Client Services Associate - Chicago, United States - BGSF
Description
Our client, a fast growing financial services firm with multiple locations, is seeking a Client Service Associate to join the team at their office in Chicago. This role will support clients, custodian partners, and team members in an administrative and operational capacity.
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
Qualifications
Experience at RIA or Broker/Dealer 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
Bachelors or Associates degree strongly preferred
Excellent written and verbal communication skills are very important as this role determines a significant part of the client experience
Strong organizational skills, ability to multi-task, ability to manage time efficiently, and prioritize projects
Detail orientation is a must.
Comfortable working in a fast-paced, dynamic business environment
Must be computer savvy and capable of learning new software applications with relative ease
Can think clearly, communicate succinctly, and write well
Discreet in handling sensitive and confidential information