Wealth Management Client Services Associate

blueStone Solutions Group; Chicago (IL); On-site; USD 55,000 - 75,000; Full time

Job summary

blueStone Solutions Group is seeking a Client Service Associate to support our wealth management team in delivering an exceptional client experience. You will handle onboarding, account maintenance, CRM updates, and reporting while assisting Financial Advisors with daily operations and client engagement.

The role requires 2–4 years in wealth management or financial services, strong technology skills, and FINRA Series 65/66 licensing.

Qualifications

• 2-4 years of experience in wealth management or client service in financial advisory.
• Onboarding, account opening and ongoing account maintenance knowledge.
• Ability to support multiple Advisors while prioritizing deadlines.
• Strong tech skills with Microsoft Office and other business apps.
• Experience with CRM platforms and wealth management technology preferred.
• Excellent written and verbal communication with strong interpersonal skills.
• Attention to detail, organization and client-service focus.
• Flexibility and initiative to manage multiple projects in a team.
• Licensing: FINRA Series 65 or Series 66 required or considered.

Responsibilities

• Client Service: Respond to requests and coordinate service needs.
• Account Administration: Establish new client accounts and onboarding activities.
• Reporting & Documentation: Review reports and prepare client materials for Advisors.
• Advisor Support: Provide day-to-day operational support to multiple Advisors.
• CRM & Data Management: Maintain client information and activity in the CRM.
• Business Development Support: Follow up on marketing leads and client engagement.
• Team Collaboration: Backup support to the Transitions Team and priorities as needed.

Skills

Wealth management

Client service

CRM systems

Microsoft Office

FINRA Series 65/66

Tools

CRM platforms

Job description

blueStone Solutions Group is seeking a Client Service Associate to support our wealth management team in delivering an exceptional client experience. You will handle onboarding, account maintenance, CRM updates, and reporting while assisting Financial Advisors with daily operations and client engagement.

The role requires 2–4 years in wealth management or financial services, strong technology skills, and FINRA Series 65/66 licensing.