What are the responsibilities and job description for the Senior Client Service Associate position at BCI - Brokerage Consultants Inc?
Senior Client Service Associate | Chicago, IL / (3 days in; 2 WFH) | $85-95k bonus
Chicago RIA seeks highly organized Senior Client Service Associate to help deliver exceptional service via document prep, CRM, new account opening / data entry / transaction processing, travel arrangements / expenses management.
Responsibilities :
Provide operational / organizational support; enter client data; create / distribute reports; prepare materials for client meetings using client management systems
Process monetary transactions; prepare client forms using custodian platforms (Schwab / TD Ameritrade / Raymond James / RBC)
Explain documentation / registration requirements to clients / advisors; prepare transaction documents; collect signatures using e-signature systems
Monitor alerts / action items from custodians; proactively reach out to advisors for time-sensitive resolution
Build relationships with advisors / staff by explaining operational processes / procedures and teaching systems requirements / techniques
Assume ownership of inquiries / transactions / client service issues on behalf of advisor; provide follow-through / updates until completion
Collaborate with internal operations teams to research complex issues / assist with projects
Provide administrative support to management team as needed
Requirements :
Bachelors' degree; FINRA 65 or 66 license must be obtained upon hire if not held
5 years of experience working with a financial advisory firm
Highly proficient in Microsoft Suite, DocuSign, Adobe; experience with CRM / custodian systems (Redtail, HubSpot, Orion, Schwab, TDA, Raymond James, etc.)
Superior problem-solving skills; ability to learn / understand / apply new information quickly; ability to communicate complex information clearly / simply; strong prioritization / time-management skills; intuitive thinker with ability to piece together multiple concepts to resolve complex problems; highly refined organizational skills with ability to change priorities based on situation
Salary : $85,000 - $95,000
