Randstad Client Associate in Highland Park, Illinois

Client Associate

job details:

  • location:Highland Park, IL

  • salary:$19 per hour

  • date posted:Friday, February 8, 2019

  • experience:0 Years

  • job type:Contract

  • industry:Finance and Insurance

  • reference:451801

  • questions:215/861-0900.

job description

Client Associate

job summary:

Client Associate

  • Assists Private Bankers, Investment Managers, Trust Officers, Financial Consultants and/or Private Client Advisors with account administration, supporting multiple people and balancing multiple priorities.

-Provides proactive client service and addresses client inquiries. Assists in administration of accounts by interacting with clients to help resolve issues. Uses basic product knowledge to participate in cross-sale activities.

  • Executes daily transactions and controls records/files within policy guidelines. Works with Centers/Offices/Stores to execute daily transactions for officers/bankers in sales, systems and credit support. Researches and resolves routine operational issues related to simple to moderately complex accounts.

  • May prepare preliminary client correspondence. May assist in the preparation of client presentation materials to support sales/marketing efforts. Incumbent may support multiple functional areas or a single functional area. 1+ years administrative or sales support experience.

Strong analytical background Strong Excel/Word knowledge required FINRA Series 7 registration preferred Knowledge of Advent/Addepar/Black Diamond preferred Experience working in a brokerage environment (client facing or back office) preferred

location: Highland Park, Illinois

job type: Contract

work hours: 8 to 5

education: Bachelor's degree

experience: 0 Years

responsibilities:

  • Assists Private Bankers, Investment Managers, Trust Officers, Financial Consultants and/or Private Client Advisors with account administration, supporting multiple people and balancing multiple priorities.

-Provides proactive client service and addresses client inquiries. Assists in administration of accounts by interacting with clients to help resolve issues. Uses basic product knowledge to participate in cross-sale activities.

  • Executes daily transactions and controls records/files within policy guidelines. Works with Centers/Offices/Stores to execute daily transactions for officers/bankers in sales, systems and credit support. Researches and resolves routine operational issues related to simple to moderately complex accounts.

  • May prepare preliminary client correspondence. May assist in the preparation of client presentation materials to support sales/marketing efforts. Incumbent may support multiple functional areas or a single functional area. 1+ years administrative or sales support experience.

Strong analytical background Strong Excel/Word knowledge required FINRA Series 7 registration preferred Knowledge of Advent/Addepar/Black Diamond preferred Experience working in a brokerage environment (client facing or back office) preferred

qualifications:

Strong analytical background Strong Excel/Word knowledge required FINRA Series 7 registration preferred Knowledge of Advent/Addepar/Black Diamond preferred Experience working in a brokerage environment (client facing or back office) preferred

skills: Excel

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.