Financial Client Service Manager - in office up to $80k
$80kCPS Inc.
Financial Client Service Manager - in office up to $80k Location: Chicago, IL Job Type: Full-time, In-Office Overview We are seeking a motivated Financial Client Service Manager to join our team. This in‑office role requires a FINRA license (Series 65) and offers an opportunity to provide exceptional service to clients while ensuring regulatory compliance. Key Responsibilities Serve as the main point of contact for client inquiries and account issues. Assist with account openings, transactions, and maintenance. Process transactions and maintain client records in line with compliance standards. Educate clients on financial products and services. Collaborate with internal teams to deliver excellent service. Stay updated on industry regulations and maintain FINRA licensure. Required FINRA Series 65 license Experience in a client service role, preferably in financial services. Strong communication and organizational skills. Ability to work in a fast‑paced office environment. Preferred Familiarity with investment products and financial regulations. Competitive salary and benefits package. #J-18808-Ljbffr CPS Inc.
Vacancy posted 1 day ago
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