Senior Client Services Lead, Wealth Management Ops

Beacon Hill Staffing Group, LLC; Chicago (IL); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Direct exposure to firm leadership

Work-life balance

Competitive compensation with bonus

Job summary

Beacon Hill Staffing Group, LLC is seeking 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.

Responsibilities include managing priorities, supporting client communications, meeting preparation, and workflow management, while driving efficiency across the firm. 3–5+ years in wealth management preferred; entrepreneurial environment experience valued.

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.

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

Client service

Operations support

Administrative support

Attention to detail

Organizational skills

Independent work

Job description

Beacon Hill Staffing Group, LLC is seeking 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.

Responsibilities include managing priorities, supporting client communications, meeting preparation, and workflow management, while driving efficiency across the firm. 3–5+ years in wealth management preferred; entrepreneurial environment experience valued.