Customer Service Staff Salary at Havi BETA

Our client in Chicago, a prominent, wealth management firm is seeking a Client Service Associate to join a growing team. This organization provides financial services to high net worth individuals and families. The individual in this role will collaborate with Client Advisors to deliver comprehensive wealth management services. Responsibilities Organizing and preparing materials for client meetings held 2–4 times annually. Attending and participating in client meetings, including follow-up tasks such as drafting letters and action plans. Monitoring and implementing client-agreed action items, ensuring the accurate execution of investment documentation. Reviewing quarterly client reporting packages and participating in calls to discuss materials with clients. Assisting in the creation and execution of tailored asset allocation and wealth transfer strategies. Coordinating with clients’ external tax, legal, and other advisors to support tax, wealth transfer, and philanthropic goals. Contr

Job Title: Client Service Associate - Wealth Management Firm Location: Chicago, IL Job Type: Full-time with a hybrid schedule Experience Required: Minimum of 1 year in the financial service industry Job Summary: We are a fast-growing wealth management firm seeking a Client Service Associate to join our team. The ideal candidate will have a minimum of 1 year of industry experience, a strong work ethic, excellent communication skills, and a desire to provide top-notch client service. Responsibilities: Provide exceptional client service to high net worth individuals and families Build and maintain relationships with clients and advisors Prepare client reports and account statements Assist with client onboarding and account maintenance Work closely with advisors to develop financial plans and investment strategies Resolve client inquiries and concerns in a timely and professional manner Coordinate with internal departments to ensure seamless client service delivery Requirements: Bachelor's

Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by providing full suite of family office services. Act as the daily point of contact for receiving/responding to client communications Support advisors in all aspects of client service Manage the administration of custody accounts for ultra-high net worth clients Monitor cash, execute money/asset transfers, wires, gifting, and investment trading activities Coordinate account openings/closings/transitions Ensure proper set-up of client accounting statements and access to online systems Position offers excellent work/life balance, and comprehensive benefits, Hybrid model: 2 days in office Requires 2+ years' related experience. Income tax experience a plus Very open to train public accounting professionals from audit or tax Great potential for growth in a team oriented, non sales environment Provides training and career path to senior advisor level

Business Talent Group (BTG) is the leading talent marketplace that connects independent management consultants, subject matter experts, project managers, and interim executives with the world’s best companies. BTG provides just the right on-demand talent needed: remote or on-site, part-time or full-time, individuals or teams. That’s why more than 50% of the F100 and hundreds of other leading companies trust BTG to curate, vet, and compliantly deliver talent who fuel growth, innovation, and performance improvement. BTG is a Heidrick & Struggles company. Client Service Associate: START DATE WILL BE JUNE 2025 Role & Responsibilities: As our Client Service (CS) team expands, we invite recent graduates or early professionals (with 0-2 years of experience) to become integral members of our team. We are seeking candidates who are inherently curious about business, self-motivated, and demonstrate an interest in talent vetting/sourcing and client service, thriving in a fast-paced environment. A

About VestGen Wealth Partners: VestGen Wealth Partners is transforming the wealth management industry by building a forward-thinking platform that empowers financial advisors to scale their practices, achieve long-term success, and secure their future. We operate at the intersection of financial advisory, private equity, and technology, and are creating a dynamic marketing function to drive lead generation, advisor acquisition, and strategic partnerships. Job Summary: We are seeking a highly organized, resourceful, and Client Service Associate with at least 5 years of experience in the financial services sector to support a Financial Advisor and the broader wealth management team in our Naperville, Illinois location. This position will be client-facing, requiring strong interpersonal and communication skills, along with the ability to perform operational tasks with efficiency and precision. The ideal candidate will have experience as a Client Service Associate, operational expertise, a

Client Services Associate – Independent Investment & Wealth Management Firm My client, a prestigious independent investment and wealth management firm, is seeking a Client Services Associate to join their growing team. This role involves working alongside associates and analysts to provide critical support to multiple Advisors in delivering top-tier client service. 💰 Compensation: $100,000 + 10% bonus 📍 Schedule: Hybrid (Chicago-based) 📜 Preferred Experience: 3+ years in a wealth management firm; CFP is a plus but not required Key Responsibilities: Prepare client meeting materials and ensure all documentation is up-to-date Attend client meetings, take detailed notes, and draft follow-up correspondence Track and execute client action items, coordinating directly with clients to ensure seamless processing of investment documents Oversee quarterly client reports and participate in calls to discuss financial updates Support the development and execution of tailored asset allocation and

We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families in a Family Office atmosphere. RESPONSIBILITIES: Organize and prepare materials for regular client meetings Attend and participate in client meetings, prepare follow-up letters and action lists Monitor and implement client-agreed action items, working directly with clients to ensure proper execution of all investment documents Review quarterly client reporting and participate in calls to review the materials Assist in developing and implementing customized asset allocation and wealth transfer strategies Collaborate with clients' outsourced tax, legal, and other experts to facilitate planning goals Assist in preparing new business development presentations as needed Participate in other internal firm initiatives QUALIFICATIONS: Bachelor's degree in financial services or relevant field Minimum 3 years of experience in financial services, tax, f

Our client is a boutique investment management firm in Chicago, IL. They are seeking to hire a Client Services Associate to work three days in office on a weekly basis. They offer flexibility, work life balance, good benefits, and a great company culture. • Provide top quality service to our clients for complete administration of both new and existing accounts • Prioritize and organize the necessary workflow for account management along policies and procedures • Setting up new investment accounts: Prepare and review key documents including investment advisory agreements, ADV, and required internal client documentation • Monitor new accounts for proper implementation as well as existing accounts for new deposits or withdrawals • Support client facing team members • Actively monitor and update various manager databases to ensure all information is current and accurate • Assist with formal due diligence questionnaires and requests for information • Monitor client service and information r