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    Client Service Associate - Chicago, United States - Ascendo

    Ascendo
    Ascendo Chicago, United States

    3 weeks ago

    Default job background
    Description

    Seeking a Client Service Associate with experience working with high net worth clients and custodians.

    Responsibilities

    • Oanize and prepare materials for regular client meetings that occur 2-4 times per year
    • Attend and participate in all Chicago area (and possibly out of town) client meetings and prepare the follow-up letter and action lists associated with each client meeting
    • Monitor and implement client-agreed action items, which most importantly requires working directly with clients to ensure proper execution of all investment documents
    • Review quarterly client reporting package and participate in quarterly calls with the client to review the materials
    • Assist in the development and implementation of customized asset allocation and wealth transfer strategies for the client
    • Work with the client's outsourced tax, legal and other experts to help facilitate tax, wealth transfer, and philanthropic planning goals
    • Assist in the preparation of new business development presentations
    Qualifications
    • Consistently high attention to detail, accuracy, thoroughness, and execution
    • Analytically minded
    • Proficient in Microsoft Office suite, particularly Excel
    • Familiarity with various investment asset classes and basic investment concepts, including alternative investments
    • 3+ years of financial planning, family office, tax, or investment working experience with high net worth families
    • CPA, CFP or MBA required.
    Benefits
    • Medical, Dental & Vision (HSA, FSA options)
    • Employer Paid Life Insurance
    • Employer Paid Short Term Disability
    • Employer Paid Parental Leave (12 weeks)
    • Optional Life Insurance, Long Term Disability, Spousal & Child Life Insurance
    • 401(k)
    • Flex Schedules
    • 15 Vacation Days, 5 Sick Days, 1 Floating Holiday
    • Education Reimbursement Programs
    Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity.

    Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.

    Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.

    Contact information

    Paula Rak
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