Curi Capital
registered investment advisory firm
ClientServicesAssociate
Neural analysis suggests this role is
optimal for Entry candidates.
“Client Services Associate at Curi Capital. Skills: Accuracy and timeliness of work and communications is critical for success in this role. Prepares and processes custodian and internal Compliance paperwork, such as new brokerage account applications and Client Agreements. Arranges delivery of paperwork for signature to clients and prospects through DocuSign”
Industry & Context.
Resolves complex custodial and third-party manager issues
What They're Looking For.
Must Have
Undergraduate degree or equivalent work experience required
Nice to Have
One or more years of experience in an administrative capacity preferred, Exposure to financial services preferred, Experience servicing customers and third-party vendors preferred, Experience in clubs, activities, sports, or any team-oriented experience
What You'll Do.
Prepares and processes custodian and internal Compliance paperwork
such as new brokerage account applications and Client Agreements
Arranges delivery of paperwork for signature to clients and prospects through DocuSign
Organizes and maintains client electronic files
Responsible for diligent record keeping in the proper databases
Supports client-facing teams through routine account maintenance
Assists efforts to complete firm-wide administrative projects
Resolves complex custodial and third-party manager issues
Participates in ongoing administrative training
Effectively communicates with custodians
and other departments
How You'll Work.
Team & Collaboration
working together we have better outcomes; working in a team environment; supports client-facing teams; Effectively communicates with custodians, managers, team members, and other departments; Teamwork
Communication Scope
Effectively communicates with custodians, managers, team members, and other departments
Full Job Description
About Us Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. We are committed to building meaningful relationships and making a difference in our clients’ financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron’s Top 100 Independent Registered Investment Advisors globally. Our values—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture. Location At Curi Capital, we believe that working together we have better outcomes. Team members are strongly encouraged to come into the office three days a week. We are hiring for the Client Service Associate position in our Chicago or Washington, D. C. office and welcome candidates to apply that live and work in one of these two locations: The Role We are looking for a highly organized, customer-focused individual to work as a Client Service Administrator in either the Washington DC or downtown Chicago office. In this role you will support the Wealth Management team by executing a wide range of administrative responsibilities. You will have the opportunity to service from an administrative capacity, high net-worth individuals, while working in a team environment. Because the Client Service Administrator supports client-facing teams, you will have a significant impact on the client’s impression and trust in the firm. Accuracy and timeliness of work and communications is critical for success in this role. Key Responsibilities Prepares and processes custodian and internal Compliance paperwork, such as new brokerage account applications and Client Agreements. Arranges delivery of paperwork for signature to clients and prospects through DocuSign. Organizes and maintains client electronic files. Responsible for diligent record keeping in the proper databases. Supports client-facing
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