- Assist with client account opening and ongoing maintenance processes.
- Facilitate client transaction requests efficiently and accurately.
- Collaborate with custodians to ensure seamless asset transfers.
- Proactively address and resolve any account transfer issues.
- Partner with the Operations & Compliance Manager to maintain accurate client records and ensure adherence to all regulatory requirements.
- Excellent communication skills are essential for fostering positive relationships with clients, colleagues, and external vendors.
- Bachelor's degree preferred.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook).
- Eagerness to learn and adapt to new technologies and software (e.g., Tamarac CRM).
- Meticulous attention to detail and a commitment to accuracy.
- Superior organizational skills and the ability to manage multiple priorities effectively.
- Strong interpersonal and relationship-building skills.
- Team player with a positive and professional demeanor.
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Customer Service Associate
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HCM-Partners Hoffman Estates, United StatesWe are a multi-dimensional management firm seeking a highly energized and experienced administrative professional to join our team in Hoffman Estates. · We offer a highly attractive compensation/ benefits package including health insurance, dental insurance, long term disability, ...
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Customer Service Associate
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Customer Service Associate
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Service Associate
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Loyola University Health System Berwyn, United States**Employment Type**: · Full time · **Shift**: · Night Shift · **Description**: · Environmental Services Technician, effectively cleans and sanitizes patient care areas as needed. Cleans and sanitizes all areas assigned within the scope of the responsibilities of the Environmental ...
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Service Associate
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Cover Whale Chicago, United States**_Who is Cover Whale?_** · Cover Whale improves road safety by combining the insurance products we sell with our data-driven driver coaching and safety program. Our safety program is proven to save lives while delivering better insurance for our drivers. · We provide easy insura ...
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Customer Service Associate
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Wise Guys Vapes Des Plaines, United StatesMain Responsibilities include: · - Welcomes customers by greeting them and offering them assistance · - Directs customers by escorting them to racks and counters and suggesting items · - Advises customers by providing information on products · - Processes payments by totaling pur ...
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Customer Service Associate
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The UPS Store #1220 Lake Zurich, United Statesto interact with customers while providing several different serviceshelps us grow · Responsibilities · - processing domestic shipments, following all procedures for Amazon returns, offering assistance with faxing, sorting mail · Qualifications · - friendly, willing to be helpful ...
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Environmental Services Associate
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DuPage County Government Wheaton, United States***: · We are pleased to offer the opportunity to work as an Environmental Services Associate within the DuPage County Facilities Management Department. · **DuPage County is an Equal Opportunity Employer** · **RESPONSIBILITIES**: · **Responsibilities include**: · - Mops, hard flo ...
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Client Service Associate
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HighTower Advisors Northbrook, United StatesOur Story · What You'll Do · We are looking for a motivated individual to join our growing team as a Client Service Associate. You will perform diverse administrative duties requiring confidentiality, initiative, and sound judgment. You will report to the Operations Manager. · Pl ...
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Service Center Associate
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Sedgwick Elgin, United StatesTaking care of people is at the heart of everything we do, and we start by taking care of you, our valued colleague. A career at Sedgwick means experiencing our culture of caring. It means having flexibility and time for all the things that are important to you. It's an opportuni ...
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Retail Service Associate
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Comcast Crystal Lake, United States**Do you want to join our awesome, local team and a company voted as one of Fortune's 100 Best Companies to Work For? Comcast / Xfinity is the next stop on your career journey. Our local retail team is hiring, and you don't want to miss this long-term opportunity that provides yo ...
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Adult Services Associate
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Naperville Public Library Naperville, United States**Adult Services Associate Job Description** · *** · The Adult Services Associate provides reference and Readers' Advisory services to Library · customers and supports staff in managing collections and conducting programs. Assists Library · customers in the use of digital and pri ...
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Visitor Services Associate
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chicago history society Chicago, United States**CHICAGO** HISTORY MUSEUM** · JOB TITLE: Visitor Services Associate (Part time) · DEPARTMENT: Visitor & Member Services · FLSA STATUS: Non-Exempt · JOB SUMMARY: · The Visitor Services Associate plays an integral part in the daily, primary, visitor-related functions of CHM. The A ...
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Client Service Associate
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Envestnet Berwyn, United States**Description** · Envestnet is seeking a passionate and talented **Client Service Associate - Tamarac Reporting** to join our Service team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office. · Envestnet is transforming the way financial advice and ...
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Customer Service Associates
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Old Town School of Folk Music Chicago, United StatesThe Old Town School of Folk Music is seeking friendly and detailed part-time Customer Service Associates for Lincoln Square and Armitage locations. Must be available to work evening and weekend hours. · Responsibilities include registering students, selling tickets to shows, answ ...
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Office Services Associate
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Klein Tools Lincolnshire, United StatesKlein Tools is a dynamic, fast-paced and results driven company dedicated to launching hundreds of innovative products each year. Are you ready to make an impact? · **Perks for you include**: · - Paid Vacations & Holidays · - Profit Sharing & Matching 401(k) · - Health Insurance ...
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Customer Service Associate
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AHI INTERNATIONAL Chicago, United States**Who is Certares Homecoming?** · Our Company has been creating innovative, small-group, affinity travel programs for intellectually curious and discerning travelers for almost 100 years. Our trips are educationally and culturally focused, delight the mind, and ensure that the ex ...
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Service Desk Associate
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Customer Service Associate
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Camping World Lincolnshire, United StatesCamping World Holdings, Inc., headquartered in Lincolnshire, IL, (together with its subsidiaries) is America's largest retailer of RVs and related products and services. Our vision is to build a long-term legacy business that makes RVing fun and easy, and our Camping World and Go ...
Client Services Associate - Hoffman Estates, United States - Engtal Inc
Description
Our client, a well-established Registered Investment Advisor (RIA) firm, seeks a highly motivated Operations Specialist to join their growing team. They take take pride in their commitment to excellence and personalized service in helping clients achieve their financial goals.
In this dynamic role, you will play a pivotal role in supporting their financial advisors and their valued clientele. Your responsibilities will encompass a variety of tasks critical to maintaining smooth account operations and exceptional client experiences.
Key Responsibilities:
You possess the following qualifications:
Experience in the financial services industry, particularly RIA or Family Office settings, is a plus.
We look forward to reviewing your qualifications
