Job Title: Financial Client Service Associate
Location: Chicago
Salary: $70,000 - $85,000
Employment Type: Full-Time
Position Overview:
The Financial Client Service Associate role involves working closely with financial advisors to ensure smooth and efficient client onboarding, transaction processing, and operational support.
Key Responsibilities:
Onboarding: Assist financial advisors in the onboarding process of new clients, including gathering necessary documents, setting up accounts, and ensuring all client information is accurate and complete. Transaction Support: Manage and process various client transactions, such as fund transfers and investment purchases, ensuring accuracy and compliance with all regulations. Client Communication: Serve as a point of contact for clients regarding their accounts, transactions, and inquiries. Provide timely ...