Senior Client Services Associate

A growing independent wealth management firm is seeking a highly organized and proactive Senior Client Services Associate to partner directly with the Founder and help drive day-to-day operations, client service, and key initiatives.

Responsibilities:

Act as a trusted right-hand partner to the Founder Manage priorities, projects, and follow-up items

Support client communications, meeting preparation, and workflow management

Assist with client service and operational processes

Help improve processes and drive organizational efficiency

Qualifications:

3-5+ years of experience in wealth management, private wealth, RIA, or financial advisory environments

Background in client service, operations, or administrative/advisor support

Strong attention to detail, organization, and follow-through

Ability to work independently in an entrepreneurial environment

Preferred: RIA/or Fidelity experience

Why Join?

Direct exposure to firm leadership

High-impact role with significant visibility

Collaborative culture and strong work-life balance

Competitive compensation, bonus potential, and long-term growth opportunitiesA
1473125

CHI-PERM_ We would love to welcome a new Senior Client Services Associate to our organisation in Chicago, IL, United States.