Senior Private Wealth Client Advisor

Harris | Oakmark; Chicago (IL); In loco; USD 110.000 - 140.000; Tempo pieno

Descrizione del lavoro

Harris Associates L.P. is seeking a Senior Client Service Associate to support the Private Wealth Management team in Chicago.

You will manage the full lifecycle of client relationships and collaborate with portfolio managers to deliver tailored wealth solutions for high-net-worth clients. The role requires 3–5 years of PWM experience, strong communication and organizational skills, and the ability to work independently within a collaborative team.

Competenze

• Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a related field.
• Strong project management and organizational skills.
• Excellent attention to detail and the ability to perform a wide variety of complex tasks with speed and accuracy.
• Strong analytical skills and sound independent judgment to solve client issues.
• Excellent verbal and written communication skills and the ability to communicate constructively within the department and the firm.

Mansioni

• Develop, manage, and expand private wealth relationships with existing and prospective clients.
• Attend and contribute to client meetings and discussions covering investment strategy, account performance, new products, and market developments to promote growth and strengthen client relationships.
• Partner with internal business units and subject matter experts to deliver comprehensive solutions and address client needs.
• Prepare materials for client meetings, reviews, due diligence meetings, and prospect presentations.
• Own and manage the client onboarding experience.
• Develop, implement, and monitor the team’s client service model.

Conoscenze

Client relationships

Project management

Organizational skills

Attention to detail

Analytical skills

Communication skills

CRM familiarity

MS Office

Teamwork

Independence

Formazione

Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or related field

Strumenti

CRM platforms

Microsoft Office

Descrizione del lavoro

Harris Associates L.P. is seeking a Senior Client Service Associate to support the Private Wealth Management team in Chicago.

You will manage the full lifecycle of client relationships and collaborate with portfolio managers to deliver tailored wealth solutions for high-net-worth clients. The role requires 3–5 years of PWM experience, strong communication and organizational skills, and the ability to work independently within a collaborative team.