Client Services Associate

Client Services Associate – Investment Services

Leading Alternative Asset Management Platform | Chicago, IL (Hybrid)

• Exceptional benefits package including fully paid medical, dental, and vision coverage, generous PTO, retirement contributions, wellness programs, and family planning benefits.

• Hybrid schedule / 3 days per week in-office / Chicago-based role

We are partnering with a premier investment management organization that has experienced substantial growth across its investor base, product offerings, and operational platform. The firm is known for its collaborative culture, investment in employee development, and commitment to building long-term careers. The organization continues to invest heavily in technology, process improvement, and client experience initiatives, creating significant opportunities for professionals who enjoy working in highly visible, client-facing operational roles.

The Client Services Associate will join a growing Investor Services organization that serves as a key liaison between investors, financial intermediaries, operations teams, and senior business leaders. This role combines relationship management, onboarding coordination, operational support, reporting, and process improvement responsibilities. The position is ideal for someone who enjoys partnering with clients, solving operational challenges, and improving the overall investor experience.

The role offers broad exposure across multiple business functions including operations, accounting, compliance, legal, technology, and investor relations.

• Serve as the primary contact for assigned intermediary and operational relationships
• Build strong partnerships with advisory firms, financial institutions, custodial partners, and operational contacts
• Respond to client inquiries and coordinate issue resolution across internal teams
• Maintain ongoing communication with stakeholders regarding account activity, onboarding, and operational requests

• Facilitate onboarding, account setup, ownership changes, transfers, and related activities
• Coordinate documentation requirements and onboarding workflows
• Support account maintenance and operational processing requests
• Ensure accurate collection, review, and maintenance of investor records and documentation
• Monitor onboarding timelines and drive timely completion of outstanding items

• Partner closely with accounting, tax, legal, compliance, operations, and technology teams
• Coordinate reporting requests and operational support activities
• Assist with maintaining data integrity and reporting accuracy across systems
• Support ongoing operational initiatives and business priorities

• Participate in onboarding enhancements and workflow optimization initiatives
• Assist with implementation of new platforms, integrations, and reporting solutions
  
  Partner with technology teams to improve efficiency and user experience
• Identify opportunities to improve controls, processes, and service delivery
• Support ad hoc projects and strategic initiatives as needed

• Bachelor's degree required
• 3+ years of experience in wealth management, asset management, custody services, investor services, broker-dealer operations, transfer agency, or related financial services environments
• Experience supporting client onboarding, account administration, investor servicing, or relationship management activities
  
  Strong attention to detail and organizational skills
  
  Ability to manage multiple priorities in a deadline-driven environment
• Excellent verbal and written communication skills
• Strong problem-solving mindset and ability to work independently
• Proficiency in Microsoft Excel and Microsoft Office products

• Wealth management firms
• RIAs
• Asset managers
• Custodians
• Broker-dealers
• Investor services organizations
• Transfer agency operations

Candidates with experience supporting investor onboarding, client reporting, account maintenance, subscriptions, transfers, or operational relationship management will align particularly well with the responsibilities of this position.

• Highly visible role supporting a growing investment platform
• Significant interaction with clients, advisors, and financial intermediaries
• Exposure to operations, technology, compliance, accounting, and investor-facing teams
• Opportunity to lead process improvements and strategic initiatives
• Strong internal mobility and long-term career growth opportunities
• Collaborative culture focused on mentorship, development, and professional advancement
• Stable organization with continued investment in people, technology, and operational excellence