{"schemaVersion":"jobsearcher.job.v1","id":"dce1cc3aff4e91c7da5e07cc","url":"https://jobsearcher.com/jobs/dce1cc3aff4e91c7da5e07cc","canonicalUrl":"https://jobsearcher.com/jobs/dce1cc3aff4e91c7da5e07cc","title":"Full Time Associate","description":"Job Title: Client Service Analyst Duration 3 months\nLocation: Chicago, IL 60606\nPay Range: $30 - $33/hour\n\nRespnosibilities\nManage client relationships by serving as the primary point of contact for clients and sales channels.\nProvide a full range of services, including supporting client onboarding, answering client inquiries regarding fund and portfolio information and literature, addressing client-related issues, and executing client lifecycle events.\nCommunicate and work closely with the sales force to provide high-quality service to clients.\n\nRequirements\nHold the SIE, Series 7, and Series 63 licenses.\nHave at least three years of customer-facing financial services experience, ideally with approximately seven to eight years or less of total industry experience.\nHave experience supporting Financial Advisors, Wealth Management clients, Asset Management products, or Separately Managed Accounts (SMAs).","company":"Planet Group","rawCompany":"planet group","city":"Chicago","state":"IL","isRemote":false,"isActive":false,"createdAt":"2026-10-22T04:21:44.532Z","occupations":[{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"},{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"43-4051.00","title":"Customer Service Representatives","slug":"customer-service-representatives"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523910","title":"Miscellaneous Intermediation","slug":"miscellaneous-intermediation"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Full Time Associate","description":"Job Title: Client Service Analyst Duration 3 months\nLocation: Chicago, IL 60606\nPay Range: $30 - $33/hour\n\nRespnosibilities\nManage client relationships by serving as the primary point of contact for clients and sales channels.\nProvide a full range of services, including supporting client onboarding, answering client inquiries regarding fund and portfolio information and literature, addressing client-related issues, and executing client lifecycle events.\nCommunicate and work closely with the sales force to provide high-quality service to clients.\n\nRequirements\nHold the SIE, Series 7, and Series 63 licenses.\nHave at least three years of customer-facing financial services experience, ideally with approximately seven to eight years or less of total industry experience.\nHave experience supporting Financial Advisors, Wealth Management clients, Asset Management products, or Separately Managed Accounts (SMAs).","datePosted":"2026-10-22T04:21:44.532Z","dateModified":"2026-10-22T04:21:44.532Z","hiringOrganization":{"@type":"Organization","name":"Planet Group","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Chicago","addressRegion":"IL","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"dce1cc3aff4e91c7da5e07cc"},"url":"https://jobsearcher.com/jobs/dce1cc3aff4e91c7da5e07cc"}}