Connect Search, LLC
Base pay range
$75,000.00/yr - $90,000.00/yr Additional compensation
Annual Bonus Company
Wealth Management and Investment Advisory Firm Work location
Hybrid 3 in 2 out - Chicago Loop Position Responsibilities
Assist advisor staff with new business and client maintenance responsibilities Portfolio management responsibilities – monitor and provide responses to client inquiries/requests regarding cash management and trade executions Utilize CRM with system to generate reports and record client-related activities Schedule and prepare meeting materials for quarterly client meetings Client onboarding processes Assist in the financial planning process by gathering the required data and preparing materials Requirements
3+ years of experience as a Client Service Associate or equivalent FINRA Series 65 license Practifi (Salesforce) CRM and Tamarac (Envestnet) portfolio reporting system skills a plus Seniority level
Associate Employment type
Full-time Job function
Administrative and Finance Industries
Financial Services and Investment Management
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$75,000.00/yr - $90,000.00/yr Additional compensation
Annual Bonus Company
Wealth Management and Investment Advisory Firm Work location
Hybrid 3 in 2 out - Chicago Loop Position Responsibilities
Assist advisor staff with new business and client maintenance responsibilities Portfolio management responsibilities – monitor and provide responses to client inquiries/requests regarding cash management and trade executions Utilize CRM with system to generate reports and record client-related activities Schedule and prepare meeting materials for quarterly client meetings Client onboarding processes Assist in the financial planning process by gathering the required data and preparing materials Requirements
3+ years of experience as a Client Service Associate or equivalent FINRA Series 65 license Practifi (Salesforce) CRM and Tamarac (Envestnet) portfolio reporting system skills a plus Seniority level
Associate Employment type
Full-time Job function
Administrative and Finance Industries
Financial Services and Investment Management
#J-18808-Ljbffr