About this opportunity
The Planet Group lists this Wealth Management Associate opportunity in chicago, Illinois. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Job Title: Client Service Analyst
Duration 3 months
Location: Chicago, IL 60606
Pay Range:
$30 - $33/hour
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Respnosibilities
Manage client relationships by serving as the primary point of contact for clients and sales channels.
Provide a full range of services, including supporting client onboarding, answering client inquiries regarding fund and portfolio information and literature, addressing client-related issues, and executing client lifecycle events.
Communicate and work closely with the sales force to provide high-quality service to clients.
Requirements
Hold the SIE, Series 7, and Series 63 licenses.
Have at least three years of customer-facing financial services experience, ideally with approximately seven to eight years or less of total industry experience. xhmxlyz
Have experience supporting Financial Advisors, Wealth Management clients, Asset Management products, or Separately Managed Accounts (SMAs).
Worksite address
chicago, IL, 60629, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.