Paraplanner​/Wealth Management Client Service Associate

Paraplanner / Wealth Management Client Service Associate

North Barrington, IL | Hybrid (4 days on-site / 1 day remote)

Salary: $65,000 to $85,000 DOE, bonus eligible

Our client is a nationally recognized financial services firm with more than 100 locations across the U.S. and over $72 billion in client assets under management. The North Barrington office, which oversees more than $1 billion in client assets, is seeking a polished, client-focused Paraplanner / Wealth Management Client Service Associate to support both advisor relationships and daily operations. This individual will contribute to financial planning support, account servicing, and client communications while serving as a key operational resource for the advisory team.

The role offers broad exposure to both the service and planning functions of a full-service wealth management practice.

• Serve as a primary point of contact for clients via phone, email, and in-person interactions
• Prepare materials for client meetings and annual reviews, including agenda packets, portfolio summaries, and planning documents
• Run reports and produce financial planning analyses to support advisor recommendations and client presentations
• Support financial planning activities including data gathering, analysis, documentation preparation, and implementation of client recommendations
• Assist advisors with client relationship development and participate in client meetings in a technical support capacity
• Manage account opening, maintenance, and ongoing servicing with a focus on accuracy and timeliness
• Maintain CRM records, client follow-ups, and action items to ensure proactive client engagement
• Support daily operations including account processing, custodial coordination, billing, compliance reviews, and record management
• Assist with trading support, transaction processing, and coordination with custodians and external partners
• Maintain organized systems and processes to ensure efficiency, accuracy, and audit readiness

• Two or more years of experience in a Paraplanner, client service or operations role within wealth management, supporting one or more financial advisors
• Prior experience in a paraplanning capacity, including financial plan, document preparation and advisor support
• Experience with Money Guide Pro  (financial planning), Tamarac (portfolio management and reporting), and Junxure (CRM and workflow management) or similar is preferred.
• Familiarity with Pershing NetX
  360, NetX
  360+, Pershing X, or Wove is a plus
• Strong written and verbal communication skills with a client-first mindset
• Highly organized with strong attention to detail and the ability to manage multiple priorities simultaneously
• Demonstrated integrity and understanding of fiduciary responsibility
• Self-motivated with the ability to work both independently and collaboratively

• Competitive base salary with eligibility for individual and firm-wide bonuses
• Comprehensive benefits including health, dental, vision, and life insurance
• 401(k) with employer match and flexible spending account
• Generous PTO
• Broad exposure to client service, financial planning support, and operations
• Collaborative, team-oriented culture
• Strong opportunity for long-term professional growth in a thriving practice