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Nadler Financial Group · Deerfield, Illinois
At Nadler Financial Group, we believe great financial advice starts with strong relationships, thoughtful guidance, and a genuine commitment to doing what’s right for our clients.
Founded in 1999 in Deerfield, Illinois, NFG is an independent, boutique wealth management firm offering comprehensive financial planning, investment management, and employee benefits services. We manage more than $2.5 billion in assets, growing largely through clients’ referrals of family, colleagues, and friends.
We value ownership, mutual support, and meaningful work. Our collaborative, curious team welcomes ideas from everyone and continually looks for ways to improve the quality of our work—bringing the same care to colleagues that we bring to clients.
At NFG, your ideas are valued, your contributions are visible, and you’ll have the opportunity to build your career with a firm that continues to grow and evolve.
Client Service Representative Overview
Client Service:
Respond to client requests and provide timely, thoughtful follow-through.
Account Management:
Open and maintain accounts, prepare documentation, and process account updates.
Money Movement:
Process deposits, distributions, transfers, and other client transactions accurately.
Meeting Preparation:
Prepare client meeting materials, reports, presentations, and supporting information.
CRM & Follow-Up:
Maintain detailed client records, document interactions, and manage follow-up actions.
Client Documentation:
Prepare advisory agreements, custodian paperwork, and other client forms.
Reporting:
Generate performance and allocation reports and assist with quarterly reporting and cost-basis research.
Complex Client Needs:
Coordinate estate-related transactions, account transitions, and other complex requests.
Firm Initiatives:
Participate in compliance activities, special projects, and process improvements.
Relevant
3 to 5 years in professional services; wealth management, RIA, financial services, or similar client-focused experience preferred.
Bachelor’s degree or equivalent combination of education and professional experience.
Attention to Detail:
A high level of accuracy, organization, and follow-through.
Prioritization:
Ability to manage multiple requests, shift priorities, and meet deadlines.
Communication:
Strong written and verbal communication skills with a professional, client-focused approach.
Technology:
Comfortable using Microsoft Office 365 and learning new systems and technology.
Custodian
Background working with financial custodians, particularly Charles Schwab.
A Plus, But Not Required
Familiarity with CRMs/workflow platforms
Familiarity with SEC and FINRA regulations, compliance requirements, or wealth management industry practices.
We believe in supporting our team both professionally and personally. Our compensation and benefits package includes:
Competitive Compensation:
$65,000 to $95,000 annual salary, based on experience and qualifications.
Health & Wellness:
Medical, dental, vision, and long-term disability insurance.
Retirement Savings:
You can begin contributing to the 401(k) plan on your first day of employment.
Time Away:
Paid time off and company-paid holidays.
Professional Growth:
Support for continuing education and professional development.
Details
| Company | Nadler Financial Group |
| Location | Deerfield, Illinois |
| Type | FULL TIME |
| Niche | Full-time |
| Salary | $65,000 – $65,000 / yr |