Client Service Associate

Aligned Private Wealth is an independent, founder-led wealth management firm based in Deerfield, Illinois. We serve a select group of high-net-worth individuals and families through highly personalized investment management, financial planning, and coordination with clients’ attorneys, accountants, and other professional advisors.

Our firm was built on long-standing client relationships and a commitment to thoughtful advice, responsiveness, and exceptional service. As we continue to grow, we are looking for an experienced private wealth client service professional who wants to play a meaningful role in both our clients’ lives and the future of our firm.

The Opportunity

The Senior Client Service Associate will serve as a primary point of contact for a select group of client households and take ownership of their day-to-day service and operational needs. This person will work directly with the firm’s founders, advisors, custodial partners, and outside professionals to deliver a seamless and highly personal client experience.

This is not a narrowly defined processing role. The right individual will build trusted client relationships, manage complex requests from beginning to end, improve how we operate, and help shape our client service model as the firm grows.

Why This Role Is Different

• Direct access to and collaboration with the firm’s founders and advisors
• Meaningful relationships with a select group of high-net-worth clients
• Broad exposure to investments, planning, trusts, retirement accounts, and alternative investments
• Autonomy to solve problems and take ownership of client outcomes
• An opportunity to improve systems, workflows, and service standards
• Clear potential for expanded responsibility and long-term growth

Key Responsibilities

Client Relationships and Service

• Serve as a trusted point of contact for client service needs, account inquiries, and issue resolution
• Communicate proactively regarding requests, documentation, transactions, and upcoming meetings
• Build strong relationships through responsiveness, accuracy, discretion, and follow-through
• Coordinate with clients’ attorneys, accountants, and other professional advisors when appropriate

Account Administration and Custodial Operations

• Manage new accounts, transfers, money movement, beneficiary and registration changes, and ongoing account maintenance
• Coordinate complex requests with Fidelity and other financial institutions
• Monitor pending transactions and outstanding documentation through completion
• Assist clients with online access, reporting, and account-related questions
• Maintain complete and accurate records across the firm’s custodial, CRM, and portfolio reporting systems

Advisor and Planning Support

• Prepare client review materials, portfolio reports, planning documents, and meeting follow-ups
• Support the implementation of investment, planning, and account recommendations
• Coordinate client meetings and ensure action items are completed promptly
• Assist with trust, retirement, charitable, and alternative investment administration

Process Improvement and Team Contribution

• Identify opportunities to improve workflows, technology, and the client experience
• Help establish scalable service standards as the firm grows
• Collaborate closely with advisors and colleagues while independently managing assigned responsibilities

Who Will Thrive Here

You are an experienced private wealth client service professional who takes pride in being dependable, responsive, and highly organized. You enjoy developing relationships, solving complicated problems, and taking responsibility from the initial request through final resolution. You work well in a close-knit team and are energized by the opportunity to make a visible contribution within a growing firm.

Qualifications

• At least three years of client service or relationship management experience in wealth management, an RIA, a wirehouse, brokerage, or a family office
• Demonstrated experience supporting high-net-worth clients and complex account structures
• Strong knowledge of account opening, transfers, money movement, account maintenance, and custodial procedures
• Experience with a major custodial or brokerage platform;
  Fidelity Wealthscape experience is preferred
• Experience working across CRM, custodial, document management, and portfolio reporting systems
• Excellent written and verbal communication skills
• Strong attention to detail, judgment, organization, and follow-through
• Ability to work in person in our Deerfield office

Experience with Advyzon, alternative investments, trusts, or complex account registrations is helpful but not required.

Compensation and Growth

• Base salary of $80,000 to $110,000, based on experience and qualifications
• Annual performance-based bonus
• 401(k)
• Paid time off and firm holidays
• Professional development, continuing education, and licensing support
• Meaningful opportunity for expanded client relationship and operational leadership responsibilities as the firm grows