Client Services Associate

Kovitz; Chicago (IL); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Join a forward-thinking company as a Client Service Associate, where you'll play a crucial role in supporting wealth management advisors and ensuring exceptional client experiences. This dynamic position requires a proactive problem solver with excellent communication and organizational skills. You'll manage account administration, facilitate client interactions, and collaborate with a talented team to uphold high professional standards. If you're detail-oriented and thrive in a fast-paced environment, this is the perfect opportunity to make a significant impact in the financial services industry.

Benefits

Medical, Dental & Vision Insurance

Employer-paid Disability & Life Insurance

401(k) with Profit-Sharing

Employee Wellness Reimbursement

Qualifications

• 5+ years of client service experience in wealth management or 8+ years in financial services.
• Highly detail-oriented with strong organizational skills.

Responsibilities

• Manage all aspects of account administration and client onboarding.
• Provide proactive communication to clients and resolve inquiries efficiently.

Skills

Client Service Experience

Communication Skills

Organizational Skills

Problem-Solving

Time Management

Interpersonal Skills

Analytical Skills

Education

Bachelor's Degree

Tools

Microsoft Office

Custodial Platforms

Job description

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

Base pay range

$70,000.00/yr - $90,000.00/yr

POSITION OVERVIEW

Our Client Service Associates (CSAs) are an integral part of the Wealth Management Team, providing a broad range of technical and client management support to firm senior advisors, advisors, and Kovitz clients. This role serves as a liaison between our clients, advisors, custodians, and Operations Team. Our CSA Team plays a vital role in managing client relationships, is passionate about client service, and has the highest ethical and professional standards of excellence.

A successful CSA at Kovitz is a proactive problem solver with excellent communication, organizational and time management skills. This role is ideal for a meticulous, client-focused professional who takes pride in accuracy, efficiency and delivering a white glove client experience. The right candidate thrives in a fast-paced high-performance environment and is driven to uphold the exceptional standards of our top wealth advisors and clients.

SPECIFIC JOB RESPONSIBILITIES

• Manage all aspects of account administration, including new account onboarding, transfers, money movements, closures, and client-specific updates. Proactively monitor account activity, escalate issues, and ensure timely execution while maintaining clear communication with stakeholders.
• Prepare and process alternative investment paperwork, including funding requests and capital calls.
• Coordinate with multiple custodian teams to resolve account inquiries, facilitate tax document distributions, and ensure accurate processing of client requests.
• Serve as a trusted member to the Advisor’s team, building strong relationships with clients, advisors, custodians, intermediaries, and the broader Wealth Management team.
• Collaborate regularly with advisors to align priorities, provide timely updates on client service tasks, and escalate issues as needed.
• Own the client service experience by ensuring timely, accurate processing of client requests and proactively resolving potential issues.
• Provide clear, proactive communication to internal/external clients, offering regular updates on request status to ensure a seamless experience.
• Manage sophisticated client-related inquiries with professionalism and efficiency, maintaining a solutions-oriented approach under pressure.
• Think creatively to problem solve, helping advisors and clients navigate complex situations with clarity and efficiency.
• Conduct virtual walkthroughs when needed, guiding clients through forms, portals, and complex processes to enhance understanding.
• Maintain accurate client records, ensuring data integrity across CRM, electronic files, and all other internal/external systems.
• Enhance team efficiency by contributing to training initiatives and maintaining up to date resources, including the CSA OneNote and Training Guide on an ongoing basis.
• Proactively support peers in navigating complex situations and share best practices to enhance team effectiveness.
• Participate in team meetings and firm initiatives/projects to streamline firm policies and procedures and to evolve the client experience.

PREFERRED SKILLS & EXPERIENCE

• Bachelor’s Degree with 5+ years of client service experience in wealth management or 8+ years in financial services
• A growth mindset with the ability to adapt, take initiative and anticipate needs to help the Wealth Management team solve problems and provide creative solutions.
• RIA brokerage operations experience, preferably with prior RIA end-client exposure
• Highly detail-oriented, possess strong organizational skills, and work well under pressured time constraints while meeting strict deadlines.
• Expertise in custodial platforms (NetX360, Schwab Advisor Center & Fidelity Wealthscape) preferred.
• Possess a curiosity for learning and improving upon all aspects of the position, including technological and organizational strategies.
• Ability to prioritize multiple competing tasks and demands.
• Exceptional written and verbal communication skills with the ability to convey complex information clearly and professionally.
• Strong interpersonal skills to collaborate effectively with clients, advisors and internal teams.
• Analytical and problem-solving mindset, including strong mathematical aptitude.
• Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.

ADDITIONAL ROLE INFORMATION

Job Type: Full-Time (Hybrid)

Compensation Structure: Base Salary + Bonus

Reports to: Client Service Manager

Number of Direct Reports: n/a

Location: Chicago

BENEFITS HIGHLIGHTS

• Medical, Dental & Vision w/Health Savings Incentive
• Employer-paid Disability & Life Insurance Programs
• 401(k) w/Profit-Sharing
• Employee Wellness Reimbursement

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative and Finance

• Industries

  Investment Management and Financial Services

Referrals increase your chances of interviewing at Kovitz by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Student loan assistance

Paid paternity leave

Tuition assistance

Disability insurance

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