Client Service Associate

The Judson Group; Burr Ridge (IL); On-site; USD 50,000 - 70,000; Full time

Job summary

Join a leading financial planning and wealth management firm as a Client Service Associate, where you'll support experienced advisors and enhance your career in client service. This role offers mentorship and a clear path to advisory positions, helping you build a sustainable and rewarding career in finance.

Benefits

Performance-based incentives

Comprehensive benefits

Personalized mentorship

Ongoing education and certification support

Qualifications

• Strong communication skills and a collaborative mindset are essential.
• A passion for client service and a desire to build a career in financial planning.
• Proactive, detail-oriented attitude needed.

Responsibilities

• Support advisors in providing exceptional client service.
• Prepare materials for client meetings and manage service requests.
• Maintaining accurate client records in the CRM system.

Skills

Attention to Detail

Communication

Collaboration

Client Service

Education

Bachelor's Degree in Finance, Accounting, Economics, or related field

Job description

Judson Group is proud to partner with an established, fast-growing financial planning and wealth management firm managing over $800MM AUM. We’re searching for a Client Service Associate — an enthusiastic, detail-oriented professional who’s ready to dive into a rewarding career in financial planning with a clear advisor track.

This is an ideal role for early-career individuals eager to learn the business from the inside out. You’ll work alongside top advisors, serve high-net-worth clients, and gain hands-on experience in planning, investing, and client service — all within a team that values your growth and well-being.

Why You’ll Love This Role:

• Work side-by-side with experienced advisors in real client situations.
• You’ll be supported through mentorship, training, and professional development.
• Your work directly supports clients’ financial futures and contributes to a thriving practice.
• Enjoy a professional, client-focused environment that also values your personal well-being.

What You’ll Be Doing:

• Supporting advisors and ensuring clients receive exceptional service every step of the way.
• Preparing materials and documentation for client meetings and following up on action items.
• Managing service requests, account paperwork, and client inquiries with precision and professionalism.
• Using digital tools and paperless systems to streamline administrative tasks.
• Maintaining accurate client records and meeting notes in the CRM system.
• Assisting with the creation and updates of financial plans.
• Helping compile and distribute quarterly performance reports.
• Juggling multiple tasks and priorities with energy, efficiency, and attention to detail.
• Pursuing ongoing learning and professional development.

What We’re Looking For:

• A passion for client service and a desire to build a long-term career in financial planning.
• Strong communication skills and a collaborative mindset.
• Sharp attention to detail and a proactive, can-do attitude.
• Bachelor’s degree, ideally in finance, accounting, economics, or a related field.
• Competitive base salary + performance-based incentives + comprehensive benefits.
• Personalized mentorship and clear growth path to advisor roles.
• Ongoing education and certification support.