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Client Associate

The Mom Project Northbrook, IL

  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Company Overview

Boutique wealth management firm provides personalized wealth management services to individuals, families, endowments, corporations, and retirement plans. We are seasoned investment professionals who build investment strategies tailored to our clients' financial goals. We work closely with our clients as their "personal CFO", to provide the highest level of quality service, helping them meet their long-term goals and objectives.

 Responsibilities

·     Respond to client needs/requests in a timely/professional manner

·     Complete new account applications and various account maintenance functions for new and existing clients

·     Execute move money transactions and review daily to ensure accuracy

·     Update and maintain client information in CRM system

·     Work with custodial service teams to service accounts

·     Scheduling client meetings and meeting confirmations

·     Prepares client meeting packages

Requirements

·     Bachelor’s degree

·     3+ years of experience in a financial institution required 

·     Familiarity with financial markets; understanding of asset management concepts

·     Experience with TD Ameritrade, Charles Schwab and/or Fidelity is a plus

·     Proficient in Microsoft Office applications

·     Highly organized/detail oriented with analytical aptitude

·     Ability to be resourceful and proactive when issues arise

·     Strong written and verbal communication skills

·     Effective and efficient time management

·     Polite and clear phone manner

·     Ability to adhere to rules, regulations and confidentiality as required by firm

 

Competitive Salary/Benefits Package includes health insurance and 401K matching

Company Description
The Mom Project is the career destination for moms. Through our digital marketplace and community, we connect professionally accomplished women with world-class companies. The Mom Project is changing the way women work and redefining career structures by providing women with opportunities that are in balance with their personal goals.

The Mom Project

The Mom Project is the career destination for moms. Through our digital marketplace and community, we connect professionally accomplished women with world-class companies. The Mom Project is changing the way women work and redefining career structures by providing women with opportunities that are in balance with their personal goals.

The Mom Project's Logo

Address

Northbrook, IL
USA

Industry

Business

View all jobs at The Mom Project