Client Services Associate

Company Overview

• Our client is an established investment and wealth management firm. The organization provides investment management alongside customized wealth planning, tax coordination, estate and wealth-transfer planning, and other family-office-style services.

Location, Compensation & Benefits

• Chicago, IL – 4 days in office per week


• $90,000–$100,000 base salary + 10% target bonus


• Additional profit sharing and 401(k)

Position Overview

• The Client Service Associate will work closely with Financial Advisors to support the delivery of comprehensive wealth management services to ultra-high-net-worth families. This is a highly client-facing position combining relationship management, investment support, financial analysis, and wealth planning coordination.


• The Client Services Associate will help prepare for and participate in client meetings, execute follow-up items, review investment reporting, and coordinate with clients and their outside professional advisors.

Key Responsibilities

• Develop a detailed understanding of assigned families, including their investment structures, financial priorities, planning considerations, and outstanding needs


• Help senior relationship professionals organize the financial information necessary to advise clients effectively


• Translate discussions with clients into clearly defined next steps and coordinate those items through completion


• Serve as an ongoing point of contact for client requests and help ensure questions are addressed accurately and promptly


• Analyze portfolio information and other financial materials before they are discussed with families


• Help clients navigate the paperwork and operational steps associated with implementing investment decisions


• Contribute analysis used to determine how client assets should be positioned across different investment categories


• Support planning work involving the ownership, preservation, gifting, and eventual transfer of family wealth


• Coordinate information among the firm, clients, accountants, attorneys, and other outside specialists involved in a family’s financial affairs


• Become familiar with the investment vehicles and underlying strategies utilized within client portfolios


• Track financial and planning matters that require action across multiple parties and keep projects moving toward completion


• Develop materials that communicate investment and planning information in a clear, client-friendly manner

Qualifications

• Bachelor’s degree required


• Approximately 2–4 years of professional experience that provides a strong foundation in investments, accounting, taxation, financial planning, or complex personal finances


• Experience within wealth management, investment management, a multifamily or single-family office, or another high-net-worth advisory environment is also highly relevant


• Genuine interest in moving toward a relationship-driven career working directly with sophisticated families


• Comfortable discussing financial information with clients rather than working exclusively behind the scenes


• Able to understand interconnected investment, tax, estate-planning, and financial considerations


• Strong numerical reasoning and ability to work through detailed financial information


• Working knowledge of investments and an interest in developing deeper familiarity with alternative asset classes