Available Positions

Client Service Associate at Asset Management in Chicago, Illinois, United States — $60K-$80K

  • Financial Services
  • Asset Management
  • $60K-$80K
  • Chicago, Illinois, United States
  • 9/17/20

Job ID: 36047

Job Description

Respond to ad hoc requests from clients, portfolio managers, and senior management

Support business, compliance, and marketing projects

Identify and document business requirements and make recommendations

Support marketing and social media efforts for the firm and its products

Help maintain the firm’s websites and social media accounts

Coordinate the delivery of mass emails through email marketing services

Help design and enforce anti-money laundering and know customer policies

Assist in maintaining the firm’s business continuity plans and making improvements


2+ years of experience in the financial services and wealth management industry working directly with clients

Experienced user of Microsoft Outlook, Excel, Word, and PowerPoint

Basic understanding of or interest in learning WordPress, Constant Contact, HTML, CSS, Salesforce, SQL, Advent portfolio accounting products, Google Analytics and Search Console, and Bing Webmaster Tools


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