Client Relationship Associate

Company: R&R Human Resources Solutions
Location: Northbrook
Posted on: February 1, 2025

Job Description:

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 plansQualifications 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. Powered by JazzHR
    
    
    
    PIa2d45021981f-37248-36594244

Keywords: R&R Human Resources Solutions, Hoffman Estates , Client Relationship Associate, Other , Northbrook, Illinois