonstrated strength in Microsoft Office suite, particularly Excel
- Familiar with various investment asset classes and basic investment concepts, including alternative investments
- At least three years of financial planning, family office, tax, or investment working experience with high-net-worth families.
- CPA, CFP, or MBA is a plus.
Job Summary
Full Time
$57k-74k (estimate)
09/08/2024
09/21/2024
The following is the career advancement route for Client Services Associate positions, which can be used as a reference in future career path planning. As a Client Services Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Associate. You can explore the career advancement for a Client Services Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Associate job description and responsibilities
A client service associate works as a financial assistant and financial advisor to clients.
02/03/2022: Oklahoma City, OK
Client associates must also collect and analyze competitor data and client usage so that they create new business opportunities.
03/03/2022: Brownsville, TX
Client services representatives manage client relationships and provide customer support.
03/31/2022: Pierre, SD
A client services associate prepares orders relating to buying and selling stocks and calculates the associated brokerage fees, transfer taxes and commissions.
01/29/2022: Bridgeport, CT
Provided daily financial transaction services for clients while delivering excellent customer care.
03/18/2022: Lincoln, NE
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Associate jobs
These positions require familiarity with customer services tools and programs.
04/05/2022: Washington, DC
Client services associates also should have strong math, time management and critical thinking skills.
01/22/2022: Pine Bluff, AR
These associates provide administrative and client support to financial advisers.
03/03/2022: Jacksonville, FL
Client Services Associate must be excellent communicators capable of leading a team.
02/25/2022: Jackson, MS
And strong client relations skills are key to building and maintaining long-lasting business relationships.
01/26/2022: Provo, UT
Step 3: View the best colleges and universities for Client Services Associate.
