Client Services Associate

Beacon Hill; Chicago (IL); Presencial; USD 55.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

Leave programs

Descripción de la vacante

Beacon Hill is seeking a Client Service Associate in Chicago to join its wealth management team. The role focuses on delivering exceptional client service while supporting the operational side of the business.

With 2+ years of experience in wealth management or related environments, you will process money movements, open accounts, and support advisors. Proficiency with Salesforce, Fidelity Wealthscape, and Excel is highly preferred.

Formación

• 2+ years of client service experience in wealth management, broker-dealer, or custodian environments.
• Strong attention to detail and ability to manage multiple priorities.
• Professional client communication skills.

Responsabilidades

• Process money movement requests, account openings, transfers, and account maintenance
• Support advisors with reporting, client service, and operational requests
• Maintain accurate client data across CRM, custodian, and planning systems
• Assist clients with account access and account-related inquiries
• Partner closely with advisors and team members in a collaborative environment
• Take ownership of requests and ensure timely, accurate completion

Conocimientos

Client service

Attention to detail

Communication

Multi-tasking

Herramientas

Salesforce

Fidelity Wealthscape

Excel

Descripción del empleo

A growing, collaborative RIA is seeking a Client Service Associate to join its team in Chicago. This is an excellent opportunity for someone with 2+ years of experience in a wealth management, broker-dealer, or custodian environment who enjoys delivering exceptional client service while supporting the operational side of the business.

In this role, you'll:

• Process money movement requests, account openings, transfers, and account maintenance
• Support advisors with reporting, client service, and operational requests
• Maintain accurate client data across CRM, custodian, and planning systems
• Assist clients with account access and account-related inquiries
• Partner closely with advisors and team members in a collaborative environment
• Take ownership of requests and ensure timely, accurate completion

What we're looking for:

• 2+ years of experience as a Client Service Associate or in a similar wealth management operations role
• Experience processing money movement, account transfers, and servicing requests
• Strong attention to detail and ability to manage multiple priorities
• Professional client communication skills
• Experience with Salesforce, Fidelity Wealthscape, and Excel is highly preferred

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents:

Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.

Benefits Information:

Beacon Hill offers a robust benefit package including, but not limited to,

• medical
• dental
• vision
• federal and state leave programs as required by applicable agency regulations to those that meet eligibility

Upon successfully being hired, details will be provided related to our benefit offerings.