Client Service Specialist

Do you want to wake up every day knowing that you consistently make a positive impact in peoples' lives? Do you want to work with an amazing group of clients and a wonderful team? If this resonates with you, please keep reading and consider applying.

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Nadler Financial Group, Inc. is a rapidly growing and highly regarded independent wealth management firm in Deerfield, Illinois. We have been helping our clients meet their financial goals since 1999 and have grown to more than $2.5 billion in assets under management almost solely due to referrals from our existing clients. Our clients trust us and are excited to refer their friends and family to us because we place honesty and integrity above all else, and we have superior knowledge in all areas of financial planning and investment management. Our firm is known for forming long-lasting relationships with a wonderful group of clients including business owners, physicians, working professionals, and multiple generations of the same family. We are looking for a highly motivated, detail-oriented person, with a passion for client service to join our team of smart, dynamic individuals who enjoy making a noticeable positive impact in clients’ lives.
Position Overview: This position is responsible for providing operational and administrative support to the firm’s operations and wealth managers to create an overall exceptional experience for the firm’s clients. Focus will be directed toward the following broad categories: working directly with the firm’s operations and wealth managers and clients to deliver outstanding client service; providing support to the firm’s retirement plan clients by working directly with the retirement services department; and being involved in firm-level committees, such as compliance. This position works with other members of the firm’s operations team and reports to the Director of Client Service.
Client Service SpecialistWhat you’ll be doing:Establishing new accounts with custodiansPreparing comprehensive meeting materialsProcessing transactions and account transfersProcessing check deposits and money movementScheduling client meetingsMaintaining detailed notes and adding appropriate actions in CRM systemPrinting, copying, scanning, and binding items as requestedPreparing Investment Advisory Agreements and supporting documentationGenerating performance and allocation reportsPreparing presentations and reportsPreparing and processing paperwork for broker/dealer clientsCalculating and confirming missing or incorrect cost basisAssisting with the quarterly report processComposing general and compliance related client correspondenceResponding to incoming calls and emails from clientsAssisting with complex estate transactionsAssisting with on-request, mass, and blast mailingsMaintaining assigned compliance spreadsheetsOrdering and preparation of participant education and enrollment materialsAssisting firm Operation and Wealth Managers with operational and administrative requestsFirmwide projects and other duties as assigned
What you’ll bring to the table:Bachelor’s degree from an accredited college or university xzbcwsv or equivalent experienceMinimum of 3 to 5 years in the professional services industry, preferably in a RIA or legal environmentHigh level of organization, accuracy, and attention to detailAbility to multi-task and prioritize work in order to meet deadlinesExceptional oral and written communication skillsAdvanced Microsoft Office skills, specifically Excel
And you may also have:Experience working with custodians, preferably Charles SchwabExperience using AdvisorEngine CRM software or similar technologyExperience using Black Diamond software or similar technologyKnowledge of SEC and FINRA regulations and industry best practices
Compensation and Benefits:Salary range $75,000 - $95,000Eligible for annual discretionary bonusMedical, dental, vision, and LTD insurance401(k) plan contributions allowed first day of employmentPaid time off and paid holidaysSupport for professional development and continuing education