Senior Client Service Associate

Lead Wealth Service Associate

Presented by Harrison Gray Search

Location: Chicago Western Suburbs, IL (Hybrid) Compensation: $85,000 - $95,000 Base + Bonus Structure Employment Type: Full-Time

About the Opportunity

Harrison Gray Search has partnered with a highly respected, privately-held wealth management practice located in the Western Suburbs of Chicago. Catering to a sophisticated clientele of business owners and high-net-worth families, our client is renowned for their bespoke, white-glove service model.

We are currently searching for an experienced, highly organized Lead Wealth Service Associate to step into a pivotal role. Acting as the operational right-hand to the Lead Advisor, you will drive client success, streamline back-office operations, and ensure the highest standard of care is delivered at every touchpoint.

Why This Firm Stands Out

• Empowered Environment: This isn't a firm where you just punch a clock. You are actively encouraged to optimize workflows, bring fresh operational strategies to the table, and make a tangible impact.
• Flexible Work Model: Once you are fully integrated into the firm's systems and processes, you will be rewarded with a hybrid schedule that respects your self-discipline and work-life balance.
• Clear Professional Trajectory: The firm actively invests in your upward mobility. Whether your ultimate goal is to transition into comprehensive financial planning, obtain industry designations, or step into a practice management role, leadership will support your growth.
• Boutique Culture: Join a tight-knit, highly collaborative team where a "roll-up-your-sleeves" mentality is celebrated, and every team member is deeply valued.

Core Responsibilities

• Advisor Support & Strategic Triage: Act as the primary gatekeeper and organizational force for the Lead Advisor. Effectively manage complex calendars, screen incoming tasks, and direct the advisor's focus to high-value activities.
• Client Engagement: Serve as a trusted, warm, and responsive point of contact for high-priority client requests. Approach every interaction with a solutions-oriented mindset and a dedication to exceeding expectations.
• Meeting Logistics & Execution: Orchestrate all pre- and post-meeting workflows. This includes meticulous preparation of deliverables, capturing highly accurate meeting notes, and ensuring all follow-up action items are executed seamlessly.
• Workflow Optimization: Proactively identify bottlenecks in daily operations, anticipate the needs of the advisory team, and adapt quickly to shifting priorities in a fast-paced environment.

What You Bring to the Table

• Experience: A minimum of 5 years of dedicated experience within the financial services or wealth management sector, including at least 3-5 years in a direct, client-facing support capacity. College coursework or a degree is preferred but not required.
• Exceptional Precision: You possess an innate attention to detail and organizational traits that allow you to juggle multiple priorities without letting anything slip through the cracks.
• Team-First Mentality: You maintain a highly positive attitude and a hands-on, "no task is beneath me" approach. Stepping outside your exact job description to help a colleague or client is second nature to you.
• Communication Skills: Polished, professional, and mature communication abilities, both written and verbal. You remain poised and effective even in high-pressure situations.
• Tech-Savviness: Advanced proficiency in the Microsoft Office Suite and a proven ability to quickly master new CRM systems and financial software tools.
• Professional Drive: A track record of job stability and a genuine desire to build a long-term professional home where you can grow alongside the practice. High integrity and strict adherence to client confidentiality are absolute musts.

Ready to elevate your wealth management career? Harrison Gray Search is exclusively managing the recruitment for this opportunity. Apply today to connect with our team and learn more about an outstanding career move.

Harrison Gray Search and Consulting LLC