Relationship Management Associate

Chicago, IL 60606

Industry: Financial Job Number: 21442

A family owned and rapidly growing Investment Group is looking for a highly motivated and extremely detail oriented Relationship Management Associate.  This position will have the opportunity for rapid career advancement.  The company is located downtown Chicago and manages approximately $850M in assets for over 100 family groups while offering financial counseling and investment management services. 

Job Responsibilities:
  • Work collaboratively to provide personalized financial counseling services to clients
  • Execute day-to-day client requests and deliver on client-related projects 
  • Process internal client requests on various custodial systems and interact with custodial contacts to resolve processing issues
  • Complete client paperwork for new accounts, money movements and other client requests

 
The individual in this role will be surrounded by team members who have attended top universities and who are strong in their knowledge.  If you have 1-3 years experience in wealth management, or CFP certification and are looking for a challenging role with visible career growth opportunity,  please send your resume directly to  Shawna Lochner at Slochner@accountablesearch.com
Smart Resources/Accountable Search, a Brand of BG Staffing, Inc. (NYSE American: BGSF), is Chicago's premier source for valuable direct-hire, temporary and temporary-to-hire candidates to our client companies. We specialize in the Administrative & Clerical, Accounting and Human Resources placements. To learn more about our services, visit www.smartstaffing.com.

Shawna Lochner

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