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Wealth Management Client Relations Specialist

Job in Northbrook, Cook County, Illinois, 60065, USA
Listing for: Connect Search, LLC
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A respected financial services firm is seeking a Client Relationship Specialist to support their Wealth Management practice. This role involves managing onboarding processes for new clients, executing account maintenance, processing asset movements, and serving as a key contact for client inquiries. The ideal candidate has 2–3 years of experience in wealth management, strong communication skills, and is highly organized. Full-time opportunity available with competitive compensation in a hybrid work environment.
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