Client Service Associate

Gresham Partners; Chicago (IL); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Employer Paid Life Insurance

Employer Paid Short Term Disability

Employer Paid Parental Leave (12 weeks

401(k)

Vacation Days

Sick Days

Floating Holiday

Education Reimbursement Programs

Job summary

Gresham Partners, LLC in Chicago seeks a Client Service Associate to support UHNW families with wealth management services, coordinating meetings and delivering a superior service experience.

This role collaborates with advisors, prepares materials, tracks action items, and supports asset allocation planning, tax and estate strategies, and client reporting. A Bachelor's degree and related experience are expected.

Qualifications

• Bachelor's Degree and at least three years of financial planning, family office, tax, or investment experience with high net worth families.
• Strong commitment to exceptional client service in a fast-paced, team-oriented environment.
• Proficiency in Excel and Microsoft Office; solid written and oral communication skills.

Responsibilities

• Organize and prepare materials for client meetings held 2-4 times per year.
• Attend Chicago area client meetings and prepare follow-up letters and action lists.
• Monitor and implement client‑agreed actions with clients for proper execution of investment documents.
• Review quarterly client reporting and participate in quarterly calls to discuss materials.
• Assist in developing and implementing customized asset allocation and wealth transfer strategies.
• Coordinate with clients' tax, legal, and other experts to support planning goals.
• Prepare new business development presentations and participate in internal initiatives.

Skills

Client service

Attention to detail

Analytical skills

Written and verbal communication

Excel

Investment concepts

Team oriented

Education

Bachelor's Degree

CPA/ CFP or MBA (plus)

Tools

Excel

Microsoft Office

Job description

Founded in 1997, Gresham Partners, LLC is a $13.8 billion Chicago-based investment and wealth management firm serving a select group of ultra-high-net-worth families across the country.The firm is known for its independent thinking, investment approach, and performance results. We are committed to providing superior investment performance by utilizing select, difficult-to-access managers in a full range of asset classes that are located globally. We make these managers available to our clients through pooled investment limited partnerships. We integrate this investment approach with client-specific wealth planning strategies and other personalized wealth management services. The Client Service Associate position is located in Chicago.

Responsibilities

The successful candidate will be primarily responsible for working with Gresham’s Client Advisors to deliver Gresham’s wealth management services to sophisticated UHNW families and delivering Gresham’s overall service offering. Fulfilling these responsibilities will involve:

• Organize and prepare materials for regular client meetings that occur 2-4 times per year
• Attend and participate in all Chicago area (and possibly out of town) client meetings and prepare the follow-up letter and action lists associated with each client meeting
• Monitor and implement client‑agreed action items, which most importantly requires working directly with clients to ensure proper execution of all investment documents
• Review quarterly client reporting package and participate in quarterly calls with the client to review the materials
• Assist in the development and implementation of customized asset allocation and wealth transfer strategies for the client
• Work with the client’s outsourced tax, legal and other experts to help facilitate tax, wealth transfer, and philanthropic planning goals
• Assist in the preparation of new business development presentations
• Participate in other internal firm initiatives

Qualifications

Successful candidates will possess the following key skills and abilities:

• A strong commitment to provide exceptional client service in our energetic, disciplined, and team-oriented environment
• Consistently high attention to detail, accuracy, thoroughness, and execution
• Strong analytical skills
• Outstanding written and oral communications skills
• Demonstrated strength in Microsoft Office suite, particularly Excel
• Familiar with various investment asset classes and basic investment concepts, including alternative investments
• Ability to live and work in the U.S., Gresham Partners is not able to sponsor Visas for this position

Experience Level

We are seeking a candidate with:

• Bachelor's Degree
• At least three years of financial planning, family office, tax, or investment working experience with high net worth families
• CPA, CFP or MBA is a plus
• Employer Paid Life Insurance
• Employer Paid Short Term Disability
• Employer Paid Parental Leave (12 weeks)
• Optional Life Insurance, Long Term Disability, Spousal & Child Life Insurance
• 401(k)
• 15 Vacation Days, 5 Sick Days, 1 Floating Holiday
• Education Reimbursement Programs
• Salary Range: $85,000-$100,000

Physical Demands

Must be able to:

• Remain stationary for reasonable periods of time typing and/or reading at a computer
• Move around an office environment during a workday
• Work in‑person in downtown Chicago
• Travel to client locations as needed
• Communicate with employees, customers, and/or vendors by telephone and in person
• Process transactions on a computer
• Sustain mental/visual attention for reasonable periods of time

Reasonable accommodations may be made to enable employees with disabilities to perform the duties and responsibilities.