Adecco US, Inc. • Glen Ellyn, IL 60138
Job #2681812337
Adecco is hiring immediately for a Client Service Assistant with a local client in Glen Ellyn, IL ! Apply now if you meet the qualifications listed below!
Contract Type: Temp to Hire
Pay: $ 25.00+/HR *Depending on Experience
Shift/Hours: Monday - Friday: 8 Hour Shift
Work setting: In-person
Work Location: In person
The client service assistant supports the team in all levels of operations through direct client interaction and "behind the scenes" by coordinating with other team members, the Broker Dealer and sponsor companies. This person must be able to follow industry compliance regulations with accuracy and attention-to detail to ensure a high-quality outcome.
Responsibilities
Client Service:
Works directly with all clients and advisor on a broad range of service questions and requests
Interfaces with Broker Dealer, fund companies, custodians and insurance companies daily
Delivers service to all clients, and concierge service to select groups, as directed
Prepare new account paperwork and service requests for both wet and electronic signature
Financial Planning and Investment Reviews:
Helps coordinate and schedule client review meetings
Prepares client review materials
Handles after meeting follow-up including financial planning fees, new account paperwork, service requests and records meeting notes
Compliance:
Assists in maintaining a compliant practice: files, blotters, and books and records
Understands and adheres to policies regarding support from wholesalers, compliance approval for documents, proper use of stationery/business cards, and other required procedures
Assists clients and advisor to the extent possible based on licensing and/or registrations
Operations and Technology Support:
Assists in maintaining and updating the CRM and client files
Work within multiple vendor new business systems on a daily basis
Works with Compliance Manager to ensure advertising materials are submitted for approval prior to use
Maintains records, and assists in commission problem resolution, if requested
Creates professional looking documents and correspondence in Word, Excel, and PowerPoint as needed
Skills
Enjoys engaging with associates and clients in a courteous and respectful manner to create a consistent, predictable, and positive experience
Strong problem resolution skills
Detail-oriented with a high degree of accuracy
Exceptional organizational skills; ability to multi-task and follow up with and meet deadlines
Highly competent computer skills and ability to "keep up" with technology
Exceptional and professional oral, written and interpersonal communication skills
Impeccable ability to maintain confidentiality and integrity
Positive attitude and the ability to handle a fast-paced workload
Comfortable working both with the team and independently
Proactively learn and understand new processes and compliance procedures
Qualifications
Minimum of 2 to 5 years of client service or administrative support experience, preferably in the financial services industry
Bachelor's degree preferred
FINRA Series 6 license - Preferred
Ability to pass a background check
Education
High School diploma required
Graduate from business school preferred or equivalent work experience
FIRNA Series 6 License preferred
IMPORTANT: This job is being recruited for by Adecco's National Recruitment Center, not your local Adecco Branch Office. To be considered for this position, you must use the "Apply with Adecco" button to submit your resume.
The Adecco Group is a global leader in HR services. Our group connects over 700,000 associates with our business clients each day through our 6,600 offices in over 70 countries and territories around the world. We offer employment opportunities at any stage in your professional career. Contact us today to discuss available contract and direct hire positions. Adecco Group provides one of the most comprehensive benefits packages in the industry to contract workers to include Holiday, 401(k), Insurance Benefit Plans
Equal Opportunity Employer/Veterans/Disabled
Pay Details: $25.00 to $30.00 per hour
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ~~~
The Company will consider qualified applicants with arrest and conviction records subject to federal contractor requirements and/or security clearance requirements.
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