Client Service Associate

Corps Team; Chicago (IL); Hybrid; USD 70,000 - 75,000; Full time

Benefits offered by this job

Hybrid work from home and office

401(k) match and profit sharing

Medical, dental, and vision insurance

Paid time off

Firm-wide development and socialevents

Job summary

Mom Corps, a wealth advisory-focused firm in Chicago, seeks a Client Service Associate for a direct-hire, hybrid role. You will deliver customized services to ultrahigh-net-worth clients, coordinating between advisors and families to ensure seamless experiences.

The role emphasizes accuracy, efficiency, and a compassionate approach, with collaboration across teams to streamline processes and elevate client outcomes. A bachelor’s degree and several years of experience are required.

Qualifications

• Requires a bachelor’s degree and at least three years of post-undergraduate experience.
• Experience with custodian paperwork and platforms, preferably Charles Schwab.
• Proficiency with CRM systems such as Advisor Engine and strong communication skills.

Responsibilities

• Schedule client meetings and prepare custodian paperwork and money movements.
• Serve as primary client contact for custodian and administrative requests.
• Support billing, onboarding/offboarding, and office operations as needed.
• Execute client workflows using CRM and reporting platforms.

Skills

Organizational skills

Attention to detail

Communication

Problem-solving

Team collaboration

Flexibility

Education

Bachelor's degree

3+ years post-undergraduate experience

Tools

Advisor Engine CRM

Charles Schwab platform

Job description

Our client, a wealth advisory firm, is seeking a Client Service Associate for a direct hire role in Chicago, IL. This is a hybrid role. The Client Service Associate provides customized wealth advisory services for ultrahigh net worth individuals and families with extensive expertise in multigenerational wealth planning. The company is an SEC-Registered Investment Advisor (RIA) offering a holistic approach, integrating both financial and emotional intelligence. Our commitment to this philosophy guides our team to support and challenge one another, seeking fresh perspectives in an inclusive, supportive environment. The Client Service Associate is a key collaborator, ensuring seamless coordination between advisors and clients. With a deep commitment to service excellence, they manage client needs with accuracy and efficiency, fostering trust and reliability. Confident in their expertise, they embrace lifelong learning to enhance client experiences. Their compassionate approach ensures that every client interaction is handled with care, while their creative mindset allows them to find innovative solutions that elevate service and streamline processes.

Day-to-day, this position entails:

• Client meeting scheduling
• Preparing and processing custodian paperwork and money movement and trading transactions
• Acting as custodian liaison, troubleshooting and resolving issues and discrepancies while seeking platform enhancements
• Preparing and processing alternative investment paperwork
• Preparing and processing client onboarding and offboarding documents
• Providing billing and client administrative support
• Primary point of client contact for custodian and other client administrative requests
• Executing client workflows using designated CRM and supporting administrative workflows within the reporting platform
• Serving as Office Administrator back up support when necessary

To be successful in this position, you should demonstrate:

• Strong organizational skills, interest, and aptitude
• Strong attention to detail resulting in executing work with consistency, thoroughness, and accuracy
• Experience with custodian platform and paperwork, ideally Charles Schwab
• Experience with CRM, ideally Advisor Engine
• Exceptional communication and problem-solving skills
• The capacity to prioritize workflows and manage deadlines
• The ability to work efficiently, compassionately, and collaboratively in a team-based setting
• The ability to be flexible to pitch in and pivot
• A bachelor’s degree
• At least three years of post-undergraduate experience

Benefits

• Hybrid work from home and office schedule
• 401(k) match and profit sharing
• Medical, dental, and vision insurance
• Paid time off
• Firm-wide development and social events
• Competitive compensation structure
• An office in an amenities-rich building in downtown Chicago

Compensation

Annual base salary range: $70,000 - $75,000

Discretionary Bonus tied to firm and individual performance. Compensation may vary depending on qualifications including, without limitation, job-related education, training, experience, licensure and certification, which could result in a level outside of this range. ?