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Wealth Client Services Analyst – Operations & Transfers
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-08-29
Listing for:
Gresham Partners
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor / Consultant
Job Description & How to Apply Below
Gresham Partners, LLC, a Chicago-based investment and wealth management firm, seeks a Client Service Analyst to provide operational support in servicing clients. The analyst role is not client-facing, but strong performers may advance within Client Service.
Responsibilities include processing investments and transfers, updating allocations, and assisting with reports and cash flow for client meetings; experience with Fidelity paperwork is a plus.
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