Sr. Family Office Associate | Chicago
Boutique multi-family office seeks Sr. Associate to strengthen client/advisor relationships and establish new ones.
Responsibilities:
Supervise CSA team
Be the first point of contact between clients and the firm
Respond to client inquiries, answer questions, and resolve issues
Schedule advisor/client meetings
Create new accounts and transfer funds; complete onboarding process; obtain and process all client information and transactions; maintain client records
Compile and update documents and contracts
Outreach to potential new clients
Follow firm protocols/procedures in responding to phone calls/emails and ensure regulatory rules are met
Expedite serious issues to management for prompt resolutions
Draft written communication on behalf of advisors
Build positive client relationships through following up, checking in, and soliciting feedback
Anticipate client needs and proactively intervene to meet them
Perform administrative and clerical duties as needed
Requirements:
Bachelor’s degree
3+ years of experience in a similar role within financial services industry
Familiarity with various types of securities investments, broker-dealers, and financial regulations
Exceptional customer service/relationship management skills; excellent written and verbal communication skills; tech savvy; self-motivated; multi-tasker able to prioritize; attentive; knows when to ask questions and seek guidance
Charles Schwab Advisor Center and/or Black Diamond experience highly preferred
TD and DocuSign experience preferred
Advanced skills in Microsoft Office Suite, specifically Excel
The target base salary range, flexible depending on candidate experience and skillset, is between $70-90k+. The position also offers a discretionary bonus, 401k profit sharing contribution, excellent healthcare benefits, and PTO.