Client Relationship Associate

Our client, Infinity Strategic Partners, a growing financial services firm located in Northbrook is seeking a strategic Client Associate team member to perform administrative duties. (Candidate should be located a reasonable commute from Northbrook).

Duties include:

• Working with 401K clients, setting up meetings, managing plans.
• Keeping track of client requests, distributions, loans.
• Preparing applications for new investment accounts.
• Following up with clients and service center.
• Creating investment reports with various parameters.
• Monitoring work flow and prioritizing work assignments.
• Maintaining compliance files.
• Invoice tracking on financial plans

Qualifications and requirements include:

• Bachelor’s degree preferred.
• At least one year work experience, will consider entry level candidates.
• Never declared bankruptcy – credit check and fingerprinting a must.
• Strategic thinker that can suggest process efficiencies.
• Self-starter and highly organized.
• Experience with Word, Excel, and savvy with online software tools.
• Ability to work with other support personnel.

Awesome opportunity for someone who wants an opportunity in the financial services industry and looking to contribute meaningfully. Compensation commensurate with experience.