Customer Service Coordinator

Company: Lucas James Talent Partners
Location: Downers Grove
Posted on: September 16, 2020

Job Description:

Our client is one of the largest independently owned fee-based wealth management firms in the Chicago area.--They provide wealth management services to corporate executives and high net worth individuals.------Investment News--recognizes our client as one of the Best Places to Work for Financial Advisors for 2018, 2019 and 2020.Our client is in search of a full-time--Client Services Coordinator.--This individual must possess excellent organizational, multi-tasking and communication skills and must be able to work in a fast-paced professional office environment.--The position requires proficiency in Microsoft Office and the willingness to learn other business-related software, in which training will be provided.--The duties of this role would include, but are not limited to, the following:Manage client accounts, which includes preparing and processing client paperwork and transferring funds as neededOrganize and maintain a variety of files, records and databasesProcess tax returnsMaintain advisors calendarsInitiate and maintain correspondence with Advisors and clients, via phone, email and in-personAny experience and basic knowledge in the area of finance, income tax, financial planning and investments is an advantage. A successful--Client Service Coordinator--will need the skills to work effectively in teams as well as independently.--This is a great opportunity for someone looking to join a reputable wealth management firm on a long-term basis.Education:--Bachelor's degree is preferred in Business Management or Business Administration; Associate's Degree is acceptable.Compensation:--Base salary plus overtime, bonuses and full benefits including health, dental and profit sharing.

Keywords: Lucas James Talent Partners, Downers Grove , Customer Service Coordinator, Hospitality & Tourism , Downers Grove, Illinois