Client Service Specialist
2001 Butterfield Rd Downers Grove, IL 60515
This role will be responsible for providing a high level of service to the firm' s clients and service providers. And will also serve as the technical point of contact for third party custodians on all client matters including: account administration, relationship onboarding, money movements, account rollovers, custodial paperwork, etc. The person in this role will also be responsible for coordinating client onboardings/offboardings and maintaining the internal databases.
If you have 2+ years experience in a personal financial planning, private banking, or investment management/brokerage environment and are looking for a new opportunity with growth opportunities - please send your resume directly to Shawna Lochner at email@example.com