Links To Open Positions

Position: Client Services Associate (Expeditor)

Location: Glenview, IL

Specific position responsibilities will include, but are not limited to:

  • Serving as the first point of contact for our firm’s clients 
  • Effectively control assigned Wealth Advisor’s calendar 
  • Collecting client information; organizing and preparing for client meetings
  • Participating in client meetings taking notes and insuring agenda is prepared and followed
  • Ensuring our clients’ needs are met in a timely and professional manner
  • Leveraging the support functions at Glenview HQ
      • Operations 
      • Planning Specialists 
      • Marketing 
  • Participate in regularly scheduled Client Service Team meeting
  • Primary administrative support to Wealth Advisor.

Requirements to succeed in this position:

  • Excellent problem solving, organizational, administrative, follow-through and prioritization skills
  • Ability to take charge and direct assigned Wealth Advisor
  • A passion for client service and deep, personalized customer support 
  • The ability to handle multiple projects simultaneously in a fast-paced environment
  • A logical mind, strong attention to detail, and proficient computer skills (MS Office, Excel, etc.) 
  • A BS degree (preferred) or equivalent experience


  • Two years’ experience in a client service role.  Financial Services experience not necessary. Great opportunity for growth minded individuals who want to get into Wealth Management.