Client Service Associate (CSA) - Investment Advisor

Blue Line Capital – Registered Investment Advisor

Client Service Associate (CSA) – Investment Advisor

Location: Chicago Board of Trade Building –

Chicago, IL (In-Office, 5 Days/Week)

About Blue Line Capital

Blue Line Capital is a trusted investment advisory firm that delivers customized portfolio solutions, dynamic hedging strategies, and financial planning to meet clients' unique needs. Located in the historic Chicago Board of Trade Building, the firm is committed to a client-first philosophy and the highest standards of service and professionalism.

We are seeking a registered Client Service Associate (CSA) to provide exceptional client service and operational support to financial advisors, planners, and work directly under the VP of Client Strategy. This role is ideal for a detail-oriented professional who thrives in a fast-paced environment and is passionate about delivering an outstanding client experience.

Position Summary

The Client Service Associate plays a critical role in supporting client relationships and daily operations. The successful candidate will demonstrate strong interpersonal skills, a proactive service mindset, and the ability to manage multiple priorities while maintaining accuracy and professionalism.

Key Responsibilities

• Work onsite in the Chicago office five days per week
• Provide high-level client service and daily support to financial advisors and the company’s CFP.
• Build and maintain trusted client relationships through consistent, professional communication
• Support the Blue Line Capital team in cultivating and strengthening new and existing client relationships
• Execute money movement transactions at the request of clients and/or advisory teams
• Respond to general, non-investment-related client inquiries regarding account services
• Assist with client account onboarding and maintenance, including collecting required documentation and entering profile information in a clerical capacity as directed
• Pre-fill and process account documentation accurately and efficiently
• Provide clients with information regarding account details such as investment objectives and risk tolerance
• Answer inbound calls and place outbound calls to provide updates on service requests
• Manage calendars and coordinate meetings, including logistics and preparation of materials
• Remain current on firm policies, procedures, and technology platforms
• Participate in firm initiatives, training programs, and special projects as assigned
• Assist with general in-office administrative and operational support functions

Qualifications

• Minimum of 4 years of experience in a Client Service Associate or similar role
• College degree required
• Active Series 65 license
• Minimum of 4 years of experience with Schwab onboarding and Orion Advisory Technology software
• Working knowledge of financial services products, including equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Exceptional attention to detail with strong organizational and prioritization skills
• Advanced proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Excellent written, verbal, and interpersonal communication skills
• Strong time management skills with the ability to meet deadlines
• Team-oriented mindset with the ability to collaborate effectively
• Ability to perform well in a fast-paced, evolving environment
• Adaptable, highly organized, and capable of multitasking
• Goal-oriented, self-motivated, and results-driven

Benefits

• Comprehensive Medical, Prescription Drug, Dental, and Vision coverage
• Life Insurance
• Disability and additional insurance plans
• Paid Time Off (PTO)
• Paid Holidays
• 401(k) retirement plan

Send resumes to [email protected]

Pay: $60,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off

License/Certification:

• Series 65 (Required)

Work Location: In person