UHNW Wealth Client Service Associate

Windward Recruiting; Chicago (IL); On-site; USD 60,000 - 80,000; Full time

Job summary

Windward Recruiting is looking for a detail-oriented Client Service Associate to provide comprehensive wealth management services to ultra-high-net-worth families in Chicago, Illinois. The role involves organizing client meetings, monitoring action items, and collaborating with various financial experts.

Candidates must have a Bachelor's degree in a relevant field and at least 3 years of experience in financial services, with strong analytical and communication skills. A competitive salary and bonus structure is included.

Qualifications

• Minimum 3 years of experience in financial services, tax, family office, or investment with high net-worth families.
• CFP, CPA, or MBA a plus.
• Strong commitment to providing exceptional client service.

Responsibilities

• Organize materials for client meetings.
• Monitor and implement client-agreed action items.
• Collaborate with clients' experts for planning goals.

Skills

Client service orientation

Analytical skills

Attention to detail

Communication skills

Proficiency in Excel

Education

Bachelor's degree in financial services or relevant field

Tools

Microsoft Office

Job description

Windward Recruiting is looking for a detail-oriented Client Service Associate to provide comprehensive wealth management services to ultra-high-net-worth families in Chicago, Illinois. The role involves organizing client meetings, monitoring action items, and collaborating with various financial experts.

Candidates must have a Bachelor's degree in a relevant field and at least 3 years of experience in financial services, with strong analytical and communication skills. A competitive salary and bonus structure is included.