What are the responsibilities and job description for the Client Services Associate position at Connect Search, LLC?
Our client in Deerfield, a prominent financial services firm in the Chicago area, is seeking a Client Relationship Associate to join the team at their Deerfield office. You will provide high level client services to high net worth clients and supporting a highly professional team of advisors. This is a hybrid position with 3 days in the office per week.
Key Responsibilities :
- Facilitate client onboarding by preparing account setup documents and gathering necessary client information.
- Manage account updates, including profile changes and registration modifications.
- Process asset movements such as journal entries, wire transfers, and EFTs.
- Support quarterly billing processes and create performance reports.
- Resolve client issues promptly and professionally.
- Collect tax-related information and assist with tax reporting for clients.
- Build and maintain strong client relationships through regular communication.
- Perform general administrative duties, including :
- Updating and maintaining the Client Relationship Management (CRM) system.
- Reviewing exception reports.
- Preparing documentation, such as letters of authorization, check-writing applications, and operational forms.
- Communicate with supervisors on compliance matters and respond to regulatory inquiries.
- Execute trades and resolve trade errors, as required.
Qualifications :
