Senior Client Services Associate

Beacon Hill; Chicago (IL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Leave programs

Job summary

Beacon Hill, a growing independent wealth management firm, seeks a highly organized Senior Client Services Associate to partner directly with the Founder and help drive day-to-day operations, client service, and key initiatives in Chicago. You will manage priorities, support client communications and meeting preparation, and contribute to process improvements—owning high-visibility initiatives in a collaborative, growth‑minded culture.

Qualifications

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

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

Wealth management experience

Organization

Attention to detail

Independent work

Project management

Job description

A growing independent wealth management firm is seeking a highly organized and proactive Senior Client Services Associate to partner directly with the Founder and help drive day-to-day operations, client service, and key initiatives.

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

Qualifications:

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

Why Join?

• Direct exposure to firm leadership
• High-impact role with significant visibility
• Collaborative culture and strong work-life balance
• Competitive compensation, bonus potential, and long-term growth opportunities

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Benefits Information:

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.