Job Description
Join our award-winning team at Urban Financial Partners as a Client Service Associate and launch your career in Chicago's thriving financial district. We're seeking motivated individuals with a passion for client excellence to deliver exceptional service in a dynamic, fast-paced environment. As a cornerstone of our client experience team, you'll gain invaluable exposure to wealth management, banking operations, and relationship building. We invest heavily in professional development through our mentorship program and provide clear pathways to career advancement. Our downtown Chicago office offers modern amenities, flexible work options, and a collaborative culture that celebrates innovation and inclusion. If you're a recent graduate or career changer with strong communication skills and a drive to succeed, this is your opportunity to grow with an industry leader.
Responsibilities
- Deliver exceptional client service via phone, email, and in-person interactions
- Manage and update client accounts with precision using Salesforce and proprietary platforms
- Collaborate with senior advisors to resolve complex client inquiries
- Process transactions and ensure compliance with regulatory standards
- Identify opportunities for service improvement and implement solutions
- Maintain detailed documentation of client interactions and case resolutions
- Participate in cross-functional projects to enhance service delivery
Qualifications
- Associate's degree or equivalent combination of education and experience
- 1-2 years of customer service or administrative experience preferred
- Proficiency in Microsoft Office Suite and CRM systems
- Exceptional communication and interpersonal skills
- Strong attention to detail and problem-solving abilities
- Ability to multitask in a fast-paced environment
- Basic financial services knowledge or willingness to learn
- Valid work authorization in the United States