Chicago Categories:
Client Services Representative (financial services) Envestnet Asset Management
RESPONSIBILITIES:- Facilitating the process of opening and maintaining accounts
- Managing Advisor inquiries
- Fielding requests from internal groups regarding client accounts
- Providing daily phone coverage for the region
- Training advisor clients on website functionality
REQUIREMENTS:
- Financial services industry experience - 1 to 3 years
- Series 65 preferred
- Ability to prioritize and maintain multiple client requests
- Well-developed organizational skills, with attention to detail
- Professional demeanor
- Strong communication skills
- Bachelor's Degree.
| Location: | 35 East Wacker Drive Suite 1600 Chicago, IL 60601 United States |
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Envestnet Asset Management
Investors: Cross Atlantic Capital PartnersAll Jobs: at Envestnet Asset Management
| Web Site: | www.envestnet.com |
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| Headquarters: | 35 East Wacker Drive Suite 1600 Chicago, IL 60601 United States |
| Industry: | Financial Services |
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