Oliver James
We are partnering with a fast-growing, independent wealth management firm headquartered in downtown Chicago. This firm serves high-net-worth individuals and family offices and is known for its white-glove service model. They are seeking a detail-oriented Client Service Associate who thrives in a fast-paced, collaborative environment and can provide exceptional support to both clients and internal advisory teams.
We are partnering with an independent and fast-growing wealth management firm based in downtown Chicago that serves a discerning clientele of high-net-worth individuals and family offices. The firm is seeking a Client Service Associate (CSA) to join their client operations team in a full-time, in-office role. The right individual will play a key part in ensuring client satisfaction while supporting the daily workflow of financial advisors.
This role is ideal for someone who thrives on process, precision, and building trust with clients-someone who is passionate about service, enjoys being part of a collaborative team, and finds satisfaction in doing things the right way.
Key Responsibilities: * Act as a primary point of contact for client service needs, proactively and reactively addressing requests * Support advisors with scheduling, communication, and execution of client-related tasks * Onboard new clients and prepare all necessary documentation for account openings and maintenance * Interface with custodians and vendors for client transfers, disbursements, and investment-related actions * Manage inbound emails, calls, and tasks; ensure timely completion of deliverables * Assist with document management, compliance tracking, and technology platforms including CRM, e-signature systems, and client portals * Maintain confidentiality and adhere to firm policies and regulatory standards * Support ad hoc internal projects and help improve workflows and client service models
What We're Looking For: * Bachelor's degree or equivalent work experience * Experience in financial services or client support preferred (but not required) * Exceptional attention to detail and the ability to follow a defined process * Highly organized, proactive, and willing to go the extra mile to deliver on client expectations * Strong communication and interpersonal skills * Technologically proficient with Microsoft Office Suite, Adobe, CRMs, and digital tools * Able to manage competing priorities and deadlines * Team-oriented, yet capable of working independently
Ideal Candidate Traits: * Perfectionist tendencies with a commitment to getting the details right * Strong sense of ownership and pride in delivering a high standard of work * Discreet and trustworthy with sensitive client information * Quick learner who is comfortable in a highly regulated, client-first environment
Compensation & Benefits: * Competitive base salary (commensurate with experience) * Annual performance-based bonuses * Medical, dental, life, and disability insurance * 401(k) with employer match after one year * Paid time off, commuter benefits, and health savings account options * A team culture that values professionalism, collaboration, and service
Location: * Chicago, IL (On-site, full-time) * Office hours: 8:00 AM - 5:00 PM
This is a rare opportunity to join a reputable, stable firm at a time of growth and momentum. If you're ready to bring precision, energy, and warmth to a team that values both its people and its clients, this role could be a great fit.
We are partnering with an independent and fast-growing wealth management firm based in downtown Chicago that serves a discerning clientele of high-net-worth individuals and family offices. The firm is seeking a Client Service Associate (CSA) to join their client operations team in a full-time, in-office role. The right individual will play a key part in ensuring client satisfaction while supporting the daily workflow of financial advisors.
This role is ideal for someone who thrives on process, precision, and building trust with clients-someone who is passionate about service, enjoys being part of a collaborative team, and finds satisfaction in doing things the right way.
Key Responsibilities: * Act as a primary point of contact for client service needs, proactively and reactively addressing requests * Support advisors with scheduling, communication, and execution of client-related tasks * Onboard new clients and prepare all necessary documentation for account openings and maintenance * Interface with custodians and vendors for client transfers, disbursements, and investment-related actions * Manage inbound emails, calls, and tasks; ensure timely completion of deliverables * Assist with document management, compliance tracking, and technology platforms including CRM, e-signature systems, and client portals * Maintain confidentiality and adhere to firm policies and regulatory standards * Support ad hoc internal projects and help improve workflows and client service models
What We're Looking For: * Bachelor's degree or equivalent work experience * Experience in financial services or client support preferred (but not required) * Exceptional attention to detail and the ability to follow a defined process * Highly organized, proactive, and willing to go the extra mile to deliver on client expectations * Strong communication and interpersonal skills * Technologically proficient with Microsoft Office Suite, Adobe, CRMs, and digital tools * Able to manage competing priorities and deadlines * Team-oriented, yet capable of working independently
Ideal Candidate Traits: * Perfectionist tendencies with a commitment to getting the details right * Strong sense of ownership and pride in delivering a high standard of work * Discreet and trustworthy with sensitive client information * Quick learner who is comfortable in a highly regulated, client-first environment
Compensation & Benefits: * Competitive base salary (commensurate with experience) * Annual performance-based bonuses * Medical, dental, life, and disability insurance * 401(k) with employer match after one year * Paid time off, commuter benefits, and health savings account options * A team culture that values professionalism, collaboration, and service
Location: * Chicago, IL (On-site, full-time) * Office hours: 8:00 AM - 5:00 PM
This is a rare opportunity to join a reputable, stable firm at a time of growth and momentum. If you're ready to bring precision, energy, and warmth to a team that values both its people and its clients, this role could be a great fit.