Senior Client Service Associate

Stenger Family Office is an independent, fiduciary wealth management firm with over 40 years of experience serving Fortune 500 employees and their families. With locations in Chicago, IL, Naperville, IL, Spring, TX, and Baton Rouge, LA, the firm provides comprehensive financial services tailored to clients' unique needs. These services include retirement planning, investment management, tax preparation, estate planning strategies, and more.

As a Registered Investment Advisor (RIA) firm, Stenger Family Office is committed to the fiduciary standard, prioritizing client interests above all else. The in‑house team of financial advisors, CPAs, and estate planning attorneys ensures a one‑stop solution for all wealth management needs.

This is a full‑time, on‑site role for a Senior Client Service Associate, based at our Chicago, IL office. The Senior Client Service Associate will support the team in delivering exceptional service to clients by managing inquiries, assisting with account administration, and providing personalized financial solutions. Responsibilities include maintaining client accounts, addressing questions and concerns, supporting financial advisors with reports and documentation, and ensuring a seamless client experience.

Candidates will also collaborate with internal teams to maintain high standards of accuracy and responsiveness.

• Proficiency in Client Services, Customer Service, and Customer Support
• Strong Communication skills to effectively liaise with clients, team members, and external partners
• Background in Finance, including knowledge of retirement planning, investment management, and related fields
• Excellent organizational and problem‑solving abilities
• Ability to work independently as well as collaboratively in a professional environment
• Bachelor’s degree in Finance, Business, or a related field preferred
• Relevant certifications such as Certified Financial Planner (CFP) or Series 65 license are a plus