Our client, a leading boutique Wealth Management Firm, is looking for a Client Service Associate to join their fast growing team. The role also offers the opportunity for two career paths, operations focused or financial advisory track. Our client offers a hybrid work schedule in downtown Chicago and offers competitive compensation as well as comprehensive health, PTO and retirement benefits.

Responsibilities:

• Reporting and facilitating client portal requests alongside Advisory Associates
• Analysing and planning of individual needs for internal clients
• Investigating and providing financial strategy for client meetings
• Responsible for periodically assisting in the execution of client trades alongside the traders
• Gaining knowledge and understanding of internal systems and work-flow to answer and assist with advisory and client questions.

Qualifications

• Bachelor's degree in Financial Planning or a related field
• At least 2 years at a wealth management firm
• CFP designation preferred

For more information, please apply or reach out to emma.bradley@oliverjames.com directly.