Client Service Associate

Windward Recruiting; Chicago (IL); On-site; USD 60,000 - 80,000; Full time

Job summary

Windward Recruiting is looking for a detail-oriented Client Service Associate to provide comprehensive wealth management services to ultra-high-net-worth families in Chicago, Illinois. The role involves organizing client meetings, monitoring action items, and collaborating with various financial experts.

Candidates must have a Bachelor's degree in a relevant field and at least 3 years of experience in financial services, with strong analytical and communication skills. A competitive salary and bonus structure is included.

Qualifications

• Minimum 3 years of experience in financial services, tax, family office, or investment with high net-worth families.
• CFP, CPA, or MBA a plus.
• Strong commitment to providing exceptional client service.

Responsibilities

• Organize materials for client meetings.
• Monitor and implement client-agreed action items.
• Collaborate with clients' experts for planning goals.

Skills

Client service orientation

Analytical skills

Attention to detail

Communication skills

Proficiency in Excel

Education

Bachelor's degree in financial services or relevant field

Tools

Microsoft Office

Job description

We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families.

RESPONSIBILITIES

• Organize and prepare materials for regular client meetings
• Attend and participate in client meetings, prepare follow-up letters and action lists
• Monitor and implement client‑agreed action items, working directly with clients to ensure proper execution of all investment documents
• Review quarterly client reporting and participate in calls to review the materials
• Assist in developing and implementing customized asset allocation and wealth transfer strategies
• Collaborate with clients' outsourced tax, legal, and other experts to facilitate planning goals
• Assist in preparing new business development presentations as needed
• Participate in other internal firm initiatives

QUALIFICATIONS

• Bachelor's degree in financial services or relevant field
• Minimum 3 years of experience in financial services, tax, family office, or investment with high net-worth families
• CFP, CPA or MBA a plus
• Strong commitment to providing exceptional client service in a team-oriented environment
• Consistently high attention to detail, accuracy, and thoroughness
• Strong analytical skillsOutstanding written and oral communication skills
• Proficiency in Microsoft Office, particularly Excel

The total compensation package includes a competitive base salary and bonus opportunity, structured to reflect the candidate’s prior experience, demonstrated impact, and future growth potential.