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Client Service Associate

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: ECG Resources
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Accounting & Finance
  • Accounting
    Accounting & Finance
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below

Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by providing full suite of family office services.

  • Act as the daily point of contact for receiving/responding to client communications
  • Support advisors in all aspects of client service
  • Manage the administration of custody accounts for ultra-high net worth clients
  • Monitor cash, execute money/asset transfers, wires, gifting, and investment trading activities
  • Coordinate account openings/closings/transitions
  • Ensure proper set-up of client accounting statements and access to online systems
  • Position offers excellent work/life balance, and comprehensive benefits,
  • Hybrid model: 2 days in office
  • Requires 2+ years' related experience. Income tax experience a plus
  • Very open to train public accounting professionals from audit or tax
  • Great potential for growth in a team oriented, non sales environment
  • Provides training and career path to senior advisor level
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Position Requirements
10+ Years work experience
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