Client Service Associate

Position Summary:Founded in 1997, Gresham Partners, LLC is a $13.8 billion Chicago-based investment and wealth management firm serving a select group of ultra-high-net-worth families across the country. The firm is known for its independent thinking, investment approach, and performance results. We are committed to providing superior investment performance by utilizing select, difficult-to-access managers in a full range of asset classes that are located globally. We make these managers available to our clients through pooled investment limited partnerships. We integrate this investment approach with client-specific wealth planning strategies and other personalized wealth management services. The Client Service Associate position is located in Chicago.ResponsibilitiesThe successful candidate will be primarily responsible for working with Gresham’s Client Advisors to deliver Gresham’s wealth management services to sophisticated UHNW families and delivering Gresham’s overall service offering. Fulfilling these responsibilities will involve:Organize and prepare materials for regular client meetings that occur 2-4 times per yearAttend and participate in all Chicago area (and possibly out of town) client meetings and prepare the follow-up letter and action lists associated with each client meetingMonitor and implement client-agreed action items, which most importantly requires working directly with clients to ensure proper execution of all investment documentsReview quarterly client reporting package and participate in quarterly calls with the client to review the materialsAssist in the development and implementation of customized asset allocation and wealth transfer strategies for the clientWork with the client’s outsourced tax, legal and other experts to help facilitate tax, wealth transfer, and philanthropic planning goalsAssist in the preparation of new business development presentationsParticipate in other internal firm initiativesQualificationsSuccessful candidates will possess the following key skills and abilities:A strong commitment to provide exceptional client service in our energetic, disciplined, and team-oriented environmentConsistently high attention to detail, accuracy, thoroughness, and executionStrong analytical skillsOutstanding written and oral communications skillsDemonstrated strength in Microsoft Office suite, particularly ExcelFamiliar with various investment asset classes and basic investment concepts, including alternative investmentsAbility to live and work in the U.S., Gresham Partners is not able to sponsor Visas for this positionExperience LevelWe are seeking a candidate with:Bachelor's DegreeAt least three years of financial planning, family office, tax, or investment working experience with high net worth familiesCPA, CFP or MBA is a plusBenefitsMedical, Dental & Vision (HSA, FSA options)Employer Paid Life InsuranceEmployer Paid Short Term DisabilityEmployer Paid Parental Leave (12 weeks)Optional Life Insurance, Long Term Disability, Spousal & Child Life Insurance401(k)15 Vacation Days, 5 Sick Days, 1 Floating HolidayEducation Reimbursement ProgramsSalary Range: $85,000-$100,000Physical 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 ChicagoTravel to client locations as neededCommunicate with employees, customers, 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.