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Client Operations Associate (Wealth Management)

Inverness, IL 60067

Posted: 02/07/2023 Employment Type: Permanent Industry: Administrative, Wealth Management Job Number: 16816 Pay Range: $55,000 - $75,000 DOE

Job Description

A financial investment company is seeking a Client Operations Associate in Inverness, IL. In this role, you will assist and support two Financial Advisors with back-end administrative needs, participate in and conduct client meetings, and support all paperwork to maintain client accounts. Our ideal candidate has 3+ years of administrative/assistant experience in the financial services industry or related. We are seeking a self-starter, a true go-getter, and a client-focused professional to join the leading team. Ideally, this role will fit someone who craves variety and upward mobility in their professional life! 
Pay Range:$55,000-$75,000 DOE

  • Maintained client information in the records database
  • Prepare paperwork to open and/or maintain client accounts to the specifications requested by the Advisor
  • Draft, review, or edit client correspondence for Advisors, if needed 
  • Assist in the preparation of materials for upcoming client meetings
  • Conduct and participate in client meetings, face-to-face, to complete required paperwork
  • Become a subject matter expert in operational policies and procedures
  • Follow the guidelines to achieve goals and deliverables that support business goals in collaboration with management
  • Conduct phone calls with custodians to research potential issues within client accounts
  • Assist in developing processes and procedures that enhance accuracy and streamline processes
  • Assist in setting and continually meeting project expectations with team members and management

  • Minimum 3+ years of administrative experience within the Finance/Wealth Management industries 
  • Knowledge of Financial Advisor office tools (i.e., Salesforce, Orion, etc.) preferred 
  • Desire to provide the highest quality of service 

  • Health, PPO/HMO (eligible after 30 days)
  • 50k life insurance
  • Dental/Vision
  • 401k 3% match (eligible after 90 days)
  • 80 hours PTO
  • 10 paid holidays

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