Transcend PM is Hiring a Client Services Associate - Financial Services Near Chicago, IL
Client Service Administrator – Financial ServicesLocation: Downtown Chicago (hybrid; three days in office, two days remote) Compensation: $60,000 - $70,000 (base bonuses) The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come. We are a close, tightly knit team that works collaboratively to bring our values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. Our office is committed to delivering high-quality, high-touch experiences to our clients so that, no matter whom they work with, clients know that they are receiving our utmost attention. Being their advocate is the highest honor for us! Sound appealing? We are building a team with people who share our vision and want to add value to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow. We are excited to have an opportunity to welcome a Client Service Administrator to our team who will support our firm’s lead advisors. The attributes that we are looking for in a teammate include:
Insistent attention to detail
Energy and enthusiasm
Commitment to exceeding client expectations
Flexibility and openness to step in and do whatever is needed to support the team
Interest in working on varied assignments with people across the firm
Strong communication and interpersonal skills, showing an ability to connect with others and build relationships within the firm and across our client base
Ability to anticipate the needs of the advisor and the team overall
Self-directed time management and prioritization capabilities and outstanding organizational skills
Ability to self-start, take initiative, and be proactive
Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality
Poise and maturity, especially in stressful situations
Team player with strong desire to be a long-term contributing member of the team
A long view of the opportunities presented by our client and the industry overall
If you are a fit for this position, we know that you are interested in more details. Read on! As a Client Service Administrator, you can expect to:
Think. We want your mind in the mix, to perceive, observe, reflect, decide, and act
Intake, screen, organize and process all that you are able, focus the advisor’s attention on the items that require his personal attention, and ensure that all activities are captured, scheduled, and completed
Stay apprised of client meetings and ongoing activities, keeping up to date on the advisor’s priorities and projects, goals, and timelines and what he wants/needs to do with each on an ongoing basis so that you can process, schedule, and oversee projects
Coordinate the advisor’s calendar availability; appropriately blocking time and coordinating commitments with the team.
Qualifications for this role include:
Bachelor’s degree
Minimum of two years of experience in the financial services industry is required
Minimum of two years of experience in a client-facing role required
At least one FINRA license is preferred
Excellent communication and relationship management skills
Strong computer desktop skills required: Microsoft Office Suite (Excel, Outlook, Word, etc.)
Technology-forward
Ability to adapt in a fast-paced environment
High attention to detail
Ability to learn quickly
Demonstrated job stability and career progression
Get in touch today so that we can get to know you! As a Client Service Administrator in the financial services industry, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as advocates for their hopes and dreams. We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firmoffers and see if it might be an attractive fit for both of us and you. We look forward to meeting you! #ZRPowered by JazzHR m6dud2F8Ch