Wealth Management Client Service Associate

Wealth Management Client Service Associate

North Barrington, IL (Hybrid 4 days in office/1 remote)

Salary range: $65k to $85K 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 Wealth Management 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 experienc

e

. Key Responsibilitie

s:
Client Communicat

• ionServe as a primary point of contact for clients, delivering a high level of service across phone, email, and in-person interacti
• onsSupport client relationship development through ongoing communication and participation in meetings in a technical and support capac

ity
Client Support and Prepara

• tionAssist advisors with financial planning support, including data gathering, analysis, documentation preparation, and implementation of client recommendat
• ionsSupport account opening, maintenance, and ongoing servicing, ensuring accuracy, timeliness, and proper documenta
• tionManage client follow-ups, action items, and CRM updates to maintain organized and proactive client engage

ment
Operations and Administr

• ationSupport daily operational workflows including account processing, custodial coordination, billing, compliance reviews, and record manag
• ementAssist with trading support, transaction processing, and coordination with custodians and external par
• tnersMaintain organized systems and processes to ensure efficiency, accuracy, and audit read

iness
Team and Office S

• upportContribute to a collaborative team environment, supporting internal initiatives and special projects as
• neededAssist with general office coordination to ensure smooth day-to-day oper

ations
Qualific

• ations:Two-plus years of experience in a client service or operations role within wealth management supporting financial adv
• isor(s)Experience with Pershing NetX360, NetX360 , Pershing X, Wove, or similar platforms is
• a plusStrong communication and interpersonal skills with a client-first
• mindsetHighly organized with strong attention to detail and the ability to manage multiple pri
• oritiesDemonstrated integrity and understanding of fiduciary respons
• ibilityAbility to think critically, solve problems, and take ownership of responsib
• ilitiesSelf-motivated with the ability to work both independently and collabor

atively
Compensation and

BenefitsSalary 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 gener

o

us PTO. What the Rol

• e OffersCompetitive compensation and
• benefitsBroad exposure to client service, operations, and financial planning
• supportCollaborative and team-oriented
• cultureStrong opportunity for long-term professiona