Client Services Associate

Horizon Family Wealth • Full-time • Chicago, Illinois, United States • $65k - $80k / year • 4d ago

About the job

Client Service Associate: Full Time in Office: Salary $65,000-$80,000

This associate must be detail-oriented and primarily focused on delivering exceptional client service. Multi-tasking in a fast-paced environment while maintaining accuracy is required. As a small business, the position has many robust roles; outside-of-the-box thinking is encouraged. An energetic candidate will be rewarded as we continue to educate and grow.

1. Scheduling client reviews and updating any changes prior to the client meeting.

2. First point of contact with incoming client calls and communication with the team.

3. ACH/ Money Movement between accounts or institutions

4. New Account Opening/Ongoing Maintenance

5. Day-to-day client service requests

6. 529 College plan administration: distributions to university payment centers/contributions

7. Compliance Reporting Monthly/quarterly

8. Working closely with our custodian, Raymond James

9. Redtail Software: Record detailed information on client objectives, trades, and relevant updates.

Requirements added by the job poster

• Bachelor's Degree

• 5+ years of Financial Services experience

• Accept a background check

• Working in an onsite setting

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