Senior Client Service Associate - Private Wealth Management

Harris | Oakmark; Chicago (IL); On-site; USD 110,000 - 140,000; Full time

Job summary

Harris Associates L.P. is seeking a Senior Client Service Associate to support the Private Wealth Management team in Chicago.

You will manage the full lifecycle of client relationships and collaborate with portfolio managers to deliver tailored wealth solutions for high-net-worth clients. The role requires 3–5 years of PWM experience, strong communication and organizational skills, and the ability to work independently within a collaborative team.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a related field.
• Strong project management and organizational skills.
• Excellent attention to detail and the ability to perform a wide variety of complex tasks with speed and accuracy.
• Strong analytical skills and sound independent judgment to solve client issues.
• Excellent verbal and written communication skills and the ability to communicate constructively within the department and the firm.

Responsibilities

• Develop, manage, and expand private wealth relationships with existing and prospective clients.
• Attend and contribute to client meetings and discussions covering investment strategy, account performance, new products, and market developments to promote growth and strengthen client relationships.
• Partner with internal business units and subject matter experts to deliver comprehensive solutions and address client needs.
• Prepare materials for client meetings, reviews, due diligence meetings, and prospect presentations.
• Own and manage the client onboarding experience.
• Develop, implement, and monitor the team’s client service model.

Skills

Client relationships

Project management

Organizational skills

Attention to detail

Analytical skills

Communication skills

CRM familiarity

MS Office

Teamwork

Independence

Education

Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or related field

Tools

CRM platforms

Microsoft Office

Job description

At Harris, the true value of what makes us successful is found in our people. It is our unique mix of cultures, experiences, beliefs and backgrounds that sets Harris apart from the rest. We constantly strive to cultivate, nurture and amplify an unparalleled environment, where we value intellectual curiosity and uniqueness of thought. Inclusion is embedded in the very fabric of our culture of collaboration and openness.

We understand that a job description only tells one part of a broader story, and Harris is seeking dynamic candidates who can add to our best-in-class environment. We recognize that qualifications can be gained through both traditional and non-traditional paths, and we are committed to considering candidates who possess the potential to be excellent in this role regardless of prior experiences.

Therefore we encourage ALL interested individuals to submit their applications, even if they do not meet every requirement outlined in the job description.

The Position

The Private Wealth Management (PWM) team works with high-net-worth individuals, families and related institutions, building customized separate account portfolios around each client’s objectives, risk tolerance, income needs, liquidity and time horizon — with a focus on capital preservation and long-term growth.

The Senior Client Service Associate is responsible for the full life cycle of a relationship and supports the Portfolio Management team to further develop and enhance existing client relationships. Our goal is to provide an exceptional client experience by serving as a strategic and trustworthy partner to maintain long-term relationships with clients.

Responsibilities

• Develop, manage, and expand private wealth relationships with existing and prospective clients
• Attend and contribute to client meetings and discussions covering investment strategy, account performance, new products, and market developments to promote growth and strengthen client relationships
• Partner with internal business units and subject matter experts to deliver comprehensive solutions and address client needs
• Prepare materials for client meetings, reviews, due diligence meetings, and prospect presentations
• Own and manage the client onboarding experience
• Develop, implement, and monitor the team’s client service model

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a related field
• Minimum 3-5 years of prior experience in Private Wealth Management (PWM), in a client-facing role working directly with high-net-worth individuals and families
• Demonstrated knowledge of investment products, services and terminology, gained within a PWM or comparable private client environment
• Strong project management and organizational skills
• Excellent attention to detail and the ability to perform a wide variety of complex and confidential tasks with speed and accuracy
• Ability to work independently and in a team environment, managing multiple and conflicting deadlines with initiative and adaptability
• Strong analytical skills and sound independent judgment to solve client issues
• Excellent verbal and written communication skills and the ability to communicate constructively within the department and the firm
• Proficient with Microsoft Office applications and CRM platforms

We offer a comprehensive benefits package designed to integrate life and work and to support our employees and their families. Benefits include, but are not limited to; medical, prescription drug, dental and vision insurance, paid time off, profit sharing plan, 401k plan, tuition reimbursement, commuter and holistic wellness benefits along with volunteer programs.

Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. If hired, base pay will be determined on an individualized basis and is only one part of the total compensation package, which, depending on the position, may also include a discretionary performance bonus and other Harris sponsored benefit programs.

Expected range for this Chicago-based role

$110,000 - $140,000 USD

Equal Employment Opportunity Policy Statement

Harris Associates L.P. pursues a policy of equal opportunity in all areas of employment including recruitment, hiring, training, compensation, benefits, advancement, and treatment on the job. This means that Harris does not discriminate against employees, or qualified applicants, based on an individual's race, color, religion, creed, sex, age, national origin, physical disability, sexual orientation, trans-gender status, transsexual status, status as a veteran or disabled veteran, genetic information or for any other reason prohibited by law. Harris reserves the right to review publicly available information about applicants (i.e., via social networking sites), to the extent permissible under applicable law.

Reasonable Accommodation Notice

We provide reasonable accommodation for individuals with disabilities and disabled veterans in job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the alternative email address below to contact us about your interest in employment at [e-mail] or you can call us at 312-646-3600.

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