Position: Client Services Associate (Expeditor)

Location: Glenview, IL

Specific position responsibilities will include, but are not limited to:

• Serving as the first point of contact for our firm’s clients 
• Effectively control assigned Wealth Advisor’s calendar 
• Collecting client information; organizing and preparing for client meetings
• Participating in client meetings taking notes and insuring agenda is prepared and followed
• Ensuring our clients’ needs are met in a timely and professional manner
• Leveraging the support functions at Glenview HQ
  • • Operations 
    • Planning Specialists 
    • Marketing 
• Participate in regularly scheduled Client Service Team meeting
• Primary administrative support to Wealth Advisor.

Requirements to succeed in this position:

• Excellent problem solving, organizational, administrative, follow-through and prioritization skills
• Ability to take charge and direct assigned Wealth Advisor
• A passion for client service and deep, personalized customer support 
• The ability to handle multiple projects simultaneously in a fast-paced environment
• A logical mind, strong attention to detail, and proficient computer skills (MS Office, Excel, etc.) 
• A BS degree (preferred) or equivalent experience

Experience:

• Two years’ experience in a client service role.  Financial Services experience not necessary. Great opportunity for growth minded individuals who want to get into Wealth Management.