About VestGen Wealth Partners:
VestGen Wealth Partners is transforming the wealth management industry by building a forward-thinking platform that empowers financial advisors to scale their practices, achieve long-term success, and secure their future. We operate at the intersection of financial advisory, private equity, and technology, and are creating a dynamic marketing function to drive lead generation, advisor acquisition, and strategic partnerships.
Job Summary:
We are currently seeking a Client Service Associate to support our financial advisors and the broader wealth management team in our Downers Grove, Illinois location. This role is a key position that will work closely with advisors to enhance client service, ensure smooth day-to-day operations, and contribute to the overall success of the advisory team. We are seeking a highly organized, resourceful individual with at least 5 years of experience in the financial services sector. This position will be client-facing, requiring strong interpersonal and communication skills, along with the ability to perform operational tasks with efficiency and precision. The ideal candidate will have experience as a Client Service Associate, operational expertise, and a strong ability to think critically and solve problems independently, while building trust and relationships with clients. Experience with Pershing Financial platforms is highly preferred.
Key Responsibilities:
- Client Support: Serve as a primary point of contact for clients, providing exceptional service and addressing inquiries regarding accounts, services, and general financial matter
- Administrative Support: Provide high-level administrative support to the Director, Client Services and financial advisors, including investment reports, financial plans, and statement
- Operational Tasks: Assist with account maintenance, transfers, and new account setups, ensuring compliance with regulatory requirements and internal procedure
- Client Onboarding: Assist with the client onboarding process, ensuring all required documentation is completed accurately and timely
- Document Preparation: Prepare client reports, presentations, and other financial documents for client meetings and communications as needed
- Follow-Up: Assist with gathering outstanding documentation, approvals, and signature
- Team Support: Provide backup support for other assistants and financial advisors when needed, ensuring the smooth operation of the office
- Problem Solving & Critical Thinking: Use critical thinking and resourcefulness to troubleshoot client issues, operational challenges, and ad-hoc requests, providing timely solutions
- System Management: Manage and maintain accurate client information in firm databases and systems (preferably with Pershing or other financial platforms)
- Client Relationship Management: Maintain a professional, positive, and proactive relationship with clients, ensuring their needs are met and expectations are exceeded
Qualifications:
- Minimum of 5 years of experience in the financial services sector, with a background in client-facing roles such as Client Service Associate or similar
- Strong operational and administrative skills with experience in managing financial accounts, transactions, and office workflows
- .Experience with Pershing or similar financial platforms preferred (custodians and broker-dealers)
- Exceptional organizational skills, with a keen eye for detail and the ability to manage multiple tasks in a fast-paced environment
- Strong problem-solving abilities, critical thinking, and resourcefulness
- Excellent interpersonal and communication skills, with the ability to interact professionally with clients, colleagues, and senior management
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Knowledge of financial products, services, and industry regulations
- High level of discretion and confidentiality in handling sensitive client information
Key Skills & Competencies:
- Client Service Excellence
- Operational Efficiency
- Strong Organizational and Time Management Skills
- Critical Thinking and Problem Solving
- Attention to Detail
- Strong Communication and Relationship-Building Skills
- Proficiency with Financial Platforms (Pershing prefered)
Compensation:
Competitive salary based on experience, along with a benefits package that includes health insurance, retirement plans, and other perks.