Administrative Professional

3 days ago


Lake Forest, Illinois, United States Mowery & Schoenfeld Full time

We are seeking an experienced Client Services Associate to join our team at Mowery & Schoenfeld. In this role, you will be responsible for delivering exceptional client service to assigned families, analyzing accounts, troubleshooting problems, scheduling and organizing meetings, and serving as a liaison between advisors and clients as needed.

About the Job

The ideal candidate will have a proven track record of providing outstanding client service, with excellent communication and organizational skills. They will be able to work effectively in a fast-paced environment, prioritize tasks, and meet deadlines. We offer a competitive salary of $70,000-$80,000 per year, depending on experience, and a benefits package that includes medical, dental, and vision insurance, 401(k) matching, and paid time off.

  • Key responsibilities: Deliver superior client service, develop relationships, prepare reports, monitor Tamarac reporting system, and prepare meeting agenda and supporting materials.
  • Requirements: Bachelor's degree, 2+ years of relevant experience in wealth management or financial services, excellent communication and organizational skills, and ability to work effectively in a team environment.


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