Client Services Associate

Ascend Wealth Planning | Mokena, IL (in-person) | Full-Time (90-day introductory period) | $45,000–$50,000 + benefits About Us Ascend Wealth Planning is a fiduciary financial advisory firm in Mokena, IL. We help individuals, families, and business owners get their financial lives organized — investments, tax planning, insurance, estate planning — all under one roof. We take pride in genuinely knowing our clients, not just managing their accounts. The Role We're looking for a friendly, organized, detail-oriented person to be the first voice and face our clients experience. You don't need a finance background — you need to be a great communicator, a quick learner, and someone who genuinely cares about making people feel taken care of. We'll teach you the industry. What we can't teach is warmth, patience, and follow-through — that's what you bring. This is a great fit for someone early in their career who wants to build real client-relationship and business skills in a supportive, close-knit team. This is a full-time position that begins with a 90-day introductory period, giving both you and us a chance to make sure it's the right fit before moving forward together long-term. What You'll Do Be the friendly first point of contact for clients — phone, email, and in person Schedule and prepare for client meetings, and handle follow-up afterward so nothing falls through the cracks Keep client records and workflows organized and up to date in our systems (we'll train you) Support advisors with day-to-day client service tasks Help make every client interaction feel personal, calm, and well-handled — especially when clients are stressed or have questions What We're Looking For A warm, easygoing communicator — someone people like talking to on the phone Highly organized, with real attention to detail (this matters a lot in our world) Empathetic — you notice when someone needs extra patience or reassurance Coachable and eager to learn; comfortable picking up new software with training Professional, reliable, and able to keep sensitive information confidential No specific degree or industry experience required What We Offer Competitive salary + performance-based bonuses Health insurance, 401(k) match, and paid time off (eligibility begins after the 90-day introductory period) Hands-on training — no prior financial services experience needed A close, supportive team where your growth matters Real room to grow into more responsibility as you develop Ascend Wealth Planning is an equal opportunity employer. #J-18808-Ljbffr