Right-Hand Client Services Lead, Wealth Management

Beacon Hill; Chicago (IL); On-site; USD 80,000 - 105,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid time off

Job summary

Beacon Hill seeks a highly organized Senior Client Services Associate to partner with the Founder and help drive day-to-day operations, client service, and key initiatives from our Chicago office.

You will serve as the Founder’s trusted right-hand, manage priorities and projects, support client communications and meeting prep, and refine processes to boost operational efficiency. This role offers direct leadership exposure and opportunities for long-term growth.

Qualifications

• 3–5+ years in wealth management, private wealth, RIA, or financial advisory environments
• Background in client service, operations, or admin/advisor support
• Strong attention to detail, organization and follow-through
• Ability to work independently in an entrepreneurial environment

Responsibilities

• Act as a trusted right-hand partner to the Founder
• Manage priorities, projects, and follow-up items
• Support client communications, meeting preparation, and workflow management
• Assist with client service and operational processes
• Help improve processes and drive organizational efficiency

Skills

Client service

Operations

Attention to detail

Independence

Job description

Beacon Hill seeks a highly organized Senior Client Services Associate to partner with the Founder and help drive day-to-day operations, client service, and key initiatives from our Chicago office.

You will serve as the Founder’s trusted right-hand, manage priorities and projects, support client communications and meeting prep, and refine processes to boost operational efficiency. This role offers direct leadership exposure and opportunities for long-term growth.