Client Services Associate

Title: Client Service Associate

Location: Chicago, IL (Onsite – Chicago Board of Trade Building)

Schedule: Full-time, Monday–Friday, onsite

Compensation: $85,000 – $95,000 base salary depending on experience

• Discretionary year-end bonus
• 50% employer-covered health and dental insurance
• 401(k) plan available
• Strong growth and compensation upside based on performance

Responsibilities

• Provide high-level client service and daily support to financial advisors and the company’s CFP.
• Build and maintain trusted client relationships through consistent, professional communication
• Support the Blue Line Capital team in cultivating and strengthening new and existing client relationships
• Execute money movement transactions at the request of clients and/or advisory teams
• Respond to general, non-investment-related client inquiries regarding account services
• Assist with client account onboarding and maintenance, including collecting required documentation and entering profile information in a clerical capacity as directed
• Pre-fill and process account documentation accurately and efficiently
• Provide clients with information regarding account details such as investment objectives and risk tolerance
• Answer inbound calls and place outbound calls to provide updates on service requests
• Manage calendars and coordinate meetings, including logistics and preparation of materials
• Remain current on firm policies, procedures, and technology platforms
• Participate in firm initiatives, training programs, and special projects as assigned
• Assist with general in-office administrative and operational support functions

Experience

• Minimum of 4 years of experience in a Client Service Associate or similar role
• College degree required
• Active Series 65 license
• Minimum of 4 years of experience with Schwab onboarding and Orion Advisory Technology software
• Working knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Exceptional attention to detail with strong organizational and prioritization skills
• Advanced proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Excellent written, verbal, and interpersonal communication skills
• Strong time management skills with the ability to meet deadlines
• Team-oriented mindset with the ability to collaborate effectively
• Ability to perform well in a fast-paced, evolving environment
• Adaptable, highly organized, and capable of multitasking
• Goal-oriented, self-motivated, and results-driven

Tools & Technology

• Schwab onboarding and Orion Advisory Technology software
• Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

Team & Environment

• Lean, collaborative team (~12 employees)
• High-visibility role with direct impact on brand growth and business performance
• Fast-moving, entrepreneurial culture requiring initiative and adaptability
• Opportunity to build and shape the brand function from the ground up

At Premier Talent Partners, we are a people-centered recruitment firm with a strong focus on skills-based hiring. We specialize in placing individuals in roles ranging from entry-level to VP level across various fields, including customer success, sales & marketing, finance & accounting, administration, HR, operations, and technology. Our expertise spans contract/temporary, temporary-to-permanent, permanent, and employer-of-record services, and we are committed to equitable & inclusive hiring practices on a national scale.

Benefits: Eligible employees may have access to benefits including medical, dental, vision, paid time off, paid holidays, and other company-sponsored programs, subject to eligibility requirements. (If this is a contract role: This position is not eligible for company-sponsored benefits unless otherwise required by law.)

If you have an interest in exploring other positions similar to this one, please note that compensation ranges and benefits offerings may vary by role and assignment.

We do consider applications from qualified candidates with prior arrests and conviction records, in accordance with applicable regulations.

Work authorization: At this time, we are unable to offer employment sponsorship.