Client Service Associate
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2025-12-27
Listing for:
Windward Recruiting
Full Time
position Listed on 2025-12-27
Job specializations:
-
Finance & Banking
Financial Analyst, Accounting & Finance, Financial Consultant
Job Description & How to Apply Below
We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families.
RESPONSIBILITIES- Organize and prepare materials for regular client meetings
- Attend and participate in client meetings, prepare follow-up letters and action lists
- Monitor and implement client‑agreed action items, working directly with clients to ensure proper execution of all investment documents
- Review quarterly client reporting and participate in calls to review the materials
- Assist in developing and implementing customized asset allocation and wealth transfer strategies
- Collaborate with clients' outsourced tax, legal, and other experts to facilitate planning goals
- Assist in preparing new business development presentations as needed
Participate in other internal firm initiatives
- Bachelor's degree in financial services or relevant field
- Minimum 3 years of experience in financial services, tax, family office, or investment with high net‑worth families
- CFP, CPA or MBA a plus
- Strong commitment to providing exceptional client service in a team‑oriented environment
- Consistently high attention to detail, accuracy, and thoroughness
- Strong analytical skills
- Outstanding written and oral communication skills
- Proficiency in Microsoft Office, particularly Excel
Position Requirements
10+ Years
work experience
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