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    Client Services Associate - Chicago, United States - BGSF

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    Description

    Our client in the financial services industry is seeking a Client Service Associate to join their growing team in their downtown Chicago or Nashville, TN offices. The Associate will support clients, custodian partners, and team members in an administrative and operational capacity. This is an onsite position offering a competitive salary with annual bonus opportunities.

    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

    Requirements

    Experience in financial services 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 preferred

    Excellent written and verbal communication and customer service skills

    Strong organizational skills, attention to detail, ability to multi-task, ability to manage time efficiently, and prioritize projects



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