Private Wealth Associate

Job Description

Job Description

Wealth Service Associate

Presented by Harrison Gray Search

Location: Chicago Western Suburbs, IL (Hybrid, 3 days in office) Compensation: $85,000 to $95,000 base, plus bonus structure (flexible for the right candidate at either end of the experience spectrum) Employment Type: Full-Time

About the Opportunity

Harrison Gray Search has partnered with a privately-held wealth management firm in the Western Suburbs of Chicago. The firm serves business owners and high-net-worth families with a white-glove, relationship-driven service model that the team takes real pride in.

We are looking for a Wealth Service Associate to step into a pivotal role supporting a Lead Advisor and the clients who depend on them. This is a visible, client-facing seat. The person who succeeds here will be a long-term contributor to a small, tight-knit team and an extension of the firm to every client they touch.

Who Will Thrive Here

This role is built around who you are more than what is on your resume. The firm is hiring for these traits, and they are non-negotiable:

• Genuine service mindset. You take real ownership of client outcomes. Service is not a checklist for you.
• Strong, direct communication. You answer questions head on, listen carefully, and write and speak with clarity.
• Polish and presence. You can hold your own with sophisticated clients, on the phone, in writing, and in the room.
• Attention to detail. You notice the things others miss and follow up before being asked.
• Maturity under pressure. When the day gets hard, you stay calm, organized, and steady.
• Humility and optimism. You are confident without being self-important and you bring positive energy to a small team.
• Responsiveness. You move quickly, close loops, and do not let things sit.

If these traits are core to who you are, the role will be a fit, even if you are earlier in your career than a traditional senior posting would suggest.

What You Will Do

• Serve as the day-to-day operational right hand to a Lead Advisor, owning the rhythm and quality of the client experience across their book.
• Prepare for and follow through on client meetings, including agendas, materials, paperwork, and next steps.
• Manage account opening, transfers, and ongoing service requests with precision and urgency.
• Maintain CRM hygiene and use the firm's tech stack to keep client information accurate and accessible.
• Communicate directly with clients on service items, building trusted relationships over time.
• Solve problems as they come up, escalating with judgment and resolving with ownership.
• Contribute to the broader operational standard of the firm as a long-term teammate.

What You Bring

The firm is open to a range of experience levels. The bar is the traits above and the ability to grow into the role. Helpful but not strictly required:

• Time spent in a financial services environment, ideally in client service, operations, or as a support associate to a financial advisor.
• Familiarity with CRM systems and financial software tools.
• Exposure to a fast-paced, relationship-driven business where clients expect a high standard of care.

The firm is not screening on keyword density or years on a resume. They are screening on whether you can represent the firm well with sophisticated clients, operate with ownership, and grow with the team over the long term.

Why This Firm Stands Out

• Boutique by design. Small enough that your work is visible, your contributions are felt, and your voice is heard.
• Built for tenure. This is a long-term seat. The right person can grow into a deeper role over time.
• White-glove standard. The clients are sophisticated and the bar for service is high. That is the work, and the team takes pride in it.
• Tight-knit team. Culture, trust, and professionalism are non-negotiable here.