Client Services Associate

We are one of the largest independently owned fee-based wealth management firms in the Chicago area. We provides wealth management services to corporate executives and high net worth individuals. Investment News recently announced us as Best Places to Work for Financial Advisors for 2021, 2022, 2023 and 2024.

Skills

We are in search of a full-time Client Service Associate. This individual must possess excellent organizational, multi-tasking and communication skills and must be able to work in a fast-paced professional office environment. The position requires proficiency in Microsoft Office and the willingness to learn other business-related software, in which training will be provided. The duties of this role would include, but are not limited to, the following:

• Assists with managing client accounts at Schwab, which includes preparing and processing client paperwork and transferring funds as needed
• Organize and maintain a variety of files, records and databases
• Process tax returns
• Exposure to multiple advisor practices by providing support to Client Service Coordinators and Managers.
  
  

Any experience and basic knowledge in the area of finance, income tax, estate planning, financial planning and investments is an advantage. A successful Client Service Associate will need the skills to work effectively in teams as well as independently. This is a great opportunity for someone looking to join a reputable wealth management firm on a long-term basis. The Client Service Associate is an entry-level support position that offers opportunity for advancement. The Client Service Associate is a non-exempt position and may be eligible for a hybrid schedule after the initial training period.

Education: Bachelor’s degree is preferred in Business Management or Business Administration; Associate’s Degree is acceptable.

Compensation: Base salary plus overtime, bonuses and full benefits including health, dental and profit sharing.

Equal opportunity employer.