{"schemaVersion":"jobsearcher.job.v1","id":"b0749c7e82bbdbb97bc1ecdb","url":"https://jobsearcher.com/jobs/b0749c7e82bbdbb97bc1ecdb","canonicalUrl":"https://jobsearcher.com/jobs/b0749c7e82bbdbb97bc1ecdb","title":"Client Services Associate","description":"Client Service Associate | Wealth ManagementI'm working with a growing independent wealth management firm in the Chicago suburbs looking to add a junior Client Service Associate to its team.This is a great opportunity for someone early in their wealth management career who already has experience working with Charles Schwab and wants to continue developing within a client-focused advisory firm.What You'll Do:Support Wealth Managers with day-to-day client needsOpen and maintain client accounts through SchwabProcess account transfers, transactions, deposits, and money movementPrepare client meeting materials and reportsMaintain client information and follow-up items in the CRMAssist with investment advisory agreements and other documentationRespond to client requests and help ensure a high level of serviceSupport quarterly reporting, compliance, and other operational projectsWhat They're Looking For:1+ year of experience within wealth management, an RIA, or similar environmentCharles Schwab experience requiredStrong attention to detail and organizational skillsExcellent written and verbal communicationComfortable interacting directly with clientsExperience with AdvisorEngine, Black Diamond, or similar wealth management technology is a plusWhy Consider It?Established, growing independent wealth management firmHigh-quality, long-standing client baseOpportunity to work closely with experienced Wealth ManagersStrong training and exposure across wealth management operationsGreat opportunity for someone looking to build a long-term career in the industry","company":"Connect Search","rawCompany":"connect search","city":"Northbrook","state":"IL","isRemote":false,"isActive":false,"createdAt":"2026-08-12T10:52:49.176Z","occupations":[{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"43-4011.00","title":"Brokerage Clerks","slug":"brokerage-clerks"},{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"}],"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":"523991","title":"Trust, Fiduciary, and Custody Activities","slug":"trust-fiduciary-and-custody-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Client Services Associate","description":"Client Service Associate | Wealth ManagementI'm working with a growing independent wealth management firm in the Chicago suburbs looking to add a junior Client Service Associate to its team.This is a great opportunity for someone early in their wealth management career who already has experience working with Charles Schwab and wants to continue developing within a client-focused advisory firm.What You'll Do:Support Wealth Managers with day-to-day client needsOpen and maintain client accounts through SchwabProcess account transfers, transactions, deposits, and money movementPrepare client meeting materials and reportsMaintain client information and follow-up items in the CRMAssist with investment advisory agreements and other documentationRespond to client requests and help ensure a high level of serviceSupport quarterly reporting, compliance, and other operational projectsWhat They're Looking For:1+ year of experience within wealth management, an RIA, or similar environmentCharles Schwab experience requiredStrong attention to detail and organizational skillsExcellent written and verbal communicationComfortable interacting directly with clientsExperience with AdvisorEngine, Black Diamond, or similar wealth management technology is a plusWhy Consider It?Established, growing independent wealth management firmHigh-quality, long-standing client baseOpportunity to work closely with experienced Wealth ManagersStrong training and exposure across wealth management operationsGreat opportunity for someone looking to build a long-term career in the industry","datePosted":"2026-08-12T10:52:49.176Z","dateModified":"2026-08-12T10:52:49.176Z","hiringOrganization":{"@type":"Organization","name":"Connect Search","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Northbrook","addressRegion":"IL","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"b0749c7e82bbdbb97bc1ecdb"},"url":"https://jobsearcher.com/jobs/b0749c7e82bbdbb97bc1ecdb"}}