Service Associate - Investment Consulting

SUMMARY: DiMeo Schneider & Associates, L.L.C., a Chicago investment management consulting firm, seeks an experienced and ambitious professional for the position of Service Associate. The position assumes responsibility for supporting the firm's Wealth Office (private client) investment consultants in the areas of account administration, client servicing, trading and consulting projects. Ideal candidates possess mutual fund/investment securities experience and strong organizational and writing skills. Candidate should be a fluid and polished communicator.

PRIMARY JOB FUNCTIONS:

  • Provide administrative support to consultants
  • Interact with third party administrators to facilitate all aspects of account administration
  • Facilitate transactions and trades within client portfolios
  • Responding to client requests in a timely and efficient manner
  • Assist consultants on a variety of projects

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