About this opportunity
Connect Search, LLC lists this Wealth Management Client Service Associate opportunity in chicago, Illinois. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Wealth Management Client Service Associate
This range is provided by Connect Search, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$85,000.00/yr - $100,000.00/yr
Additional compensation types
Annual Bonus
A well-established, Chicago-based investment and wealth management firm is seeking a Client Services Associate to support senior advisors serving sophisticated, ultra-high-net-worth families.
This role is ideal for a detail-oriented professional who enjoys client interaction, complex planning coordination, and working in a highly collaborative, high-touch advisory environment.
Position Overview
The Client Services Associate will work closely with Client Advisors to deliver comprehensive wealth management services. Responsibilities span client meeting preparation, ongoing service execution, investment documentation, reporting, and coordination with external advisors. This is a client-facing role with meaningful exposure to investment strategy, asset allocation, and long-term wealth planning.
Key Responsibilities
Prepare materials for recurring client meetings (typically 2–4 per year)
Attend client meetings (local and occasional travel) and draft follow-up summaries and action items
Track and execute client-approved action items, including coordination of investment documentation
Review quarterly client reporting and participate in client review calls
Assist with customized asset allocation and wealth transfer strategies
Coordinate with external tax, legal, and other professional advisors
Support preparation of new business and client presentation materials
Contribute to internal initiatives and firm projects as needed
Qualifications & Skills
Strong commitment to exceptional client service
High attention to detail, accuracy, and follow-through
Solid analytical and problem-solving skills
Excellent written and verbal communication abilities
Proficiency in Microsoft Office, particularly Excel
Working knowledge of investment concepts and multiple asset classes, including alternatives
Ability to work in the U.S. without visa sponsorship
Experience & Education
Minimum of 3 years of experience in financial planning, family office, tax, or investment environments supporting high-net-worth clients
CPA, CFP, or MBA required
Benefits
Competitive base compensation
Comprehensive medical, dental, and vision coverage (HSA/FSA options)
Employer-paid life insurance and short-term disability
Paid parental leave
401(k) plan
Paid time off, sick time, and a floating holiday
Hybrid role based in downtown Chicago
Occasional travel to client locations
Professional office setting with regular computer-based work
Seniority level
Associate
Employment type
Full-time
Job function
Customer Service, Finance, and Strategy/Planning
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Worksite address
chicago, IL, 60290, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.