Client Service Associate
$59,800–$79,997 year
On-site · Chicago, Illinois, United States
Chicago, Illinois, United StatesOn-siteFull Time$59,800–$79,997 yearMid LevelBachelors DegreeEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Job Summary
Client Service Associate providing shared client service support to multiple Financial Advisors, serving as the most frequent point of contact to address service needs, educating clients on banking offerings, ensuring timeliness and accuracy of client materials, supporting operational policies to manage risk, deepening client relationships through proactive service, and covering team roles during absences with a client-first mindset.
Required Qualifications
- Minimum of one year of experience working in a client servicing operations capacity or in the banking/financial industry
- High School Diploma / GED / Secondary School or equivalent
- Proficient in Microsoft Word and Excel
- Bachelor’s Degree in a related field (preferred)
- Knowledge of investment and banking products, policies and procedures
Desired Qualifications
- Bachelor’s Degree in a related field
- Knowledge of investment and banking products, policies and procedures
- Flexible and adaptable to changing business needs and evolving job expectations
- Strong technological skills
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions
- Advisory Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Time Management
- Organized
- Detail Oriented
- Multi-tasking
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