Senior Private Wealth Client Advisor

Innovative Signal Analysis, Inc.; Chicago (IL); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Medical, prescription drug, dental and

Vision insurance

Paid time off

Profit sharing plan

401k plan

Tuition reimbursement

Commuter benefits

Holistic wellness benefits

Volunteer programs

Job summary

Harris Associates L.P. in Chicago seeks a Senior Client Service Associate for Private Wealth Management. The role supports the Portfolio Management team to deepen client relationships and deliver expert service to high-net-worth clients.

You will attend client meetings, prepare meeting materials, and coordinate onboarding while collaborating with internal units to tailor investment solutions. Strong communication and CRM proficiency are essential.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or related field.
• 3–5 years of PWM client-facing experience with high-net-worth individuals.
• Knowledge of investment products and terminology in PWM environment.
• Strong project management and organizational skills.
• Attention to detail with ability to handle confidential tasks.
• Ability to work independently and in a team, managing multiple deadlines.
• Strong analytical and independent judgment to resolve client issues.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office and CRM platforms.

Responsibilities

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

Skills

Project management

Organizational skills

Attention to detail

Independent work

Team collaboration

Analytical skills

Communication skills

CRM platforms

Microsoft Office

Education

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

Tools

Microsoft Office

CRM platforms

Job description

Harris Associates L.P. in Chicago seeks a Senior Client Service Associate for Private Wealth Management. The role supports the Portfolio Management team to deepen client relationships and deliver expert service to high-net-worth clients.

You will attend client meetings, prepare meeting materials, and coordinate onboarding while collaborating with internal units to tailor investment solutions. Strong communication and CRM proficiency are essential.