What are the responsibilities and job description for the Client Service Associate (Wealth Management) position at Right Executive Search, LLC?
Client Service Associate (Wealth Management)
North Barrington, IL (Hybrid 4 days in office/1 remote)
Salary range: $55 to $75K DOE, bonus eligible, plus full benefits
Our client is a nationally recognized financial services firm with more than 100 locations across the U.S., supporting over $72 billion in client assets. The North Barrington office is seeking a polished and client-focused Client Service Associate to support both client relationships and day-to-day operations.
This individual will play a key role in supporting advisors and clients by managing account activity, coordinating client service needs, and ensuring a high-quality client experience.
Key Responsibilities:
Client Communication
- Serve as a primary point of contact for clients, delivering a high level of service across phone, email, and in-person interactions
- Support client relationship development through ongoing communication and participation in meetings in a technical and support capacity
Client Support and Preparation
- Assist advisors with financial planning support, including data gathering, analysis, documentation preparation, and implementation of client recommendations
- Support account opening, maintenance, and ongoing servicing, ensuring accuracy, timeliness, and proper documentation
- Manage client follow-ups, action items, and CRM updates to maintain organized and proactive client engagement
Operations and Administration
- Support daily operational workflows including account processing, custodial coordination, billing, compliance reviews, and record management
- Assist with trading support, transaction processing, and coordination with custodians and external partners
- Maintain organized systems and processes to ensure efficiency, accuracy, and audit readiness
Team and Office Support
- Contribute to a collaborative team environment, supporting internal initiatives and special projects as needed
- Assist with general office coordination to ensure smooth day-to-day operations
Qualifications:
- Two-plus years of experience in a client service or operations role within wealth management supporting financial advisor(s)
- Experience with Pershing NetX360, NetX360 , Pershing X, Wove, or similar platforms is a plus
- Strong communication and interpersonal skills with a client-first mindset
- Highly organized with strong attention to detail and the ability to manage multiple priorities
- Demonstrated integrity and understanding of fiduciary responsibility
- Ability to think critically, solve problems, and take ownership of responsibilities
- Self-motivated with the ability to work both independently and collaboratively
Compensation and Benefits
Salary is based on experience and industry benchmarks and includes eligibility for both individual and firm-wide bonuses. The firm offers a comprehensive benefits package including 401k with employer match, health, dental, vision, and life insurance, a flexible spending account, and generous PTO.
What the Role Offers
- Competitive compensation and benefits
- Broad exposure to client service, operations, and financial planning support
- Collaborative and team-oriented culture
- Strong opportunity for long-term professional growth
Salary : $50,000 - $75,000