Does a career in wealth management appeal to you? Specifically, is the impeccable client service, and coordination it requires to be successful, what attracts you?

Mowery & Schoenfeld is seeking a polished, organized, and professional Wealth Management Associate, with strong client service skills, to serve as the point-of-contact for clients. The Wealth Management Associate will also serve as administrative support to the Managing Director of Wealth Management.

With their strong sense of integrity and confidentiality, the Wealth Management Associate will serve as a coordinator and primary contact to ensure tasks are completed to meet each client’s needs. Successful execution will necessitate keen attention to detail, clear verbal and written communication, and a warm, friendly demeanor.

Responsibilities Include:

• Schedule and coordinate client appointments
• Provide impeccable in-person and remote client service: client inquiries, tracking of client project tasks and status levels, etc.
• Provide administrative support to the Managing Director of Wealth Management
• Department projects on an ad hoc basis

• Prior client service or administrative support experience within a transactional firm, including law, mortgage services, banking, etc.
• Comfort with financial terms
• Strong written and verbal communication skills
• High degree of integrity and sense of confidentiality
• Superior attention to detail
• Ability to work independently, with an entrepreneurial attitude
• Microsoft Office applications
• Polished, yet approachable demeanor

If you believe that your experience and work expectations align with our commitment to our employees, we want to hear from you.

Mowery & Schoenfeld is a full-service accounting firm providing tax, accounting, assurance, transaction advisory, wealth management and business advisory services. We are a top 10 Illinois firm located in the greater Chicago area. We are as committed to our staff as we our clients. We take culture seriously – recognized by Crain’s Chicago Business as a Best Place to Work, Accounting Today as a Best Firm to Work For and Best Firms for Women, named to Inc.’s 5000 Fastest Growing Companies list, and honored by the Illinois CPA Society as the 2021 recipient of the Time and Talent Public Service Volunteerism Award. We offer a comprehensive benefits package, including unlimited paid time off, because we understand our professionals can manage work best when given the freedom to balance and enjoy life outside the office. More details on our benefits are available here.

Mowery & Schoenfeld is an equal opportunity employer. We do not discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.