Ark Wealth Partners · 1 day ago
Client Service Associate
Lombard, IL
Full-time
Onsite
Mid Level
3+ years expArk Wealth Partners is a recognized financial securities practice focused on helping clients achieve their financial goals. The Client Service Associate is responsible for providing exceptional service to clients by managing relationships, facilitating meetings, and maintaining CRM records.
Financial Services
Responsibilities
Serve as the Primary Relationship Manager for a subset of Ark Wealth Partners’ clients
Facilitate the execution of service for Ark Wealth Partners’ clients by scheduling meetings in accordance with the Firm’s segmentation service schedule
Prepare and review the client meeting folders with all necessary prep materials and deliverables prior to a client meeting
Coordinate responses to inbound client communication by resolving account or policy related inquiries or directing them to the appropriate team member
Maintain exceptional CRM records in accordance with Ark Wealth Partners’ CRM guidelines and procedures
Qualification
Required
3-5 years of experience in the wealth management industry or investment management industry
Bachelor's degree in business administration, accounting, finance, or equivalent work experience
Life and Health Insurance license
Series 7, 63 and/or 6
Strong attention to detail
Excellent written and verbal communication skills
Able to work both autonomously and collaboratively within a high-performing team
Preferred
Certified Financial Planner (CFP®)
Tech savvy with Microsoft Office, Excel, Adobe, and CRM systems
Prior Northwestern Mutual experience a plus
Benefits
Medical
Dental
Vision
401k
Long-term disability
Group life insurance
License/credential reimbursement
Continuing education
And more
Company
Ark Wealth Partners
Our mission is to bring clarity to what’s possible for your financial future. To get you from where you are, to where you want to be.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase