What are the responsibilities and job description for the Client Services Associate position at North Bridge Staffing Group?
Responsibilities
The ideal candidate will collaborate closely with Client Advisors to provide wealth management services to ultra-high-net-worth families. Key responsibilities include:
- Organizing and preparing materials for client meetings held 2-4 times annually.
- Attending client meetings in the Chicago area (and potentially out of town), documenting follow-up notes, and tracking action items.
- Ensuring timely execution of client-agreed action items, particularly by coordinating with clients to complete investment documentation.
- Reviewing quarterly client reports and participating in review calls with clients.
- Assisting in the development and implementation of tailored asset allocation and wealth transfer strategies.
- Coordinating with external tax, legal, and financial professionals to support tax planning, estate planning, and philanthropic initiatives.
- Assisting in the creation of new business development presentations.
- Contributing to internal firm initiatives as needed.
Qualifications
The successful candidate should demonstrate:
- A strong commitment to delivering exceptional client service in a fast-paced, team-oriented environment.
- Attention to detail, accuracy, and thorough execution of responsibilities.
- Strong analytical skills.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office, especially Excel.
- Familiarity with various investment asset classes and fundamental investment concepts, including alternative investments.
- Eligibility to live and work in the U.S.
Experience Level
Candidates should have:
- A bachelor’s degree.
- At least three years of experience in financial planning, family office services, tax, or investment management for high-net-worth families.
- CPA, CFP, or MBA credentials (preferred but not required).
Benefits
- Medical, Dental & Vision (HSA, FSA options)
- Employer-paid life insurance, short-term disability, and parental leave (12 weeks)
- Optional coverage for life insurance, long-term disability, and dependent life insurance
- 401(k) retirement plan
- Flexible work schedules
- 15 vacation days, 5 sick days, and 1 floating holiday
- Education reimbursement programs
Physical Requirements
- Ability to remain seated for extended periods while reading or typing at a computer.
- Ability to move around an office environment throughout the workday.
- Availability to work in-person in downtown Chicago.
- Willingness to travel to client locations as needed.
- Strong verbal communication skills for interactions with employees, clients, and vendors.
- Ability to process transactions on a computer and maintain attention to detail for prolonged periods.
Salary : $92,000 - $100,000
