Client Services Associate
📋 Role Overview & Responsibilities
The Client Service Associate role is designed to enhance the client experience and maintain a high level of service and support for our clients. The individual in this role is responsible for the day-to-day servicing of our firm’s clients and their associated investment accounts and/or insurance policies, as well as assisting with various operations within the firm.
Applicants, please forward your resume and direct your questions to Alexandria Metacki at alexandriam@utilitra.com.
ResponsibilitiesCollaborate with firm’s Financial Advisors regarding the ongoing servicing and needs of firm’s clientsAssist with meeting preparation, which includes gathering financial information from various firm sources and compiling meeting-ready materials for firm’s financial advisorsSupport the daily administration of the FA’s business by opening client accounts, preparing and processing investment documentation, facilitating outgoing check requests and other disbursements, maintaining current client information and anticipating client needs Interact with clients by phone, email, or in person to respond to their inquiriesAssist clients in completing various custodian forms (especially those completed digitally via DocuSign or via other electronic means)Communicate regularly with firm’s custodian(s) to check the status of client requestsAdministrative duties not limited to scanning, answering phones, preparing mailings, data entry, scheduling meetings, etc.Maintain accurate and complete account and trade records/files as required by Firm policy and industry regulationRepresent the firm professionally both inside and outside the office
QualificationsAt least 2 years of experience in the financial services industryExcellent written and verbal communicationWilling to learn new skills and adapt to new processesStrong initiative and problem-solving skillsService and relationship-oriented personalityAbility to work with computer databases and Microsoft Office SuiteExperience working in a team environment and a team-player mentalityWilling to work on-site in our Glen Carbon, IL office
Benefits:Simple IRA (includes matching)Health insurancePaid time offCertification/licensing reimbursement
Compensation package:Bonus opportunities
Frequently Asked Questions
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This position is located in Glen Carbon, IL with potential relocation and sponsorship assistance depending on candidate qualifications.
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