Job summary
Job post source
This job is from a recruiting firm hiring for a separate company.
Job overview
The Client Services Associate at The Larko Group plays a crucial role in ensuring client satisfaction and efficient service delivery for a premier investment firm.
Responsibilities and impact
Daily responsibilities include managing client accounts, responding to inquiries, preparing documentation, generating reports, coordinating meetings, and maintaining strong client relationships.
Experience and skills
Candidates should have a Bachelor's Degree and 3+ years of experience in financial planning or related fields, with strong client service skills and proficiency in Microsoft Office.
Company information
The Larko Group is a staffing and recruiting firm based in Chicago, specializing in various roles including administrative and customer service positions.
Company overview
The Larko Group is a staffing and recruiting firm founded in 1993 by Russ Larko, a Certified Personnel Consultant with extensive experience in the industry. The company specializes in customized recruiting for Direct Hire, Temporary-to-Hire, and Temporary/Project work, focusing on office administration roles such as executive assistants and administrative assistants. Headquartered in Chicago, Illinois, The Larko Group operates nationwide, leveraging its expertise to help companies achieve outstanding results by matching them with the right talent.
How to land this job
Tailor your resume to emphasize your experience in client services, account management, and financial planning, showcasing your ability to maintain strong client relationships and deliver exceptional service.
Highlight your proficiency in Microsoft Office, especially Excel, as well as any relevant certifications such as CPA or CFP, aligning your qualifications with the ideal experience outlined in the job description.
Apply through multiple platforms, including The Larko Group's corporate site and LinkedIn, to maximize your exposure to this opportunity and increase your chances of being noticed.
Connect with professionals in the client services division at The Larko Group on LinkedIn, and consider ice breakers like discussing recent industry trends or asking about their experiences at the firm to initiate meaningful conversations.
Optimize your resume for ATS by incorporating keywords from the job description such as 'client satisfaction,' 'investment products,' and 'wealth transfer strategies' to ensure your application passes initial screenings.
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