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Company Contact Info
100 North LaSalle Street
Chicago, IL 60602
- Mack and Associates, LTD.
- Phone: 3123680677
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Client Service Associate
Mack & Associates, Ltd. • Chicago, IL
Posted 8 days ago
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A national financial services firm is seeking a Client Service Associate to join their team! This position supports the wealth management team. This is a wonderful temp-to-hire opportunity for someone who thrives in a fast-paced environment and has a strong desire to help clients by providing superior service.
Responsibilities of the Client Service Associate:
- Manage account opening process and client on-boarding
- Trade and cashier in client accounts per the direction of the Partners and clients
- Answer client questions to ensure a superior customer experience with successful resolution of all client needs
- Maintain client contact data in Microsoft Dynamics CRM and manage pipeline of new business for Partners
- Assist with quarterly statement production including review of billing files, quality assurance on investment performance and distribution of statements either hard copy or through online portal
- Coordinate and prepare meeting materials, participate in client meetings when appropriate and implement post-meeting action items
- Complete custom research projects and/or client reports when requested
- Administrative tasks include backing up associates in other offices, phone coverage, correspondence, filing/scanning, and general office management
Requirements of the Client Service Associate:
- Bachelor’s degree
- Strong attention to detail, exceptional problem-solving skills, and an ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision
- Clearly communicate with internal Wealth Management business units and co-workers
- Experience with client service in financial services strongly desired