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 2 days ago
Similar jobs that could be interesting for youBased on the Client Service Associate - Wealth Management in Harwood Heights, 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
Schiller Park, IL2 days ago $43.2k - $64.8k
Northern Trust Corp in Chicago is seeking a Client Servicing Development Associate. This role focuses on foundational training in wealth management to prepare candidates for a career in client servicing. The successful candidate will provide excellent customer service,...Suggested$60k - $90k
Ritholtz Wealth Management LLC in Chicago is seeking a Client Service Associate to enhance client relationships and support onboarding processes. This is a hybrid position requiring regular in-person collaboration. The ideal candidate has at least one year of experience...SuggestedWork at office$25.77 - $34.33 per hour
...Private Wealth Management (PWM) Client Service Team Associate Private Wealth Management (PWM) Client Service Team Associate is a service and support representative functioning as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients...SuggestedTemporary workWork experience placementWork at officeU.S. Bancorp
Chicago, IL20 hours ago$46.9k - $70.2k
...for a culture that puts its clients and associates first: a culture where... ...'ll Be Doing The Client Services Associate (Registered) assists... ...or escalated to the Branch Manager; including suspicious client... ...start-up. We are a global wealth management and investment banking...SuggestedWork at officeFlexible hoursStifel Financial
Chicago, IL20 hours ago$100k - $110k
...BURKE+CO. THE GIST: Our client, a rapidly growing independent wealth management firm managing over $1 billion in assets for UHNWIs, is seeking a Client Services Associate to support their CEO/Managing Partner & team of advisors. This role will play an important...BURKE + CO.
Chicago, IL12 hours ago$25.77 - $34.33 per hour
...Private Wealth Management (PWM) Client Service Team Associate At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We...Temporary workWork experience placementWork at officeU.S. Bank
Chicago, IL20 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...Full timePart timeInterim roleInternshipWork at officeRemote workWork from homeHome officeFlexible hours
Business Talent Group
River Grove, IL2 days ago - ...Merrill Wealth Management is a leading provider of comprehensive wealth management... ...and investment products and services for individuals, companies, and... ...businesses of its kind in the world Client Service, Financial Advisor, Client Associate, Solutions Advisor, Associate,...
The Bank of America Corporation
Chicago, IL20 hours ago $60k - $90k
...Client Service Associate Ritholtz Wealth Management is a fast-growing wealth management firm headquartered in New York City with clients and employees across the country. We are a growing cutting-edge Registered Investment Advisory (RIA) firm seeking highly motivated...Work at officeRemote workWork from homeRelocationFlexible hoursRitholtz Wealth Management
Chicago, IL20 hours ago$69k - $77k
...Role With ImpactAt PlanPILOT, client service is a key part of shaping... ...professional judgment, project management, communication, and... ...supporting retirement plans, wealth management, institutional consulting... ...Lead Client Services Associate will be expected to work from...Work at officeLocal areaPlanPilot
Chicago, IL20 hours ago- 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...
- ...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... ...’ specific needs. As a Client Service Associate with J.P. Morgan Advisors, you will be the...Work at office
- ...Job Title Client Service Associate Job Description If you are a collaborative team member... ...financial transaction processing and asset management. We offer a competitive total... ...About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading...Work at office
- JPMorgan Chase & Co. is seeking a Private Client Investment Associate to deliver exceptional client service and operational support in Wealth Management. You will assist Private Client Advisors with account management and client interactions, promoting best practices in...Full time
- ...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, IL12 hours ago - 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
$25 - $44 per hour
...Northbrook, IL is seeking a dedicated banking professional to enhance client relationships and support Financial Advisors. The ideal... .... You'll be responsible for providing excellent client service, managing client needs, and ensuring compliance with bank policies. This...Hourly pay$25 - $44 per hour
Job Description This position provides client service support to multiple Financial Advisors (FAs), supporting enterprise strategic objectives... ...to support operational excellence, protect clients, and manage risk. Identifies, deepens, and maintains client relationships...Hourly paySeasonal workRemote workWork from homeShift workDay shift$25 - $44 per hour
Bank of America is seeking a dedicated client service professional in Northbrook, Illinois. This role focuses on educating clients about... ...high school diploma and demonstrate strong communication and management skills. The position offers a competitive hourly pay, ranging...Remote jobHourly pay$25 - $44 per hour
Bank of America in Chicago is seeking a client service professional to support Financial Advisors. Responsibilities include providing exceptional service, ensuring accuracy in client materials, and enhancing client relationships. Ideal candidates will have a Bachelor's...Hourly payWork experience placement- JPMorgan Chase & Co. is seeking a Client Service Associate in Chicago, IL. In this role, you will provide high-quality service to ultra-high net worth clients and manage daily client transactions. You will work closely with Financial Advisors and operations teams to ensure...Work at office
$60k - $70k
Forum Financial Management, LP Forum Financial Management, LP is a rapidly growing Registered... ...emotions out of investing and counsel clients to avoid making short-sighted moves... .... We are looking to add a Client Service Associate to join our office. The primary role is...Work at office$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- ...Client Service Associate Driving seamless compliance and elevating client experiences, Client Service Associates in the Wholesale KYC Organization... ...monitor KYC processes. Strong organizational and time management skills to manage multiple tasks and meet deadlines in a...
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Temporary workSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift
$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...
$60k - $70k
Forum Financial Management in Northbrook is seeking a Client Service Associate to provide direct client contact, servicing accounts, and collaborating with Financial Advisors. The ideal candidate should be proficient in Microsoft Excel and familiar with Charles Schwab...$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
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
- information technology and services consultant Harwood Heights, IL
- public service officer Harwood Heights, IL
- health service specialist Harwood Heights, IL
- facility service associate Harwood Heights, IL
- service worker Harwood Heights, IL
- guest services associate Harwood Heights, IL
- family services specialist Harwood Heights, IL
- human services specialist Harwood Heights, IL
- service advisors Harwood Heights, IL
- community services specialist Harwood Heights, IL