Client Service Associate - Oak Brook,IL
Core
Provide comprehensive client support to Financial Advisors and their clients by managing account inquiries, processing transactions, and handling administrative operations.
Role type
Client Service Associate (Wealth Management Operations)
Builds
Operational efficiency and client experience for Financial Advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery | dashboards & analysis
Required skills
Client service, account management, transaction processing, CRM management, report generation, digital adoption, scheduling, expense reporting
Preferred skills
Financial industry experience, client service experience, analytical skills, problem-solving, Microsoft Office proficiency
Technologies
CRM systems, Microsoft Office Suite (Outlook, Word, Excel), eSignature tools
Responsibilities
Address client and advisor inquiries on account activity and policies; manage time-sensitive tasks like RMDs and distributions; submit account instructions and research complex issues; educate clients on technology options; manage operational reports for cash management; perform administrative duties including scheduling and expense processing
Seniority
Individual Contributor, entry-to-mid level
