Senior Client Service Associate - Private Wealth Management

Innovative Signal Analysis, Inc.; Chicago (IL); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Medical, prescription drug, dental and

Vision insurance

Paid time off

Profit sharing plan

401k plan

Tuition reimbursement

Commuter benefits

Holistic wellness benefits

Volunteer programs

Job summary

Harris Associates L.P. in Chicago seeks a Senior Client Service Associate for Private Wealth Management. The role supports the Portfolio Management team to deepen client relationships and deliver expert service to high-net-worth clients.

You will attend client meetings, prepare meeting materials, and coordinate onboarding while collaborating with internal units to tailor investment solutions. Strong communication and CRM proficiency are essential.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or related field.
• 3–5 years of PWM client-facing experience with high-net-worth individuals.
• Knowledge of investment products and terminology in PWM environment.
• Strong project management and organizational skills.
• Attention to detail with ability to handle confidential tasks.
• Ability to work independently and in a team, managing multiple deadlines.
• Strong analytical and independent judgment to resolve client issues.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office and CRM platforms.

Responsibilities

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

Skills

Project management

Organizational skills

Attention to detail

Independent work

Team collaboration

Analytical skills

Communication skills

CRM platforms

Microsoft Office

Education

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

Tools

Microsoft Office

CRM platforms

Job description

Senior Client Service Associate - Private Wealth Management

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.

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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Confidential Self-ID Questions

Harris Associates is committed to providing equal employment opportunity to applicants and employees regardless of race, color, religion, gender, sexual orientation, pregnancy, gender identity, national origin, age, disability (including association with a person with a disability), genetic information, veteran status, military status, marital status, order of protection status, unfavorable military discharge, arrest record (or criminal history record ordered expunged, sealed, or impounded), and conviction record (subject to applicable legal exceptions), or any other characteristic protected by applicable law.

The Firm also prohibits, consistent with Illinois law, discrimination based on traits associated with race, including, but not limited to, hair texture and protective hairstyles such as braids, locks, and twists. The Firm interprets these protected statuses broadly to include both the actual status and any perceptions and assumptions made regarding these statuses. This policy applies to all aspects of employment, including but not limited to recruitment and hiring, transfers, promotions, compensation, benefits, training, discipline, termination and all other terms and conditions of employment.

To enable us to evaluate the effectiveness of our equal employment opportunity policy and diversity, equity, and inclusion initiatives, we ask you to complete the self‑identification survey below. This information will be treated as confidential and in accordance with the Firm’s Privacy Policy. Data collected will be used on a no‑name basis for monitoring and reporting requirement purposes only.

DISABILITY STATUS: You are considered to have a disability if you have a physical or mental impairment or medical condition that substantially limits a major life activity, or if you have a history or record of such an impairment or medical condition.

Disabilities include, but are not limited to: Autism, Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, or HIV/AIDS. Blind or low vision, Cancer, Cardiovascular or heart disease, Celiac disease, Cerebral palsy, Deaf or hard of hearing, Depression or anxiety, Diabetes, Epilepsy, Gastrointestinal disorders, for example, Crohn's Disease, or irritable bowel syndrome, Intellectual disability, Missing limbs or partially missing limbs. Nervous system condition for example, migraine headaches, Parkinson’s disease, or Multiple sclerosis. Psychiatric conditions, for example, bipolar disorder, schizophrenia, PTSD, or major depression.