This job has expired

Client Concierge

2ND Opinion Partners
Riverwoods, Illinois
$45k to $60k + benefits
Closing date
Mar 22, 2022

View more

Job Role
Employment Type
Full Time
Entry Level
Experience Level
1-4 years
CFP® Certification
Not necessary
You need to sign in or create an account to save a job.

    Under the direct supervision of Relationship Managers, prepare all client account paperwork including appropriate applications, forms, consolidated statements, client deliverables, etc., ensuring Advisers are adequately prepared for client meetings.
    Work with Second Opinion Partners, Custodians, and other outside institutions (if applicable) to ensure proper
paperwork is prepared for all clients meetings and client requests.
    As directed by the Relationship Manager, work with applicable members of the Client Service Team, including the Advice Department, to effectively prepare client meeting deliverables.
    As directed, process all client requests outside of regularly scheduled meetings.
    Ensure Salesforce/CRM remains current by confirming all tasks, meetings and notes related to the client relationship are accurately captured.
    Work directly with the Administrative Manager to confirm all meetings are being scheduled in a timely manner.
    Establish and maintain strong working relationships with all Partners, Wealth Advisors, Wealth Managers and team members to become familiar with the specific needs of each client.

You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert