A well-established investment firm in Chicago is seeking a Wealth Management Client Service Associate. This role supports senior advisors in delivering wealth management services to ultra-high-net-worth families. The ideal candidate has at least 3 years of experience in financial planning, exceptional client service skills, and knowledge of investment concepts. This full-time position involves client interaction, preparation for meetings, and coordination with external advisors. The office setting is hybrid, located in downtown Chicago.
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Hybrid Wealth Management Client Services Specialist in chicago at Unknown Company
This position is listed as full time and hybrid.