What are the responsibilities and job description for the Client Services Associate position at Ascend Wealth Planning?
Client Services Associate (CSA)
Ascend Wealth Planning | Mokena, IL (in-person) | Full-Time (90-day introductory period) | $45,000–$50,000 benefits
About Us
Ascend Wealth Planning is a fiduciary financial advisory firm in Mokena, IL. We help individuals, families, and business owners get their financial lives organized — investments, tax planning, insurance, estate planning — all under one roof. We take pride in genuinely knowing our clients, not just managing their accounts.
The Role
We're looking for a friendly, organized, detail-oriented person to be the first voice and face our clients experience. You don't need a finance background — you need to be a great communicator, a quick learner, and someone who genuinely cares about making people feel taken care of. We'll teach you the industry. What we can't teach is warmth, patience, and follow-through — that's what you bring.
This is a great fit for someone early in their career who wants to build real client-relationship and business skills in a supportive, close-knit team.
This is a full-time position that begins with a 90-day introductory period, giving both you and us a chance to make sure it's the right fit before moving forward together long-term.
What You'll Do
- Be the friendly first point of contact for clients — phone, email, and in person
- Schedule and prepare for client meetings, and handle follow-up afterward so nothing falls through the cracks
- Keep client records and workflows organized and up to date in our systems (we'll train you)
- Support advisors with day-to-day client service tasks
- Help make every client interaction feel personal, calm, and well-handled — especially when clients are stressed or have questions
What We're Looking For
- A warm, easygoing communicator — someone people like talking to on the phone
- Highly organized, with real attention to detail (this matters a lot in our world)
- Empathetic — you notice when someone needs extra patience or reassurance
- Coachable and eager to learn; comfortable picking up new software with training
- Professional, reliable, and able to keep sensitive information confidential
- No specific degree or industry experience required
What We Offer
- Competitive salary performance-based bonuses
- Health insurance, 401(k) match, and paid time off (eligibility begins after the 90-day introductory period)
- Hands-on training — no prior financial services experience needed
- A close, supportive team where your growth matters
- Real room to grow into more responsibility as you develop
How to Apply
Send your resume to Andy@AscendWealthPlanning.com with the subject line "CSA Application [Your Name]." Tell us a little about yourself — we care more about who you are than a polished cover letter.
Ascend Wealth Planning is an equal opportunity employer.
Pay: $45,000.00 - $50,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Paid time off
- Retirement plan
- Tuition reimbursement
Education:
- Associate (Required)
Ability to Commute:
- Mokena, IL 60448 (Required)
Work Location: In person
Salary : $45,000 - $50,000