Connect Search, LLC
This range is provided by Connect Search, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base Pay Range $85,000.00/yr - $100,000.00/yr
Additional Compensation Types Annual Bonus
Job Title:
Client Relationship Specialist
Location:
Deerfield, IL (Hybrid - 3 days onsite)
Type:
Full-Time, Permanent/Direct Hire
Pay Range:
$85,000 - $100,000 base salary plus 10% bonus
Benefits:
Annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan match, health savings accounts, etc.
Company:
RIA - Wealth Management Firm
Key Responsibilities
Manage client onboarding
Handle account maintenance
Execute and track asset movements
Support quarterly billing, performance reporting, and tax information requests
Serve as a primary client contact for service-related inquiries
Maintain accurate records in the CRM
Prepare and process operational and compliance-related documents as needed
Key Qualifications
2–3+ years of relevant experience in wealth management, private client, or brokerage operations
FINRA Series 7 and 66 licenses preferred; willingness to obtain required
Referrals increase your chances of interviewing at Connect Search, LLC by 2x.
Inferred Benefits
Medical insurance
Vision insurance
401(k)
Paid maternity leave
Paid paternity leave
Get notified about new Client Services Associate jobs in
Deerfield, IL .
#J-18808-Ljbffr
Base Pay Range $85,000.00/yr - $100,000.00/yr
Additional Compensation Types Annual Bonus
Job Title:
Client Relationship Specialist
Location:
Deerfield, IL (Hybrid - 3 days onsite)
Type:
Full-Time, Permanent/Direct Hire
Pay Range:
$85,000 - $100,000 base salary plus 10% bonus
Benefits:
Annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan match, health savings accounts, etc.
Company:
RIA - Wealth Management Firm
Key Responsibilities
Manage client onboarding
Handle account maintenance
Execute and track asset movements
Support quarterly billing, performance reporting, and tax information requests
Serve as a primary client contact for service-related inquiries
Maintain accurate records in the CRM
Prepare and process operational and compliance-related documents as needed
Key Qualifications
2–3+ years of relevant experience in wealth management, private client, or brokerage operations
FINRA Series 7 and 66 licenses preferred; willingness to obtain required
Referrals increase your chances of interviewing at Connect Search, LLC by 2x.
Inferred Benefits
Medical insurance
Vision insurance
401(k)
Paid maternity leave
Paid paternity leave
Get notified about new Client Services Associate jobs in
Deerfield, IL .
#J-18808-Ljbffr