Fiducient Advisors
Chicago, Illinois
Client Service Associate II
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Apply to Client Service Associate II at Fiducient AdvisorsJob details
- Location
- Chicago, Illinois
- Work type
- Hybrid
- Compensation
- $60,000 - $81,000/yr
- Posted
- 3 weeks ago
- Apply on
- jobs.aon.com
About this role
Bachelor's degree required, 1–3 years financial industry experience, proficiency in Microsoft Suite and Adobe, CRM and custodial portal experience (Charles Schwab/Fidelity) preferred, understands money movement transactions and brokerage account types.
What you'll do at Fiducient Advisors:
- leading onboarding
- processing transfers
- managing accounts
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