Client Service Associate

Posted 3 days ago

gresham partnersChicago (IL)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Mid

SALARY

$85,000-$100,000

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About the role

Position Summary: Founded in 1997, Gresham Partners, LLC is a $13.8 billion Chicago-based investment and wealth management firm serving a select group of ultra-high-net-worth families across the country. The firm is known for its independent thinking, investment approach, and performance results. We are committed to providing superior investment performance by utilizing select, difficult-to-access managers in a full range of asset classes that are located globally. We make these managers available to our clients through pooled investment limited partnerships. We integrate this investment approach with client-specific wealth planning strategies and other personalized wealth management services. The Client Service Associate position is located in Chicago.

Responsibilities: The successful candidate will be primarily responsible for working with Gresham’s Client Advisors to deliver Gresham’s wealth management services to sophisticated UHNW families and delivering Gresham’s overall service offering. Fulfilling these responsibilities will involve:

Organize and prepare materials for regular client meetings that occur 2-4 times per year
Attend and participate in all Chicago area (and possibly out of town) client meetings and prepare the follow-up letter and action lists associated with each client meeting
Monitor and implement client-agreed action items, which most importantly requires working directly with clients to ensure proper execution of all investment documents
Review quarterly client reporting package and participate in quarterly calls with the client to review the materials
Assist in the development and implementation of customized asset allocation and wealth transfer strategies for the client
Work with the client’s outsourced tax, legal and other experts to help facilitate tax, wealth transfer, and philanthropic planning goals
Assist in the preparation of new business development presentations
Participate in other internal firm initiatives

Qualifications: Successful candidates will possess the following key skills and abilities:

A strong commitment to provide exceptional client service in our energetic, disciplined, and team-oriented environment
Consistently high attention to detail, accuracy, thoroughness, and execution
Strong analytical skills
Outstanding written and oral communications skills
Demonstrated strength in Microsoft Office suite, particularly Excel
Familiar with various investment asset classes and basic investment concepts, including alternative investments
Ability to live and work in the U.S., Gresham Partners is not able to sponsor Visas for this position
Experience LevelWe are seeking a candidate with:
Bachelor's DegreeAt least three years of financial planning, family office, tax, or investment working experience with high net worth familiesCPA, CFP or MBA is a plus

Benefits:

Medical, Dental & Vision (HSA, FSA options)
Employer Paid Life Insurance
Employer Paid Short Term Disability
Employer Paid Parental Leave (12 weeks)
Optional Life Insurance, Long Term Disability, Spousal & Child Life Insurance 401(k)15 Vacation Days, 5 Sick Days, 1 Floating Holiday
Education Reimbursement Programs

Compensation Range: $85,000-$100,000

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the duties and responsibilities of this job. Must be able to:

Remain stationary for reasonable periods of time typing and/or reading at a computer
Move around an office environment during a workday
Work in-person in downtown Chicago
Travel to client locations as needed
Communicate with employees, customers, and/or vendors by telephone and in person
Process transactions on a computer
Sustain mental/visual attention for reasonable periods of time

Reasonable accommodations may be made to enable employees with disabilities to perform the duties and responsibilities.

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