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CrossMMG, LLC

Wealth Client Services Associate (Hybrid)

mokena, IL

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About this opportunity

CrossMMG, LLC lists this Wealth Client Services Associate (Hybrid) opportunity in mokena, Illinois. Review the employer’s description below for duties, qualifications and application requirements.

Job description

CrossMMG, LLC is seeking a personable Client Service Associate to support wealth management advisors at Rising Light Financial Advisors in a hybrid work environment. You will be a primary contact for clients, handling account-related requests, forms, and day-to-day service tasks with accuracy and courtesy.

The ideal candidate combines excellent interpersonal skills with strong organization, thrives in a client-facing role, and can coordinate with advisors and custodians to ensure a smooth client

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Worksite address

mokena, IL, 60448, US

Who can apply

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