White-Glove Client Services Associate – Wealth Management

Aaron Wealth Advisors; Chicago (IL); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

401(k) employer match

Health benefits

Vision insurance

Dental insurance

Professional development reimbursement

Unlimited PTO

Job summary

Aaron Wealth Advisors is seeking a Client Service Associate to join our Chicago office and act as a trusted liaison for high-net-worth clients. The role focuses on delivering white-glove service, coordinating complex account actions, and supporting the Advisors, Investment Team, and Director of Client Service on operational projects.

With 2+ years in client service in an RIA or family office setting, you will manage onboarding, asset movements, and custodial communications while maintaining

Qualifications

• Minimum 2+ years of experience in client service within RIA, multi-family office or single family office.
• Bachelor's degree required.
• Broad knowledge of mutual funds, investment managers, and brokerage account procedures.
• Proficiency in Microsoft Suite is required.
• Familiarity working with a CRM, Salesforce preferred.
• Self-starter with high accuracy and organization.
• Excellent communication, empathy, patience, and rapport-building.
• Demonstrate commitment to partnership and teamwork.

Responsibilities

• Own end-to-end client experience as a trusted contact, delivering proactive white-glove service.
• Process day-to-day client operations with high accuracy, urgency, and compliance.
• Lead complex client onboarding and account administration across custodians and agents.
• Support sophisticated investment and family office workflows with managers and custodians.
• Leverage firm systems and reporting to create scalable workflows and clean data.
• Collaborate with Advisors, Investment Team, and Director of Client Service on projects.

Skills

Client service

Relationship management

Communication

Attention to detail

Education

Bachelor's degree

Tools

Salesforce CRM

Microsoft Office

Job description

Aaron Wealth Advisors is seeking a Client Service Associate to join our Chicago office and act as a trusted liaison for high-net-worth clients. The role focuses on delivering white-glove service, coordinating complex account actions, and supporting the Advisors, Investment Team, and Director of Client Service on operational projects.

With 2+ years in client service in an RIA or family office setting, you will manage onboarding, asset movements, and custodial communications while maintaining