TNLPG Client Service Associate

  • Andrew Lisi at The Next Level Planning Group
  • May 06, 2020
Full time Entry Level   Admin-Clerical Customer Service Entry Level Finance

Job Description


TNLPG is quickly becoming one of the most recognized financial planning firms in the Chicago area. Our offices are located by O’Hare. We currently serve more than 400 successful individuals and families nationwide and specialize in architecting and implementing comprehensive financial plans for them. Each plan is tailored to the unique values and vision of our clients.

The essence of our Client Service Associate role is:

  • To ensure that our clients receive what we promise to them in a timely and professional manner, by the appropriate members of our team, using our suite of proprietary systems.

The primary responsibilities of our Client Service Associates are:

  • Creating work orders in our task management system
  • Owning and executing most types of client service tasks
  • Facilitating various account opening, funding, and maintenance processes
  • Assigning tasks to other team members, such as Planner Associates
  • Assisting our financial planners in gathering data and formulating advice for clients in a broad range of areas where they look to us for guidance, such as: tax strategies, estate planning, insurance structure and review, and investment planning
  • Managing our processes for financial planning fee billing and compliance 

Perhaps equally important to what you will be doing as Client Service Associate is what you will not be expected to do:

  • Sit at a reception desk
  • Serve as a personal assistant
  • Make marketing or prospecting calls
  • Conduct investment research or write financial plans prior to having the necessary training and experience, as well as the appropriate compensation for such work

In short, our Client Service Associate position is designed to provide an immersive experience in the operations of a thriving and professional comprehensive financial planning firm while playing a pivotal role at the center of our firm’s client service activity.

For a talented candidate, opportunities will abound for training, mentorship, and advancement within our supportive, collegial, and high-performing culture.


All candidates must:

  • Possess strong organizational skills
  • Demonstrate diligent attention to detail
  • Have outstanding verbal and written communication skills
  • Exhibit a desire for customer service excellence

To begin the process, please respond by submitting the two items listed below. 

Email to

  1. Your resume
  2. A cover letter describing your interest in the position

Registered associates of The Next Level Planning Group are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.

Equal Opportunity Employer. 

Candidates may be required to pass a drug test and background check.  CRN-2614324-062519