Corps Team
https://cdn.haleymarketing.com/templates/61382/logos/corps_team_logo_social.png
http://www.corpsteam.com
http://www.corpsteam.com
true
Caren Cohen
Client Service Associate
Posted: 03/18/2025
2025-03-18
2025-05-21
Employment Type:
Direct Hire
Industry: Financial Services
Job Number: 17390
Field of Expertise: Customer Support
Remote Friendly: Hybrid Work Schedule
Job Description
Our client, a wealth advisory firm, is seeking a Client Service Associate for a direct hire role in Chicago, IL. This is a hybrid role.
The Client Service Associate is a key collaborator, ensuring seamless coordination between advisors and clients. With a deep commitment to service excellence, they manage client needs with accuracy and efficiency, fostering trust and reliability. Confident in their expertise, they embrace lifelong learning to enhance client experiences. Their compassionate approach ensures that every client interaction is handled with care, while their creative mindset allows them to find innovative solutions that elevate service and streamline processes.
Day-to-day, this position entails:
To be successful in this position, you should demonstrate:
Annual base salary range: $60,000 - $70,000. Discretionary Bonus tied to firm and individual performance.
Compensation may vary depending on qualifications including, without limitation, job-related education, training, experience, licensure and certification, which could result in a level outside of this range.Â
?
The Client Service Associate is a key collaborator, ensuring seamless coordination between advisors and clients. With a deep commitment to service excellence, they manage client needs with accuracy and efficiency, fostering trust and reliability. Confident in their expertise, they embrace lifelong learning to enhance client experiences. Their compassionate approach ensures that every client interaction is handled with care, while their creative mindset allows them to find innovative solutions that elevate service and streamline processes.
Day-to-day, this position entails:
- Scheduling client meetings across multiple advisors
- Preparing and processing custodian paperwork
- Acting as custodian liaison troubleshooting and resolving issues and discrepancies while seeking platform enhancements
- Providing billing and client administrative support
- Executing client workflows using designated CRM and reporting platforms
- Serving as Office Administrator back up support when necessary
To be successful in this position, you should demonstrate:
- Strong organizational skills, interest, and aptitude
- Strong attention to detail resulting in executing work with consistency, thoroughness, and accuracy
- Experience with custodian paperwork, ideally Charles Schwab
- Experience with CRM and reporting systems, ideally Advisor Engine and Tamarac
- Exceptional communication and problem-solving skills
- The capacity to prioritize workflows and manage deadlines
- The ability to work efficiently, compassionately, and collaboratively in a team-based setting
- The ability to be flexible to pitch in and pivot
- A bachelor’s degree
- At least three to five years of post?undergraduate experience
Annual base salary range: $60,000 - $70,000. Discretionary Bonus tied to firm and individual performance.
Compensation may vary depending on qualifications including, without limitation, job-related education, training, experience, licensure and certification, which could result in a level outside of this range.Â
?
Meet Your Recruiter
Caren Cohen
Recruiting Consultant
Caren joined Corps Team in 2021. Caren has over 20 years’ experience in advertising, public relations and customer care.
A graduate of the University of Georgia, Caren is a loyal Bulldogs fan and enjoys attending games with her husband Reece and two children. She is dedicated to finding the right person for the position and is thrilled when she finds the ‘perfect fit’ for her clients. She is excited to be connecting amazing candidates with amazing companies.
Share This Job:
Related Jobs:
Login to save this search and get notified of similar positions.About Chicago, IL
Unlock your potential in the bustling job market around Chicago, Illinois! Dive into a world of endless possibilities and growth opportunities in the Windy City and its vibrant suburbs. From iconic landmarks like the Willis Tower and Navy Pier to the world-class cuisine of deep-dish pizza and Chicago-style hot dogs, this area is rich in culture and charm. Immerse yourself in the thriving arts scene at the Art Institute of Chicago or enjoy a night out at the renowned Second City comedy club. With top-notch theaters, professional sports teams like the Cubs and the Bears, and lush green spaces like Millennium Park, Chicago offers an unbeatable lifestyle for career-driven individuals. Explore our job listings today and discover why Chicago is the perfect place to kickstart your career journey!