Client Service Associate
Client Service Associate
Please email your resume and cover letter to careers@burlingwp.com.
Burling Wealth Partners is a fast-growing wealth management firm headquartered in Chicago, IL. We are a recently launched, next-generation firm seeking highly motivated individuals who can thrive in a collaborative and fast-paced environment and enjoy providing exceptional client experiences.
The Client Service Associate will help us deliver excellent service to clients and support. You will support the Executive Team in financial planning, investment management, and delivering outstanding client service. The role requires someone who has fantastic communication skills and likes talking to clients, a desire to learn about and grow in the financial services industry, and a passion for personal development. This is not a sales role. This position allows the Associate to gain valuable experience in wealth management, develop their communication and analytical skills, and progress toward more client interaction and responsibilities.
We are a lean team providing a great opportunity for learning and development within the role. This role requires frequent communication with the Executive Team, our clients, and our custodians. The ideal candidate will be positive, organized, detail-oriented, motivated and have the ability to change course quickly.
This role is principally in-person at our Chicago office, with remote work flexibility.
- Work with clients and colleagues to ensure proper account opening procedures and documentation.
- Assist with day-to-day client service requests; proactively resolve clients’ issues and concerns.
- Schedule and prepare for client meetings; enter and maintain client data in the CRM and portfolio analysis software, prepare reports and other deliverables.
- Manage account activities that are operational in nature –new accounts, cash management, transfers, and account maintenance.
- Ability to expand roles based on desire into marketing, compliance, business development, and/or investment management.
- Bachelor’s degree or relevant prior industry experience
- Proficiency in Microsoft Word, Excel & PowerPoint
- Excellent attention to detail, solid follow-up skills, and the ability to think strategically and solve problems
- Superior interpersonal, organizational and client service skills; work effectively in a highly collaborative team environment
- Skilled at planning, organizing, prioritizing and executing simultaneous projects and activities; proven ability to work under pressure and adapt quickly to change
- Strong computer skills and ability to quickly learn new software
- Intellectual curiosity and a sense of humor
- Great company culture with strong development opportunities
- Lean team with direct access to firm leadership and ability to drive change
- Comprehensive benefits package
- 401k retirement plan with employer match
- Generous time off and paid parental leave
Headquartered in Chicago, IL, Burling Wealth Partners is an independent wealth management firm. We combine sophisticated expertise, personalized service, and highly tailored solutions to navigate both simple and complex life and financial decisions.
For more information, please visit www.burlingwp.com, and for the latest updates, follow Burling Wealth Partners on LinkedIn.
Burling Wealth Partners, LLC is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Burling may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
It is the policy of Burling to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law.
It is Burling’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.
Interested in joining our team? Please email your resume and cover letter to careers@burlingwp.com.