Client Service Specialist

Downers Grove, IL 60515

Posted: 04/02/2019 Industry: Financial Analyst Job Number: 64546
An Independent Financial Advisory firm in Chicago' s western suburb is looking for a Client Service Specialist to join its team. 

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 
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

Shawna Lochner

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