Paraplanner / Wealth Management Client Service Associate

Paraplanner / Wealth Management Client Service Associate

North Barrington, IL | Hybrid (4 days on-site / 1 day remote)

Industry: Wealth Management / Financial Services

Salary: $65,000 to $85,000 DOE, bonus eligible

About the Role

Our client is a nationally recognized financial services firm with more than 100 locations across the U.S. and over $72 billion in client assets under management. The North Barrington office, which oversees more than $1 billion in client assets, is seeking a polished, client-focused Paraplanner / Wealth Management Client Service Associate to support both advisor relationships and daily operations. This individual will contribute to financial planning support, account servicing, and client communications while serving as a key operational resource for the advisory team. The role offers broad exposure to both the service and planning functions of a full-service wealth management practice.

Key Responsibilities of the Paraplanner / Wealth Management Client Service Associate

• Serve as a primary point of contact for clients via phone, email, and in-person interactions
• Prepare materials for client meetings and annual reviews, including agenda packets, portfolio summaries, and planning documents
• Run reports and produce financial planning analyses to support advisor recommendations and client presentations
• Support financial planning activities including data gathering, analysis, documentation preparation, and implementation of client recommendations
• Assist advisors with client relationship development and participate in client meetings in a technical support capacity
• Manage account opening, maintenance, and ongoing servicing with a focus on accuracy and timeliness
• Maintain CRM records, client follow-ups, and action items to ensure proactive client engagement
• Support daily operations 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

Qualifications of the Paraplanner / Wealth Management Client Service Associate

• Two or more years of experience in a Paraplanner, client service or operations role within wealth management, supporting one or more financial advisors
• Prior experience in a paraplanning capacity, including financial plan, document preparation and advisor support
• Experience with MoneyGuidePro (financial planning), Tamarac (portfolio management and reporting), and Junxure (CRM and workflow management) or similar is preferred.
• Familiarity with Pershing NetX360, NetX360 , Pershing X, or Wove is a plus
• Strong written and verbal communication skills with a client-first mindset
• Highly organized with strong attention to detail and the ability to manage multiple priorities simultaneously
• Demonstrated integrity and understanding of fiduciary responsibility
• Self-motivated with the ability to work both independently and collaboratively

What They Offer

• Competitive base salary with eligibility for individual and firm-wide bonuses
• Comprehensive benefits including health, dental, vision, and life insurance
• 401(k) with employer match and flexible spending account
• Generous PTO
• Broad exposure to client service, financial planning support, and operations
• Collaborative, team-oriented culture
• Strong opportunity for long-term professional growth in a thriving practice

Keywords

Account Management, Account Servicing, Advisor Support, Audit Readiness, Client Relationship Management, Client Service, Compliance, CRM, Custodial Coordination, Data Analysis, Documentation, Fiduciary, Financial Planning, Financial Services, Hybrid, Meeting Preparation, NetX360, Operations, Paraplanner, Pershing, Portfolio Reporting, Portfolio Support, Record Management, Report Generation, Trading Support, Transaction Processing, Wealth Management, Wove