CPS, Inc.

Client Service Associate

CPS, Inc. Chicago, IL
CPS, Inc.

Client Service Associate

CPS, Inc. Chicago, IL
2 weeks ago 130 applicants
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Kayla Omiecinski Click here to view Kayla Omiecinski’s profile

Kayla Omiecinski

Senior Executive Recruiter @ CPS, Inc. |

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. This position is ideal for a professional with a strong background in client relations and finance. The successful candidate will play a crucial role in supporting our clients and financial advisors, ensuring a high level of service and satisfaction.

Key Responsibilities:

  • Serve as the primary point of contact for client inquiries, providing exceptional customer service and timely responses.
  • Assist clients with account-related questions, transactions, and investment products.
  • Support financial advisors by preparing client reports, presentations, and documentation.
  • Maintain accurate and up-to-date client records in our CRM system.
  • Facilitate the onboarding process for new clients, ensuring a smooth transition and adherence to compliance standards.
  • Monitor and follow up on client requests and account activity, escalating issues as necessary.
  • Collaborate with internal teams to resolve client concerns and improve service delivery.
  • Stay informed about industry trends, regulations, and product offerings to provide knowledgeable support.

Qualifications:

  • Ideally have a Series 65/66 license, if not, Series 6/7 or 63
  • Bachelor’s degree in finance, business, or a related field preferred.
  • 1-3 years of experience in client service or financial services.
  • Strong interpersonal and communication skills, both verbal and written.
  • Excellent organizational skills and attention to detail.
  • Ability to work independently and collaboratively in a fast-paced environment.
  • Proficient in Microsoft Office Suite and CRM software.

Benefits:

  • Competitive salary and bonus. 65k-85k
  • Full benefits.
  • Opportunities for professional development and continuing education.
  • A collaborative and supportive work environment.
  • In office in downtown Chicago.

  • Seniority level

    Entry level

  • Employment type

    Full-time

  • Industries

    Staffing and Recruiting
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