Client Services Associate

Base pay range

$75,000.00/yr - $95,000.00/yr

Annual Bonus and Sign-on bonus

North Shore, IL (Hybrid: In-office Tuesday–Thursday)

$75,000–$95,000 base + bonus + Sign-on bonus may be available.

A respected, independent, employee-owned financial services firm is seeking a Client Relationship Specialist to support its long-standing Wealth Management practice. The firm has been a trusted advisor to individuals, families, and institutions for over 80 years.

This group is known for exceptional client service, deep advisor tenure (20+ years on average), and a highly collaborative culture. You’ll join a North Shore office located steps from public transit, working closely with advisors and high-net-worth clients in a role that is essential to the client experience.

Note: This role does not transition into an advisor position, but offers advancement into senior client service roles within the wealth management organization.

• Manage onboarding for new clients, including documentation, data gathering, and account setup
• Execute account maintenance such as beneficiary updates, registrations, and profile changes
• Process and track asset movements (wires, journals, EFTs) and resolve any exceptions
• Support billing, reporting, and client tax information requests
• Serve as a primary point of contact for client service inquiries
• Maintain accurate and timely records in Salesforce, Wealthscape, and Black Diamond
• Prepare operational and compliance documentation
• Partner closely with advisors, operations, and compliance teams

• 2–3+ years of experience in wealth management, private client, or brokerage operations
• Brownie points if you have FINRA Series 7 and 66 (or willingness to obtain)
• Experience with estate and trust administration is a plus
• Strong communication skills and a client-first mindset
• Highly organized with excellent follow-through; able to manage deadlines in a fast-moving environment
• Proficiency with Microsoft Office; familiarity with Salesforce, Wealthscape, and Black Diamond preferred

Associate

Full-time

Customer Service

Investment Management