GeoWealth is a Chicago-based fintech firm that offers an award-winning digital advisory platform, including Turnkey Asset Management Platform (“TAMP”) capabilities. We deliver a comprehensive and fully integrated wealth management technology platform to professionals in the financial services industry.
Located in Oak Brook, IL, the Enterprise Services Associate will develop an in-depth knowledge of our technology platform and daily operations to best serve our clients. The Enterprise Service Associate will support large client relationships, serving as the primary contact for support, training, and adoption of our fintech platform.
Educate clients on GeoWealth’s platform capabilities and help increase platform usage and promote user efficiencies.
Provide advisory support to clients as the contact for calls, email communications, and web-based platform walkthroughs and trainings and advise them on their problems and further steps to take.
Troubleshoot client issues to resolve and/or coordinate and escalate appropriately withininternal teams including Relationship Management/Operations/Product.
Build and maintain platform configuration settings including user permissioning, custom servicerequest and workflows.
Act as a Subject Matter Expert both internally and externally on platform functionality.
Minimum of 1 year of experience in a client-facing and/or client support role in financial services.
Experience working with Financial Advisors at a Registered Investment Advisory Firm (RIA) preferred.
Experience working with a Turnkey Asset Management Platform (TAMP) and/or financial custodians preferred.
Strong organizational and interpersonal communication skills with the ability to communicate professionally across email, phone, and in-person.
Proven client service skills with a proactive approach, and ability to take ownership of issues as they arise.
Creative problem solving and decision making with a focus on clients.
General knowledge of financial back-office operations and processing.
Comprehensive understanding of custodians (Charles Schwab, Fidelity, Pershing) encompassing a deep knowledge of their services, platforms, and the management of investment accounts.
Experience with Microsoft Office Suite and Outlook. Strong Excel skills a plus.
Preferred bachelor’s degree, ideally in Finance, Business, or Accounting.
Casual work environment with fun, hard-working, and open-minded coworkers
Competitive salary with opportunity for performance-based annual bonus
Opportunities to up-skill, explore new responsibilities, and network across departments
Flexible PTO and work schedule to ensure our team balances work and life
Medical, Dental, and Vision, Disability insurance
~ Voluntary insurance: short-term disability, long-term disability, and life insurance
~ FSA and transit benefits for employees that contribute pre-tax dollars
Free on-site gym, nearby parking and commuter benefits
Weekly catered lunches in the office, plus happy hours
Stocked kitchen with snacks and drinks
Located in Oak Brook, IL, the Enterprise Services Associate will develop an in-depth knowledge of our technology platform and daily operations to best serve our clients. The Enterprise Service Associate will support large client relationships, serving as the primary contact for support, training, and adoption of our fintech platform.
Educate clients on GeoWealth’s platform capabilities and help increase platform usage and promote user efficiencies.
Provide advisory support to clients as the contact for calls, email communications, and web-based platform walkthroughs and trainings and advise them on their problems and further steps to take.
Troubleshoot client issues to resolve and/or coordinate and escalate appropriately withininternal teams including Relationship Management/Operations/Product.
Build and maintain platform configuration settings including user permissioning, custom servicerequest and workflows.
Act as a Subject Matter Expert both internally and externally on platform functionality.
Minimum of 1 year of experience in a client-facing and/or client support role in financial services.
Experience working with Financial Advisors at a Registered Investment Advisory Firm (RIA) preferred.
Experience working with a Turnkey Asset Management Platform (TAMP) and/or financial custodians preferred.
Strong organizational and interpersonal communication skills with the ability to communicate professionally across email, phone, and in-person.
Proven client service skills with a proactive approach, and ability to take ownership of issues as they arise.
Creative problem solving and decision making with a focus on clients.
General knowledge of financial back-office operations and processing.
Comprehensive understanding of custodians (Charles Schwab, Fidelity, Pershing) encompassing a deep knowledge of their services, platforms, and the management of investment accounts.
Experience with Microsoft Office Suite and Outlook. Strong Excel skills a plus.
Preferred bachelor’s degree, ideally in Finance, Business, or Accounting.
Casual work environment with fun, hard-working, and open-minded coworkers
Competitive salary with opportunity for performance-based annual bonus
Opportunities to up-skill, explore new responsibilities, and network across departments
Flexible PTO and work schedule to ensure our team balances work and life
Medical, Dental, and Vision, Disability insurance
~ Voluntary insurance: short-term disability, long-term disability, and life insurance
~ FSA and transit benefits for employees that contribute pre-tax dollars
Free on-site gym, nearby parking and commuter benefits
Weekly catered lunches in the office, plus happy hours
Stocked kitchen with snacks and drinks
Enterprise Services Associate (Chicago) in chicago at Unknown Company
This position is listed as full time and onsite.