Client Service Associate

Description

We are looking for a Client Service Associate to support client-facing operations for a Wealth Management firm in Chicago, Illinois. This position is well suited for someone with strong attention to detail and a background in accounting, wealth services, or tax who can help maintain a high standard of service. The role offers the opportunity to work closely with internal teams and clients while contributing to accurate, timely, and organized account support.

Responsibilities:

- Provide day-to-day assistance to clients by responding to service requests, resolving account-related questions, and ensuring a positive experience.

- Coordinate with advisors and internal departments to prepare, review, and process client documentation with accuracy and timeliness.

- Maintain organized client records and monitor account activity to help support compliance and operational standards.

- Assist with account onboarding, updates, and administrative follow-up to keep client information current and complete.

- Prepare materials, reports, and supporting documentation needed for client meetings, transactions, and ongoing service needs.

- Track outstanding items and follow through with clients and colleagues to ensure requests are completed efficiently.

- Contribute to process improvement efforts and support operational changes, including work involving financial platforms or related systems when needed.

Benefit :
Medical/Dental, 401k &  PTO

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Requirements - Bachelor's degree required.

- At least 2 years of experience in public accounting, wealth management, tax, or a related services environment.

- CPA designation is required.

- Strong attention to detail with the ability to manage multiple priorities accurately.

- Clear written and verbal communication skills with a client-focused approach.

- Proficiency with financial services technology or similar business systems is an advantage.

- Experience with industry platforms such as portfolio management, reporting, or CRM tools is considered a plus.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit  for more information.

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