Job Title

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 paperelectronic 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 mailQualifications· Experience at RIA or BrokerDealer 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· Bachelor's or Associate's 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