Job Description
Description
We are looking for a Client Service Associate to support client-facing operations for a Wealth Management firm in Chicago, Illinois. This position is well suited for someone with strong attention to detail and a background in accounting, wealth services, or tax who can help maintain a high standard of service. The role offers the opportunity to work closely with internal teams and clients while contributing to accurate, timely, and organized account support.
Responsibilities:
• Provide day-to-day assistance to clients by responding to service requests, resolving account-related questions, and ensuring a positive experience.
• Coordinate with advisors and internal departments to prepare, review, and process client documentation with accuracy and timeliness.
• Maintain organized client records and monitor account activity to help support compliance and operational standards.
• Assist with account onboarding, updates, and ...
We are looking for a Client Service Associate to support client-facing operations for a Wealth Management firm in Chicago, Illinois. This position is well suited for someone with strong attention to detail and a background in accounting, wealth services, or tax who can help maintain a high standard of service. The role offers the opportunity to work closely with internal teams and clients while contributing to accurate, timely, and organized account support.
Responsibilities:
• Provide day-to-day assistance to clients by responding to service requests, resolving account-related questions, and ensuring a positive experience.
• Coordinate with advisors and internal departments to prepare, review, and process client documentation with accuracy and timeliness.
• Maintain organized client records and monitor account activity to help support compliance and operational standards.
• Assist with account onboarding, updates, and ...