What are the responsibilities and job description for the Senior Client Service Associate position at rekroot llc?
We are looking for a driven and adaptable professional to help deliver exceptional service to clients while expanding their own expertise in wealth management.
This role offers hands-on experience in financial planning, investment operations, and insurance servicesperfect for someone who thrives in a collaborative setting and enjoys wearing multiple hats.
Why Youll Love This Role :
- Growth-Oriented Gain exposure to all aspects of financial planning with mentorship, professional development, and opportunities for career advancement.
- Small-Team Environment Work alongside a close-knit, high-performing team that values innovation, collaboration, and continuous improvement.
- Varied Responsibilities No two days are the same; youll manage multiple areas of client service, investment trading, and financial planning operations.
- Hybrid Flexibility Based in Lombard, IL, with the option to work remotely 1-2 days per week after the onboarding period.
- Comprehensive Benefits & Competitive Compensation Enjoy health, dental, and vision insurance, 401(k) matching, paid time off, and performance-based bonuses.
Your Key Responsibilities :
What You Bring :
About Us :
With over two decades of financial planning expertise, the team has grown organically by 20% year-over-year, now overseeing nearly $140M in client assets. Backed by the strength and stability of a Fortune 500 firm, we combine industry-leading resources with a boutique advisory approach, helping clients achieve financial security and long-term success.
