Entry-Level Client Associate (Wealth Management)

DescriptionEntry-Level Client Associate Contract (Wealth Management)Location: Chicago, IL (Downtown; Located in a historic building in the Loop)Position: On-Site, Mon-FriPosition Overview - We are seeking a highly motivated, detail-oriented Client Associate to support a growing wealth management team serving high-net-worth clients on a temporary contract basis for the summer. This role is expected to run for approximately 3 to 4 months, with a formal review at the conclusion of the assignment to assess ongoing business needs and potential for extension or transition into a full-time opportunity.This individual will play a critical role in delivering a seamless client experience and supporting advisors with day-to-day operations. The position offers valuable, hands-on exposure to financial planning, investment operations, and client relationship management within a fast-paced, team-oriented environment.While initially structured as a short-term engagement, this role provides strong visibility into a long-term career path within wealth management, including potential progression into client service, paraplanning, or advisory roles depending on performance and firm needs.Your Role & Responsibilities Client Service & Relationship SupportServe as a primary point of contact for client service requests (account maintenance, transfers, distributions, onboarding) o Deliver a high-touch, white-glove experience aligned with HNW/UHNW client expectations o Manage inbound client communications and proactively follow up on outstanding requests o Prepare and coordinate client meeting materials, including performance reports and presentations Operations & Account ManagementOpen and maintain brokerage and advisory accounts (custodians such as Fidelity, Schwab, Fidelity)Process money movements, ACAT transfers, beneficiary updates, and required documentationEnsure accuracy and compliance across all client records and transactionsCoordinate with custodians and internal operations teams to resolve issues efficiently Advisor & Team SupportSupport advisors in preparing for client meetings, including data gathering and analysisMaintain CRM (e.g., Salesforce, Redtail, Wealthbox) with accurate client notes and activitiesAssist in workflow management, pipeline tracking, and task prioritizationPartner with senior team members on special projects and process improvements Growth & DevelopmentParticipate in training toward industry licensing (SIE, Series 7, Series 66 – if applicable)Build foundational knowledge of financial planning, investments, and client service best practicesProgress toward more client-facing responsibilities over timeRequirementsWhat We’re Looking For (Required) 0–2+ years of experience in financial services, banking, customer service, or operations Strong attention to detail and organizational skills Excellent communication and interpersonal skills High level of professionalism and discretionPreferredInternship or exposure to wealth management, RIAs, or brokerage environments o Bachelor’s degree (Finance, Business, Economics preferred but not required) o Familiarity with CRM systems or financial platforms o Interest in pursuing securities licenses (SIE, Series 7/66)Success Profile Highly responsive and reliable with client requests Strong attention to detail with minimal errors Proactive mindset (anticipates advisor and client needs) Coachable and eager to grow into expanded responsibilities Comfortable operating in a fast-paced, team-oriented environment