Client Service Associate - Wealth Management
Connect Search
A well-established wealth management and family office platform is seeking a Client Advisory Associate to support senior advisors serving ultra-high-net-worth families. This role offers broad exposure to client service, investments, and planning execution in a highly collaborative environment.
Responsibilities
- Prepare materials for client meetings and participate in meetings and follow-ups
- Track and execute client-approved action items, including investment documentation
- Review quarterly reporting and participate in client review calls
- Support asset allocation, investment, and wealth transfer planning initiatives
- Coordinate with external tax, legal, and advisory partners
- Assist with business development materials and internal projects
Qualifications
- Bachelors degree required
- 2+ years of experience in wealth management, family office, financial planning, tax, or investment roles
Vacancy posted 14 hours ago
Similar jobs that could be interesting for youBased on the Client Service Associate - Wealth Management in Franklin Park, IL vacancy
- ...A well-established wealth management and family office platform is seeking a Client Advisory Associate to support senior advisors serving ultra-high-net-worth families. This role offers broad exposure to client service, investments, and planning execution in a highly collaborative...SuggestedWork at office
Connect Search
Melrose Park, IL14 hours ago - ...marketplace that connects independent management consultants, subject matter experts, project... ...Responsibilities: As our national Client Service (CS) team expands, we invite recent... ...in a fast-paced environment. As a CS Associate, you will contribute to a team...SuggestedFull timePart timeInterim roleInternshipWork at officeRemote workWork from homeHome officeFlexible hours
Business Talent Group
Schiller Park, IL5 days ago - ...Client Service Associate - Bilingual in Spanish, Portuguese or Mandarin preferred Chicago, Illinois To proceed with your application... .... Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management...SuggestedTemporary workSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift
Bank of America
Chicago, IL2 days ago - ...Client Service Associate J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the...SuggestedWork at office
Chase
Chicago, IL2 days ago $52k - $67k
...brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families... ...that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by identifying...SuggestedFull timeWork at office- Windward Recruiting is looking for a detail-oriented Client Service Associate to provide comprehensive wealth management services to ultra-high-net-worth families in Chicago, Illinois. The role involves organizing client meetings, monitoring action items, and collaborating...
- ...Client Service Associate If you are a collaborative team member, solutions orientated and delivers... ...transaction processing and asset management. We offer a competitive total rewards... .../Veterans J.P. Morgan Asset & Wealth Management delivers industry-leading...Work at office
- ...Client Service Associate Step into the role of a Client Service Associate and become an integral part of our clients' success stories. As the... ...within JPMorganChase, you will play a pivotal role in managing relationships with our clients, providing support for any issues...Work experience placement
Chase
Chicago, IL4 days ago - ...Client Service Associate Our client, a wealth advisory firm, is seeking a Client Service Associate for a direct hire role in Chicago, IL. This is a hybrid... .... With a deep commitment to service excellence, they manage client needs with accuracy and efficiency, fostering...Work experience placementWork at officeFlexible hours
Corps Team
Chicago, IL4 days ago - Bank of America in Oak Brook seeks a dedicated professional to provide client service support to Financial Advisors. This role focuses on delivering excellent client service by educating clients on various banking offerings, ensuring the accuracy of client materials, and...Work at office
- Bank of America is seeking a Client Service support member in Chicago. This role involves assisting Financial Advisors and focusing on client needs through excellent service. The ideal candidate will possess financial licenses, a strong work ethic, and a client-first mindset...Hourly payWork at office
$26.5 - $42 per hour
Job Description This position provides client service support to one or more Financial Advisors (FAs). It supports enterprise strategic objectives... ...and procedures to support operational excellence and risk management. Identify, deepen, and maintain client relationships by...Hourly paySeasonal workWork from homeShift workDay shift$39 - $42 per hour
**IGNITE YOUR PASSION \* IMPACT WHAT MATTERS****THE OPPORTUNITY:** Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what...Hourly payWork at officeLocal areaImmediate start- NFP Corp is looking for a Client Services Associate in Chicago to support the Relationship Manager. This full-time role involves coordinating client activities, preparing documentation for meetings, and providing exceptional client service. The ideal candidate will have...Full timeWork at office
- ...Client Service Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a...Work experience placementWork at office
$500 per month
Opening Chicago - Confidential Client - Incredible Perks!!! CLIENT SERVICES OPERATIONS 63-75k + Bonus (Chicago)... ...Salesforce is desirable · Investment Management & Private Equity Partnership Firm... ...Reporting Accountants, Trading Associates, Client Service Specialists,...Work at officeRemote work- A leading financial services firm in Chicago is seeking a Client Services Operations professional. The role involves analyzing and executing tasks involving client accounts and investments, requiring a bachelor’s degree and 2-3 years of relevant experience. Strong communication...
