Wealth Management Associate
$30 - $33 per hourThe Planet Group
Job Title: Client Service Analyst
Duration 3 months
Location: Chicago, IL 60606
Pay Range: $30 - $33/hour
Respnosibilities
- Manage client relationships by serving as the primary point of contact for clients and sales channels.
- Provide a full range of services, including supporting client onboarding, answering client inquiries regarding fund and portfolio information and literature, addressing client-related issues, and executing client lifecycle events.
- Communicate and work closely with the sales force to provide high-quality service to clients.
Requirements
- Hold the SIE, Series 7, and Series 63 licenses.
- Have at least three years of customer-facing financial services experience, ideally with approximately seven to eight years or less of total industry experience.
- Have experience supporting Financial Advisors, Wealth Management clients, Asset Management products, or Separately Managed Accounts (SMAs).
Vacancy posted 2 days ago
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