Chicago, IL
Sr Client Service Associate

We are currently seeking qualified candidates to join our RIA Client in Chicago as a Sr. Client Service Associate.

The CSA will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high-net-worth individuals, families and institutions. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry.


• Responds to routine client requests via phone, email and/or other contact methods
• Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly
• Records client inquiries including service changes, new account openings, money movement, trading, etc. in CRM
• Prepares alternative investment paperwork for client signature as well as process fundings and or capital calls
• Meets regularly with Wealth Advisor team to prioritize workload, provides timely updates on client service items, and escalates potential issues when appropriate
• Assists with specific operational-related tasks and collaborates with the operations leadership team on projects and/or initiatives designed to streamline firm policies
and procedures
• Works alongside our centralized operations team providing requests for client custodian paperwork to be prepared.


Four-year college degree
• 4+ years of relevant experience working in financial services preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
Strong communication and presentation skills
• Hunger, Humility, Passion
• Ability to collaborate with a team, yet exabit an entrepreneurial mindset