Executive Assistant/Client Services AssociateOur client, a rapidly growing independent wealth management firm managing over $1 billion in assets for UHNWIs, is seeking an Executive Assistant/Client Services Associate to support their CEO/Managing Partner & team of advisors. This role will play an important role in supporting client communications, coordinating service requests, maintaining operational processes, and assisting with business development and marketing initiatives. This role offers direct exposure to executive leadership, involvement in strategic initiatives, and the chance to work alongside a talented and dedicated team committed to long-term success!The Nitty GrittyServe as a primary point of contact for client service requests, ensuring timely follow-up and resolutionSupport Managing Partner & advisors with client meeting preparation, scheduling, and follow-up communicationsCoordinate account paperwork, onboarding activities, and administrative requests while maintaining accuracy and attention to detailMaintain client records, workflows, and documentation within firm systemsAssist with client communications, presentations, and marketing materialsSupport business development efforts through event coordination, prospect communications, and relationship management activitiesTrack action items and follow-ups to ensure an exceptional client experience and consistent executionCollaborate with team members, custodians, vendors, and external partners to support ongoing client needs and firm initiativesHelp coordinate client events, educational programs, and firm-sponsored activitiesThe Essentials3+ years of experience working as a Client Services Associate, Sales Assistant, or Executive AssistantPrevious experience working in wealth management requiredExceptional organizational and project management skillsStrong attention to detailProactive mindset with the ability to anticipate needs and take initiativeExcellent written and verbal communication skillsStrong emotional intelligence and professional judgmentHigh degree of discretion and ability to handle confidential informationCollaborative approach with a proven ability to work effectively across teamsThe Cherry On TopBuild a trusted & strategic partnership with an accomplished CEOPlay a meaningful role within a growing, entrepreneurial organization!Location: Chicago, IL (Onsite)Compensation: $100k to 110k base salary + bonus + benefits (exact compensation will vary based on skills, experience, and expertise)
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