Client Service Associate

Position Overview:

We are seeking a detail-oriented and customer-focused individual to join our team as a Client Service Associate. This role involves efficiently managing paperwork, providing crucial support to our team of advisors, and fostering positive relationships with our clients. The position is available part-time or full-time, offering flexibility to the right candidate.

• Employment Type: Full-time or Part-time W-2 position
• Location: Hoffman Estates, IL
• Hours: Hybrid; must be able to travel to the office at least one day a week
• Compensation: Competitive hourly rate ($20-$25), commensurate with experience
• Benefits for Full-Time Employees: 401(k) plan with company match, employer-paid short-term and long-term disability insurance, employer-paid professional and educational development, flexible PTO
• Appreciation: Team events, birthday, and work anniversary celebrations
• Equipment: Business laptop and iPhone provided
• Start Date: As early as March 1, 2024

About You:

• Preferred experience in a similar role within the financial services industry
• Strong organizational skills and attention to detail
• Excellent written and verbal communication skills
• Proficient in Microsoft Office Suite and CRM software
• Strong Client Service and technical skills
• Knowledge of wealth management and financial planning concepts (a plus)
• Reliable, consistent, independent, and proactive team player

What You’ll Be Doing:

• Paperwork Management: Prepare, review, process, and track paperwork for client accounts, transactions, and other financial documentation. Ensure all paperwork is accurate and complete.
• Team Support: Collaborate with a team of advisors to streamline administrative processes and enhance overall efficiency. Act as a liaison between advisors and clients, facilitating clear communication and addressing inquiries promptly.
• Client Interaction: Build and maintain positive relationships with clients by providing exceptional customer service. Respond to client inquiries, schedule appointments, resolve technical issues, and provide necessary information to meet client needs.
• Documentation and Record Keeping: Maintain organized and up-to-date client records, ensuring confidentiality and security of sensitive information.
• Flexibility and Adaptability: Embrace and adapt to changes in processes, technology, and industry regulations. Willingness to work both independently and collaboratively as part of a dynamic team.

When Applying:

Your cover letter must explain why you believe you are the right person for this job. Additionally, please describe your three most distinctive characteristics or attributes in your cover letter. This request is intended to evaluate your writing skills and attention to detail while providing insight into who you are. Please note that it is essential to follow these instructions, or your application will be rejected.

More About Our Firm:

The Dala Group is a rapidly growing registered investment advisory firm. Our firm includes wealth management and retirement plan consulting. Our team comprises excellent, compassionate, forward-thinking professionals eager to serve our clients. We seek a candidate inspired by our values and motivated to help individuals and families achieve their financial, investment, and retirement goals.

At The Dala Group, we are committed to enriching the lives of our teammates, clients, and the communities in which we live and work. Our core values are Connection, Integrity, Collaboration, Competency, Simplicity, and Efficiency.

Visit our website: www.thedalagroup.com for additional information on the firm.

Job Types: Full-time, Part-time

Pay: $20.00 - $25.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Ability to Commute:

• Hoffman Estates, IL 60192 (Required)

Ability to Relocate:

• Hoffman Estates, IL 60192: Relocate before starting work (Required)

Work Location: Hybrid remote in Hoffman Estates, IL 60192