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Windward Recruiting

UHNW Wealth Client Services Associate

Windward Recruiting, Chicago, Illinois, United States, 60290

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A financial services firm in Chicago is seeking a detail-oriented Client Service Associate to deliver comprehensive wealth management services to ultra-high-net-worth families. This role requires a bachelor's degree, a minimum of 3 years experience in financial services, and strong client service skills. Responsibilities include organizing client meetings, monitoring action items, and collaborating with other experts to achieve planning goals. #J-18808-Ljbffr