Our client in the financial services industry is seeking a Client Service Associate to join their growing team in their downtown Chicago or Nashville, TN offices. The Associate will support clients, custodian partners, and team members in an administrative and operational capacity. This is an onsite position offering a competitive salary with annual bonus opportunities.

Responsibilities

· Take ownership of administrative processes, including the client on-boarding process

· Handle all requests from clients and custodian partners pertaining to account administration

· Organize, scan, and maintain all paper/electronic client files

· Maintain CRM system to ensure all client data is current and accurate

· Monitoring and resolving daily time sensitive activities

· Maintain compliance-approved materials including sales literature, brochures, prospectuses, forms, manuals, etc.

· Provide support to the rest of the team in preparing client materials

· Manage ad-hoc requests, including resolving complex client issues, researching unique client needs, and coordinating operational and custodial support

· Perform general office duties, such as ordering supplies, handling in-bound phone calls as necessary, and receiving mail

Requirements

· Experience in financial services is a plus

· Experience with Charles Schwab Advisor Center or another custodian is a plus

· Strong computer skills, including Salesforce, MS Office Suite, and DocuSign

· Bachelor’s or Associate’s degree preferred

· Excellent written and verbal communication and customer service skills

· Strong organizational skills, attention to detail, ability to multi-task, ability to manage time efficiently, and prioritize projects