Client Service Associate

Blue Trust•Deerfield, IL

1d•Onsite

About The Position

The Client Service Associate provides administrative support to team members and clients through complex duties in client service, financial planning, investment management, office administration, and/or accounting. The role supports Financial Advisors and Financial Planners in serving clients, helping them meet 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 deepen client relationships while reflecting Blue Trust’s commitment to excellence. The position coordinates client and team administrative needs, including investment account administration, client communications and follow-up, annual client service plans, meeting logistics, records management, office operations, event support, and company-wide projects. The Client Service Associate is expected to maintain compliance with company policies and industry regulations and to handle confidential information with integrity. The position is for Blue Trust’s Chicago office.

Requirements

Exceptional interpersonal and communication skills with a strong client service orientation.
Demonstrated 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 express thoughts clearly and concisely in speaking and writing.
Excellent computer literacy and knowledge of specialized office programs, including strong proficiency with Microsoft Office, particularly Excel and Outlook.
Ability to prioritize and plan proactively while completing multiple time-sensitive tasks and responding to urgent needs.
Personal integrity and ability to handle confidential data discreetly.
Aptitude and enthusiasm for learning quickly, with a strong work ethic in an evolving environment.
Ability to work effectively both as part of a team and independently.
Desire to serve clients and coworkers with excellence.
Strong technical and analytical skills.
Keen attention to detail.
Strong organization skills and systems acumen.
A 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 in a financial, investment, banking, or accounting company is strongly preferred.

Nice To Haves

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

Responsibilities

Manage client experience and communicate with clients professionally to support and deepen relationships.
Coordinate investment account setup and ongoing administration, including applications, deposits, withdrawals, transfers, investment reviews, and reports.
Manage expense reporting in accordance with Finance procedures and partner with the Centralized Administration team as appropriate.
Create and maintain annual client service plans, schedule and document meetings, track follow-up actions, and arrange intentional client care throughout the year.
Welcome visitors and clients, proactively plan for urgent needs, and respond to client inquiries in coordination with the Manager and team.
Maintain accurate and up-to-date electronic client and prospect records, databases, and file systems in accordance with compliance guidelines.
Gather, record, and process information from clients and financial institutions for record maintenance or further analysis.
Use CRM and document management systems to maintain accurate records; answer calls and emails, route inquiries as needed, and process mail.
Monitor and order office supplies within budget, and maintain positive vendor and service representative relationships.
Assist with event logistics, 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 regulations to mitigate risk.
Approach work and relationships in a manner consistent with Blue Trust’s Core Values and understand the financial planning philosophy and biblical basis on which the company serves clients.