Client Service Associate in Illinois

We are looking for a Client Services Associate (CSA) who would like to be an integral part of our Client Service Team and make a real impact on the clients they serve.

Streamline has been operating for 25 years and we currently manage over $350MM of clients assets. We are a team of 3 Client Service Professionals, 5 Financial Advisors, and 1 Dedicated Strengths Coach who helps you be the best version of yourself.

Our mission is to remove the worry that comes with money and investing. We do this through wise planning principles and incorporating both the emotional and spiritual part of our client's lives when planning for their future. We believe that true wealth is beyond riches.

You will work closely with the advisors and client service team.

If you think that you’d like to be a part of a close-knit team to make things better both in the office and in the lives of our clients then...Click the "Apply"...

We are looking for a Client Services Associate (CSA) who would like to be an integral part of our Client Service Team and make a real impact on the clients they serve.

Streamline has been operating for 25 years and we currently manage over $350MM of clients assets. We are a team of 3 Client Service Professionals, 5 Financial Advisors, and 1 Dedicated Strengths Coach who helps you be the best version of yourself.

Our mission is to remove the worry that comes with money and investing. We do this through wise planning principles and incorporating both the emotional and spiritual part of our client's lives when planning for their future. We believe that true wealth is beyond riches.

You will work closely with the advisors and client service team.

If you think that you’d like to be a part of a close-knit team to make things better both in the office and in the lives of our clients then...Click the "Apply"...