71 Client Associate ( Chicago ) Jobs in Chicago, IL
The Mather Group is Hiring a Client Associate ( Chicago ) Near Chicago, IL
TMG is a federally Registered Investment Adviser (RIA) with a fiduciary duty to our clients. That means we are obligated to always act in their best interest. When clients choose TMG, we work to mitigate any potential conflicts of interest regarding how their money is managed and where their money is held. Our financial professionals do not hold brokerage licenses, are not compensated by selling products, and do not earn commissions—we do not incentivize ourselves at our clients' expense. We aim to minimize cost wherever possible and to provide complete transparency about our fees, which are outlined in our firm's public disclosure documents.
What we are doing differently is educating investors on what fiduciary responsibility really means, at a time when it is more important than ever.
About The PositionAs a Client Associate, you'll be responsible for:
- Calling prospective clients daily to articulate TMG's value proposition (this will fill the majority of each day during the first year of the aspiring Business Development Associate or Financial Planning Associate)
- Driving business development through our proprietary sales process
- Gathering information and building financial plans for prospective clients using MoneyGuidePro's financial planning software
- Working with the Investment Committee to assemble investment proposals, 401k recommendations, and financial product cost analyses for prospective clients.
- Learning all facets of TMG's technology platforms and integrations
- Assisting the Tax Team in tax preparation and Roth conversion strategies
- Enrolling in and completing a CFP program offered by a reputable university within three years of employment.
- Ensuring professional development through ongoing education and participation in Wealth Management knowledge-sharing and training opportunities.
- Assisting with firmwide projects, as requested
- 1 year of professional experience in the Financial Services industry
- Bachelor's degree required, preferably with a concentration in Financial Planning, Business, or Communications
- Strong track record of achievement and meeting/exceeding ambitious targets
- Excellent verbal and written communication skills
- A motivated, self-starter looking for a place to grow your career.
Apply Now
Job Summary
Full Time
Insurance
$72k-94k (estimate)
07/17/2024
10/02/2024
mather-co.com
WILLIAM PENN ANNEX EAST, PA
25 - 50
1873
CHARLES E MATHER III
<$5M
Insurance
Related Companies
The job skills required for Client Associate ( Chicago ) include Written Communication, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Associate ( Chicago ). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Associate ( Chicago ). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Associate ( Chicago ) positions, which can be used as a reference in future career path planning. As a Client Associate ( Chicago ), 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 Associate ( Chicago ). You can explore the career advancement for a Client Associate ( Chicago ) below and select your interested title to get hiring information.
If you are interested in becoming a Client 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 Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Associate job description and responsibilities
Assist clients for producing account opening documents and open client account.
02/23/2022: Kingsport, TN
Provide support to client with product and account needs.
02/17/2022: Killeen, TX
Client associates explain account services and their capabilities, guiding clients to the products or services best suited to their needs.
01/20/2022: Knoxville, TN
Collect and analyze competitor data and client usage to find new business opportunities and to develop relationships with prospective clients.
03/05/2022: Akron, OH
Client associates work to grow the client base, establishing new customer portfolios and to provide excellent service to clients.
02/08/2022: Santa Maria, CA
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 Associate jobs
Happy clients are less likely to take their money elsewhere.
03/19/2022: Orange, CA
Client associates should collect the necessary documentation to avoid any errors and ensure new accounts are set up properly.
01/19/2022: Everett, WA
A good client associate enhances the client's experience by servicing and providing operational and administrative support.
04/02/2022: Evansville, IN
Maintain clear and consistent communications; provide proper direction and counsel; and offer problem-solving solutions to clients.
03/28/2022: Pine Bluff, AR
Developed new client on-boarding process to ensure a consistent and optimal client experience.
01/23/2022: Kansas City, KS
Step 3: View the best colleges and universities for Client Associate.
Similar Jobs
Popular Articles
