Client Service Associate & Executive Assistant

Apply: Please email your resume and cover letter to View email address on click.appcast.io. The Role: Burling Wealth Partners is an independent wealth management firm headquartered in Chicago. We launched in 2024 and crossed $1 billion in client assets within our first full year. We’re building a firm with the sophistication of a large practice and the intimacy of a boutique, advising high‑net‑worth families through their most important financial decisions. We’re not chasing size for its own sake; we grow by earning relationships and hiring exceptional people. For the right person joining early, that means real responsibility, direct access to the executive team, and the chance to grow as the firm does. There is real room to take on broader ownership of client service, operations, and firm coordination, and to become the operational and executive backbone the firm is built around. This is a place to deepen your craft and expand your scope. You will have direct access to firm leadership, real responsibility from day one, and a front‑row seat to how a firm is built. We are a lean team, which means your work matters and there is meaningful room to grow the scope and ownership of this role over time. This role is principally in‑person at our Chicago office, with remote work flexibility. Responsibilities Client Service & Operations Deliver a consistently high‑touch client experience by managing inquiries and requests with professionalism, urgency, and close attention to detail Process money movement requests including wire transfers, ACH transactions, distributions, and journal entries, taking ownership of accuracy, compliance and timely execution Manage the full client onboarding process, including account opening documentation, custodian paperwork, and asset transfer coordination Prepare client meeting materials and account reviews Maintain up‑to‑date and accurate client records in the CRM, taking ownership of data integrity Proactively track and close out outstanding action items without requiring follow‑up Executive & Partner Support Completes a broad variety of administrative tasks for the executive team including: managing several active calendars of appointments; composing and preparing correspondence; arranging travel plans, itineraries, and agendas; and compiling documents for meetings Communicates directly, and on behalf of the executive team, with clients, investors, and partners Prepare executives for meetings with agendas, materials, and briefing notes; track and follow up on action items afterward Support and triage communications; serve as a professional first point of contact on behalf of the executive team Qualifications Experience in client service and/or executive management support Exceptional organization and follow‑through; able to juggle multiple priorities and shifting demands without dropping details Superior interpersonal and communication skills; a warm, professional presence with clients and partners alike A genuine owner’s mentality — you take responsibility for tasks and see them through with minimal supervision What Burling Offers Great company culture with strong development opportunities Lean team with direct access to firm leadership and ability to drive change 401k retirement plan with employer match Generous time off and paid parental leave It is the policy of Burling to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Burling’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities. Interested in joining our team? Please email your resume and cover letter to View email address on click.appcast.io . #J-18808-Ljbffr Burling Wealth Partners