Senior Client Associate The Mather Group (TMG) is seeking a highly motivated and detail-oriented Senior Client Services Associate to join our dynamic client services team. This individual will be responsible for providing support to advisors and clients while collaborating with a dynamic, nationwide Client Services team. This role requires excellent communication skills, attention to detail, critical thinking skills, the ability to manage multiple priorities, and a proactive approach to delivering exceptional service.

Role Responsibilities Providing exceptional and timely client service and flawless execution on client and prospective client requests, inquiries, and transactions and providing solutions where appropriate. Acting as a point of contact for all client interactions, working with internal business partners to ensure a timely and accurate response to all client questions and concerns. Managing account transition and opening process for new and existing clients. Collecting and populating account-specific information, organizing executed documentation from clients, researching and resolving issues with missing/incomplete information, security/cash transfers, etc. Managing daily work volumes and transactions accurately across multiple custodians, within established deadlines, and in accordance with existing policies and procedures. Researching, following up, and escalating client issues and problems through effective interaction with clients and internal business partners in a timely and professional manner. Effectively collaborating with respective client-facing teams and internal business groups to deliver and execute client transactions with a common goal of providing exceptional service. Assisting with ad-hoc projects to improve firm operational efficiency and fulfill compliance requirements. Delivering effective written and verbal communication to financial advisors, internal departments, and firm leaders. Performing other job-related duties as assigned by your manager and working closely with team members on designated projects. Keeping up to date on custodial processes and rules and regulations under compliance.

Required experience 3-5 years professional experience in a Client Service Associate role at an RIA firm Excellent verbal and written communication skills A motivated, self-starter looking for a place to grow your career Ability to work in a fast-paced growing entrepreneurial environment

Role information Location: Chicago – 3 days in office required Role Classification: Full-Time, Exempt – 40+ hours per week Compensation: $75,000 - 85,000, plus annual bonus opportunity. Final compensation / base salary will be commensurate with experience.