Location: Chicago,IL, USA
Our client is a boutique investment management firm in Chicago, IL. They are seeking to hire a Client Services Associate to work three days in office on a weekly basis. They offer flexibility, work life balance, good benefits, and a great company culture.
• Provide top quality service to our clients for complete administration of both new and existing accounts
• Prioritize and organize the necessary workflow for account management along policies and procedures
• Setting up new investment accounts: Prepare and review key documents including investment advisory agreements, ADV, and required internal client documentation
• Monitor new accounts for proper implementation as well as existing accounts for new deposits or withdrawals
• Support client facing team members
• Actively monitor and update various manager databases to ensure all information is current and accurate
• Assist with formal due diligence questionnaires and requests for information
• Monitor client service and information request emails
Required:
Bachelor's Degree
2 to 5 years of client service experience in the wealth management industry