UHNW Client Services Associate — Wealth Management
Gresham Partners
Gresham Partners, LLC in Chicago seeks a Client Service Associate to support UHNW families with wealth management services, coordinating meetings and delivering a superior service experience. This role collaborates with advisors, prepares materials, tracks action items, and supports asset allocation planning, tax and estate strategies, and client reporting. A Bachelor's degree and related experience are expected. #J-18808-Ljbffr Gresham Partners
Vacancy posted 1 day ago
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