Senior Client Services Associate

Get AI-powered advice on this job and more exclusive features. GeoWealth is a Chicago-based fintech firm that offers an award-winning digital advisory platform, including Turnkey Asset Management Platform (TAMP) capabilities. We deliver a comprehensive and fully integrated wealth management technology platform to professionals in the financial services industry. We are currently searching for an Client Services Associate to join our rapidly growing team to focus on our larger Enterprise Clients. In this role you will develop an in-depth knowledge of our technology platform and daily operations to best serve our clients. You will be responsible for ensuring a positive experience for all new and existing Enterprise-sized clients, which may be an RIA or Home Office or other large financial services firm. The successful candidate will be a self-starter with a positive attitude and ability to be a team player. About the Role The Enterprise Service Associate will support large client relationships, serving as the primary contact for support, training, and adoption of our fintech platform. Educate clients on GeoWealths platform capabilities and help increase platform usage and promote user efficiencies. Provide support to clients as the first line of contact for calls, email communications, and web-based platform walkthroughs and trainings. Troubleshoot client issues to resolve and/or coordinate and escalate appropriately within internal teams including Relationship Management/Operations/Product. Build and maintain platform configuration settings including user permissioning, custom service request and workflows. Act as a Subject Matter Expert both internally and externally on platform functionality. Build and strengthen relationships with external business partners. Skills, Knowledge, & Experience Minimum of 6+ years of experience in a client-facing and/or client support role in financial services. Experience at a SaaS, fintech or wealthtech firm is a plus. Experience working with Financial Advisors at a Registered Investment Advisory Firm (RIA) preferred. Experience working with a Turnkey Asset Management Platform (TAMP) and/or financial custodians preferred. Strong organizational and interpersonal communication skills with the ability to communicate professionally across email, phone, and in-person. Extremely detail oriented, resourceful, and able to multi-task effectively while operating on tight deadlines. Proven client service skills with a proactive approach, and ability to take ownership of issues as they arise. Creative problem solving and decision making with a focus on clients. General knowledge of financial back-office operations and processing. Comprehensive understanding of custodians (Charles Schwab, Fidelity, Pershing) encompassing a deep knowledge of their services, platforms, and the management of investment accounts. Team player who is willing to build relationships and work both individually and in a collaborative approach. Experience with Microsoft Office Suite and Outlook. Strong Excel skills a plus. Enjoys learning about and working with technology and can handle a fast-paced environment. Preferred bachelors degree, ideally in Finance, Business, or Accounting. Company Culture & Perks Casual work environment with fun, hard-working, and open-minded coworkers Competitive salary with opportunity for performance-based annual bonus Opportunities to up-skill, explore new responsibilities, and network across departments Defined and undefined career pathways allowing you to grow your own way Flexible PTO and work schedule to ensure our team balances work and life Hybrid work schedule, with three days in the office and two days working from home Maternity and paternity leave Taking Care of Your Future ? Medical, Dental, and Vision, Disability insurance Free access to Spring Health, a comprehensive mental health solution 401(k) with company match and a broad selection of investments Voluntary insurance: short-term disability, long-term disability, and life insurance FSA and transit benefits for employees that contribute pre-tax dollars Other Fun Stuff Modern office space on Chicagos Magnificent Mile with free on-site gym and nearby parking Weekly catered lunches in the Chicago office, plus monthly happy hours Stocked kitchen in Chicago with snacks and drinks GeoWealth was recognized as Best Place to Work by Purpose Jobs 2025, 2024 and 2022 GeoWealth was recognized as Best Place to Work by Built In in 2024, 2023 and 2022 Seniority level

Seniority level

Associate Employment type

Employment type

Full-time Job function

Job function

Finance, Administrative, and Information Technology Industries

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