Connect Search, LLC · 1 day ago
Associate
Chicago, IL
Full-time
Hybrid
Entry, Mid Level
$85K/yr - $95K/yr
2+ years expConnect Search, LLC is a company focused on providing wealth management services. They are seeking a Client Service Associate to collaborate with Advisors, prepare materials for client meetings, and support clients in wealth management and tax planning initiatives.
ConsultingHuman ResourcesStaffing Agency
Responsibilities
Collaborate with Advisors to deliver comprehensive wealth management services to sophisticated ultra-high-net-worth (UHNW) families
Prepare and organize materials for recurring client meetings
Attend all local (Chicago-area) client meetings and draft follow-up correspondence and action item summaries
Review quarterly client reporting packages and participate in quarterly review calls with clients to discuss the materials
Track and execute client-approved action items, including working directly with clients to ensure the accurate completion and processing of all investment documentation
Support the creation and implementation of customized asset allocation plans and wealth transfer strategies
Coordinate with clients’ external tax, legal, and other professional advisors to facilitate tax planning, wealth transfer objectives, and philanthropic initiatives
Qualification
Required
Bachelor's degree
2- 4 years of experience in Wealth Management or High Net Worth Tax
Must be client facing and have a desire to work very closely with clients
Benefits
Bonus
Profit sharing
401K
Company
Connect Search, LLC
Connect Search, LLC is a boutique staffing firm founded by a group of partners who share the same vision and are all recruiters at heart.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Meade Kelley
Chief Operating Officer
Ben Hirsh
Partner | President, Direct Hire Placement & Connect Financial Consulting
Recent News
Business Journals
2022-03-22
2022-03-21
Company data provided by crunchbase