Client Service Associate (Financial Services)

Location: Wheaton, Illinois, United States; onsite resident workstyle

Salary: $35,568–$50,000 per year

Company

hirify.global provides financial services through an independent branch associated with Foundation Wealth Strategies.

What you will do

• Provide high-touch administrative and client service support by phone, in person, virtually, and through mailings.
• Process client financial transactions, advisor and branch expenses, account openings, and related documentation.
• Research client and security information and prepare letters, forms, reports, and business summaries.
• Create and maintain client records and files using CRM software.
• Support financial advisors with marketing efforts, seminars, and other client-facing events.
• Enter orders at the direction of the Financial Advisor and follow up on submitted items to resolve errors or missing information.

Requirements

• 1+ years of customer service experience in a financial services environment.
• Knowledge of investment concepts, financial markets, financial products, and securities industry regulations.
• Experience with CRM or similar contact management software.
• Proficiency with Excel, spreadsheets, reports, databases, and standard office software.
• Ability to organize multiple detailed assignments, manage changing priorities, and meet deadlines.
• Ability to communicate effectively and provide calm, professional customer service in stressful situations.

Culture & Benefits

• Full-time position with no required travel.
• Benefits offered through the independent branch may include medical, long-term care, life and disability coverage, retirement benefits, and paid time off.
• Training, cross-training, and professional development opportunities are available.
• Work is performed independently and as part of a collaborative branch team.
• Branch associates are independent contractors with respect to hirify.global; employment and benefits are provided by the branch.