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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

Job Snapshot

Degree - 4 Year Degree
Banking - Financial Services, Other Great Industries
Customer Service, Admin - Clerical, Finance


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Job Description

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

Job Requirements

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
Job ID: T-4
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