What are the responsibilities and job description for the Client Services Associate position at LHH?
Job Title: Client Service Associate - Wealth Management Firm
Location: Chicago, IL
Job Type: Full-time with a hybrid schedule
Experience Required: Minimum of 1 year 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 1 year 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 degree in finance, business, or related field
- Minimum of 1 year 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
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Salary : $85,000 - $95,000
