Strategic Client Operations & Executive Partner
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-07-27
Listing for:
Southwest Search
Full Time
position Listed on 2026-07-27
Job specializations:
-
Business
Job Description & How to Apply Below
Southwest Search seeks an Executive Operations & Client Partner to ensure seamless client operations and executive partnership within a leading investment management context. You will collaborate with advisors and leadership to deliver exceptional client experiences and coordinate priorities.
You’ll manage onboarding, documentation, CRM accuracy, and calendar/travel logistics, while driving process improvements and leveraging AI to boost efficiency.
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