Connect Search, LLC
Position : Client Service Associate
Location : Downtown Chicago
Office Policy : Hybrid - 2 days in office per week
Compensation : $85,000 - $95,000 + bonus + profit sharing + 401K
Scope of work includes : Collaborate with Advisors to deliver comprehensive wealth management services to sophisticated ultra-high-net-worth (UHNW) families Prepare and organize materials for recurring client meetings Attend all local (Chicago-area) client meetings and draft follow-up correspondence and action item summaries Review quarterly client reporting packages and participate in quarterly review calls with clients to discuss the materials Track and execute client-approved action items, including working directly with clients to ensure the accurate completion and processing of all investment documentation Support the creation and implementation of customized asset allocation plans and wealth transfer strategies Coordinate with clients external tax, legal, and other professional advisors to facilitate tax planning, wealth transfer objectives, and philanthropic initiatives
Qualifications : Bachelor's degree 2- 4 years of experience in Wealth Management or Hight Net Worth Tax Must be client facing and have a desire to work very closely with clients
Scope of work includes : Collaborate with Advisors to deliver comprehensive wealth management services to sophisticated ultra-high-net-worth (UHNW) families Prepare and organize materials for recurring client meetings Attend all local (Chicago-area) client meetings and draft follow-up correspondence and action item summaries Review quarterly client reporting packages and participate in quarterly review calls with clients to discuss the materials Track and execute client-approved action items, including working directly with clients to ensure the accurate completion and processing of all investment documentation Support the creation and implementation of customized asset allocation plans and wealth transfer strategies Coordinate with clients external tax, legal, and other professional advisors to facilitate tax planning, wealth transfer objectives, and philanthropic initiatives
Qualifications : Bachelor's degree 2- 4 years of experience in Wealth Management or Hight Net Worth Tax Must be client facing and have a desire to work very closely with clients