Client Experience & Operations Coordinator

Gresham Partners; Chicago (IL); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Employer Paid Life Insurance

Employer Paid Short Term Disability

Optional Life Insurance

Long Term Disability

Spousal & Child Life Insurance

401(k) & Employer Match

15 Vacation Days

5 Sick Days

1 Floating Holiday

Education Reimbursement Programs

Job summary

Gresham Partners, a Chicago-based wealth management firm, seeks a Client Services Coordinator to deliver high-quality administrative support to Advisors, Associates, and Partners. The role emphasizes proactive client experience, cross-team collaboration, and execution across Business Development and Operations.

A minimum five years in admin/executive support is required. Responsibilities include calendar management, meeting logistics, travel arrangements, travel/expense processing, client

Qualifications

• Bachelor's degree required.
• Minimum of five years of progressively responsible administrative, executive support, client service, or project coordination experience.
• Investment and/or financial services industry experience a plus.
• Excellent writing, editing, and verbal skills.
• Outstanding organizational, decision-making and problem-solving skills.
• Collaborative, proactive, service-oriented mindset with team goals focus.
• Ability to work independently with sound judgement and manage priorities.

Responsibilities

• Manage complex calendars and ensure Advisors are well-prepared for all meetings and engagements.
• Coordinate and schedule internal and external meetings, including logistics and materials preparation.
• Coordinate complex business and personal travel arrangements.
• Prepare and process travel and expense reports in a timely manner.
• Prepare, edit, and distribute client correspondence and follow-up communications.
• Format graphics, charts, slides, and other documents using established templates.
• Maintain and organize client records across systems (CRM, SharePoint and client portal).
• Provide reception coverage, including phone support and front desk responsibilities as needed.
• Train and mentor new administrative staff and provide ongoing support.

Education

Bachelor's degree

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Adobe Acrobat

Job description

Gresham Partners, a Chicago-based wealth management firm, seeks a Client Services Coordinator to deliver high-quality administrative support to Advisors, Associates, and Partners. The role emphasizes proactive client experience, cross-team collaboration, and execution across Business Development and Operations.

A minimum five years in admin/executive support is required. Responsibilities include calendar management, meeting logistics, travel arrangements, travel/expense processing, client