Client Service Associate at Eddie Patel Inc. (Chicago, IL)About Eddie Patel Inc.
Short excerpt here.
About the role
I am looking for a Client Service Associate to help us get over the 9 figure AUM mark before applying for SEC registration. The ideal candidate is friendly, willing, somewhat experienced, and able.
What you will accomplish
Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork
Supervise client account activity, researching and resolving issues
Prepare and review all new account paperwork to ensure documents are complete and in good order
Verify accounts are traded into the correct model and aid operation teams as needed; track incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved as expected
Document key client milestones and other meaningful data into systems that will assist in future client interactions
Maintain risk awareness and compliance; identify problems in a timely manner while complying with standard resolution policy, the established corporate process, and regulatory procedures
Support the firm’s initiatives, assist with any company-wide projects and activities, and attend functions as needed
Participation in projects, task forces, councils, and product rollouts to ensure CSA voice is represented
Remote work is possible in this job, although I want someone who is ready to make a commitment and work from our office so that the most possible learning and client assistance can take place.
*Principals only. Recruiters, please don’t contact about this job.
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