Client Services Associate - LHH : Job Details

Job Title: Senior Client Service Associate - Wealth Management Firm

Location: Chicago, IL

Job Type: Full-time with a hybrid schedule

Experience Required: Minimum of 2 years in the financial service industry

Job Summary:

We are a fast-growing wealth management firm seeking a Client Service Associate to join our team. The ideal candidate will have a minimum of 2 years of industry experience, a strong work ethic, excellent communication skills, and a desire to provide top-notch client service.

Responsibilities:

• Provide exceptional client service to high net worth individuals and families
• Build and maintain relationships with clients and advisors
• Prepare client reports and account statements
• Assist with client onboarding and account maintenance
• Work closely with advisors to develop financial plans and investment strategies
• Resolve client inquiries and concerns in a timely and professional manner
• Coordinate with internal departments to ensure seamless client service delivery

Requirements:

• Bachelor's or Associate's degree in finance, business, or related field
• Minimum of 2 years of experience in the financial industry, preferably in wealth management
• Strong attention to detail and organizational skills
• Excellent verbal and written communication skills
• Ability to work in a fast-paced environment and manage multiple priorities

Benefits:

• Competitive salary and bonus structure
• Health, dental, and vision insurance
• 401(k) plan with company match
• Professional development and training opportunities
• Generous paid time off and holidays
• Hybrid work schedule