Wealth Management Associate

Job Title: Client Service Analyst Duration 3 months Location: Chicago, IL 60606Pay Range: $30 - $33/hour

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RespnosibilitiesManage 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.
RequirementsHold 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. xzbcwsv Have experience supporting Financial Advisors, Wealth Management clients, Asset Management products, or Separately Managed Accounts (SMAs).