This position is being offered by an advisor team located in Crystal Lake, one of Chicago's premier northwestern suburbs. WestPoint Financial Group is assisting with the sourcing of this position.

A successful and tenured advisor practice is looking for an additional member to add to their highly skilled team as a Client Service Associate.

This position is Part-Time, offers approximately 30 hours per week, and includes a liberal benefits package, paid time off and continuing education opportunities.

Duties:

• Scheduling appointments with clients
• Calendar management
• Delivering high quality client service in a professional manner
• Database management and reporting
• Follow-up with team members regarding outstanding items
• Various administrative support as assigned

Qualifications:

• Proficient with technology and digital processes
• Capable user of Microsoft Office Suite
• Able to Prioritize and Multi-task efficiently
• Excellent communication skills

Benefits:

• Medical
• STD/LTD
• Life Insurance
• Paid Time Off/Sick
• Paid Holidays
• Retirement Plan with match
• Bonus eligible
• Continuing Education