Enterprise Services Associate

Company Overview:

GeoWealth is a Chicago-based fintech firm that offers an award-winning digital advisory platform, including Turnkey Asset Management Platform (“TAMP”) capabilities. We deliver a comprehensive and fully integrated wealth management technology platform to professionals in the financial services industry.

Opportunity:

Located in Oak Brook, IL, the Enterprise Services Associate will develop an in-depth knowledge of our technology platform and daily operations to best serve our clients. You will be responsible for ensuring a positive experience for all new and existing Enterprise-sized clients. The successful candidate will be a self-starter with a positive attitude and ability to be a team player.

Responsibilities:

The Enterprise Service Associate will support large client relationships, serving as the primary contact for support, training, and adoption of our fintech platform.

• Educate clients on GeoWealth’s platform capabilities and help increase platform usage and promote user efficiencies.
• Provide advisory support to clients as the contact for calls, email communications, and web-based platform walkthroughs and trainings and advise them on their problems and further steps to take.
• Troubleshoot client issues to resolve and/or coordinate and escalate appropriately withininternal teams including Relationship Management/Operations/Product.
• Exercise discretion and independent judgment in advising and assisting enterprise clients.
• Build and maintain platform configuration settings including user permissioning, custom servicerequest and workflows.
• Act as a Subject Matter Expert both internally and externally on platform functionality.
• Build and strengthen relationships with external business partners.

Skills, Knowledge and Experience:

• Minimum of 1 year of experience in a client-facing and/or client support role in financial services.
• Experience at a SaaS, fintech or wealthtech firm is a plus.
• Experience working with Financial Advisors at a Registered Investment Advisory Firm (RIA) preferred.
• Experience working with a Turnkey Asset Management Platform (TAMP) and/or financial custodians preferred.
• Strong organizational and interpersonal communication skills with the ability to communicate professionally across email, phone, and in-person.
• Extremely detail oriented, resourceful, and able to multi-task effectively while operating on tight deadlines.
• Proven client service skills with a proactive approach, and ability to take ownership of issues as they arise.
• Creative problem solving and decision making with a focus on clients.
• General knowledge of financial back-office operations and processing.
• Comprehensive understanding of custodians (Charles Schwab, Fidelity, Pershing) encompassing a deep knowledge of their services, platforms, and the management of investment accounts.
• Team player who is willing to build relationships and work both individually and in a collaborative approach.
• Experience with Microsoft Office Suite and Outlook. Strong Excel skills a plus.
• Enjoys learning about and working with technology and can handle a fast-paced environment.
• Preferred bachelor’s degree, ideally in Finance, Business, or Accounting.

COMPANY CULTURE & PERKS – HIGHLIGHTS:

Investing in Your Growth

• Casual work environment with fun, hard-working, and open-minded coworkers
• Competitive salary with opportunity for performance-based annual bonus
• Opportunities to up-skill, explore new responsibilities, and network across departments
• Defined and undefined career pathways allowing you to grow your own way

Work/Life Balance ️

• Flexible PTO and work schedule to ensure our team balances work and life
• Maternity and paternity leave

Taking Care of Your Future ♥️

• Medical, Dental, and Vision, Disability insurance
• Free access to Spring Health, a comprehensive mental health solution
• 401(k) with company match and a broad selection of investments
• Voluntary insurance: short-term disability, long-term disability, and life insurance
• FSA and transit benefits for employees that contribute pre-tax dollars

Other Fun Stuff ⭐

• Free on-site gym, nearby parking and commuter benefits
• Weekly catered lunches in the office, plus happy hours
• Stocked kitchen with snacks and drinks
• GeoWealth was recognized as “Best Place to Work” by Purpose Job’s 2025, 2024 and 2022
• GeoWealth was recognized as “Best Place to Work” by Built In in 2026, 2025, 2024, 2023 and 2022
• GeoWealth Recognized in America’s Best TAMPs 2026, 2025, 2024, 2023, 2022, 2021, and 2020

SALARY RANGE:

Starting at $70,000-$100,000 + Benefits

This is an estimated range based on the circumstances at the time of posting, however, may change based on a combination of factors, including but not limited to skills, experience, education, market factors, geographical location, budget, and demand.