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Client Services Associate
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$60,000 - $80,000 a year
Full-time
- Our client, a fast growing financial services firm with multiple locations, is seeking a Client Service Associate to join the team at their office in Chicago.
- This role will support clients, custodian partners, and team members in an administrative and operational capacity.
- Take ownership of administrative processes, including the client on-boarding process
- Handle all requests from clients and custodian partners pertaining to account administration
- Experience at RIA or Broker/Dealer is a plus
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