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UHNW Wealth Client Services Associate; Hybrid

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: Connect Search, LLC
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 85000 - 95000 USD Yearly USD 85000.00 95000.00 YEAR
Job Description & How to Apply Below
Position: UHNW Wealth Client Services Associate (Hybrid)
A financial services firm is seeking a Client Service Associate to deliver comprehensive wealth management services to UHNW families in Downtown Chicago. The ideal candidate will have 2-4 years of experience in Wealth Management or High Net Worth Tax and will be client-facing. Responsibilities include attending client meetings, preparing materials, and coordinating with external advisors. This hybrid role offers a competitive salary range of $85,000 to $95,000, plus benefits like 401(k) and medical insurance.
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Position Requirements
10+ Years work experience
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