What are the responsibilities and job description for the Client Service Associate - Chicago, IL position at Clearstead Advisors LLC?
Description:
This position will support Private Client Group Advisors, serving as the first point of contact for clients or prospects and providing a wide range of relationship management and administrative support for individuals, entities, and trusts.
Position responsibilities:
- Oversee client interaction — act as a conduit between client and Private Client Group operations; assist in creation of business plans with Financial Advisors geared toward client growth and development; build relationships with clients
- Facilitate investment account transactions at Fidelity and Schwab such as opening and closing brokerage accounts, transferring assets, money movement, charitable gifting, trust distributions, and general account administration
- Works directly with service team at Fidelity and Schwab, as needed, to troubleshoot problems, expedite high priority items and work through complex transactions
- Assist with the administration of alternative investments; including coordinating capital calls
- Manage meeting logistics and assist in the coordination and finalization of client meeting materials
- Assists in office organization, filing, scanning of documents to the client directory and electronic file creation
- Develops familiarity of the tools available to complete assigned projects in a paperless environment
- Completes other duties as assigned
Essential skills and experience:
- 1-3 years in banking or financial wealth management
- Experience with Investment, Insurance or Trust Administration is a plus
- BS/BA degree in Business, Finance or related field, or equivalent experience
- Experience with alternative investments is a plus
- Experience with Fidelity or Schwab is a plus
- Ability to work under pressure, organize and manage multiple priorities in a demanding environment where time management, attention to detail, follow-through and meeting deadlines are critical
- Strong computer proficiency (e.g. Word, Excel, Adobe and Outlook)
- Strong client orientation
- Excellent interpersonal and communication skills, written and verbal
- Strong team player
- Commitment to company values
