Operations Associate Job Description

Chicagopartnersllc; Chicago, Northern (IL, KY); Hybrid; USD 54,000 - 75,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with firm contribution

Professional development support

Direct access to firm leadership

Job summary

Chicago Partners Wealth Advisors in Chicago seeks an Operations Associate to support client service requests, alternative investment processing, and account maintenance in a hands-on, in-person role with senior operations staff and wealth advisors. This is ideal for a recent graduate or early-career professional aiming to learn the inner workings of an RIA.

You will gain exposure to regulatory requirements, workflow improvements, and collaboration across teams in a growing wealth management

Qualifications

• Bachelor's degree in Business, Finance, Economics, Operations Management, or related field.
• 0–2 years of professional experience.
• Proficiency with Microsoft Office Suite — Excel, Word, and Outlook (Required)

Responsibilities

• Respond to client and advisor requests, supporting a wide range of operational tasks across the firm
• Assist with the lifecycle of alternative investment transactions, including new subscriptions, capital calls, registration maintenance, and exemptions
• Maintain accurate client records and ensure data integrity across operational systems and platforms
• Help execute account opening, transfer, and maintenance processes from initiation through completion
• Contribute to projects aimed at improving and enhancing company workflows and operational efficiency
• Learn and apply relevant regulatory requirements, compliance procedures, and industry best practices
• Collaborate with senior team members to ensure consistency and accuracy in operational execution

Skills

Detail-oriented

Analytical

Communication skills

Team player

Adaptability

Education

Bachelor's degree in Business, Finance, Economics, Operations Management, or related field

Tools

Microsoft Office Suite (Excel, Word, Outlook)

Job description

Operations Associate, Chicago Partners Wealth Advisors

Operations Associate

About the Role

We are a growing Registered Investment Advisor (RIA) seeking a detail-oriented and motivated Operations Associate to join our team in Chicago. This is an ideal opportunity for a recent graduate or someone early in their career who is eager to learn the inner workings of a wealth management firm and build a strong foundation in financial operations.

This is a hands-on role where you’ll support core operational functions including client service requests, alternative investment processing, account maintenance, and workflow execution. You’ll work directly with senior operations team members and wealth advisors, gaining real exposure to how an RIA serves its clients and runs its day-to-day business.

This is a fully in-person role based in our Chicago office, an environment we believe fosters faster learning and stronger collaboration for early-career professionals.

Introduction to the Role

What You'll Do

• Respond to client and advisor requests, supporting a wide range of operational tasks across the firm
• Assist with the lifecycle of alternative investment transactions, including new subscriptions, capital calls, registration maintenance, and exemptions
• Maintain accurate client records and ensure data integrity across operational systems and platforms
• Help execute account opening, transfer, and maintenance processes from initiation through completion
• Contribute to projects aimed at improving and enhancing company workflows and operational efficiency
• Learn and apply relevant regulatory requirements, compliance procedures, and industry best practices
• Collaborate with senior team members to ensure consistency and accuracy in operational execution

Candidates

Who You Are

• A detail-oriented self-starter who takes ownership of tasks from start to finish
• Strong analytical and problem-solving skills — you enjoy working through processes and finding ways to improve them
• Excellent written and verbal communication skills, with the ability to interact professionally with clients and advisors at all levels
• Comfortable working in a fast-paced environment with shifting priorities
• Curious about financial services and motivated to build a long-term career in operations
• Team-oriented and thrives in a collaborative, growing firm environment

Candidate Requirements

Requirements

• Bachelor's degree in Business, Finance, Economics, Operations Management, Business Analytics, or a related field
• 0–2 years of professional experience
• Proficiency with Microsoft Office Suite — Excel, Word, and Outlook (Required)
• Strong work ethic and a willingness to learn and adapt to new technologies

Optional Background

Preferred Qualifications

• Internship or work experience in a business, financial services, or professional services environment (Preferred)
• Exposure to the wealth management, RIA, or broader financial services industry (Preferred)
• Familiarity with AI tools and large language models (e.g., ChatGPT, Claude) (Preferred)
• Exposure to CRM or portfolio management platforms (e.g., Salesforce, Redtail, Wealthbox, Tamarac, or Orion)
• Familiarity with custodial platforms (e.g., Schwab, Fidelity)
• Basic understanding of alternative investments and related operational processes
• Coursework or interest in regulatory compliance within financial services is a plus

Additional Benefits

• Health, dental, and vision insurance
• 401(k) with firm contribution
• Professional development and continuing education support
• Collaborative, entrepreneurial culture with direct access to firm leadership