Oliver James
About the Opportunity
We are partnering exclusively with a premier wealth management firm, managing over
$10B in assets
with an
80+ year history
of excellence. Known for long-standing client relationships and a culture that keeps advisors for decades, this firm is seeking a
Client Relationship Specialist
to join their Highland Park office.
This is an urgent hire - the team is ready to move quickly for the right candidate.
Key Responsibilities Provide concierge-level service to High-Net-Worth clients Manage onboarding, account maintenance, and asset movements Coordinate operational, compliance, and trade support Resolve client issues with professionalism and urgency Maintain CRM records (Salesforce) and assist with performance reporting What's in it for You
Join a highly stable, well-respected wealth management leader Partner with top advisors serving sophisticated clients Exposure to advanced tech platforms (Salesforce, Black Diamond, Wealthscape) Supportive culture with strong career growth potential Qualifications
Bachelor's degree required Minimum 5+ years of relevant wealth management experience FINRA Series 7 and 66 strongly preferred Strong Microsoft Office skills (Word, Excel, PowerPoint) Detail-oriented, proactive, and client-first mindset
Location:
Northern Chicago Suburbs
This position will not stay open long. Apply today to be considered before interviews close.
$10B in assets
with an
80+ year history
of excellence. Known for long-standing client relationships and a culture that keeps advisors for decades, this firm is seeking a
Client Relationship Specialist
to join their Highland Park office.
This is an urgent hire - the team is ready to move quickly for the right candidate.
Key Responsibilities Provide concierge-level service to High-Net-Worth clients Manage onboarding, account maintenance, and asset movements Coordinate operational, compliance, and trade support Resolve client issues with professionalism and urgency Maintain CRM records (Salesforce) and assist with performance reporting What's in it for You
Join a highly stable, well-respected wealth management leader Partner with top advisors serving sophisticated clients Exposure to advanced tech platforms (Salesforce, Black Diamond, Wealthscape) Supportive culture with strong career growth potential Qualifications
Bachelor's degree required Minimum 5+ years of relevant wealth management experience FINRA Series 7 and 66 strongly preferred Strong Microsoft Office skills (Word, Excel, PowerPoint) Detail-oriented, proactive, and client-first mindset
Location:
Northern Chicago Suburbs
This position will not stay open long. Apply today to be considered before interviews close.