Client Services Associate

blueStone Solutions Group; Chicago (IL); On-site; USD 55,000 - 75,000; Full time

Job summary

blueStone Solutions Group is seeking a Client Service Associate to support our wealth management team in delivering an exceptional client experience. You will handle onboarding, account maintenance, CRM updates, and reporting while assisting Financial Advisors with daily operations and client engagement.

The role requires 2–4 years in wealth management or financial services, strong technology skills, and FINRA Series 65/66 licensing.

Qualifications

• 2-4 years of experience in wealth management or client service in financial advisory.
• Onboarding, account opening and ongoing account maintenance knowledge.
• Ability to support multiple Advisors while prioritizing deadlines.
• Strong tech skills with Microsoft Office and other business apps.
• Experience with CRM platforms and wealth management technology preferred.
• Excellent written and verbal communication with strong interpersonal skills.
• Attention to detail, organization and client-service focus.
• Flexibility and initiative to manage multiple projects in a team.
• Licensing: FINRA Series 65 or Series 66 required or considered.

Responsibilities

• Client Service: Respond to requests and coordinate service needs.
• Account Administration: Establish new client accounts and onboarding activities.
• Reporting & Documentation: Review reports and prepare client materials for Advisors.
• Advisor Support: Provide day-to-day operational support to multiple Advisors.
• CRM & Data Management: Maintain client information and activity in the CRM.
• Business Development Support: Follow up on marketing leads and client engagement.
• Team Collaboration: Backup support to the Transitions Team and priorities as needed.

Skills

Wealth management

Client service

CRM systems

Microsoft Office

FINRA Series 65/66

Tools

CRM platforms

Job description

We are seeking a detail-oriented, client-focused professional to join our wealth management team as a Client Service Associate. This role is instrumental in delivering an exceptional client experience while providing operational and administrative support to Financial Advisors.

The ideal candidate is proactive, highly organized, technologically proficient, and comfortable managing multiple priorities in a fast-paced environment. A strong understanding of wealth management processes, firm procedures, and client relationship management systems is essential to ensuring seamless client service and supporting the success of our advisory team.

Key Responsibilities

• Client Service: Respond to client requests, coordinate service needs, and ensure timely, accurate follow-through to deliver a high level of client satisfaction.
• Account Administration: Establish new client accounts, coordinate onboarding activities, and maintain ongoing account documentation and regulatory requirements.
• Reporting & Documentation: Review reports and system alerts, take appropriate action, and prepare client reports and meeting materials for Financial Advisors.
• Advisor Support: Provide day-to-day operational and administrative support to multiple Financial Advisors, including calendar management and meeting coordination.
• Client Relationship Management: Maintain accurate and up-to-date client information, activity records, and follow-up tasks within the CRM system.
• Financial Planning Support: Assist with financial planning activities and related client deliverables, as needed.
• Business Development Support: Follow up on marketing leads and help facilitate prospective client engagement.
• Team Collaboration: Provide backup support to the Transitions Team and assist with additional operational priorities as needed.

Qualifications & Experience

• 2-4 years of experience in wealth management, financial services, or a client service role within the financial advisory industry.
• Working knowledge of client onboarding, account opening procedures, and ongoing account maintenance.
• Ability to support multiple Financial Advisors while effectively prioritizing competing deadlines and responsibilities.
• Strong technology skills, including proficiency in Microsoft Office Suite and familiarity with other business applications.
• Experience with CRM platforms and wealth management technology preferred.
• Excellent written and verbal communication skills, with strong interpersonal and relationship-building abilities.
• Exceptional attention to detail, organizational skills, and a commitment to delivering outstanding client service.
• Demonstrated flexibility, initiative, and the ability to manage multiple projects in a dynamic team environment.
• Licensing: FINRA Series 65 or Series 66 required; candidates holding other FINRA licenses will also be considered.

What Makes You Successful in This Role

You take ownership of client needs, anticipate next steps, and follow through on commitments. You enjoy working collaboratively with Financial Advisors and colleagues, balancing detail-oriented administrative responsibilities with relationship-focused service. You are adaptable, resourceful, and motivated to help create a seamless, professional experience for every client.