2 Customer Service jobs

Feb 24, 2023  
Client Service Associate Featured
Title:            Client Service Associate Reports to:  Chief Client Service Officer Location:     Dallas, TX Benefits:      Yes Status:         Full-time Date:           February 2023 Job Summary The Client Service Associate provides frontline service to firm clients including account maintenance, account related client requests, client financial planning updates and general support of portfolio and investment strategies. Duties and Responsibilities The Client Service Associate can expect to focus in the following areas: ·   Set up new client and additional client accounts ·   Assist client in completing firm and custodian paperwork as needed ·   Execute asset transfers ·   Facilitate account related client requests (e.g., Moneylink journals, wire transfers, RMDs, estate matters) as directed by client ·   Prepare client financial plans using the firm’s proprietary process and systems ·...
Schlindwein Associates, LLC Full time
Mar 13, 2023  
Client Service Specialist
Chesley, Taft & Associates, a Chicago based employee-owned investment management firm, is looking to hire an Operations and Client Service Specialist to support its growing business.  This individual will work as part of a team of Client Service Specialists supporting all Portfolio Managers.  Responsibilities include a wide range of operational and client service duties including but not limited to new account documentation, account maintenance requests, processing money movement requests (including annual required minimum distributions), performance reporting, creating client presentations and answering calls.      In a small firm, each professional is required to contribute in a variety of ways that may change over time. Adaptability, plus the ability to think critically and suggest ongoing process improvements are essential, as well as a flexible attitude and orientation toward teamwork.    Other qualities required for success are: ·         Ability...
Chesley, Taft & Associates Hybrid (Chicago, IL, USA) Full time