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Client Service Associate; Wealth Management

Job in North Barrington, Lake Barrington, Lake County, Illinois, USA
Listing for: NPAworldwide
Full Time position
Listed on 2026-06-01
Job specializations:
  • IT/Tech
    Database Administrator, Data Engineer
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Client Service Associate (Wealth Management)
Location: North Barrington

Job Description Responsibilities

  • SAP Database Maintenance Plans and Administration, End-User Support and System Administration.
  • Implement and support the following SAP S4/Hana modules:
    Finance, Sales, Customer Management, Supply Chain, Inventory Warehouse, and Production planning.
  • Support end user reporting and analysis requirements for the sales, operations, and executive management teams by generating new requested reports.
  • Generate and verify accuracy of reports using tools such as FACTS, SAP, BI, BO and Excel based tools.
  • Responsible for the training of business unit analysts on report generation and reporting tools to create a self-sufficient business analyst for ongoing report generation.
  • Electronic Data Interchange (EDI) trading partners per customer requests, including ERP integration processing.
  • Problem resolution procedures for the EDI system.
  • System administration, troubleshooting and upgrade activities for ERP and EDI systems.
Qualifications
  • BS in Computer Science or equivalent experience.
  • ERP Systems: 5 years (Required).
  • SAP: 3 years (Preferred).
  • 3-5 years of leadership, management and project management experience required, with experience managing technical teams.
  • Technically proficient in SQL Server Management and Database Administrator functions including capacity planning, configuration and management of maintenance plans and queries.
  • Experience with Crystal Reports is preferred.
  • Basic understanding of networks, thin-client and server virtualization, MS security domain model, and Windows Server concepts is desirable.
  • Good understanding of EDI (Electronic Data Interchange) components, messages and infrastructure such as 850 (Purchase Order), 856 (Advanced Shipment Notice), 810 (Invoice).
Benefits
  • This position provides full benefits and relocation expenses.
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Position Requirements
10+ Years work experience
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