Client Services Associate – Independent Investment & Wealth Management Firm

My client, a prestigious independent investment and wealth management firm, is seeking a Client Services Associate to join their growing team. This role involves working alongside associates and analysts to provide critical support to multiple Advisors in delivering top-tier client service.

Compensation: $100,000 + 10% bonus

Schedule: Hybrid (Chicago-based)

Preferred Experience: 3+ years in a wealth management firm; CFP is a plus but not required

Key Responsibilities:

• Prepare client meeting materials and ensure all documentation is up-to-date
• Attend client meetings, take detailed notes, and draft follow-up correspondence
• Track and execute client action items, coordinating directly with clients to ensure seamless processing of investment documents
• Oversee quarterly client reports and participate in calls to discuss financial updates
• Support the development and execution of tailored asset allocation and wealth transfer strategies
• Collaborate with clients' external advisors, such as tax professionals and estate attorneys, to implement financial planning solutions
• Assist with creating presentations for new business development opportunities
• Contribute to internal initiatives that enhance efficiency and client service

Who You Are:

?? Highly detail-oriented with a proactive approach to client service

?? Strong analytical and problem-solving skills

?? Exceptional written and verbal communication abilities

?? Proficient in Microsoft Office, particularly Excel

?? Familiar with investment concepts and asset classes, including alternative investments

?? Experienced in financial planning, tax, investment, or family office work with high-net-worth clients (minimum 3 years)

?? A CPA, CFP, or MBA is a plus but not required

This is an excellent opportunity to join a well-established firm that values client relationships and provides long-term career growth.