Connect Search, LLC · 1 week ago
Wealth Management Client Service Associate
Chicago, IL
Full-time
Hybrid
Mid Level
$85K/yr - $100K/yr
3+ years expConnect Search, LLC is a well-established investment and wealth management firm based in Chicago. They are seeking a Client Services Associate to support senior advisors in delivering comprehensive wealth management services to ultra-high-net-worth families.
ConsultingHuman ResourcesStaffing Agency
No H1B
Hiring Manager
Nicole B.
Responsibilities
Prepare materials for recurring client meetings (typically 2–4 per year)
Attend client meetings (local and occasional travel) and draft follow-up summaries and action items
Track and execute client-approved action items, including coordination of investment documentation
Review quarterly client reporting and participate in client review calls
Assist with customized asset allocation and wealth transfer strategies
Coordinate with external tax, legal, and other professional advisors
Support preparation of new business and client presentation materials
Contribute to internal initiatives and firm projects as needed
Qualification
Required
Strong commitment to exceptional client service
High attention to detail, accuracy, and follow-through
Solid analytical and problem-solving skills
Excellent written and verbal communication abilities
Proficiency in Microsoft Office, particularly Excel
Working knowledge of investment concepts and multiple asset classes, including alternatives
Ability to work in the U.S. without visa sponsorship
Bachelor's degree required
Minimum of 3 years of experience in financial planning, family office, tax, or investment environments supporting high-net-worth clients
CPA, CFP, or MBA required
Benefits
Comprehensive medical, dental, and vision coverage (HSA/FSA options)
Employer-paid life insurance and short-term disability
Paid parental leave
401(k) plan
Flexible work scheduling
Paid time off, sick time, and a floating holiday
Education reimbursement programs
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
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