Enterprise Services Associate at GeoWealth - Chicago, Illinois

Company Overview: GeoWealth is a Chicago-based fintech firm that offers an award-winning digital advisory platform, including Turnkey Asset Management Platform (“TAMP”) capabilities. We deliver a comprehensive and fully integrated wealth management technology platform to professionals in the financial services industry. Please ensure you read the below overview and requirements for this employment opportunity completely. Opportunity: Located in Oak Brook, IL, the Enterprise Services Associate will develop an in-depth knowledge of our technology platform and daily operations to best serve our clients. You will be responsible for ensuring a positive experience for all new and existing Enterprise-sized clients. The successful candidate will be a self-starter with a positive attitude and ability to be a team player. Responsibilities: The Enterprise Service Associate will support large client relationships, serving as the primary contact for support, training, and adoption of our fintech platform. Educate clients on GeoWealth’s platform capabilities and help increase platform usage and promote user efficiencies. Provide advisory support to clients as the contact for calls, email communications, and web-based platform walkthroughs and trainings and advise them on their problems and further steps to take. Troubleshoot client issues to resolve and/or coordinate and escalate appropriately withininternal teams including Relationship Management/Operations/Product. Exercise discretion and independent judgment in advising and assisting enterprise clients. Build and maintain platform configuration settings including user permissioning, custom servicerequest and workflows. Act as a Subject Matter Expert both internally and externally on platform functionality. Build and strengthen relationships with external business partners. Skills, Knowledge and Experience: Minimum of 1 year of experience in a client-facing and/or client support role in financial services. Experience at a SaaS, fintech or wealthtech firm is a plus. Experience working with Financial Advisors at a Registered Investment Advisory Firm (RIA) preferred. Experience working with a Turnkey Asset Management Platform (TAMP) and/or financial custodians preferred. Strong organizational and interpersonal communication skills with the ability to communicate professionally across email, phone, and in-person. Extremely detail oriented, resourceful, and able to multi-task effectively while operating on tight deadlines. Proven client service skills with a proactive approach, and ability to take ownership of issues as they arise. Creative problem solving and decision making with a focus on clients. General knowledge of financial back-office operations and processing. Comprehensive understanding of custodians (Charles Schwab, Fidelity, Pershing) encompassing a deep knowledge of their services, platforms, and the management of investment accounts. Team player who is willing to build relationships and work both individually and in a collaborative approach. Experience with Microsoft Office Suite and Outlook. Strong Excel skills a plus. Enjoys learning about and working with technology and can handle a fast-paced environment. Preferred bachelor’s degree, ideally in Finance, Business, or Accounting. COMPANY CULTURE