Wealth Management Client Service Associate

Connect Search, LLC

Chicago (IL)

Hybrid

USD 85,000 - 100,000

Full time

14 days+

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Benefits offered by this job

Competitive base compensation

Comprehensive medical, dental, and vision coverage

Employer-paid life insurance

Paid parental leave

401(k) plan

Paid time off

Floating holiday

Job summary

A well-established investment firm in Chicago is seeking a Wealth Management Client Service Associate. This role supports senior advisors in delivering wealth management services to ultra-high-net-worth families. The ideal candidate has at least 3 years of experience in financial planning, exceptional client service skills, and knowledge of investment concepts. This full-time position involves client interaction, preparation for meetings, and coordination with external advisors. The office setting is hybrid, located in downtown Chicago.

Qualifications

Minimum of 3 years of experience in financial planning, family office, tax, or investment environments supporting high-net-worth clients.
Ability to work in the U.S. without visa sponsorship.

Responsibilities

Prepare materials for recurring client meetings.
Attend client meetings and draft follow-up summaries.
Execute client-approved action items.
Review quarterly client reporting.
Assist with customized asset allocation strategies.
Coordinate with external advisors.

Skills

Client service commitment

Attention to detail

Analytical skills

Communication skills

Microsoft Excel proficiency

Investment concepts knowledge

Education

CPA, CFP, or MBA

Job description

Wealth Management Client Service Associate

This range is provided by Connect Search, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$85,000.00/yr - $100,000.00/yr

Additional compensation types

Annual Bonus

A well-established, Chicago-based investment and wealth management firm is seeking a Client Services Associate to support senior advisors serving sophisticated, ultra-high-net-worth families.

This role is ideal for a detail-oriented professional who enjoys client interaction, complex planning coordination, and working in a highly collaborative, high-touch advisory environment.

Position Overview

The Client Services Associate will work closely with Client Advisors to deliver comprehensive wealth management services. Responsibilities span client meeting preparation, ongoing service execution, investment documentation, reporting, and coordination with external advisors. This is a client-facing role with meaningful exposure to investment strategy, asset allocation, and long-term wealth planning.

Key Responsibilities

Prepare materials for recurring client meetings (typically 2–4 per year)
Attend client meetings (local and occasional travel) and draft follow-up summaries and action items
Track and execute client-approved action items, including coordination of investment documentation
Review quarterly client reporting and participate in client review calls
Assist with customized asset allocation and wealth transfer strategies
Coordinate with external tax, legal, and other professional advisors
Support preparation of new business and client presentation materials
Contribute to internal initiatives and firm projects as needed

Qualifications & Skills

Strong commitment to exceptional client service
High attention to detail, accuracy, and follow-through
Solid analytical and problem-solving skills
Excellent written and verbal communication abilities
Proficiency in Microsoft Office, particularly Excel
Working knowledge of investment concepts and multiple asset classes, including alternatives
Ability to work in the U.S. without visa sponsorship

Experience & Education

Minimum of 3 years of experience in financial planning, family office, tax, or investment environments supporting high-net-worth clients
CPA, CFP, or MBA required

Benefits