Wealth Management Client Service Associate

Connect Search, LLC; Chicago (IL); Hybrid; USD 85,000 - 100,000; Full time

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

• Competitive base compensation
• Comprehensive medical, dental, and vision coverage (HSA/FSA options)
• Employer-paid life insurance and short-term disability
• Paid parental leave
• 401(k) plan
• Paid time off, sick time, and a floating holiday
• Hybrid role based in downtown Chicago
• Occasional travel to client locations
• Professional office setting with regular computer-based work

Seniority level

Associate

Employment type

Full-time

Job function

Customer Service, Finance, and Strategy/Planning