Wealth Client Services Associate

Beacon Hill Staffing Group; Chicago (IL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Leave programs as required by law

Benefit offerings details provided toH

Job summary

Beacon Hill Staffing Group in Chicago seeks a Client Service Associate to support wealth management operations and deliver exceptional client service. The role involves processing money movements, transfers, and account maintenance while assisting advisors with reporting and client inquiries.

You will maintain accurate client data across CRM, custodian, and planning systems and collaborate closely with advisors in a team-oriented environment.

Qualifications

• 2+ years of experience in a Client Service Associate or similar wealth management operations role.
• Experience processing money movement, account transfers, and servicing requests.
• Strong attention to detail and ability to manage multiple priorities.
• Professional client communication skills.
• Experience with Salesforce, Fidelity Wealthscape, and Excel is highly preferred.

Responsibilities

• Process money movement requests, account openings, transfers, and maintenance.
• Support advisors with reporting, client service, and operational requests.
• Maintain accurate client data across CRM, custodian, and planning systems.
• Assist clients with account access and inquiries.
• Partner closely with advisors and team members in a collaborative environment.
• Take ownership of requests and ensure timely, accurate completion.

Skills

Client service

Attention to detail

Communication

Prioritization

Tools

Salesforce

Fidelity Wealthscape

Excel

Job description

Beacon Hill Staffing Group in Chicago seeks a Client Service Associate to support wealth management operations and deliver exceptional client service. The role involves processing money movements, transfers, and account maintenance while assisting advisors with reporting and client inquiries.

You will maintain accurate client data across CRM, custodian, and planning systems and collaborate closely with advisors in a team-oriented environment.