{"schemaVersion":"jobsearcher.job.v1","id":"27f60f0178365abb62caa5ec","url":"https://jobsearcher.com/jobs/27f60f0178365abb62caa5ec","canonicalUrl":"https://jobsearcher.com/jobs/27f60f0178365abb62caa5ec","title":"Client Service Coordinator","description":"Founded in 1997, Gresham Partners, LLC is a Chicago-based wealth management firm managing $13.8 billion in investments for a select group of ultra-high-net-worth families nationwide. The firm is distinguished by its independent thinking, investment strategy, and performance outcomes. The Client Services Coordinator is an experienced administrative professional who provides high-quality administrative and coordination support to Advisors, Associates, and Partners. This role is critical to ensuring a seamless client experience through proactive support, strong organizational execution, and effective cross-team collaboration. The coordinator also supports Business Development, Operations, and other firm initiatives as needed.Responsibilities Manage complex calendars and ensure Advisors are well-prepared for all meetings and engagementsCoordinate and schedule internal and external meetings, including logistics and materials preparationCoordinate complex business and personal travel arrangementsPrepare and process travel and expense reports in a timely mannerPrepare, edit, and distribute client correspondence and follow-up communicationsFormat graphics, charts, slides, and other documents using established templatesCompile, review, and finalize client meeting materials Proactively anticipate needs and provide ad hoc administrative support to Advisors and AssociatesMaintain and organize client records across systems (CRM, SharePoint and client portal)Maintain and update client and prospect contact information within CRM systemsCoordinate catering and logistics for internal meetings and client eventsProvide reception coverage, including phone support and front desk responsibilities as neededTrain and mentor new administrative staff and provide ongoing supportEducation, Experience and Skills:Bachelor's degree requiredMinimum of five years of progressively responsible administrative, executive support, client service, or project coordination experienceInvestment and/or financial services industry experience a plusExcellent writing, editing, and verbal skillsOutstanding organizational, decision-making and problem-solving skillsDisplays consistent, high attention to detail, accuracy and thoroughnessCollaborative professional with a proactive, service-oriented mindset and commitment to achieving team goals.Demonstrated ability to work independently, exercise sound judgment, establish priorities, and complete complex assignments and projects with limited supervision.Proven experience taking ownership of projects that involve multiple stakeholders, competing deadlines, and changing requirementsProficient with Microsoft Word, Excel, PowerPoint, Outlook, Adobe Acrobat and other softwareAbility to live and work in the U.S., Gresham Partners is not able to sponsor Visas for this positionBenefits:Medical, Dental & Vision (HSA, FSA options)Employer Paid Life InsuranceEmployer Paid Short Term DisabilityEmployer Paid Parental Leave Optional Life Insurance, Long Term Disability, Spousal & Child Life Insurance401(k) & Employer Match15 Vacation Days, 5 Sick Days, 1 Floating HolidayEducation Reimbursement ProgramsSalary Range: $70,000-$80,000Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the duties and responsibilities of this job. Must be able to:Remain stationary for reasonable periods of time typing and/or reading at a computerMove around an office environment during a workdayWork in-person in downtown ChicagoCommunicate with employees, clients, and/or vendors by telephone and in personProcess transactions on a computerSustain mental/visual attention for reasonable periods of timeReasonable accommodations may be made to enable employees with disabilities to perform the duties and responsibilities.","company":"Gresham Partners","rawCompany":"gresham partners","city":"Chicago","state":"IL","isRemote":false,"isActive":false,"createdAt":"2026-08-05T09:44:17.299Z","occupations":[{"code":"43-6014.00","title":"Secretaries and Administrative Assistants, Except Legal, Medical, and Executive","slug":"secretaries-and-administrative-assistants-except-legal-medical-and-executive"},{"code":"43-6011.00","title":"Executive Secretaries and Executive Administrative Assistants","slug":"executive-secretaries-and-executive-administrative-assistants"},{"code":"43-9061.00","title":"Office Clerks, General","slug":"office-clerks-general"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"541618","title":"Other Management Consulting Services","slug":"other-management-consulting-services"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Client Service Coordinator","description":"Founded in 1997, Gresham Partners, LLC is a Chicago-based wealth management firm managing $13.8 billion in investments for a select group of ultra-high-net-worth families nationwide. The firm is distinguished by its independent thinking, investment strategy, and performance outcomes. The Client Services Coordinator is an experienced administrative professional who provides high-quality administrative and coordination support to Advisors, Associates, and Partners. This role is critical to ensuring a seamless client experience through proactive support, strong organizational execution, and effective cross-team collaboration. The coordinator also supports Business Development, Operations, and other firm initiatives as needed.Responsibilities Manage complex calendars and ensure Advisors are well-prepared for all meetings and engagementsCoordinate and schedule internal and external meetings, including logistics and materials preparationCoordinate complex business and personal travel arrangementsPrepare and process travel and expense reports in a timely mannerPrepare, edit, and distribute client correspondence and follow-up communicationsFormat graphics, charts, slides, and other documents using established templatesCompile, review, and finalize client meeting materials Proactively anticipate needs and provide ad hoc administrative support to Advisors and AssociatesMaintain and organize client records across systems (CRM, SharePoint and client portal)Maintain and update client and prospect contact information within CRM systemsCoordinate catering and logistics for internal meetings and client eventsProvide reception coverage, including phone support and front desk responsibilities as neededTrain and mentor new administrative staff and provide ongoing supportEducation, Experience and Skills:Bachelor's degree requiredMinimum of five years of progressively responsible administrative, executive support, client service, or project coordination experienceInvestment and/or financial services industry experience a plusExcellent writing, editing, and verbal skillsOutstanding organizational, decision-making and problem-solving skillsDisplays consistent, high attention to detail, accuracy and thoroughnessCollaborative professional with a proactive, service-oriented mindset and commitment to achieving team goals.Demonstrated ability to work independently, exercise sound judgment, establish priorities, and complete complex assignments and projects with limited supervision.Proven experience taking ownership of projects that involve multiple stakeholders, competing deadlines, and changing requirementsProficient with Microsoft Word, Excel, PowerPoint, Outlook, Adobe Acrobat and other softwareAbility to live and work in the U.S., Gresham Partners is not able to sponsor Visas for this positionBenefits:Medical, Dental & Vision (HSA, FSA options)Employer Paid Life InsuranceEmployer Paid Short Term DisabilityEmployer Paid Parental Leave Optional Life Insurance, Long Term Disability, Spousal & Child Life Insurance401(k) & Employer Match15 Vacation Days, 5 Sick Days, 1 Floating HolidayEducation Reimbursement ProgramsSalary Range: $70,000-$80,000Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the duties and responsibilities of this job. Must be able to:Remain stationary for reasonable periods of time typing and/or reading at a computerMove around an office environment during a workdayWork in-person in downtown ChicagoCommunicate with employees, clients, and/or vendors by telephone and in personProcess transactions on a computerSustain mental/visual attention for reasonable periods of timeReasonable accommodations may be made to enable employees with disabilities to perform the duties and responsibilities.","datePosted":"2026-08-05T09:44:17.299Z","dateModified":"2026-08-05T09:44:17.299Z","hiringOrganization":{"@type":"Organization","name":"Gresham Partners","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Chicago","addressRegion":"IL","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"27f60f0178365abb62caa5ec"},"url":"https://jobsearcher.com/jobs/27f60f0178365abb62caa5ec"}}