Overview

An investment firm located in the Loop is looking for a Client Service Associate who will be responsible for being the first point of contact for the firm’s clients. This role works alongside the firm’s advisors to ensure their clients’ needs are met in a timely and professional manner. The ideal candidate would be passionate about client service and approach their work with an eagerness to ensure accuracy and professionalism in all client deliverables.

 Responsibilities-

• Support multiple advisors
• Answer client questions via phone and e-mail
• Process various client requests
• Document preparation and management
• Meeting preparation and coordination
• Maintaining and organizing paper and electronic files
• New account and private placement administrative activities
• Firm mailings