Client Service Associate

WestPoint Financial Group is assisting with the sourcing process on behalf of The Todd Group.

About The Todd Group

The Todd Group is a client‑centered financial practice built on curiosity, collaboration, and genuine care. As an employer, we offer a supportive, growth‑minded environment where your expertise matters and your impact is felt every day. Joining our team means doing meaningful work that helps clients achieve what’s most important in their lives.

Position Overview

The Todd Group is seeking a sharp, personable Client Service Associate to support investment‑heavy client servicing, asset movement tracking, and high‑volume communication needs. In this role, you’ll be a key operational partner—managing caseloads, maintaining compliant records, and keeping service requests moving accurately and efficiently. It’s a full‑time opportunity to grow your financial services career within a respected, well‑established practice offering strong compensation, benefits, and a collaborative office environment northwest of Chicago.

This role is Full-Time (40 hours per week), Monday through Friday, and works in The Todd Group's Crystal Lake, IL office.

What You'll Do

Responsibilities

• Serve as primary point of contact for client service requests and proactively provide status updates throughout the process
• Support investment- and insurance‑focused client servicing, including monitoring asset movements and preparing investment proposals
• Manage a high‑volume caseload and advisor inbox with timely, accurate communication across phone, email, and mail
• Maintain compliant, organized client records through consistent CRM updates, case notes, and data auditing
• Document all client interactions and follow‑up actions clearly and thoroughly
• Create and refine SOPs, workflows, and internal documentation to improve operational efficiency
• Collaborate in team meetings to enhance service processes and overall client experience
• Provide general administrative support to ensure smooth daily operations

Qualifications

• 2+ years administrative experience, required
• 2+ years financial services experience, required
• Life and Health License, and Series 6/7 Registered, preferred; willingness to pursue licensing may be considered for strong candidates
• Proficient with investment trading systems and processes, preferred
• Adept with Microsoft Office (Outlook, Word, Excel and PowerPoint) and various software, required
• Familiarity with financial planning tools, Wealthscape, Envestnet, DocuSign and CRM, preferred

Who You Are

• You communicate exceptionally well, both verbally and in writing
• You are highly detail‑oriented and manage your time with precision
• You stay composed under pressure and consistently meet deadlines and objectives
• You adapt easily to change and work effectively as part of a team
• You collaborate well but also excel when working independently
• You take initiative and proactively move work forward
• You are proficient with computers, technology, and curious about modern productivity tools

What The Todd Group Offers

• Competitive Salary: $55,000 - $75,000/annually, commensurate with experience and qualifications
• Medical
• STD/LTD
• Life Insurance
• Paid Time Off/Sick Days
• Paid Holidays
• Retirement Plan with Match
• Bonus Eligible
• Continuing Education Support

Equal Employment Opportunity

The Todd Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by law.