Adecco is hiring immediately for a Client Service Assistant with a local client in Glen Ellyn, IL ! Apply now if you meet the qualifications listed below!

· Contract Type: Temp to Hire

· Pay: $ 25.00+/HR *Depending on Experience

· Shift/Hours: Monday - Friday: 8 Hour Shift

· Work setting: In-person

· Work Location: In person

The client service assistant supports the team in all levels of operations through direct client interaction and "behind the scenes" by coordinating with other team members, the Broker Dealer and sponsor companies. This person must be able to follow industry compliance regulations with accuracy and attention-to detail to ensure a high-quality outcome.

Responsibilities

Client Service:

· Works directly with all clients and advisor on a broad range of service questions and requests

· Interfaces with Broker Dealer, fund companies, custodians and insurance companies daily

· Delivers service to all clients, and concierge service to select groups, as directed

· Prepare new account paperwork and service requests for both wet and electronic signature

Financial Planning and Investment Reviews:

· Helps coordinate and schedule client review meetings

· Prepares client review materials

· Handles after meeting follow-up including financial planning fees, new account paperwork, service requests and records meeting notes

Compliance:

· Assists in maintaining a compliant practice: files, blotters, and books and records

· Understands and adheres to policies regarding support from wholesalers, compliance approval for documents, proper use of stationery/business cards, and other required procedures

· Assists clients and advisor to the extent possible based on licensing and/or registrations

Operations and Technology Support:

· Assists in maintaining and updating the CRM and client files

· Work within multiple vendor new business systems on a daily basis

· Works with Compliance Manager to ensure advertising materials are submitted for approval prior to use

· Maintains records, and assists in commission problem resolution, if requested

· Creates professional looking documents and correspondence in Word, Excel, and PowerPoint as needed

Skills

· Enjoys engaging with associates and clients in a courteous and respectful manner to create a consistent, predictable, and positive experience

· Strong problem resolution skills

· Detail-oriented with a high degree of accuracy

· Exceptional organizational skills; ability to multi-task and follow up with and meet deadlines

· Highly competent computer skills and ability to "keep up" with technology

· Exceptional and professional oral, written and interpersonal communication skills

· Impeccable ability to maintain confidentiality and integrity

· Positive attitude and the ability to handle a fast-paced workload

· Comfortable working both with the team and independently

· Proactively learn and understand new processes and compliance procedures

Qualifications

· Minimum of 2 to 5 years of client service or administrative support experience, preferably in the financial services industry

· Bachelor's degree preferred

· FINRA Series 6 license

· Ability to pass a background check

Education

· High School diploma required

· Graduate from business school preferred or equivalent work experience

· FIRNA Series 6 License preferred

IMPORTANT: This job is being recruited for by Adecco's National Recruitment Center, not your local Adecco Branch Office. To be considered for this position, you must use the "Apply with Adecco" button to submit your resume.

The Adecco Group is a global leader in HR services. Our group connects over 700,000 associates with our business clients each day through our 6,600 offices in over 70 countries and territories around the world. We offer employment opportunities at any stage in your professional career. Contact us today to discuss available contract and direct hire positions. Adecco Group provides one of the most comprehensive benefits packages in the industry to contract workers to include Holiday, 401(k), Insurance Benefit Plans

Equal Opportunity Employer/Veterans/Disabled

Pay Details: $25.00 to $30.00 per hour

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.adeccousa.com/candidate-privacy

The Company will consider qualified applicants with arrest and conviction records subject to federal contractor requirements and/or security clearance requirements.