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Wealth Management Client Services Associate

  • Location:

    Chicago

  • Sector:

    Accountancy & Finance

  • Job type:

    Permanent

  • Salary:

    Negotiable

  • Contact:

    Emma Bradley

  • Contact email:

    Emma.Bradley@oliverjames.com

  • Job ref:

    JOB-032024-240913_1710167585

  • Published:

    12 dagen geleden

  • Expiry date:

    2024-04-10

Our client, a leading boutique Wealth Management Firm, is looking for a Client Service Associate to join their fast growing team. The role also offers the opportunity for two career paths, operations focused or financial advisory track. Our client offers a hybrid work schedule in downtown Chicago and offers competitive compensation as well as comprehensive health, PTO and retirement benefits.

Responsibilities:

  • Reporting and facilitating client portal requests alongside Advisory Associates
  • Analysing and planning of individual needs for internal clients
  • Investigating and providing financial strategy for client meetings
  • Responsible for periodically assisting in the execution of client trades alongside the traders
  • Gaining knowledge and understanding of internal systems and work-flow to answer and assist with advisory and client questions.

Qualifications

  • Bachelor's degree in Financial Planning or a related field
  • At least 2 years at a wealth management firm
  • CFP designation preferred

For more information, please apply or reach out to emma.bradley@oliverjames.com directly.

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