Vantage Financial Group, Inc. · 2 days ago
Client Services Associate and Marketing Support
Palatine, IL
Full-time
Hybrid
Entry Level
$47K/yr - $73K/yr
1+ years expVantage Financial is seeking a Client Service Associate and Marketing Support to play a crucial role in supporting advisors and ensuring the smooth operation of the office. This role involves delivering exceptional client service, managing operational tasks, and providing marketing support in a dynamic work environment.
Financial Services
Responsibilities
Serve as the first point of contact for clients, providing outstanding customer service in person, via phone, and in writing
Assist with client onboarding, including opening new accounts, processing transfers, and handling documentation requirements
Process and manage account-related activities such as cash management, “move money” requests, periodic distributions, and account maintenance
Conduct proactive outreach to clients on time-sensitive activities (e.g., required minimum distributions)
Educate clients on account services, capabilities, and available technology (e.g., eSignature, paperless statements, client portals)
Ensure all client requests and inquiries are handled promptly and follow through to completion
Maintain and update the CRM system (Juncture) with accurate client information
Execute a large volume of tasks, within designated turnaround times while maintaining a high level of quality, attention to detail and minimal errors
Oversee scheduling for the advisor, including booking appointments and review meetings
Draft professional correspondence, including emails and other client communications
Screen and direct phone calls, ensuring client needs are addressed efficiently
Serve as backup support for office coordination, including greeting clients and answering calls
Take on a marketing support role to include, scheduling, tracking and planning events and assisting the head of marketing with monthly newsletters, regular client communication and social media posts
Qualification
Required
Strong attention to detail and problem-solving abilities
Excellent verbal and written communication skills with the ability to explain complex information clearly
Ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment
Exceptional interpersonal skills to build relationships with clients, coworkers, and external partners
Self-motivated, proactive, and adaptable to a changing work environment
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and CRM applications
Strong organizational skills and ability to follow procedures effectively
Minimum of three (3) days in the office
Ability to commute to Palatine, IL 60067 (Required)
Ability to relocate to Palatine, IL 60067 before starting work (Required)
Preferred
Experience working with a wealth management office that custodies at Fidelity
Prior experience in financial services, wealth management, or client-facing roles
Marketing support experience
Experience with CANVA software appreciated
Fidelity platform systems: 1 year (Preferred)
Benefits
401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Life insurance
Paid time off
Vision insurance
Work from home
Company
Vantage Financial Group, Inc.
Vantage Financial Group is an independent financial firm that serves business owners, individuals, and families internationally, offering tailored advice to help them achieve financial freedom and retire on their own terms.
51-200 employees
Funding
Current Stage
Growth StageRecent News
Company data provided by crunchbase