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Client Service Associate
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-02-06
Listing for:
Connect Search, LLC
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
A well-established wealth management and family office platform is seeking a Client Advisory Associate to support senior advisors serving ultra-high-net-worth families. This role offers broad exposure to client service, investments, and planning execution in a highly collaborative environment.
Responsibilities- Prepare materials for client meetings and participate in meetings and follow-ups
- Track and execute client-approved action items, including investment documentation
- Review quarterly reporting and participate in client review calls
- Support asset allocation, investment, and wealth transfer planning initiatives
- Coordinate with external tax, legal, and advisory partners
- Assist with business development materials and internal projects
- 3+ years of experience in wealth management, family office, financial planning, tax, or investment roles
Position Requirements
10+ Years
work experience
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