A financial services firm in the greater Chicago area in looking to add a Client Relationship Specialist to add to their wealth management division.
Responsibilities
- Client onboarding, prep of new account paperwork and gathering client information
- Account maintenance, relationship management including regular cluent contact and issue resolution
- Asset movement processing
- General administrative work
- Communicating with supervisors regarding compliance matters and other regulatory inquiries
Requirements
- Bachelor's Degree
- 5+ years of relevant experience
- FINRA Series 7 and 66 licenses required
- Experience working with estates preferred
- Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred
