Wealth Client Services Associate

Are you a proven detail oriented administrative professional with strong organizational skills? Do you enjoy the fast-paced environment of wealth management and financial services?

M&S Wealth Management is seeking a driven, client-centric administrative professional who is looking to use their excellent service and support skills in a fast-growing team. In this role, you’ll work closely with, and report directly to the Senior Client Service Manager, while also being a team player for the wealth management department as a whole. You will be expected to provide high quality service to clients and cross-departmental colleagues alike.

The ideal candidate will be on-site a minimum of 3 days per week and focus on client needs and support. We are seeking someone with excellent attention to detail skills, outstanding customer service support, and past experience working with high-net-worth clients. If you've previously worked in the financial services industry and are motivated by your desire to build relationships with clients, then this role may be for you!

Responsibilities:

• Deliver superior client service by overseeing the client onboarding experience and prepare documents for client execution throughout the client relationship.

• Prepare client meeting materials, such as: account in-flow/out-flow catalogs, RMD/QCD transaction summaries, and account beneficiary designations infographics. 

• Process ad-hoc money-movement requests and oversee recurring deposits & withdrawal plans.

• Process 529 contributions and qualified withdrawals.

• Process charitable contributions and donations.

• Assist advisors with scheduling internal and external meetings, answering calls, and other like administrative duties.

• Process daily report for new accounts opened. Consistently monitor custodial alerts and troubleshoot any account management items that need further attention.

• Assist Team with setting up clients in Portal management system, and sending Portal enrollment invitations.

• Develop and maintain internal and external relationships focused on enhancing the client experience.

• Bachelor's degree

• Strong desire to work in wealth management, financial service or other related industry

• Outstanding communication skills both verbal and written

• Extremely motivated and able to work both independently and collaboratively with a team

• Exceptional organization and project management skills with excellent attention to detail

• Experience working with custodial platforms (i.e. Fidelity & Schwab) highly preferred

Mowery & Schoenfeld, LLC is an accounting, advisory, and IT services firm headquartered in Lincolnshire, Illinois, with satellite offices in the Chicago Loop, Downtown Miami, and the Philippines. Our organization is focused on providing personalized service to each client, building a lasting and trusted relationship. Made up of 20 partners and over 200 total employees, Mowery & Schoenfeld ranks among the top ten firms in Illinois and recently named one of the largest accounting firms in Chicago by Crain’s Chicago Business.

We take culture seriously by providing a supportive environment focused on growth. Our Firm has been named a Best Firms to Work For by Accounting Today, a Best Firms for Women by Accounting Today, and a Best Place to Work in Chicago by Crain’s Chicago Business. Mowery & Schoenfeld offers comprehensive tax, assurance, transaction advisory, outsourced accounting, wealth management, international onboarding, business advisory services, as well as managed IT services through our partnership with Xamin, Inc.

Through our M&S Cares program, we prioritize giving back and provide opportunities for our team to support our larger community. We are grateful to be recognized with the Illinois CPA Society's Time and Talent Public Service Volunteerism Award, awarded to only one firm each year.

We are always looking for employees with a focus on growth, community, and superior client service to join our team.

Mowery & Schoenfeld is an equal opportunity employer. We do not discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.