Client Service Associate

SGL Financial, LLC • Buffalo Grove, IL

21d • $55,000 - $60,000 • Hybrid

About The Position

We are seeking a detail‑oriented, client‑focused Client Services Associate to join our team. This role is essential in delivering exceptional client experience and supporting our Advisors through efficient communication, organization, and service execution. If you thrive in a collaborative environment, enjoy helping clients, and excel at keeping operations running smoothly, this is an excellent opportunity to grow your career in financial services.

Requirements

• Detail-oriented
• Client-focused
• Efficient communication
• Organization skills
• Service execution skills
• Ability to thrive in a collaborative environment
• Enjoy helping clients
• Excel at keeping operations running smoothly

Responsibilities

• Serve as the first point of contact for clients and prospects, providing professional and timely assistance.
• Troubleshoot client issues, research inquiries, and resolve service‑related concerns while acting as a liaison between Advisors and clients.
• Schedule, organize, and confirm client meetings, including annual reviews, onboarding appointments, and internal check‑ins.
• Prepare client reports, assemble meeting materials, and proofread documents for accuracy.
• Prepare and process custodian paperwork for service-related items like distribution requests and policy updates.
• Manage client information by updating the CRM, maintaining records, and documenting all client interactions.
• Fulfill all applicable client service requests once account openings and transfer processes are completed.
• Assist clients with account‑related questions, establishing client accounts and processes across various custodial systems.
• Submit, track, and follow up on paperwork while maintaining filing systems and record‑keeping procedures.
• Create customized consolidated reports and coordinate with custodians, 401(k) recordkeepers, and third‑party administrators to resolve client issues.
• Maintain Advisor calendars, manage availability, and support smooth scheduling workflows.

Benefits

• Competitive base salary with team-based bonus structure
• Clear career growth and advancement opportunities
• Mentoring and hands‑on guidance from management and leadership
• Company sponsorship of industry-related designations, certifications, and educational programs after six months of employment
• Supportive, family‑oriented company culture
• 15 paid days of Paid Time Off (PTO) per year
• Paid Holidays
• Business hours that support work-life balance
• Paid lunch hour
• Up to two (2) work-from-home days per quarter after six months of employment
• Health and dental insurance available, with the company covering 70% of employee premium costs
• Vision insurance available
• 401(k) retirement plan with company matching eligibility begins after six months of employment
• Unlimited snacks and beverages available in the office
• Complimentary Starbucks coffee machine
• Warm, welcoming work environment
• Team bonding events, including monthly company-paid lunches, company outings, and happy hours

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed