Client Service 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

Founded in 1997, Gresham Partners, LLC is a Chicago-based wealth management firm managing $13.8 billion in investments for a select group of ultra-high-net-worth families nationwide. The firm is distinguished by its independent thinking, investment strategy, and performance outcomes. The Client Services Coordinator is an experienced administrative professional who provides high-quality administrative and coordination support to Advisors, Associates, and Partners. This role is critical to ensuring a seamless client experience through proactive support, strong organizational execution, and effective cross-team collaboration. The coordinator also supports Business Development, Operations, and other firm initiatives as needed.

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


• Compile, review, and finalize client meeting materials


• Proactively anticipate needs and provide ad hoc administrative support to Advisors and Associates


• Maintain and organize client records across systems (CRM, SharePoint and client portal)


• Maintain and update client and prospect contact information within CRM systems


• Coordinate catering and logistics for internal meetings and client events


• Provide reception coverage, including phone support and front desk responsibilities as needed


• Train and mentor new administrative staff and provide ongoing support

Education, Experience and Skills:

• 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


• Displays consistent, high attention to detail, accuracy and thoroughness


• Collaborative professional with a proactive, service-oriented mindset and commitment to achieving team goals.


• Demonstrated ability to work independently, exercise sound judgment, establish priorities, and complete complex assignments and projects with limited supervision.


• Proven experience taking ownership of projects that involve multiple stakeholders, competing deadlines, and changing requirements


• Proficient with Microsoft Word, Excel, PowerPoint, Outlook, Adobe Acrobat and other software


• Ability to live and work in the U.S., Gresham Partners is not able to sponsor Visas for this position


• 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


• Salary Range: $70,000-$80,000

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the duties and responsibilities of this job.

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


• Communicate with employees, clients, 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.