Senior Client Services Associate
About the Role
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A growing independent wealth management firm is seeking a highly organized and proactive Senior Client Services Associate to partner directly with the Founder and help drive day-to-day operations, client service, and key initiatives.
Responsibilities:
- Act as a trusted right-hand partner to the Founder
- Manage priorities, projects, and follow-up items
- Support client communications, meeting preparation, and workflow management
- Assist with client service and operational processes
- Help improve processes and drive organizational efficiency
Qualifications:
- 3-5+ years of experience in wealth management, private wealth, RIA, or financial advisory environments
- Background in client service, operations, or administrative/advisor support
- Strong attention to detail, organization, and follow-through
- Ability to work independently in an entrepreneurial environment
- Preferred: RIA/or Fidelity experience
Why Join?
- Direct exposure to firm leadership
- High-impact role with significant visibility
- Collaborative culture and strong work-life balance
- Competitive compensation, bonus potential, and long-term growth opportunities
A1473125CHI-PERM_1789564989
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Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
We look forward to working with you.