Client Services Associate

A growing, collaborative RIA is seeking a Client Service Associate to join its team in Chicago. This is an excellent opportunity for someone with 2+ years of experience in a wealth management, broker-dealer, or custodian environment who enjoys delivering exceptional client service while supporting the operational side of the business. In this role, you'll:
Process money movement requests, account openings, transfers, and account maintenance Support advisors with reporting, client service, and operational requests Maintain accurate client data across CRM, custodian, and planning systems Assist clients with account access and account-related inquiries Partner closely with advisors and team members in a collaborative environment Take ownership of requests and ensure timely, accurate completion

What we're looking for:

2+ years of experience as a Client Service Associate or in a similar wealth management operations role Experience processing money movement, account transfers, and servicing requests Strong attention to detail and ability to manage multiple priorities Professional client communication skills

Experience with Salesforce, Fidelity Wealthscape, and Excel is highly preferred Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents:
Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please  or copy and paste the following link into an open window in your browser:  Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment.

This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.

Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting  Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future (TM)