wealth client service associate jobs in Chicago

blueStone Solutions Group is seeking a Client Service Associate to support our wealth management team in delivering an exceptional client experience. You will handle onboarding, account maintenance, CRM updates, and reporting while assisting Financial Advisors with daily operations and client engagement. The role requires 2–4 years in wealth management or...

Beacon Hill is seeking a Client Service Associate in Chicago to join its wealth management team. The role focuses on delivering exceptional client service while supporting the operational side of the business. With 2+ years of experience in wealth management or related environments, you will process money movements, open accounts, and support advisors....

blueStone Solutions Group is seeking a Client Service Associate to support our wealth management team in delivering an exceptional client experience. You will handle onboarding, account maintenance, CRM updates, and reporting while assisting Financial Advisors with daily operations and client engagement. The role requires 2–4 years in wealth management or...

Jobot is seeking a Private Wealth Associate to support advisors serving high-net-worth clients in the professional, scientific, and technical services space. In this role, you’ll handle client service, account setup and maintenance, portfolio reporting, and CRM management while ensuring accuracy and compliance. You’ll collaborate closely with advisors,...

About Cresset Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized**—integrated, intentional, and aligned with each client's vision of success. We...

About Cresset Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with each client's vision of success. We provide...

Morgan Stanley Wealth Management is seeking a dedicated Wealth Management Analyst/Client Service Associate to support Financial Advisors, PWAs and teams in client service, client reporting, and business development activities. You will assist with digital tools, marketing efforts and financial planning tasks while maintaining strong client relations. The...

Gresham Partners, LLC in Chicago seeks a Client Service Associate to support UHNW families with wealth management services, coordinating meetings and delivering a superior service experience. This role collaborates with advisors, prepares materials, tracks action items, and supports asset allocation planning, tax and estate strategies, and client reporting....

Position Summary: Founded in 1997, Gresham Partners, LLC is a $13.8 billion Chicago-based investment and wealth management firm serving a select group of ultra-high-net-worth families across the country. The firm is known for its independent thinking, investment approach, and performance results. We are committed to providing superior investment performance...

Business Talent Group (BTG) is the leading talent marketplace that connects independent management consultants, subject matter experts, project managers, and interim executives with the world’s best companies. BTG provides just the right on-demand talent needed: remote or on-site, part-time or full-time, individuals or teams. That’s why more than 50% of...

Client Service Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client requests while...

Client Services Associate We are seeking a highly motivated and detail-oriented Client Services Associate to join our dynamic client services team. This individual will be responsible for providing support to advisors and clients in our Chicago office location while collaborating with a dynamic, nationwide Client Services team. This role requires excellent...

Our client, a wealth advisory firm, is seeking a Client Service Associate for a direct hire role in Chicago, IL. This is a hybrid role.Learn more about the general tasks related to this opportunity below, as well as required skills.The Client Service Associate is a key collaborator, ensuring seamless coordination between advisors and clients. With a deep...

About Cresset Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized**—integrated, intentional, and aligned with each client’s vision of success. We...

We are seeking a detail-oriented, client-focused professional to join our wealth management team as a Client Service Associate . This role is instrumental in delivering an exceptional client experience while providing operational and administrative support to Financial Advisors. The ideal candidate is proactive, highly organized, technologically proficient,...

Our client, a wealth advisory firm, is seeking a Client Service Associate for a direct hire role in Chicago, IL. This is a hybrid role. The Client Service Associate is a key collaborator, ensuring seamless coordination between advisors and clients. With a deep commitment to service excellence, they manage client needs with accuracy and efficiency,...

UBS in Chicago, IL is seeking a Registered Client Service Associate to deliver exceptional client service within a Private Wealth Management team. The role focuses on onboarding and maintaining client accounts, processing deposits and distributions, and performing daily administrative duties. Ideal candidates hold Series 7 and 66 licenses (or plan to obtain...

At Epiq, your work contributes to complex, global legal outcomes. You’ll join a values‑driven community where integrity guides decisions, relentless service sets the bar, and we thrive on big challenges together. We invest in your growth with enterprise‑wide learning and mobility. We celebrate who you are, and we respect life beyond work with...

Our client, a wealth advisory firm, is seeking a Client Service Associate for a direct hire role in Chicago, IL. This is a hybrid role. The Client Service Associate is a key collaborator, ensuring seamless coordination between advisors and clients. With a deep commitment to service excellence, they manage client needs with accuracy and efficiency, fostering...

Northern Trust Corp in Chicago seeks a Custom SMA Client Service Specialist to collaborate with Product Strategists, Sales and Operations to deliver superior service to intermediary clients and ensure a smooth onboarding and ongoing experience.You will support client accounts, manage onboarding, assist users of NTAM's DI Client Advisor Portal, and coordinate...