Senior Enterprise Services Associate

GeoWealth Management, LLC; Chicago, Northern (IL, KY); Hybrid; USD 83,000 - 110,000; Full time

Benefits offered by this job

Hybrid work schedule

Casual work environment

Performance bonus

Free on-site gym

Weekly catered lunches

Stocked kitchen

401(k) with company match

Job summary

GeoWealth is seeking a Senior Enterprise Services Associate to support large client relationships, serving as the primary contact for onboarding, training, and ongoing adoption of our fintech platform. You will educate clients, troubleshoot issues, and coordinate with internal teams to ensure a positive client experience.

The role requires strong client service, platform knowledge (TAMP), and experience with financial advisors at RIAs.

Qualifications

• Minimum 5 years in a client-facing or client support role in financial services.
• Experience with financial services platforms and platforms adoption is a plus.
• Experience working with financial advisors at an RIA is required.
• Strong organizational and interpersonal communication abilities.

Responsibilities

• Serve as primary contact for support, training, and adoption of the fintech platform.
• Educate clients on platform capabilities and drive usage improvements.
• Provide first-line support via calls, email, and platform walkthroughs.
• Troubleshoot issues and coordinate with internal teams as needed.
• Configure platform settings including permissions and workflows.
• Act as SME on platform functionality for clients and internally.
• Build relationships with external business partners.

Skills

Client-facing experience

SaaS/fintech exposure

RIAs experience

TAMP knowledge

Financial custodians familiarity

Communication skills

Detail-oriented

Proactive ownership

MS Office / Excel

Education

Finance/Business/Accounting degree

Tools

TAMP platform

Custodians (Schwab, Fidelity, Pershing)

MS Outlook

Job description

GeoWealth’s Home Office is located at 444 N. Michigan Ave., Suite 3150, Chicago, IL 60611. This position may also be located at our satellite office in Oak Brook, IL.

SCHEDULE:

Employees are expected to maintain a hybrid in-office schedule.

SALARY RANGE:

This is an estimated range based on the circumstances at the time of posting, however, may change based on a combination of factors, including but not limited to skills, experience, education, market factors, geographical location, budget, and demand.

OVERVIEW

GeoWealth is a Chicago-based fintech firm that offers an award-winning digital advisory platform, including Turnkey Asset Management Platform (“TAMP”) capabilities. We deliver a comprehensive and fully integrated wealth management technology platform to professionals in the financial services industry.

ABOUT THE ROLE

The Senior Enterprise Services Associate will develop an in-depth knowledge of our technology platform and daily operations to best serve our clients. You will be responsible for ensuring a positive experience for all new and existing Enterprise-sized clients. The successful candidate will be a self-starter with a positive attitude and ability to be a team player.

RESPONSIBILITIES

The Senior Enterprise Service Associate will support large client relationships, serving as the primary contact for support, training, and adoption of our fintech platform.

• Educate clients on GeoWealth’s platform capabilities and help increase platform usage and promote user efficiencies.
• Provide support to clients as the first line of contact for calls, email communications, and web-based platform walkthroughs and trainings.
• Troubleshoot client issues to resolve and/or coordinate and elevate appropriately within internal teams including Relationship Management/Operations/Product.
• Build and maintain platform configuration settings including user permissioning, custom service request, and workflows.
• Act as a Subject Matter Expert both internally and externally on platform functionality.
• Build and strengthen relationships with external business partners.

SKILLS, KNOWLEDGE AND EXPERIENCE

• Minimum of 5 years of experience in a client-facing and/or client support role in financial services.
• Experience at a SaaS, fintech or wealthtech firm is a plus.
• Experience working with Financial Advisors at a Registered Investment Advisory Firm (RIA) REQUIRED.
• Experience working with a Turnkey Asset Management Platform (TAMP) and/or financial custodians preferred.
• Strong organizational and interpersonal communication skills with the ability to communicate professionally across email, phone, and in-person.
• Extremely detail-oriented, resourceful, and able to multi-task effectively while operating on tight deadlines.
• Proven client service skills with a proactive approach, and ability to take ownership of issues as they arise.
• Creative problem solving and decision making with a focus on clients.
• General knowledge of financial back-office operations and processing.
• Comprehensive understanding of custodians (Charles Schwab, Fidelity, Pershing) encompassing a deep knowledge of their services, platforms, and the management of investment accounts.
• Team player who is willing to build relationships and work both individually and in a collaborative approach.
• Experience with Microsoft Office Suite and Outlook. Strong Excel skills a plus.
• Enjoys learning about and working with technology and can handle a fast-paced environment.
• Preferred bachelor’s degree, ideally in Finance, Business, or Accounting.

GeoWealth is an equal employment opportunity employer and does not discriminate in its employment decisions on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, physical or mental disability, or on any other basis that would be in violation of any applicable federal, state or local law. Any offer of employment is contingent upon a background check.

COMPANY CULTURE & PERKS – HIGHLIGHTS

• Casual work environment with fun, hard-working, and open-minded coworkers
• Competitive salary with opportunity for performance-based annual bonus
• Opportunities to up-skill, explore new responsibilities, and network across departments
• Defined and undefined career pathways allowing you to grow your own way
• Flexible PTO and work schedule to ensure our team balances work and life
• Hybrid work schedule, with three days in the office and two days working from home
• Maternity and paternity leave

Taking Care of Your Future

• Medical, Dental, and Vision, Disability insurance
• Free access to Spring Health, a comprehensive mental health solution
• 401(k) with company match and a broad selection of investments
• Voluntary insurance: short-term disability, long-term disability, and life insurance
• FSA and transit benefits for employees that contribute pre-tax dollars

Other Fun Stuff

• Modern office space on Chicago’s Magnificent Mile with free on-site gym and nearby parking
• Weekly catered lunches in the Chicago office, plus monthly happy hours
• Stocked kitchen in Chicago with snacks and drinks
• GeoWealth was recognized as “Best Place to Work” by Purpose Job’s 2025, 2024 and 2022
• GeoWealth was recognized as “Best Place to Work” by Built In in 2024, 2023 and 2022

About Team GeoWealth

Meet Our Team

We are a growing, dynamic team seeking to make an impact on the future of the financial services industry. Headquartered in Chicago, GeoWealth represents 100+ passionate, advisor-focused fintech professionals.