Client Services & Operations Specialist – Wealth Management
Job in
Downers Grove, DuPage County, Illinois, 60516, USA
Listed on 2026-07-29
Listing for:
VestGen Wealth Partners
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Vest Gen Wealth Partners in Downers Grove, Illinois seeks a Client Service Associate to support financial advisors and the wealth management team. This client-facing role focuses on service excellence, day-to-day operations, and contributing to advisory success.
The ideal candidate has at least 5 years in financial services, strong interpersonal skills, and experience with Pershing platforms is highly preferred.
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