Oliver James
We are working with a distinguished wealth management firm that has been serving individuals, families, corporations, and nonprofit organizations for decades. The firm manages billions in assets and is widely respected for providing holistic, fiduciary-focused advice and highly personalized client service. Their advisors and client service teams are known for long tenures, stability, and a culture rooted in trust and professionalism.
The Client Relationship Specialist role is central to the advisor-client experience, ensuring seamless client interactions and efficient operational support. This position is based in the firm's Highland Park, IL office, serving as the go-to partner for advisors and High-Net-Worth clients alike.
Responsibilities include:
Supporting the client lifecycle, including onboarding, documentation, and account setup Executing account maintenance requests, such as registration and profile changes Processing asset movements and transactions with precision and compliance in mind Assisting with quarterly billing, performance reporting, and tax-related documentation Proactively addressing and resolving client inquiries, ensuring exceptional service Maintaining accurate records in the CRM and reviewing exception reports Preparing authorizations, operational documents, and regulatory paperwork as needed Collaborating with compliance and supervisory teams on relevant matters Supporting trade execution and managing any trade errors in coordination with advisors Partnering closely with Financial Advisors to enhance client relationships and deliver white-glove service What we're looking for:
Bachelor's degree required 5+ years of relevant client service or operations experience in wealth management or financial services FINRA Series 7 and 66 licenses strongly preferred Familiarity with estate planning a plus Strong proficiency in Microsoft Office (Word, Excel, PowerPoint) Experience with platforms such as Salesforce, Wealthscape Investor, or Black Diamond preferred Highly motivated, detail-oriented, and proactive team player with excellent communication skills Ability to prioritize multiple responsibilities while maintaining accuracy and composure under pressure
The Client Relationship Specialist role is central to the advisor-client experience, ensuring seamless client interactions and efficient operational support. This position is based in the firm's Highland Park, IL office, serving as the go-to partner for advisors and High-Net-Worth clients alike.
Responsibilities include:
Supporting the client lifecycle, including onboarding, documentation, and account setup Executing account maintenance requests, such as registration and profile changes Processing asset movements and transactions with precision and compliance in mind Assisting with quarterly billing, performance reporting, and tax-related documentation Proactively addressing and resolving client inquiries, ensuring exceptional service Maintaining accurate records in the CRM and reviewing exception reports Preparing authorizations, operational documents, and regulatory paperwork as needed Collaborating with compliance and supervisory teams on relevant matters Supporting trade execution and managing any trade errors in coordination with advisors Partnering closely with Financial Advisors to enhance client relationships and deliver white-glove service What we're looking for:
Bachelor's degree required 5+ years of relevant client service or operations experience in wealth management or financial services FINRA Series 7 and 66 licenses strongly preferred Familiarity with estate planning a plus Strong proficiency in Microsoft Office (Word, Excel, PowerPoint) Experience with platforms such as Salesforce, Wealthscape Investor, or Black Diamond preferred Highly motivated, detail-oriented, and proactive team player with excellent communication skills Ability to prioritize multiple responsibilities while maintaining accuracy and composure under pressure