Client Services Associate

Client Service Associate (CSA)

The Client Service Associate (CSA) plays a crucial role in supporting advisors and ensuring the smooth operation of our office. Acting as the first point of contact for clients, the CSA is responsible for delivering exceptional client service, maintaining accurate records, and managing day-to-day operational and administrative tasks. This role requires strong attention to detail, excellent communication skills, and the ability to adapt in a dynamic work environment.

This position requires a minimum of three (3) days in the office.

Key ResponsibilitiesClient Service & Operations

· Serve as the first point of contact for clients, providing outstanding customer service in person, via phone, and in writing.

· Assist with client onboarding, including opening new accounts, processing transfers, and handling documentation requirements.

· Process and manage account-related activities such as cash management, “move money” requests, periodic distributions, and account maintenance.

· Conduct proactive outreach to clients on time-sensitive activities (e.g., required minimum distributions).

· Educate clients on account services, capabilities, and available technology (e.g., eSignature, paperless statements, client portals).

· Ensure all client requests and inquiries are handled promptly and follow through to completion.

· Maintain and update the CRM system (Practifi) with accurate client information.

· Execute a large volume of tasks, within designated turnaround times while maintaining a high level of quality, attention to detail and minimal errors.

Administrative Support

· Oversee scheduling for the advisor, including booking appointments and review meetings.

· Draft professional correspondence, including emails and other client communications.

· Screen and direct phone calls, ensuring client needs are addressed efficiently.

· Serve as backup support for office coordination, including greeting clients and answering calls.

Qualifications & Skills

· Strong attention to detail and problem-solving abilities.

· Excellent verbal and written communication skills with the ability to explain complex information clearly.

· Ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment.

· Exceptional interpersonal skills to build relationships with clients, coworkers, and external partners.

· Self-motivated, proactive, and adaptable to a changing work environment.

· Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and CRM applications.

· Strong organizational skills and ability to follow procedures effectively.

Preferred Qualifications

· Prior experience in financial services, wealth management, or client-facing roles.

Additional Expectations

· Adhere to all compliance and regulatory requirements in daily client interactions and firm processes.

· Be logged in and ready to provide client service at the start of each workday.

· Maintain a professional and considerate office environment, being mindful of phone conversations and background noise.

· Be available for occasional meetings or events outside normal business hours that are integral to the position and the firm.

Job Type: Full-time

Pay: $47,465.00 - $73,153.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
• Work from home

Compensation Package:

• Yearly bonus

Ability to Commute:

• St Charles, IL 60174 (Required)

Ability to Relocate:

• St Charles, IL 60174: Relocate before starting work (Required)

Work Location: Hybrid remote in St Charles, IL 60174

Salary : $47,465 - $73,153