Client Service Associate

Chicago Permanent USD75,000 - USD100,000
  • Boutique wealth management firm
  • Exposure to investors and senior level management

About Our Client

Boutique wealth management firm

Job Description

  • Provide high quality customer service to internal and external clients
  • Manage new account process - gathering necessary documentation, understanding complexity of the accounts
  • Prepare monthly and quarterly reporting
  • Review and correct client invoicing in collaboration with the finance team
  • Review documentation, open accounts, and facilitate maintenance requests
  • Build and maintain relationships with clients



MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

  • Strong communication skills
  • Prior work experience in the investments or financial services field
  • Internship or recent experience in an entry level finance, investor relations, client services, customer success position preferred
  • Series 7 or Series 63 License acquired, or willingness to acquire in 12 months

What's on Offer

  • A meaningful position attributing to the success of a major asset management firm.
  • An opportunity to prove your skill-set and work ethic.
  • Learn the nuances of the investments industry
  • Competitive compensation
Contact
Ryan Schiavone
Quote job ref
JN-032022-5290682

Job summary

Sector
Banking & Financial Services
Sub Sector
Operations / Middle Office - Asset Management
Industry
Financial Services
Location
Chicago
Contract Type
Permanent
Consultant name
Ryan Schiavone
Job Reference
JN-032022-5290682