Top 826 Risk Management Associate Jobs

Client Service Associate
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Associate - Center Clinical Director
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Real Estate Associate Attorney
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Associate Client Manager, Commercial Risk - Founder Shield
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Relationship Associate
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7d

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Client Service Associate

Aligned Private Wealth
Deerfield, IL

Quick Apply

Job Details

Full-time
$80,000 - $110,000 a year
4 days ago

Benefits

Paid holidays
Health insurance
401(k)
Paid time off
Professional development assistance

Qualifications

Wealth management
Teamwork
Customer relationship building
Investment management software
Managing clients in a customer support role
Managing financial planning clients
Investment client management
Client services
Investment account customer support
Handling customer service requests
Financial services
CRM system proficiency

Full Job Description

POSITION SUMMARY

We are seeking a dedicated Client Service Associate to join a growing, founder-led wealth management practice based in Deerfield, Illinois. Supported by an associate advisor focused on planning and operations, this role sits at the center of the client experience.

The Client Service Associate will serve as a primary point of contact for a select group of high-net-worth client households, managing service requests, account administration, and day-to-day operational processes. This allows the advisory team to focus on portfolio management, financial planning, and continued growth.

This role offers a unique opportunity to join an independent firm in an early stage of expansion, built on a long-standing foundation of client relationships. The position provides meaningful exposure across all aspects of the business, with clear potential for expanded responsibility and long-term growth as the firm scales.

KEY RESPONSIBILITIES

Client Service & Relationship Management

Serve as the primary client-facing contact for account service requests, inquiries, and issue resolution
Communicate proactively with clients regarding account activity, documentation needs, and upcoming reviews
Build and maintain strong client relationships through responsive, detail-oriented service
Prepare meeting materials, portfolio summaries, performance reports, and planning documents

Platform Operations – Fidelity Wealthscape

Utilize Fidelity Wealthscape to manage account servicing, reporting, and client administration
Process new account openings, account transfers, beneficiary updates, title changes, and maintenance requests
Generate client-facing reports and consolidated household reporting
Assist clients with portal enrollment, access, and troubleshooting
Monitor pending transactions and workflow queues to ensure timely and accurate processing
Coordinate with Fidelity service teams to facilitate complex requests

Account Administration & Operations

Prepare and process account documentation, including transfer forms, Letters of Authorization (LOAs), and money movement requests
Facilitate wires, ACH transfers, distributions, and other account transactions in accordance with firm policies
Monitor account activity for errors, missing documentation, and compliance concerns
Maintain accurate client records across CRM, custodial, and portfolio management systems
Support the preparation and implementation of financial plans, investment proposals, and advisory agreements

Compliance & Risk Management

Adhere to all applicable regulatory requirements and firm policies
Ensure account documentation meets AML, KYC, and compliance standards
Maintain current knowledge of industry regulations and complete required compliance training
Support branch audits and documentation requests as needed

Team & Business Support

Manage advisor calendars, schedule client meetings, and coordinate meeting logistics
Prepare client review materials, meeting agendas, and follow-up items
Support client events, marketing initiatives, and business development activities
Assist with onboarding new client households throughout the Chicago area, ensuring a smooth and professional client experience
Coordinate with custodians, internal teams, and third-party vendors to resolve service and operational matters
Track outstanding client requests and help ensure timely completion of action items
Identify opportunities to improve workflows, increase efficiency, and enhance the client experience

REQUIRED QUALIFICATIONS

5+ years of experience in wealth management, brokerage, or financial services
Demonstrated experience supporting high-net-worth clients
Proven ability to deliver a high-touch, concierge-level client experience
Strong communication and relationship management skills
High attention to detail with the ability to manage multiple priorities
Experience using Fidelity Wealthscape or similar custodial platform
Experience working with CRM and wealth management systems
Ability to work on-site in Deerfield, Illinois

PREFERRED QUALIFICATIONS

Experience in an RIA, wirehouse, or independent environment
Experience using Advyzon or similar portfolio management/reporting platforms
Experience in a small, high-performing or entrepreneurial team setting
Series 65 or willingness to obtain over time

CORE COMPETENCIES

Client Focus: Builds trust through proactive, white-glove service
Attention to Detail: Ensures accuracy across all communications and transactions
Organization & Execution: Manages multiple priorities with consistency and follow-through
Communication: Interacts professionally with clients and partners
Ownership Mindset: Anticipates needs and takes initiative
Adaptability: Thrives in a dynamic, growth-oriented environment
Discretion: Handles confidential client information with care

COMPENSATION & BENEFITS

We offer a competitive compensation package commensurate with experience, including:

Base salary range: $80,000 – $110,000
Annual performance-based bonus
Benefits (for full-time employees)
Paid Time Off and firm holidays
Continuing education and licensing support

We are open to structuring this role (full-time or part-time) for the right candidate, with a path toward expanded responsibility as the firm continues to grow.

EQUAL OPPORTUNITY EMPLOYER

We are an equal opportunity employer and consider all qualified applicants without regard to protected characteristics under applicable law.

Pay: $80,000.00 - $110,000.00 per year

Benefits:

401(k)
Health insurance
Paid time off
Professional development assistance

Work Location: In person

Quick Apply

Refine Your Search

Risk Management Associate jobs

Client Service Associate

Associate Actuary - Inforce Optimization

Financial Planning Associate

Sr. Biomanufacturing Associate

Lead Associate Principal, Quantitative Risk Management

Mid-Level Risk Mitigation Specialist

Associate - Center Clinical Director

Associate Client Manager, Commercial Risk - Construction Practice

Ag Associate Underwriter

Center Clinical Director, Associate

Associate Actuary - Risk Management

Associate Advisor, Commercial Risk - Middle Market

Center Clinical Director, Associate

SF Collateral Risk - Product Management - Lead Associate

Associate - Center Clinical Director

Associate Engineer

Relationship Associate

Real Estate Associate Attorney

Associate Client Manager, Commercial Risk - Founder Shield

Relationship Associate

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