Client Service Associate

COMPANY PROFILE

Vertex Planning Partners, LLC is a Registered Investment Advisory firm based in the western suburbs of Chicago managing over $600 million of client assets.  Our core business is focused on comprehensive financial planning and investment management solutions for families, business owners and non-for-profits.  We utilize a collaborative team-based approach in working with our clients. 

JOB DESCRIPTION

Client Service Associate (CSA)

The Client Service Associate role is central to the operations of our firm, providing support to our advisors and direct service to our clients.  As a Fiduciary, we hold a position of trust with our clients, so it is important for the applicant to exhibit a high level of integrity, take ownership of their responsibilities and work in a timely manner.  The ideal candidate would possess strong technology skills, be well-organized, and comfortable handling complex assignments.

KEY RESPONSIBILITIES

• Open new accounts, handle incoming service requests, track and manage paperwork, develop and maintain consistent and efficient workflows as required
• Interact with clients to schedule meetings, complete paperwork, gather information and problem solve
• Manage workflows in CRM systems
• Drive improvement of existing service processes through analysis, reflection, and development of new approaches

EDUCATION & REQUIREMENTS

• Ideal candidate will have the following:
  • 1-3 years’ experience in the financial service industry
  • Comfortable utilizing multiple technology platforms (Salesforce, Veo One, Clientworks, Orion, Docusign)
  • Strong organizational skills and attention to detail
  • Desire to grow within the organization
• Preferred Experience
  • Bachelor’s Degree
  • Client service, administrative or operations experience
  • Series 7 license, or willing to obtain

COMPENSATION

• Base salary for the position is commensurate with industry experience
• Bonus Potential
• Comprehensive Benefit Program (Medical, Dental, Vision, Life & Disability)
• Paid Time Off (including market Holidays)
• 401k plus employer match
• Employee discount for investment services
• Employer-paid education, training, and licensing