A well established Fee-Only Financial Planning and Asset Management Firm on Chicago's North Shore is looking for a well-organized and efficient professional Client Service Associate. The person will have great interpersonal skills, a high degree of independence, and mega-detail orientation.
This is an opening for a career-oriented client-facing service person, who is dedicated to providing a superior service experience to our relatively small client base.
We are a small firm with a quiet, highly productive work environment. We offer generous retirement plans, and a great location in a "Class A" high-rise office building. There is an abundance of restaurants, parking and public transit within blocks. Salary commensurate with the successful candidate's experience.
2-4 year degree.
Financial Services Client Service experience.
CRM, Portfolio Monitoring software and custodial interface experience is highly preferred.
An ability to work independently in a high-achieving team environment.
Additional Salary Information: Commensurate with experience. Bonuses have been consistently paid in the past.