We are a growing Registered Investment Advisor (RIA) seeking a detail-oriented and service-minded Client Services Associate to join our team in Chicago. This is an ideal opportunity for a recent graduate or someone early in their career who wants to build a strong foundation in wealth management while helping clients receive timely, accurate support.

This is a hands-on role supporting client onboarding, account paperwork, money movement, account maintenance, meeting preparation, and day-to-day service requests. You will coordinate closely with wealth advisors, operations team members, and custodians while learning how an RIA supports clients across the life of a relationship.

This is a fully in-person role based in our Chicago office, an environment we believe fosters faster learning and stronger collaboration for early-career professionals.

• Serve as a day-to-day point of coordination for client and advisor service requests, tracking each item through completion
• Prepare and process new account, transfer, money movement, beneficiary, and account maintenance documentation
• Collect required information and signatures, follow up on outstanding items, and coordinate with custodians and internal teams
• Maintain complete and accurate client records, contact information, notes, and workflows in the firm's systems
• Support wealth advisors with client onboarding, meeting preparation, follow-up tasks, and recurring service activities
• Communicate clearly and professionally with clients while handling personal and financial information with discretion
• Follow firm procedures and regulatory requirements, escalating questions or exceptions to the appropriate team member

• A service-minded self-starter who takes ownership of requests from initial contact through resolution
• A clear and professional communicator who enjoys helping clients and working with advisors
• Highly organized and able to manage multiple requests, deadlines, and follow-ups without losing track of details
• Careful with confidential information and committed to accuracy in documents, records, and communications
• A practical problem-solver who asks good questions and knows when to escalate an issue
• Team-oriented and motivated to build a long-term career in wealth management

• Bachelor's degree in Business, Finance, Economics, Communications, or a related field
• 0-2 years of professional experience
• Proficiency with Microsoft Office Suite, including Excel, Word, and Outlook
• Strong work ethic, attention to detail, and willingness to learn new systems and processes
• Successful completion of the Series 65 examination is required on or before the employment start date

• Internship or work experience in client service, financial services, or another professional services environment
• Exposure to the wealth management, RIA, brokerage, banking, or broader financial services industry
• Experience with a CRM or client workflow platform such as Salesforce, Redtail, Wealthbox, Tamarac, or Orion
• Familiarity with custodial platforms such as Schwab or Fidelity
• Exposure to client onboarding, account paperwork, money movement, or account maintenance processes
• Familiarity with AI tools and large language models such as ChatGPT or Claude
• Interest in client service within a regulated financial services environment

• Health, dental, and vision insurance
• 401(k) with firm contribution
• Commuter benefits
• Professional development and continuing education support
• Collaborative, entrepreneurial culture with direct access to firm leadership