Stenger Family Office · 1 day ago
Senior Client Service Associate
Chicago, IL
Full-time
Onsite
Senior Level
$100K/yr - $150K/yrStenger Family Office is an independent, fiduciary wealth management firm with over 40 years of experience serving Fortune 500 employees and their families. The Senior Client Service Associate will support the team in delivering exceptional service to clients by managing inquiries, assisting with account administration, and providing personalized financial solutions.
Financial ServicesTax PreparationWealth Management
Responsibilities
Maintaining client accounts
Addressing questions and concerns
Supporting financial advisors with reports and documentation
Ensuring a seamless client experience
Collaborating with internal teams to maintain high standards of accuracy and responsiveness
Qualification
Required
Proficiency in Client Services, Customer Service, and Customer Support
Strong Communication skills to effectively liaise with clients, team members, and external partners
Background in Finance, including knowledge of retirement planning, investment management, and related fields
Excellent organizational and problem-solving abilities
Ability to work independently as well as collaboratively in a professional environment
Preferred
Bachelor's degree in Finance, Business, or a related field preferred
Relevant certifications such as Certified Financial Planner (CFP) or Series 65 license are a plus
Company
Stenger Family Office
Stenger Family Office offers wealth management, investment management, tax preparation, and estate planning services.
Founded in 2023
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Nick Stenger
Chief Executive Officer, Financial Advisor
Company data provided by crunchbase