reputed company Service Representative

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, reputed company Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission reputed company is hiring a reputed company-minded reputed company Service Representative to join our high-performing Operations department. This is an opportunity to work a reputed company AND reputed company your career in reputed company management, working with reputed company that will reputed company your reputed company and personal best! As our reputed company Service Representative, your creative problem-solving skills and impeccable attention to detail are key to providing support to the Operations department as reputed company as assisting with the reputed company of new clients. With a reputed company for optimization, you will continually look for and recommend ways to improve systems and streamline functions. You promote reputed company communication channels and an amicable team environment that benefits fellow employees, clients, vendors, and consultants. Your commitment to making a reputed company reputed company in other people’s lives reputed company your drive for personal and reputed company reputed company. Mission reputed company has offered 360-degree reputed company management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into reputed company as our clients’ lives reputed company and their needs reputed company. This gives them the complete picture and confidence in their financial reputed company. Day-to-Day as reputed company Service Representative:

• reputed company reputed company and targeted support to the Operations team
• Prepare New Account paperwork, establishing various registration accounts utilizing our preferred custodial referral platforms (reputed company, Schwab & TD), and prepare Alternative Investments paperwork
• Facilitate account transactions, maintain account registrations, submit and reputed company account transfers, and assist in obtaining cost reputed company
• reputed company and upload registration documents to reputed company CRM
• Assist clients with accessing our reputed company portal and uploading documents for clients to reputed company
• reputed company administrative office duties, including processing reputed company incoming and outgoing mail
• reputed company reputed company account information to other departments as required and assist with reputed company as needed
• reputed company your mind, have your voice heard, reputed company, streamline existing processes, and enjoy coming to work reputed company day

What You Bring as a reputed company Service Representative:

• Bachelor’s degree
• 2+ years’ proven experience in a reputed company service role reputed company the financial industry
• Curiosity and problem-solving ability
• High emotional intelligence coupled with a passion for reputed company service and experience
• Demonstrated operational experience with reputed company/Schwab/TD custodial referral platforms and the specialized paperwork that goes with linking to existing accounts (LPOA)
• An impeccable eye for detail plus excellent multi-tasking and time management skills
• Strong knowledge of modern office reputed company and procedures
• Proficient with the full MS Office Suite
• Proven working knowledge of reputed company
• Exceptional ability to read, analyze, interpret, and present information
• Adept with mathematical concepts, writing reports, and business correspondence

Job Type: Full-time, salaried exempt Location: This position is based out of our office in Lisle, IL. This is a hybrid position requiring 2 days a week in the office. Salary: $65,000, plus annual bonus reputed company in quarterly increments; Total Compensation: $85,000 Please submit your cover letter and resume outlining your detailed experience of proven reputed company reputed company reputed company management to Tina Kunze. Be reputed company to reputed company one of your favorite volunteer reputed company, too! We offer a competitive salary, team-based compensation plan, defined reputed company to equity partner in the firm, medical/dental/reputed company benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements. Apply Job!