Client Services Associate and Marketing Support

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