Client Support Associate

Naperville, IL 60563

Post Date: 12/15/2017 Industry: Financial Services

The Client Support Associate provides territory management support to inside and outside sales personnel.  This position completes research requests, assembles informational packages, performs data entry and assists the sales team with all campaigns and initiatives.


  • Provides exceptional customer service when working with associates and clients. Handle inbound calls regarding product information, literature requests and general questions.
  • Responsible for outbound calls as assigned by management.
  • Responds to requests for information, gathers and organizes materials and completes requests in a timely manner.
  • Assists with the implementation of sales force client marketing plans.
  • Recommends ideas for process improvements in order to improve efficiency in the department.
  • Utilizes our fund analysis and other systems as needed to strategically leverage our client offerings.
  • Maintains current knowledge of company’s products, investment management philosophy, industry events, and recent developments impacting clients.
  • Performs related duties as assigned.
  • Bachelor’s degree required in business or other related discipline.
  • Series 63 and 6/7 licenses preferred.
  • An excellent understanding of investment products is preferred.
  • Must have a professional approach towards the job/career and demonstrate sales drive and focus.
  • Must have outstanding written and verbal communication skills.
  • Must be able to work well individually and in a team environment with the ability to learn new tasks quickly.
  • PC Skills in Microsoft Excel, Word and Outlook

Generous salary, great benefits

Linda Nicholls

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Phone: (630) 637-6200

1807 S. Washington Suite 110-395
Naperville, Il. 60565