Client Service Representative

Up to $55,000 to start plus bonus and outstanding company-sponsored benefits

Downers Grove

Position Type:
Full-time | Direct-hire

Job Description:

Client Services Representative
Financial Services | Wealth Management
Up to $55,000 to start plus bonus and outstanding company-sponsored benefits

As a Client Services Representative, your job duties and responsibilities will include:

Serving as the point-of-contact to third-party custody services (Schwab, Fidelity, TD Ameritrade, etc.) regarding all client matters, including:

> Account Administration
> Relationship Onboarding/Offboarding
> Asset Movement and Transfer
> Account Rollovers
> Custodial Paperwork
> Additional Matters

And providing support to a team of Wealth Management Professionals by:

> Delivering a high-level of service to their clients and all third-party service providers
> Answering phones, relaying messages and monitoring emails
> Greeting and visiting with clients who come into the office
> Composing, editing and updating client correspondence
> Scheduling client meetings
> Coordinating travel arrangements for the Service Advisory Team
> Administering and maintaining internal systems and databases, such as the customer relationship management system, document management system and client portals
> Coordinate annual tax activity
> Assembling annual tax documentation
> Supporting billing and bill paying processes
> Performing additional support duties as necessary

An ideal candidate profile will include the following experience:

- At least three years of experience within the financial services, financial advisory, brokerage, investment or wealth management industries

In addition to the following qualifications:

- A Bachelor's Degree in any major
- An above-average GPA
- Intermediate to advanced proficiency with Microsoft Word, Excel and Outlook
- Experience working with Customer Relationship Management [CRM] systems or other database software
- Advanced written and verbal communication skills
- Relationship-building and interpersonal skills
- Analytical and problem-solving skills
- Time-management and multitasking skills
- Organizational and follow-up skills
- The ability to handle confidential information with discretion
- The ability to thrive in a team-oriented, fast-paced environment

PLUSES... factors that may enable you to stand out above the crowd as a candidate for this job include:

+++ Experience working with third-party custodial services such as Schwab International, Fidelity, TD Ameritrade, etc.

+++ A Bachelor's degree in Finance, Accounting, Economics or a related discipline

JobGiraffe's client is a prestige provider of Financial Advisory and Wealth Management services.

Please submit your resume by using the Apply Now feature.

All resumes submitted will be reviewed based on the candidate profile listed above.

Candidates with the most relevant background will be selected first and asked to participate in a screening.

Initial screenings can be done in-person during office hours, before or after hours, by Skype or by phone if needed.

JG ID #19-1017 - Downers Grove, IL 60515

Relevant Skills, Experience, Industries:
Customer Service Skills Finance-Financial Services Customer Service Skills, Financial, Banking, Insurance, Real Estate, Investment, Related Services

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