Client Services Associate

LHH; Chicago (IL); Hybrid; USD 80,000 - 100,000; Full time

Job summary

Join a fast-growing wealth management firm as a Client Service Associate. This role is perfect for someone with a strong work ethic and a passion for providing exceptional service to high net worth clients. You will assist in onboarding, prepare reports, and work closely with advisors to develop financial strategies. This innovative firm values diversity and offers a hybrid work schedule, making it an exciting opportunity for those looking to thrive in the financial services industry.

Qualifications

• Minimum of 1 year in the financial service industry required.
• Strong work ethic and desire to provide top-notch client service.

Responsibilities

• Provide exceptional client service to high net worth individuals.
• Build and maintain relationships with clients and advisors.

Skills

Excellent communication skills

Attention to detail

Organizational skills

Client service orientation

Education

Bachelor's degree in finance

Bachelor's degree in business

Job description

This range is provided by LHH. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Matchmaker- Helping top talent find exceptional careers (LHH Formerly Parker + Lynch)

Job Title: Client Service Associate - Wealth Management Firm

Location: Chicago, IL

Job Type: Full-time with a hybrid schedule

Experience Required: Minimum of 1 year in the financial service industry

Job Summary:

We are a fast-growing wealth management firm seeking a Client Service Associate to join our team. The ideal candidate will have a minimum of 1 year of industry experience, a strong work ethic, excellent communication skills, and a desire to provide top-notch client service.

Responsibilities:

1. Provide exceptional client service to high net worth individuals and families
2. Build and maintain relationships with clients and advisors
3. Prepare client reports and account statements
4. Assist with client onboarding and account maintenance
5. Work closely with advisors to develop financial plans and investment strategies
6. Resolve client inquiries and concerns in a timely and professional manner
7. Coordinate with internal departments to ensure seamless client service delivery

Requirements:

1. Bachelor's degree in finance, business, or related field
2. Minimum of 1 year of experience in the financial industry, preferably in wealth management
3. Strong attention to detail and organizational skills
4. Excellent verbal and written communication skills
5. Ability to work in a fast-paced environment and manage multiple priorities

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Seniority level

Associate

Employment type

Full-time

Job function

General Business