Client Services Associate

This range is provided by Connect Search, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $95,000.00/yr - $100,000.00/yr Additional compensation types Annual Bonus Job Title: Client Service Associate Location: Chicago - Hybrid Type: Full-Time, Permanent/Direct Hire Pay Range: $95,000 - $100,000 base salary plus bonus Benefits: Stellar health benefits, dental, and vision, plus PTO and 401K match. Position Overview: Our Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Key Responsibilities: Provide a variety of functioning services and proactive follow-through to clients and the Wealth Management Team, including preparation of new account applications, asset-transfer forms, client-specific requests at various custodians (e.g., check requests, distributions), preparation of alternative investment paperwork including processing fundings and/or periodic capital calls, custodian communication regarding tax document distributions, etc. Timely respond and resolve client requests/inquires Monitor new accounts set-up, closing accounts, and transfers; troubleshoot issues with Custodians and keep all parties apprised of status through recurring updates Add and maintain accurate client information in our CRM Maintain electronic records and files and update client information Key Qualifications: Bachelor’s Degree with a minimum of 5+ years of administrative experience in financial services or 8+ years of relevant work experience Familiarity with brokerage or registered investment advisory firm operations, preferably with prior RIA end-client exposure Knowledge of custodial platforms (NetX360, Schwab Advisor Center) preferred Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Finance Referrals increase your chances of interviewing at Connect Search, LLC by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Paid maternity leave Get notified about new Client Services Associate jobs in Chicago, IL . Downers Grove, IL $50,000.00-$55,000.00 3 months ago Chicago, IL $70,000.00-$80,000.00 3 weeks ago Greater Chicago Area $60,000.00-$90,000.00 2 weeks ago Chicago, IL $60,000.00-$80,000.00 2 weeks ago Lisle, IL $70,000.00-$85,000.00 2 months ago Chicago, IL $70,000.00-$90,000.00 2 weeks ago Resident Relations Specialist- Chicago IL Office Coordinator 1-Year (Rocket Travel by Agoda) We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Connect Search, LLC