Vantage Financial is seeking a Client Service Associate and Marketing Support to play a crucial role in supporting advisors and ensuring the smooth operation of the office. This role involves delivering exceptional client service, managing operational tasks, and providing marketing support in a dynamic work environment.
Responsibilities
- Serve as the first point of contact for clients, providing outstanding customer service in person, via phone, and in writing
- Assist with client onboarding, including opening new accounts, processing transfers, and handling documentation requirements
- Process and manage account-related activities such as cash management, “move money” requests, periodic distributions, and account maintenance
- Conduct proactive outreach to clients on time-sensitive activities (e.g., required minimum distributions)
- Educate clients on account services, capabilities, and available technology (e.g., eSignature, paperless statements, client portals)
- Ensure all client requests and inquiries are handled promptly and follow through to completion
- Maintain and update the CRM system (Juncture) with accurate client information
- Execute a large volume of tasks, within designated turnaround times while maintaining a high level of quality, attention to detail and minimal errors
- Oversee scheduling for the advisor, including booking appointments and review meetings
- Draft professional correspondence, including emails and other client communications
- Screen and direct phone calls, ensuring client needs are addressed efficiently
- Serve as backup support for office coordination, including greeting clients and answering calls
- Take on a marketing support role to include, scheduling, tracking and planning events and assisting the head of marketing with monthly newsletters, regular client communication and social media posts
Skills
- Strong attention to detail and problem-solving abilities
- Excellent verbal and written communication skills with the ability to explain complex information clearly
- Ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment
- Exceptional interpersonal skills to build relationships with clients, coworkers, and external partners
- Self-motivated, proactive, and adaptable to a changing work environment
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and CRM applications
- Strong organizational skills and ability to follow procedures effectively
- Minimum of three (3) days in the office
- Ability to commute to Palatine, IL 60067 (Required)
- Ability to relocate to Palatine, IL 60067 before starting work (Required)
- Experience working with a wealth management office that custodies at Fidelity
- Prior experience in financial services, wealth management, or client-facing roles
- Marketing support experience
- Experience with CANVA software appreciated
- Fidelity platform systems: 1 year (Preferred)
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
- Work from home
Company Overview
Vantage Financial Group is an independent financial firm that serves business owners, individuals, and families internationally, offering tailored advice to help them achieve financial freedom and retire on their own terms. It was founded in 1969, and is headquartered in Cleveland, Ohio, USA, with a workforce of 51-200 employees. Its website is http://vanfin.com.
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