Hybrid Wealth Management Client Services Specialist

Connect Search, LLC; Chicago (IL); Hybrid; USD 85,000 - 100,000; Full time

Benefits offered by this job

Competitive base compensation

Comprehensive medical, dental, and vision coverage

Employer-paid life insurance

Paid parental leave

401(k) plan

Paid time off

Floating holiday

Job summary

A well-established investment firm in Chicago is seeking a Wealth Management Client Service Associate. This role supports senior advisors in delivering wealth management services to ultra-high-net-worth families. The ideal candidate has at least 3 years of experience in financial planning, exceptional client service skills, and knowledge of investment concepts. This full-time position involves client interaction, preparation for meetings, and coordination with external advisors. The office setting is hybrid, located in downtown Chicago.

Qualifications

• Minimum of 3 years of experience in financial planning, family office, tax, or investment environments supporting high-net-worth clients.
• Ability to work in the U.S. without visa sponsorship.

Responsibilities

• Prepare materials for recurring client meetings.
• Attend client meetings and draft follow-up summaries.
• Execute client-approved action items.
• Review quarterly client reporting.
• Assist with customized asset allocation strategies.
• Coordinate with external advisors.

Skills

Client service commitment

Attention to detail

Analytical skills

Communication skills

Microsoft Excel proficiency

Investment concepts knowledge

Education

CPA, CFP, or MBA

Job description

A well-established investment firm in Chicago is seeking a Wealth Management Client Service Associate. This role supports senior advisors in delivering wealth management services to ultra-high-net-worth families. The ideal candidate has at least 3 years of experience in financial planning, exceptional client service skills, and knowledge of investment concepts. This full-time position involves client interaction, preparation for meetings, and coordination with external advisors. The office setting is hybrid, located in downtown Chicago.