About this role
Client Service Associate at Ritholtz Wealth Management. Location: Chicago, Illinois, United States. Role: cultivating relationships, coordinating onboarding, resolving inquiries Requirements: 1+ year RIA experience, familiarity with major custodians (Fidelity, Charles Schwab), Salesforce and Microsoft Office/G-Suite proficiency, strong communication and attention to detail; bachelor or associate degree preferred. Category: Customer Service Seniority: Entry Level Tools: Salesforce, Microsoft Office Suite, G-Suite, NetDocs, Docusign Commitment: Full Time Workplace: Hybrid Languages: English