Ghr
Chicago, Illinois
Wealth Management Client Associate- Chicago Metro
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Apply to Wealth Management Client Associate- Chicago Metro at GhrJob details
- Location
- Chicago, Illinois
- Work type
- Onsite
- Compensation
- $52,000 - $91,520/yr
- Posted
- 2 weeks ago
- Apply on
- ghr.wd1.myworkdayjobs.com
About this role
Client-service support for Financial Advisors; strong communication, detail orientation, and ability to learn technology platforms. Preferred/expected pursuit of SIE/Series 7/66 (63 or 65 accepted); proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce; high school diploma/GED required.
What you'll do at Ghr:
- providing service
- handling requests
- deepening relationships
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