ECG Resources, Inc.

Client Service Associate

ECG Resources, Inc.  •  Chicago, IL (Remote)  •  3 months ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job Description

Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by providing full suite of family office services.

  • Act as the daily point of contact for receiving/responding to client communications
  • Support advisors in all aspects of client service
  • Manage the administration of custody accounts for ultra-high net worth clients
  • Monitor cash, execute money/asset transfers, wires, gifting, and investment trading activities
  • Coordinate account openings/closings/transitions
  • Ensure proper set-up of client accounting statements and access to online systems
  • Position offers excellent work/life balance, and comprehensive benefits,
  • Hybrid model: 2 days in office
  • Requires 2+ years' related experience. Income tax experience a plus
  • Very open to train public accounting professionals from audit or tax
  • Great potential for growth in a team oriented, non sales environment
  • Provides training and career path to senior advisor level
ECG Resources, Inc.

About ECG Resources, Inc.

ECG Resources is an executive search firm focused on placing high caliber candidates in strategic roles within the Wealth Management arena throughout the United States. Our industry expertise and commitment to client success has earned us the privilege of long-term relationships spanning small boutique firms to some of the world's largest corporations.

Stability. Expertise. Focus. That’s what has driven our executive search success in the Wealth Management industry for more than 30 years, and it’s what fuels our continued commitment to our clients today.

Teamwork is at the heart of our philosophy, and it is what empowers us to consistently deliver what’s best for our client corporations and candidates. It is integrated into every aspect of our business, from the way in which we share resources to our compensation model which is focused on overall company success vs. individual production. This approach has created a culture that enables our team members to pool our talents together as we place the most qualified candidates into each role.

We are deliberate about hiring only individuals who will embrace this philosophy of cooperation rather than competition. We then carefully nurture and encourage each person to reach their full potential. This ensures candidates find ideal Wealth Management opportunities in which they will advance their careers while clients gain a passionate, dedicated team focused on finding the professionals that will contribute to the organization’s success.

Remaining true to this philosophy has served us and our clients well. We have grown steadily over the years, and have extended our reach to best serve our Wealth Management clients in locations throughout the United States. ECG Resources continues to expand in market share; adding to our staff to meet the needs of a growing number of clients.

Industry
HR & Recruiting
Company Size
11-50 employees
Headquarters
New York, New York
Year Founded
1981
Social Media