Client Service Associate

Our client, **Infinity Strategic Partners**, a growing financial services firm located in Northbrook is seeking a strategic **Client Associate** team member to perform administrative and support duties. **(Candidate must be located in the Chicago area and able to commute to Northbrook occasionally).** Position Overview We are seeking a polished, detail-oriented **Client Service Associate** to support a team of four Financial Advisors serving a diverse group of clients. This role offers broad exposure to client service, investment operations, and financial planning within a collaborative, relationship-driven wealth management practice. The ideal candidate is highly organized, proactive, and takes pride in being a trusted resource for both clients and advisors. This position has flexibility to work **remotely** the majority of the time. The Associate will be expected to come into the office periodically for team collaboration, meetings, and as needed to support the business. We offer a flexible, team-oriented work environment focused on results, collaboration, and work-life balance. * * * Key Responsibilities Client Service & Relationship Management - Serve as a primary point of contact for client inquiries, requests, and follow-ups - Manage client communications, scheduling, and ongoing service needs with a high level of responsiveness - Coordinate meeting logistics and scheduling - Prepare materials for client meetings, including financial plans, reports, and agendas - Track and execute post-meeting action items, ensuring timely follow-through Investment & Planning Support - Assist with implementation of client-approved investment and planning strategies, including servicing existing account and contracts - Prepare all necessary paperwork to open investment accounts and submit life and annuity applications, managing the full process from start to completion - Follow compliance record keeping rules related to all client activity - Help track key planning items such as account activity, deadlines, and required distributions Operations & Workflow Management - Maintain accurate client records - Track deadlines and ensure all client service tasks are completed efficiently - Maintain CRM and financial planning systems with up-to-date client information - Identify opportunities to improve processes and enhance team efficiency - Run regular reports to assist advisors in managing their books of business - Support marketing initiatives, client communications and client events, - Contribute to internal projects and firm-wide initiatives * * * Qualifications - Bachelor’s degree required - 0-2+ years of experience in wealth management, financial planning, family office, banking, tax, or investment-related roles **(We will consider recent grads with internship experience)** - Strong administrative and client service background preferred - Exceptional organizational skills and attention to detail - Professional, polished written and verbal communication skills - Ability to manage multiple priorities and work independently in a fast-paced environment - Proficiency in Microsoft Office (Word, Excel, PowerPoint) Key Attributes - Strong sense of ownership, accountability, and follow-through - Positive attitude with a client-first mindset - High level of discretion and professionalism - Ability to anticipate needs and stay one step ahead - Team-oriented with a collaborative approach Why This Role? - Join a respected, relationship-driven financial advisory practice - Work alongside a positive, collaborative team supporting sophisticated clients - Gain exposure to investments, financial planning, and client strategy - Make a meaningful impact on both clients and advisors - Opportunity for long-term growth and career development ***We are also open to a candidate who is interested in working 30 hours per week.***