Client Services Associate - Wealth Management

Location

• Chicago Illinoiso (hybrid)

Salary

• Up To $85,000 depending on experience

Requirements

• 2+ years of experience at a Wealth Management FirmJoin a rapidly growing wealth management firm in Chicago, IL that combines a client-first mission with an exceptional team culture. We are expanding our footprint and looking for a driven Client Services Associate to serve as a primary touchpoint for our high-net-worth clients. This hybrid role offers direct mentorship, clear pathways for long-term career growth, and the flexibility of working both in-office and remotely.Primary Responsibilities

Act as the dedicated point of contact for client inquiries, onboarding, and ongoing account maintenance. Prepare, process, and track crucial financial paperwork, including new account applications and asset transfers. Coordinate and schedule client review meetings, managing advisor calendars to maximize efficiency. Maintain flawless, compliant client records within the firm CRM and internal databases. Collaboratively resolve complex operational issues with custodians and third-party vendors.Required Qualifications

Two plus years of operational or client service experience within wealth management, financial planning, or banking. Exceptional written and verbal communication skills with a natural ability to build rapport. Sharp attention to detail, strong organizational abilities, and a proactive problem-solving mindset. Proficiency with modern wealth management technology, financial software, and CRM platforms. Bachelor degree in finance, business administration, or a related field is highly preferred. 

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Gannon Daynes - Recruiting Manager

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This is a new role.

This job was first posted by CyberCoders on 07/28/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.

This job was posted on 07/28/2026 and is open for 60 days

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