Client Service Associate – Wealth Management

About the Job and Us

BlueLake Wealth Advisors is an established financial planning and wealth management firm located in Burr Ridge, IL. We manage over $800 million for clients in the Chicagoland area and across more than twenty states. 

We are seeking an enthusiastic individual to join our team and grow with us. This is an excellent opportunity for recent graduates or early-career professionals looking to launch a successful career in financial planning and wealth management. 

In this role, you will work alongside driven and experienced advisors to learn the business. We help clients define their financial goals and plans, select and manage investment strategies, and support them in working toward their goals. We strive to provide excellent client service in a professional atmosphere while maintaining a great work-life balance. This role is a stepping stone to becoming a great financial advisor.

Responsibilities

As a Client Service Associate your key responsibilities will include:

• Assisting in client meeting preparation and follow-up, including assembling requisite paperwork, generating reports, scheduling appointments, and documenting post-meeting activities.
• Managing client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring all documentation and record keeping adhere to compliance standards.
• Processing, submitting, and servicing all account paperwork/requests, primarily utilizing paperless procedures, including eSignature.
• Assisting in the preparation and distribution of consolidated performance reports for clients on a quarterly basis.
• Maintain client meeting notes and appointments in our the CRM database. 
• Assist in developing and updating financial plans for new and existing clients.
• Managing multiple tasks on a daily basis.
• Engaging in ongoing professional development, including successfully passing the Series 7 (and subsequently Series 66).

Personal Attributes and Requirements

• A collaborative team player with a genuine passion for helping clients achieve their financial objectives.
• Excellent communication and interpersonal skills.
• Proactive, self-motivated, and detail-oriented.
• Well-organized and interested handling a range of tasks
• Bachelor’s degree, preferably in finance, economics, accounting, or a related field.
• Series 7 & Series 66 licenses required to be obtained within twelve months.

Compensation 

• Competitive base salary with performance-based incentives.
• Comprehensive benefits package (health, dental, vision, etc.).
• Opportunities for ongoing training and career advancement.
• Supportive mentorship from experienced professionals.