Client Services Associate

Connect Search, LLC; Chicago (IL); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Fully paid medical, dental, and vision coverage

Generous PTO

Retirement contributions

Wellness programs

Family planning benefits

Job summary

Connect Search, LLC is seeking a Client Services Associate for its Investment Services team in Chicago. The role involves managing investor relations, facilitating onboarding, and enhancing the client experience through strong relationship management.

This is an ideal position for candidates with experience in wealth management or related fields who are detail-oriented and possess excellent communication skills. The company emphasizes a hybrid work schedule and offers ample opportunities for career growth.

Qualifications

• 3+ years of experience in wealth management or related financial services.
• Experience in client onboarding and account administration.
• Ability to manage multiple priorities in a deadline-driven environment.

Responsibilities

• Serve as the primary contact for assigned intermediary and operational relationships.
• Facilitate onboarding, account setup, and related activities.
• Partner with technology teams to improve efficiency and user experience.

Skills

Attention to detail

Organizational skills

Verbal communication

Written communication

Problem-solving

Microsoft Excel

Microsoft Office

Education

Bachelor's degree

Job description

Client Services Associate – Investment Services

Leading Alternative Asset Management Platform | Chicago, IL (Hybrid)

Compensation

• Exceptional benefits package including fully paid medical, dental, and vision coverage, generous PTO, retirement contributions, wellness programs, and family planning benefits.

Work Model

• Hybrid schedule / 3 days per week in-office / Chicago-based role

Company Overview

We are partnering with a premier investment management organization that has experienced substantial growth across its investor base, product offerings, and operational platform. The firm is known for its collaborative culture, investment in employee development, and commitment to building long-term careers. The organization continues to invest heavily in technology, process improvement, and client experience initiatives, creating significant opportunities for professionals who enjoy working in highly visible, client-facing operational roles.

The Opportunity

The Client Services Associate will join a growing Investor Services organization that serves as a key liaison between investors, financial intermediaries, operations teams, and senior business leaders. This role combines relationship management, onboarding coordination, operational support, reporting, and process improvement responsibilities. The position is ideal for someone who enjoys partnering with clients, solving operational challenges, and improving the overall investor experience.

The role offers broad exposure across multiple business functions including operations, accounting, compliance, legal, technology, and investor relations.

Key Responsibilities

Client & Relationship Management

• Serve as the primary contact for assigned intermediary and operational relationships
• Build strong partnerships with advisory firms, financial institutions, custodial partners, and operational contacts
• Respond to client inquiries and coordinate issue resolution across internal teams
• Maintain ongoing communication with stakeholders regarding account activity, onboarding, and operational requests

Investor Onboarding & Account Administration

• Facilitate onboarding, account setup, ownership changes, transfers, and related activities
• Coordinate documentation requirements and onboarding workflows
• Support account maintenance and operational processing requests
• Ensure accurate collection, review, and maintenance of investor records and documentation
• Monitor onboarding timelines and drive timely completion of outstanding items

Cross-Functional Collaboration

• Partner closely with accounting, tax, legal, compliance, operations, and technology teams
• Coordinate reporting requests and operational support activities
• Assist with maintaining data integrity and reporting accuracy across systems
• Support ongoing operational initiatives and business priorities

Strategic Projects & Process Improvement

• Participate in onboarding enhancements and workflow optimization initiatives
• Assist with implementation of new platforms, integrations, and reporting solutionsPartner with technology teams to improve efficiency and user experience
• Identify opportunities to improve controls, processes, and service delivery
• Support ad hoc projects and strategic initiatives as needed

Ideal Candidate Profile

• Bachelor's degree required
• 3+ years of experience in wealth management, asset management, custody services, investor services, broker-dealer operations, transfer agency, or related financial services environments
• Experience supporting client onboarding, account administration, investor servicing, or relationship management activitiesStrong attention to detail and organizational skillsAbility to manage multiple priorities in a deadline-driven environment
• Excellent verbal and written communication skills
• Strong problem-solving mindset and ability to work independently
• Proficiency in Microsoft Excel and Microsoft Office products

Preferred Backgrounds

• Wealth management firms
• RIAs
• Asset managers
• Custodians
• Broker-dealers
• Investor services organizations
• Transfer agency operations

Candidates with experience supporting investor onboarding, client reporting, account maintenance, subscriptions, transfers, or operational relationship management will align particularly well with the responsibilities of this position.

Why This Opportunity

• Highly visible role supporting a growing investment platform
• Significant interaction with clients, advisors, and financial intermediaries
• Exposure to operations, technology, compliance, accounting, and investor-facing teams
• Opportunity to lead process improvements and strategic initiatives
• Strong internal mobility and long-term career growth opportunities
• Collaborative culture focused on mentorship, development, and professional advancement
• Stable organization with continued investment in people, technology, and operational excellence