Connect Search, LLC · 20 hours ago
Client Service Associate
Chicago, IL
Full-time
Hybrid
Mid Level
$85K/yr - $95K/yr
3+ years expConnect Search, LLC is a well-established wealth management and family office platform seeking a Client Advisory Associate to support senior advisors serving ultra-high-net-worth families. This role offers broad exposure to client service, investments, and planning execution in a highly collaborative environment.
ConsultingHuman ResourcesStaffing Agency
Responsibilities
Prepare materials for client meetings and participate in meetings and follow-ups
Track and execute client-approved action items, including investment documentation
Review quarterly reporting and participate in client review calls
Support asset allocation, investment, and wealth transfer planning initiatives
Coordinate with external tax, legal, and advisory partners
Assist with business development materials and internal projects
Qualification
Required
Bachelor's degree required
3+ years of experience in wealth management, family office, financial planning, tax, or investment roles
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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