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Client Services Associate - Wealth Management Support
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-08-15
Listing for:
Geneva Search Partners LLC
Full Time
position Listed on 2026-08-15
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator
Job Description & How to Apply Below
Geneva Search Partners LLC in Chicago seeks a motivated Client Service Associate to support an advisor and serve as a key client contact. You will handle account administration, onboarding, and compliance-related tasks to ensure a smooth daily operation.
Ideal candidates are proactive, organized, and detail-oriented with strong communication skills. Experience in financial services and proficiency with Microsoft Office are required for success in a small office setting.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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