Client Service Associate

Company:  Fiducient Advisors
Location: Chicago
Closing Date: 01/11/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description

Fiducient Advisors is seeking a Client Service Associate to provide high-quality customer service and communication to clients, Investment Consultants, custodians, and money managers. This role will be responsible for onboarding new clients, processing money movements, maintaining client records, and collaborating on internal projects. The ideal candidate will have a Bachelor's Degree, 1-3 years of financial industry experience, and proficiency in Microsoft Suite and Adobe.

Responsibilities:

  • Onboard new clients accurately and in a timely manner
  • Process various types of money movements
  • Maintain client records in the firm's CRM and document management system
  • Follow internal policies and procedures accurately
  • Problem solve and think critically through operational tasks and client service-based projects
  • Communicate consistently and proactively with clients and colleagues
  • Work with outside asset managers for initial account set up and ongoing maintenance
  • Collaborate on firm or client related projects

Educational & Technical Experience

  • Bachelor's Degree required
  • 1-3 Years of Financial Industry Experience
  • Proficiency in Microsoft Suite and Adobe
  • Previous CRM experience
  • Basic knowledge of securities and different brokerage account types

Essential Traits

  • Team Oriented
  • Excellent communication and follow-up skills
  • Detail-oriented with strong organizational skills
  • Customer service skills
  • Ability to work independently and adapt to changing priorities
  • Resourcefulness and sound judgment

Work Environment & Travel Requirements

  • This role may require up to 5% travel for training and business/events
  • Hybrid work model with three days in the office and two days remotely

Physical Job Expectations

  • Must be able to remain in a stationary position for up to 8 hours
  • Operate office equipment and communicate effectively
  • May need to move throughout the building and lift up to 25 pounds
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