Client Service Associate
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Job Location:
Chicago, IL - USA
Monthly Salary:
Not Disclosed
Posted on:
14 hours ago
Vacancies:
1 Vacancy
Job Summary
Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by providing full suite of family office services.
- Act as the daily point of contact for receiving/responding to client communications
- Support advisors in all aspects of client service
- Manage the administration of custody accounts for ultra-high net worth clients
- Monitor cash execute money/asset transfers wires gifting and investment trading activities
- Coordinate account openings/closings/transitions
- Ensure proper set-up of client accounting statements and access to online systems
- Position offers excellent work/life balance and comprehensive benefits
- Hybrid model: 2 days in office
- Requires 2 years related experience. Income tax experience a plus
- Very open to train public accounting professionals from audit or tax
- Great potential for growth in a team oriented non sales environment
- Provides training and career path to senior advisor level
Required Experience:
IC
Key Skills
- Restaurant Experience
- Time Management
- Food Service
- Data Entry
- Customer Service
- Direct Support
- Computer Skills
- Serving Experience
- Medical office experience
- Dietary Department Experience
- Medical Terminology
- Phone Etiquette
About Company
ECG Resources, Inc. is a nationally recognized Executive Search Firm specializing exclusively in the Wealth Management arena
