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Data Entry

Client Onboarding & Data Integrity Specialist

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: Focus Financial Partners, LLC
Full Time position
Listed on 2026-01-09
Job specializations:
  • Administrative/Clerical
    Data Entry
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 75000 - 85000 USD Yearly USD 75000.00 85000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking an Account Service Associate in Chicago to ensure accurate client onboarding and maintain CRM data integrity. The ideal candidate will have at least 3 years of administrative experience in financial services and proficiency with account opening processes for custodians like Schwab, Fidelity, and Pershing. Responsibilities also include collaborating with financial advisors and tracking onboarding progress within CRM systems.

This hybrid role offers a salary range of $75,000-$85,000.
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