Wealth Advisory Client Services Specialist - Hybrid

Mom Corps; Chicago (IL); Hybrid; USD 70,000 - 75,000; Full time

Benefits offered by this job

Hybrid work from home and office

401(k) match and profit sharing

Medical, dental, and vision insurance

Paid time off

Firm-wide development and socialevents

Job summary

Mom Corps, a wealth advisory-focused firm in Chicago, seeks a Client Service Associate for a direct-hire, hybrid role. You will deliver customized services to ultrahigh-net-worth clients, coordinating between advisors and families to ensure seamless experiences.

The role emphasizes accuracy, efficiency, and a compassionate approach, with collaboration across teams to streamline processes and elevate client outcomes. A bachelor’s degree and several years of experience are required.

Qualifications

• Requires a bachelor’s degree and at least three years of post-undergraduate experience.
• Experience with custodian paperwork and platforms, preferably Charles Schwab.
• Proficiency with CRM systems such as Advisor Engine and strong communication skills.

Responsibilities

• Schedule client meetings and prepare custodian paperwork and money movements.
• Serve as primary client contact for custodian and administrative requests.
• Support billing, onboarding/offboarding, and office operations as needed.
• Execute client workflows using CRM and reporting platforms.

Skills

Organizational skills

Attention to detail

Communication

Problem-solving

Team collaboration

Flexibility

Education

Bachelor's degree

3+ years post-undergraduate experience

Tools

Advisor Engine CRM

Charles Schwab platform

Job description

Mom Corps, a wealth advisory-focused firm in Chicago, seeks a Client Service Associate for a direct-hire, hybrid role. You will deliver customized services to ultrahigh-net-worth clients, coordinating between advisors and families to ensure seamless experiences.

The role emphasizes accuracy, efficiency, and a compassionate approach, with collaboration across teams to streamline processes and elevate client outcomes. A bachelor’s degree and several years of experience are required.