Senior Client Services Associate: High-Impact Wealth

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

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.