What are the responsibilities and job description for the Client Services Associate position at The Mather Group?
THE MATHER GROUP
The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive wealth management services with our clients’ best interests in mind.
What we are doing differently is educating our clients on what fiduciary responsibility really means, at a time when it is more important than ever.
OUR CORE VALUES
Curiosity
Continuously seek knowledge to provide innovative, tailored advice.
Humility
Value client perspectives to build strong, trust-based relationships.
Accountability
Deliver on promises with transparent communication and responsible actions.
Respect
Foster an inclusive environment where all clients feel heard, valued, and appreciated.
Resilience
Adapt and thrive amidst challenges, providing stability, and peace of mind.
Elevate
Continuously seek ways to add value and exceed client expectations.
CLIENT SERVICES ASSOCIATE
We are seeking a highly motivated and detail-oriented Client Services Associate to join our dynamic client services team. This individual will be responsible for providing support to advisors and clients on the West Coast while collaborating with a dynamic, nationwide Client Services team. This role requires excellent communication skills, the ability to manage multiple priorities, and a proactive approach to delivering exceptional service.
ROLE INFORMATION
- Status: Full-Time
- Location: Chicago, IL
- Compensation Structure: Base Salary Bonus
- Reports to: Managing Director, Client Services
SPECIFIC RESPONSIBILITIES INCLUDE
- Providing exceptional and timely client service and flawless execution on client and prospective client requests, inquiries, and transactions and providing solutions where appropriate.
- Acting as a point of contact for all client interactions, working with internal business partners to ensure a timely and accurate response to all client questions and concerns.
- Managing account transition and opening process for new and existing clients.
- Collecting and populating account-specific information, organizing executed documentation from clients, researching and resolving issues with missing/incomplete information, security/cash transfers, etc.
- Managing daily work volumes and transactions accurately across multiple custodians, within established deadlines, and in accordance with existing policies and procedures.
- Researching, following up, and escalating client issues and problems through effective interaction with clients and internal business partners in a timely and professional manner.
- Effectively collaborating with respective client-facing teams and internal business groups to deliver and execute client transactions with a common goal of providing exceptional service.
- Assisting with ad-hoc projects to improve firm operational efficiency and fulfill compliance requirements.
- Delivering effective written and verbal communication to financial advisors, internal departments, and firm leaders.
- Performing other job-related duties as assigned by your manager and working closely with team members on designated projects.
- Keeping up to date on custodial processes and rules and regulations under compliance.
SPECIFIC RESPONSIBILITIES INCLUDE
The ideal candidate will possess the following qualifications and attributes:
- 1 years professional experience in a Client Service Associate role at an RIA firm
- Excellent verbal and written communication skills
- A motivated self-starter looking for a place to grow your career
- Ability to work in a fast-paced growing entrepreneurial environment
TMG is an equal opportunity employer and welcomes candidates from diverse backgrounds.
