Connect Search, LLC · 1 day ago
Client Services Associate
Deerfield, IL
Full-time
Hybrid
Entry, Mid Level
$85K/yr - $100K/yr
2+ years expConnect Search, LLC is a wealth management firm seeking a Client Relationship Specialist. The role involves managing client onboarding, handling account maintenance, and serving as the primary client contact for service-related inquiries.
ConsultingHuman ResourcesStaffing Agency
Responsibilities
Manage client onboarding
Handle account maintenance
Execute and track asset movements
Support quarterly billing, performance reporting, and tax information requests
Serve as a primary client contact for service-related inquiries
Maintain accurate records in the CRM
Prepare and process operational and compliance-related documents as needed
Qualification
Required
Bachelor's degree required
2–3+ years of relevant experience in wealth management, private client, or brokerage operations
Preferred
FINRA Series 7 and 66 licenses preferred; willingness to obtain required
Benefits
Annual incentive
Medical
Dental
Vision
Life insurance
401(k) retirement plan match
Health savings accounts
Company
Connect Search, LLC
Connect Search, LLC is a boutique staffing firm founded by a group of partners who share the same vision and are all recruiters at heart.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Meade Kelley
Chief Operating Officer
Ben Hirsh
Partner | President, Direct Hire Placement & Connect Financial Consulting
Recent News
Business Journals
2022-03-22
2022-03-21
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