Wealth Client Services & Operations Analyst

Gresham Partners LLC; Chicago (IL); On-site; USD 59,000 - 72,000; Full time

Job summary

Gresham Partners LLC in Chicago seeks a Client Service Analyst to provide operational support for ultra-high-net-worth clients. This non‑client‑facing role focuses on CRM, Fidelity filings, and investor relations tasks under Associate guidance.

Responsibilities include processing investment moves, updating allocations, preparing reports, and handling monthly wires and capital calls. The role requires a finance-related degree, 1–2 years in financial services, and strong organizational skills.

Qualifications

• Bachelor's degree in finance, accounting or economics preferred.
• 1-2 years prior work experience in financial services, banking, or related field.
• Strong Microsoft Office and SharePoint experience.
• Customer service, attention to detail, and ability to multi-task under deadlines.

Responsibilities

• Enter investment/withdrawal/transfer recommendations.
• Update target allocation, interim allocation, and discretionary ranges.
• Assist in running reports for client meeting books and cash flow.
• Prepare Fidelity paperwork (e.g. account applications, standing letters of instruction, transactions, etc.).
• Process and reconcile monthly investment wires and quarterly capital calls.
• Respond to Client Service requests to process and facilitate money movements including wires, electronic funds transfers, journals, DTC and ACAT transfers.
• Submit Fidelity paperwork and track to ensure action has been completed.
• Reconcile transfer activity, including position and cost basis.
• Maintain accounts and resolve set-up issues.
• Gather and create metrics for senior management.
• Prepare and track Gresham partnerships subscription documents for Client Service.

Skills

Customer service

Communication skills

Organization

Attention to detail

Confidentiality

Teamwork

Education

Bachelor's degree in finance, accounting or economics

Tools

Microsoft Office

Adobe Acrobat

SharePoint

Job description

Gresham Partners LLC in Chicago seeks a Client Service Analyst to provide operational support for ultra-high-net-worth clients. This non‑client‑facing role focuses on CRM, Fidelity filings, and investor relations tasks under Associate guidance.

Responsibilities include processing investment moves, updating allocations, preparing reports, and handling monthly wires and capital calls. The role requires a finance-related degree, 1–2 years in financial services, and strong organizational skills.