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WHO WE ARE AND WHAT WE DOSince 1994, The Family Business Consulting Group has worked with over 3,000 enterprising families in 70 countries to achieve one common goal: protect the integrity of the family and the enterprise for future generations. We share a core belief that multi-generational family enterprises are precious and vitally important to the economies and social fabric of the world and deserve the best care and counsel.
Located across North America, our team is the largest and most experienced group of its kind, with unmatched expertise and a passion for helping family firms. We facilitate clarity and balance between sensitive family issues and critical business decisions. FBCG consultants practice disciplines that include strategy, management, finance, governance, psychology, leadership development, communication, conflict resolution, succession planning, and family education. Our people-centered approach helps families work together more effectively to secure their legacy and continue to grow across generations.
POSITION SUMMARY The Family Business Consulting Group is in search of a highly motivated and organized Client Services Associate to join our team. The ideal candidate will play a crucial role in supporting our client services team by providing administrative and operational support in client, prospect, and consultant relationship management and business development activities. Responsibilities include interacting with consultants, clients and prospects to address inquiries, customizing and producing reports, maintaining sensitive client and prospect information in Salesforce, meeting scheduling and calendar management for the client services team, and tailoring responses to specific audiences to best highlight the firm’s services.
This is a hybrid position requiring in-office attendance at least once a month for monthly team meetings, however, in-person attendance will be discussed and agreed upon with the hiring manager, as required for onboarding and business needs. The role also involves the need to travel locally and participate in quarterly firmwide two-day meetings currently held within the Chicagoland area, starting Wednesday evening and concluding Friday afternoon. Out of state travel may be required for business needs.
The office is open and available during regular business hours if you need to stretch your legs, find a quiet space to focus, or collaborate with other team members. Our office is located near O’Hare Airport within walking distance from the CTA Cumberland Blue Line.
RESPONSIBILITIES
QUALIFICATIONS/SKILLS
JOB SPECIFIC ATTRIBUTESThese attributes are common among people in this field and represent what we think will help someone to be successful in this role at FBCG:
CULTURAL ATTRIBUTES Being a small professional services firm, our team works closely with one another and the consultants we support. We thrive on our culture and feel it is important for our small team to be aligned. Our team members all share the same core values:
We are a small collaborative team that is passionate about the work we do with families. We are collegial and supportive of each other. We work as a team, we win as a team, and no one fails on their own.
COMPENSATION
Full Time
$55k-72k (estimate)
04/21/2024
06/01/2024
The job skills required for Client Services Associate include Client Service, Customer Service, Initiative, Leadership, Commitment, Microsoft Office, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Associate positions, which can be used as a reference in future career path planning. As a Client Services Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Associate. You can explore the career advancement for a Client Services Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Associate job description and responsibilities
A client service associate works as a financial assistant and financial advisor to clients.
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Client associates must also collect and analyze competitor data and client usage so that they create new business opportunities.
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Client services representatives manage client relationships and provide customer support.
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A client services associate prepares orders relating to buying and selling stocks and calculates the associated brokerage fees, transfer taxes and commissions.
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Provided daily financial transaction services for clients while delivering excellent customer care.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Associate jobs
These positions require familiarity with customer services tools and programs.
04/05/2022: Washington, DC
Client services associates also should have strong math, time management and critical thinking skills.
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These associates provide administrative and client support to financial advisers.
03/03/2022: Jacksonville, FL
Client Services Associate must be excellent communicators capable of leading a team.
02/25/2022: Jackson, MS
And strong client relations skills are key to building and maintaining long-lasting business relationships.
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Step 3: View the best colleges and universities for Client Services Associate.