Senior Client Services Associate

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

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.