NorthRock Partners · 16 hours ago
Client Service Associate
Greater Chicago Area
Full-time
Hybrid
Entry, Mid Level
$65K/yr - $83K/yr
2+ years expNorthRock Partners is a company that helps people reach their potential through impactful advice. They are seeking a service-oriented, detail-driven professional to join their Client Service team, where the role involves delivering high-touch service and supporting financial planning and lifestyle service needs for clients and their families.
FinanceFinancial ServicesInsurance
Responsibilities
Deliver high-touch service and timely support to clients and their families in alignment with firm service standards
Partner with Advisors and internal teams to coordinate and execute financial planning, lifestyle, and administrative service requests
Maintain accurate, up-to-date client records in CRM (Salesforce), including documentation of interactions and service outcomes
Gather, review, and interpret client documentation to respond to inquiries and facilitate account updates
Coordinate directly with clients’ external professionals, including attorneys, accountants, and custodians
Support special projects and custom client service initiatives by organizing materials, tracking deliverables, and managing timelines
Collaborate with peers to identify process improvements and advance operational best practices
Manage digital and physical client files in compliance with regulatory and internal data retention requirements
Adopt new technologies and participate in training programs to enhance service efficiency and technical expertise
Qualification
Required
Bachelor's degree from an accredited institution or equivalent relevant experience
Minimum of 2 years of related professional experience, preferably in finance or wealth management
Working knowledge of financial planning, insurance, tax services, estate planning, or related disciplines
Strong project management and organizational skills with the ability to prioritize and meet deadlines
Excellent written and verbal communication skills with a high degree of professionalism and discretion
Experience with CRM systems (Salesforce preferred) and strong proficiency in Microsoft Office and mobile technology
Must be authorized to work in the United States
Successful completion of a credit and criminal background check is required
Benefits
Company-funded ESOP
Strong retirement plans
Tuition reimbursement
Comprehensive healthcare/dental/vision coverage
Generous Paid Time Off (PTO)
Company
NorthRock Partners
NorthRock Partners is a wealth advisory firm focused on providing comprehensive, integrated wealth management services.
51-200 employees
H1B Sponsorship
NorthRock Partners has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (1)
Funding
Current Stage
Growth StageLeadership Team
Rob Nelson
CEO & Founder
Recent News
2025-07-15
Company data provided by crunchbase