Client Service Associate

7 days ago

Chicago, IL, United States Windward Recruiting Full time

We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families.

RESPONSIBILITIES:

  • Organize and prepare materials for regular client meetings
  • Attend and participate in client meetings, prepare follow-up letters and action lists
  • Monitor and implement client-agreed action items, working directly with clients to ensure proper execution of all investment documents
  • Review quarterly client reporting and participate in calls to review the materials
  • Assist in developing and implementing customized asset allocation and wealth transfer strategies
  • Collaborate with clients' outsourced tax, legal, and other experts to facilitate planning goals
  • Assist in preparing new business development presentations as needed
  • Participate in other internal firm initiatives
QUALIFICATIONS:
  • Bachelor's degree in financial services or relevant field
  • Minimum 3 years of experience in financial services, tax, family office, or investment with high net-worth families
  • CFP, CPA or MBA a plus
  • Strong commitment to providing exceptional client service in a team-oriented environment
  • Consistently high attention to detail, accuracy, and thoroughness
  • Strong analytical skills
  • Outstanding written and oral communication skills
  • Proficiency in Microsoft Office, particularly Excel

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