Service Associate
$60,000–$70,000 year
On-siteRiverwoods, Illinois, United States
Job Summary
Serve as the initial point of contact for clients, addressing inquiries and providing timely responses via phone and email. Assist with scheduling and coordinating client appointments, processing transactions and paperwork in line with firm policies, and supporting advisors with client-related documentation. Collaborate with custodians and internal teams to resolve account issues, handle transfers, and provide notary services as required. Maintain up-to-date client records and ensure accuracy across internal systems while assisting in the onboarding process for new clients. This full-time, non-exempt role is based in the Riverwoods office with five days of in-office work and an expected base salary of $60k-$70k.
Required Qualifications
- 2-5 years of experience in a client-facing administrative role within the financial services or related industry
- high school diploma or GED
- Strong communication skills with the ability to establish rapport with clients and colleagues
- Experience with CRM systems and basic financial software
- Knowledge of financial services industry practices, with familiarity in processing account transactions or client service inquiries
- Strong attention to detail and accuracy in handling client records and transaction-related documents
- Ability to multitask and manage competing priorities in a fast-paced environment
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
- 5 days of in-office work
- May carry or lift weight up to 10 lbs
Desired Qualifications
- BS/BA degree
- experience with custodial platforms
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