Client Service Associate Job Chicago Illinois USA,Finance & Banking

Our client, a wealth advisory firm, is seeking a Client Service Associate for a direct hire role in Chicago, IL. This is a hybrid role. The Client Service Associate provides customized wealth advisory services for ultrahigh net worth individuals and families with extensive expertise in multigenerational wealth planning. The company is an SEC-Registered Investment Advisor (RIA) offering a holistic approach, integrating both financial and emotional intelligence.

Our commitment to this philosophy guides our team to support and challenge one another, seeking fresh perspectives in an inclusive, supportive environment. The Client Service Associate is a key collaborator, ensuring seamless coordination between advisors and clients. With a deep commitment to service excellence, they manage client needs with accuracy and efficiency, fostering trust and reliability. Confident in their expertise, they embrace lifelong learning to enhance client experiences.

Their compassionate approach ensures that every client interaction is handled with care, while their creative mindset allows them to find innovative solutions that elevate service and streamline processes.

Day-to-day, this position entails:

Client meeting scheduling
Preparing and processing custodian paperwork and money movement and trading transactions
Acting as custodian liaison, troubleshooting and resolving issues and discrepancies while seeking platform enhancements
Preparing and processing alternative investment paperwork
Preparing and processing client onboarding and offboarding documents
Providing billing and client administrative support
Primary point of client contact for custodian and other client administrative requests
Executing client workflows using designated CRM and supporting administrative workflows within the reporting platform
Serving as Office Administrator back up support when necessary

To be successful in this position, you should demonstrate:

Strong organizational skills, interest, and aptitude
Strong attention to detail resulting in executing work with consistency, thoroughness, and accuracy
Experience with custodian platform and paperwork, ideally Charles Schwab
Experience with CRM, ideally Advisor Engine
Exceptional communication and problem-solving skills
The capacity to prioritize workflows and manage deadlines
The ability to work efficiently, compassionately, and collaboratively in a team-based setting
The ability to be flexible to pitch in and pivot
A bachelor’s degree
At least three years of post-undergraduate experience

Benefits

Hybrid work from home and office schedule
401(k) match and profit sharing
Medical, dental, and vision insurance
Paid time off
Firm-wide development and social events
Competitive compensation structure
An office in an amenities-rich building in downtown Chicago

Compensation

Annual base salary range: $70,000 - $75,000

Discretionary Bonus tied to firm and individual performance. Compensation may vary depending on qualifications including, without limitation, job-related education, training, experience, licensure and certification, which could result in a level outside of this range. ?