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Wealth Management Associate

$30 - $33 per hour

The Planet Group

Mundelein, IL

Job Description

Job Title: Client Service Analyst

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Duration 3 months

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Location: Chicago, IL 60606

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Pay Range: $30 - $33/hour

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Respnosibilities

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    \n
  • Manage client relationships by serving as the primary point of contact for clients and sales channels.
    • \n
  • 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.
    • \n
  • Communicate and work closely with the sales force to provide high-quality service to clients.
    • \n
\n

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Requirements

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    \n
  • Hold the SIE, Series 7, and Series 63 licenses.
    • \n
  • Have at least three years of customer-facing financial services experience, ideally with approximately seven to eight years or less of total industry experience.
    • \n
  • Have experience supporting Financial Advisors, Wealth Management clients, Asset Management products, or Separately Managed Accounts (SMAs).
    • \n
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Vacancy posted 2 days ago
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