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Client Service Associate at Blue Trust

Compensation

$27 – $34/hr

Location
Deerfield, Illinois
Level
not_specified
Posted

Description

Blue Trust is hiring an Administrative Assistant for its Chicago office to provide administrative and client-service support to Financial Advisors and Financial Planners. The role manages client experiences, investment-account procedures, expense reporting, CRM and database records, meetings, client inquiries, mail, office supplies, events, and compliance-related recordkeeping. It requires strong communication, problem-solving, computer, organizational, and analytical skills, with a preferred bachelor's degree and prior client-service or office-management experience. The stated hourly range is $27.40 to $33.65 with benefits.

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