Client Service Associate

Lotus Women’s Institute is proud to be recruiting on behalf of a boutique, independently owned wealth management firm in Downers Grove, IL. The firm is seeking a Client Service Associate (CSA) to support its growing team and deliver exceptional service to high-net-worth clients.

This is an excellent opportunity for a detail-oriented, service-driven professional who thrives in a collaborative environment and is passionate about making a meaningful impact in clients' financial lives.

Position Overview

The Client Service Associate plays a key role in maintaining strong client relationships and ensuring operational excellence across the advisory team. This person will be the primary point of contact for day-to-day client needs, supporting onboarding, account maintenance, and ongoing client engagement.

Key Responsibilities

Client Relationship Support

• Serve as a key point of contact for client inquiries, ensuring timely and professional responses
• Assist with onboarding new clients, including documentation, account setup, and coordination with custodians
• Maintain proactive communication with clients to ensure high service satisfaction and engagement

Operational & Administrative Support

• Prepare and process account paperwork, transfers, distributions, and service requests
• Maintain accurate and organized client records within CRM and document management systems
• Schedule and coordinate client meetings, preparing agendas, materials, and follow-up items
• Support advisors by tracking deliverables, deadlines, and follow-through on client needs

Team Collaboration & Workflow Optimization

• Collaborate with advisors, planners, and operations team members to ensure seamless client experiences
• Ensure adherence to firm policies, procedures, and compliance standards
• Identify and suggest improvements to enhance client service and internal efficiency

Qualifications

• 2–5 years of experience in client service or operations within financial services
• Bachelor’s degree preferred (Finance, Business, or related field a plus)
• Excellent communication and interpersonal skills
• Highly organized with strong attention to detail
• Comfortable using Microsoft Office and CRM platforms
• Ability to manage multiple priorities and deadlines with precision
• Strong team orientation and a client-first mindset

We encourage candidates who are eager to contribute to our success while developing their careers in client services. If you are passionate about building relationships and helping clients achieve their goals, we invite you to apply for this exciting opportunity.

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Compensation Package:

• Bonus opportunities

Schedule:

• Monday to Friday

Ability to Commute:

• Downers Grove, IL 60515 (Required)

Work Location: In person

Salary : $50,000 - $70,000