Client Service Associate

Blue Trust Inc•Deerfield, IL

2d•$27 - $34•Onsite

About The Position

The Client Service Associate provides administrative support to team members and clients across client service, financial planning, investment management, office administration, and/or accounting. The role supports Financial Advisors and Financial Planners in assisting clients with their goals and delivering high-quality service. It is suited to someone who is relational, intellectually curious, and a natural problem solver, and who can help deepen client relationships through thoughtful, individualized service. The position manages client experiences and account-related procedures, coordinates client meetings and follow-up, maintains accurate electronic records, responds to inquiries, supports office operations, and assists with event logistics and company-wide projects. The role is based in Blue Trust’s Chicago office. A reasonable estimate of the current pay range is $27.40 to $33.65 per hour, with benefits; compensation may vary based on internal equity, the applicant’s skills and relevant experience, degrees, and certifications.

Requirements

Exceptional interpersonal and communication skills and a strong client-service orientation.
Ability to build and maintain meaningful relationships with clients and team members.
Strong problem-solving skills and intellectual agility to navigate complex administrative and client-service scenarios.
Ability to organize and express thoughts clearly and concisely, verbally and in writing.
Excellent computer literacy and knowledge of specialized office programs, including strong proficiency in Microsoft Office, particularly Excel and Outlook.
Ability to prioritize, plan proactively, complete multiple time-sensitive tasks, and respond to urgent needs.
Personal integrity and ability to handle confidential data discreetly.
Ability and enthusiasm to learn quickly, with a strong work ethic in an ever-changing environment.
Ability to work effectively both in a team and independently.
Desire to serve clients and co-workers with excellence.
Strong technical and analytical skills.
Keen attention to detail.
Strong organizational skills and systems acumen.

Nice To Haves

Bachelor’s degree in Management, Business, Finance, Accounting, or a related field is preferred.
At least three years of prior experience in administrative support, customer service, or accounting at a financial, investment, banking, or accounting company is strongly preferred.

Responsibilities

Manage client experiences and communicate directly with clients in a professional manner that strengthens relationships.
Coordinate the creation and ongoing management of investment accounts, including applications, deposits, withdrawals, transfers, Quarterly Investment Reviews, and investment reports.
Manage expense reporting in accordance with Finance procedures and partner with the Centralized Administration team.
Maintain an annual client service plan for advisor-team clients, including scheduling and documenting meetings, following up on action items, and arranging intentional client care.
Greet visitors and clients warmly and proactively plan for and respond to urgent needs.
Provide administrative support to the division or team, maintaining accurate electronic records, databases, and indexed file systems in accordance with compliance requirements.
Gather, record, and process information from clients or financial institutions for record maintenance or analysis by other team members.
Use CRM and document management systems to maintain accurate, current records.
Answer incoming calls and emails, provide routine information, or refer inquiries to the appropriate team member.
Process incoming and outgoing mail.
Monitor and order office supplies within budget guidelines and maintain positive relationships with vendors and service representatives.
Assist with event logistics, including planning, vendor management, marketing, and operational support on the day of events.
Support and complete special company-wide projects in accordance with prescribed standards and guidelines.
Adhere to Human Resources guidelines, Compliance policies, professional designation standards, and industry regulatory standards to mitigate risk.
Understand the financial planning philosophy and biblical basis on which Blue Trust serves its clients, and approach work and relationships consistently with company Core Values.