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Client Service Associate

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Chicago

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided
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Job Description:

We are looking for a Client Service Associate to support client-facing operations for a Wealth Management firm in Chicago, Illinois. This position is well suited for someone with strong attention to detail and a background in accounting, wealth services, or tax who can help maintain a high standard of service. The role offers the opportunity to work closely with internal teams and clients while contributing to accurate, timely, and organized account support.

Job Responsibility:

  • Provide day-to-day assistance to clients by responding to service requests, resolving account-related questions, and ensuring a positive experience
  • Coordinate with advisors and internal departments to prepare, review, and process client documentation with accuracy and timeliness
  • Maintain organized client records and monitor account activity to help support compliance and operational standards
  • Assist with account onboarding, updates, and administrative follow-up to keep client information current and complete
  • Prepare materials, reports, and supporting documentation needed for client meetings, transactions, and ongoing service needs
  • Track outstanding items and follow through with clients and colleagues to ensure requests are completed efficiently
  • Contribute to process improvement efforts and support operational changes, including work involving financial platforms or related systems when needed

Requirements:

  • Bachelor's degree required
  • At least 2 years of experience in public accounting, wealth management, tax, or a related services environment
  • CPA designation is required
  • Strong attention to detail with the ability to manage multiple priorities accurately
  • Clear written and verbal communication skills with a client-focused approach

Nice to have:

  • Proficiency with financial services technology or similar business systems is an advantage
  • Experience with industry platforms such as portfolio management, reporting, or CRM tools is considered a plus
What we offer:
  • Medical/Dental
  • 401k
  • PTO

Additional Information:

Job Posted:
May 05, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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