- ...have an enthusiasm for helping our clients, taking care of our employees, building... ...delivering extraordinary customer service while maintaining a strong... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering...
- ...Chase, we are committed to helping clients, caring for employees, building relationships... ...delivering exceptional customer service while maintaining a strong focus on... ...information, and assisting ongoing wealth planning, referral source management, and new lead generation. Assist in...
- ...have an enthusiasm for helping our clients, taking care of our employees, building... ...delivering extraordinary customer service while maintaining a strong... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering...
- JPMorgan Chase & Co. is seeking a Private Client Investment Associate to support Advisors in delivering exceptional client service and managing operational requests like account openings and investment trades. This role prioritizes client relationships and compliance with...
$70k
Asset Management - Internal Client Advisor - Associate Chicago, IL, United States Job Information Job Identification 210645158 Job Category Client Service Business Unit Asset & Wealth Management Posting Date 07/21/2025, 08:46 AM Locations 10 S Dearborn St, Chicago, IL,...Full time- ...Registered Private Wealth Client Associate Chicago, Illinois To proceed with your application... ...Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...management and investment products and services for individuals, companies, and...Work experience placementSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Chicago, IL5 days ago - ...Client Services Associate Working at Citi is far more than just a job. A career with us means joining... ...and Microsoft Office Monitor money managers performance and update monthly Provide... ..., Securities Specialists and/or Wealth Team including Advisors, Relationship...Work at office
Citi
Chicago, IL4 days ago $60k - $65k
...Client Service Associate Chicago, IL Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate... ...ownership of requests from start to finish, manage multiple timelines, and ensure work is...InternshipWork at officeRemote work2 days per weekFocus Financial Partners Inc.
Chicago, IL11 days ago- We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families. RESPONSIBILITIES Organize and prepare materials for regular client meetings Attend and participate in client meetings,...Work at office
$60k - $80k
OVERVIEW Client Service Associate - Retirement Plans Location: Hybrid At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and... ...relationships Operational & Compliance Excellence Manage account onboarding activities, including...Work at officeLocal area- ...Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your... ..., we provide investment and advisory services for pension plans, sovereign wealth funds...Work experience placement
The Goldman Sachs Group
Chicago, IL3 days ago $48k - $65.3k
...Client Service Associate The Client Service Associate partners with associates across Global Client Group to service clients (Institutional... ...client cash flow requests to ensure proper handling Help manage client communications to ensure timely and proactive updates...Work experience placementWork at office- Goldman Sachs Group, Inc. is seeking an Associate in their Asset & Wealth Management division based in Chicago, IL. The ideal candidate will manage client relationships, support new business... ...support, and comprehensive health services to foster employee growth. #J-18808...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate - Wealth Management. Be the first to apply!
Related searches
- health services administrator Franklin Park, IL
- service delivery associate Franklin Park, IL
- guest services associate Franklin Park, IL
- health service specialist Franklin Park, IL
- toyota service advisor Franklin Park, IL
- nutrition services aide Franklin Park, IL
- food service officer Franklin Park, IL
- car service advisor Franklin Park, IL
- honda service advisor Franklin Park, IL
- information technology and services consultant Franklin Park, IL