Client Service Associate
Windward Recruiting
We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families.
DUTIES & RESPONSIBILITIES- Organize and prepare materials for regular client meetings
- Attend and participate in client meetings, prepare follow-up letters and action lists
- Monitor and implement client-agreed action items, working directly with clients to ensure proper execution of all investment documents
- Review quarterly client reporting and participate in calls to review the materials
- Assist in developing and implementing customized asset allocation and wealth transfer strategies
- Collaborate with clients' outsourced tax, legal, and other experts to facilitate planning goals
- Assist in preparing new business development presentations as needed
- Participate in other internal firm initiatives
- Bachelor's degree in financial services or relevant field
- Minimum 3 years of experience in financial services, tax, family office, or investment with high net-worth families
- CFP, CPA or MBA a plus
- Strong commitment to providing exceptional client service in a team-oriented environment
- Consistently high attention to detail, accuracy, and thoroughness
- Strong analytical skills
- Outstanding written and oral communication skills
- Proficiency in Microsoft Office, particularly Excel
The total compensation package includes a competitive base salary and bonus opportunity, structured to reflect the candidate's prior experience, demonstrated impact, and future growth potential.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Service Associate in Chicago, IL vacancy
- Join JPMorganChase’s Trade & Working Capital Client Service organization and help deliver an exceptional client onboarding and service experience... ...with coaching from senior leaders.As a Client Service Associate within the Trade & Working Capital Client Service...Suggested
- ...Job Description Job Description Client Service Associate Summary The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem...Suggested
Kestra Financial Independent Advisor
Chicago, IL26 days ago - ...Job Description Job Description We are seeking a motivated and detail-oriented Client Service Associate (CSA) to support an advisor for a growing RIA and serve as a key point of contact for clients. The ideal candidate is proactive, organized, and committed to delivering...SuggestedWork at office
Geneva Search Partners, LLC
Chicago, IL4 days ago $365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in...SuggestedFull time- ...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... ...tailored to clients’ specific needs. As a Client Service Associate with J.P. Morgan Advisors, you will be the primary...SuggestedWork at office
- ...Job Title Client Service Associate Job Description Join JPMorganChase's Trade & Working Capital Client Service organization and help deliver an exceptional client onboarding and service experience. You will work in a collaborative, team-based model and partner...Work experience placement
Chase
Chicago, IL1 day ago $82k - $112k
...Associate, Client Services Operations with Goldman Sachs & Co. LLC in Chicago, Illinois. Create and maintain dashboards and reports to provide insights to identify process bottlenecks, reduce operational costs, ensure regulatory compliance, enhance client satisfaction...Goldman Sachs
Chicago, IL1 day ago- Client Services Associate Client Services This is a full-time hybrid or remote role for a Client Services Associate. Responsibilities Own relationships with 15+ client accounts Collaborate with client to understand pain points, determine AI use cases, define requirements...Full timeRemote work
- Goldman Sachs & Co. LLC is seeking an Associate in Client Services - Operations in Chicago. You will create dashboards and reports to identify bottlenecks, reduce costs, and improve regulatory compliance and client satisfaction. You’ll support risk management, KYC controls...
- Goldman Sachs in Chicago seeks an Associate, Client Services - Operations to create dashboards and reports that identify bottlenecks, reduce costs, ensure regulatory compliance, and drive faster processing to boost client satisfaction. You will engage in client service...
$60k - $81k
...Client Service Associate II Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. The Client Service Associate II is...Work at officeRemote workShift work$95k - $100k
...recruiter to learn more. Base pay range $95,000.00/yr - $100,000.00/yr Additional compensation types Annual Bonus Job Title: Client Service Associate Location: Chicago - Hybrid Type: Full-Time, Permanent/Direct Hire Pay Range: $95,000 - $100,000 base salary plus bonus...Permanent employmentFull timeWork experience placementWork at office$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,...- Our client, an investment management firm in the western suburbs, is searching for a Client Services Associate. This person will work closely with the marketing and investment teams to provide quality, accurate materials to clients. This is a great opportunity for an emerging...Work at office
- CPS Inc. is seeking a Registered Client Service Associate to join our wealth management team in Chicago. This in‑office role supports financial advisors with day‑to‑day operations and account management, while delivering exceptional client service. Ideal candidates have...Work at office
- ...risk, improve operational efficiency, and deliver exceptional company service. Assist in the preparation of weekly, monthly, and quarterly company reports and presentations to be delivered to clients. Support the completion of due diligence and company...
- ...(NASDAQ: IBKR), a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in... ...focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their...Work at officeRemote workWorldwide
- Client Services Associate - Investment Services Leading Alternative Asset Management Platform | Chicago, IL (Hybrid) Compensation Exceptional benefits package including fully paid medical, dental, and vision coverage, generous PTO, retirement contributions, wellness programs...Work at office3 days per week
- Northern Trust in the United States is seeking a client servicing professional to manage daily client relationships, account openings, and trade execution. You will support Financial Advisors in aligning investment objectives with client risk tolerance and market conditions...
$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 The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates...Work experience placement
- Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management... ...transform those around you as well. We are looking to add a Client Service Associate for Private Funds to our team in our Atlanta, GA office. The...Work at officeLocal area
$42.95k - $68.67k
...Client Services Associate Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., we combine the culture of a boutique firm with the...Full timeWork at office- Raymond James is seeking a Registered Client Relationship Associate in Chicago to provide high-touch administrative support to Financial Advisors and clients. You will handle onboarding, account research, asset transfers, and client communications across multiple platforms...Shift work
- The Goldman Sachs Group, Inc. in Chicago, Illinois is seeking an Associate, Client Services - Operations to create and maintain dashboards, identify process bottlenecks, and improve client satisfaction through faster processing. You will support client service and risk...
$85k
Registered Client Service Associate - Location: Chicago, IL (In‑Office) - Compensation: Up to $85,000. Our client is seeking a Registered Client Service Associate to join their growing wealth management team in Chicago. This role is ideal for a detail‑oriented professional...Work at office- RK Partners is looking for an Associate Service Advisor in Chicago, IL. This enthusiastic associate will join the financial services team, act as a primary point of contact for clients, and support advisors in providing exceptional service. Ideal candidates should have...
$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 hours$365k - $420k
...based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized... ...controversy matters before the Internal Revenue Service. Responsibilities We are seeking an experienced associate with at least five years of relevant...$43.2k - $64.8k
## Client Servicing Development AssociateApplylocations: Chicago, IL: Tempe, AZtime type: Full timeposted on: Posted Todayjob requisition id: R156412**About Northern Trust:**Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution...H1bFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!
Related searches
- client services associate Chicago, IL
- client engagement associate Chicago, IL
- client solutions associate Chicago, IL
- client success associate Chicago, IL
- client relationship associate Chicago, IL
- registered client associate Chicago, IL
- client account associate Chicago, IL
- community services specialist Chicago, IL
- professional services specialist Chicago, IL
- toyota service advisor Chicago, IL