Wealth Client Services & Operations Analyst
Listed on 2026-10-15
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Finance & Banking
Financial Analyst, Financial Services -
Business
Financial Analyst
Gresham Partners LLC in Chicago seeks a Client Service Analyst to provide operational support for ultra-high-net-worth clients. This non‑client‑facing role focuses on CRM, Fidelity filings, and investor relations tasks under Associate guidance.
Responsibilities include processing investment moves, updating allocations, preparing reports, and handling monthly wires and capital calls. The role requires a finance-related degree, 1–2 years in financial services, and strong organizational skills.
Step into the Wealth Client Services & Operations Analyst role at Gresham Partners LLC in Chicago, IL, United States and grow with us.
The position is based in Chicago, IL, United States.
This opportunity is part of our work in Finance, Management & Operations.
The advertised compensation is 59.000 - 72.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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