Client Services Associate - Chicago, United States - Zen Wealth Management Group

Description

About us

Zen Wealth Management Group Inc is a collection of 4 companies working both virtually and physically to bring clients in over 30 states our impressive array of life changing financial & real estate services.

Our goal is to be the premier destination for accounting & wealth management services on Chicago's Northside.


Our work environment includes:

• Modern office setting
• Zone Controlled Sound System
• Multiple monitor workstations
• Presentation Screens
• Standing Desks
• Refrigerator/Oven/In Built Miele Espresso Machine
• Meals provided

Full job description

• Client Services Associate_

The associate will work directly with the CEO to help sustain and even help accelerate the firm's rapid growth.


The associate will be responsible for:

• Assisting the CEO to complete new account paperwork on the Pershing & Charles Schwab custodial platforms.
• Assisting the CEO to complete new account paperwork with primarily 4 Insurance Carriers
• Diligently follow up on asset movement requests and monitor transfers to ensure case completion
• Attending occasional evening work functions including our community focused workshop program
• Helping clients make contributions & distributions via ACH, internal transfers, & wires.
• Creating quarterly performance reports for both client meetings and internal due diligence.
• Loading information into the financial planning software in preparation for client meetings.
• Interacting with clients through in person meetings, phone calls, and Zoom/Google Meet as needed.
• Data entry projects
• Recording your daily activity in our CRM Software

Mandatory Traits Include:

• Basic Finance/Banking skills: Account opening, money movement, knowledge of multiple account types (IRA, Roth, Taxable, Trust, etc)
• Excellent written and verbal communication skills
• Attention to detail
• Good Memory Recall multiple cases at the same time will be normal
• Dependable
• Punctual
• Ethical

Traits that will separate you from other hires:

• Extensive experience with the G-Suite of Applications (Gmail, Sheets, Docs, Slides, Calendar, etc)
• Above average knowledge of the tax impact of various account transactions
• Demonstrable work ethic
• Demonstrable desire to learn & grow

Education:

College undergraduate degree


License:

• Series 65/66 (not required but desire to obtain)
• Life/Health Ins License (not required but willingness to obtain)

Experience:

1-2 years of experience in wealth management or banking

***Base Salary $53, $64,900 per year


Benefits:

• Revenue Sharing (% tiers based on salary, tenure, and work effectiveness)
• 401(k) + Employer Matching (up to 5%)
• Health insurance
• Company Provided Meals
• Paid Time Off

Schedule:

• Monday to Friday

Education:

• Bachelor's (required)

Geographic Proximity:


Work Location:

• In person
• Hybrid opportunities may be earned once trust has been built

Benefits:

• 401(k) 5% Match
• Health insurance
• Paid time off

Compensation package:

• Bonus opportunities
• Profit sharing

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Wealth management: 1 year (required)
• Banking: 1 year (preferred)

Ability to Commute:

• Chicago, IL required)

Ability to Relocate:

• Chicago, IL 60618: Relocate before starting work (required)

Willingness to travel:

• 25% (preferred)

Work Location:
In person