What are the responsibilities and job description for the CSA - Financial Services position at Transcend Practice Management?
Client Service Administrator – Financial Services
Location: Downtown Chicago (hybrid—three days in office, two days remote)
Compensation: $70,000 - $80,000 (base bonuses)
The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.
We are a close, tightly knit team that works collaboratively to bring our values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. Our office is committed to delivering high-quality, high-touch experiences to our clients so that, no matter whom they work with, clients know that they are receiving our utmost attention. Being their advocate is the highest honor for us!
Sound appealing? We are building a team with people who share our vision and want to add value to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow. We are excited to have an opportunity to welcome a Client Service Administrator to our team who will support our firm’s lead advisors.
The attributes that we are looking for in a teammate include:
If you are a fit for this position, we know that you are interested in more details. Read on!
As a Client Service Administrator, you can expect to:
Get in touch today so that we can get to know you! As a Wealth Management Client Service Administrator, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as advocates for their hopes and dreams.
Location: Downtown Chicago (hybrid—three days in office, two days remote)
Compensation: $70,000 - $80,000 (base bonuses)
The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.
We are a close, tightly knit team that works collaboratively to bring our values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. Our office is committed to delivering high-quality, high-touch experiences to our clients so that, no matter whom they work with, clients know that they are receiving our utmost attention. Being their advocate is the highest honor for us!
Sound appealing? We are building a team with people who share our vision and want to add value to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow. We are excited to have an opportunity to welcome a Client Service Administrator to our team who will support our firm’s lead advisors.
The attributes that we are looking for in a teammate include:
- Insistent attention to detail
- Energy and enthusiasm
- Commitment to exceeding client expectations
- Flexibility and openness to step in and do whatever is needed to support the team
- Interest in working on varied assignments with people across the firm
- Strong communication and interpersonal skills, showing an ability to connect with others and build relationships within the firm and across our client base
- Ability to anticipate the needs of the advisor and the team overall
- Self-directed time management and prioritization capabilities and outstanding organizational skills
- Ability to self-start, take initiative, and be proactive
- Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality
- Poise and maturity, especially in stressful situations
- Team player with strong desire to be a long-term contributing member of the team
- A long view of the opportunities presented by our cleint and the industry overall
If you are a fit for this position, we know that you are interested in more details. Read on!
As a Client Service Administrator, you can expect to:
- Think. We want your mind in the mix, to perceive, observe, reflect, decide, and act.
- Intake, screen, organize and process all that you are able, focus the advisor’s attention on the items that require his personal attention, and ensure that all activities are captured, scheduled, and completed.
- Stay apprised of client meetings and ongoing activities, keeping up to date on the advisor’s priorities and projects, goals, and timelines and what he wants/needs to do with each on an ongoing basis so that you can process, schedule, and oversee projects.
- Coordinate the advisor’s calendar availability; appropriately blocking time and coordinating commitments with the team.
- Bachelor’s degree preferred
- Minimum of two years of experience in the financial services industry is required
- Minimum of two years of experience in a client-facing role required
- Excellent communication and relationship management skills
- Strong computer desktop skills required: Microsoft Office Suite (Excel, Outlook, Word, etc.)
- Technology-forward
- Ability to adapt in a fast-paced environment
- High attention to detail
- Ability to learn quickly
- Demonstrated job stability and career progression
Get in touch today so that we can get to know you! As a Wealth Management Client Service Administrator, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as advocates for their hopes and dreams.
Salary : $70,000 - $80,000
