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Connect Search, LLC

Client Service Associate

Connect Search, LLC, Chicago, Illinois, United States, 60290

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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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