Wealth Client Services & Operations Analyst
Gresham Partners LLC
Gresham Partners LLC in Chicago seeks a Client Service Analyst to provide operational support for ultra-high-net-worth clients. This non‑client‑facing role focuses on CRM, Fidelity filings, and investor relations tasks under Associate guidance. Responsibilities include processing investment moves, updating allocations, preparing reports, and handling monthly wires and capital calls. The role requires a finance-related degree, 1–2 years in financial services, and strong organizational skills. #J-18808-Ljbffr Gresham Partners LLC
Vacancy posted 2 days ago
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