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Senior Client Service Associate - Private Wealth Management
Harris Associates
Chicago, USA
Senior · 3–5 years experience
Onsite
Discovered 2 weeks ago
Communication
Key Skills for This Role
Communication
Full Job Posting
Responsibilities:
- Develop, manage, and expand private wealth relationships with existing and prospective clients
- Attend and contribute to client meetings and discussions covering investment strategy, account performance, new products, and market developments to promote growth and strengthen client relationships
- Partner with internal business units and subject matter experts to deliver comprehensive solutions and address client needs
- Prepare materials for client meetings, reviews, due diligence meetings, and prospect presentations
- Own and manage the client onboarding experience
- Develop, implement, and monitor the team’s client service model
Qualifications
- Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a related field
- Minimum 3-5 years of prior experience in Private Wealth Management (PWM), in a client-facing role working directly with high-net-worth individuals and families
- Demonstrated knowledge of investment products, services and terminology, gained within a PWM or comparable private client environment
- Strong project management and organizational skills
- Excellent attention to detail and the ability to perform a wide variety of complex and confidential tasks with speed and accuracy
- Ability to work independently and in a team environment, managing multiple and conflicting deadlines with initiative and adaptability
- Strong analytical skills and sound independent judgment to solve client issues
- Excellent verbal and written communication skills and the ability to communicate constructively within the department and the firm
- Proficient with Microsoft Office applications and CRM platforms
- We offer a comprehensive benefits package designed to integrate life and work and to support our employees and their families. Benefits include, but are not limited to; medical, prescription drug, dental and vision insurance, paid time off, profit sharing plan, 401k plan, tuition reimbursement, commuter and holistic wellness benefits along with volunteer programs.
- Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. If hired, base pay will be determined on an individualized basis and is only one part of the total compensation package, which, depending on the position, may also include a discretionary performance bonus and other Harris sponsored benefit programs.
- Expected range for this Chicago-based role$110,000—$140,000 USD
- Equal Employment Opportunity Policy Statement Harris Associates L.P. pursues a policy of equal opportunity in all areas of employment including recruitment, hiring, training, compensation, benefits, advancement, and treatment on the job. This means that Harris does not discriminate against employees, or qualified applicants, based on an individual's race, color, religion, creed, sex, age, national origin, physical disability, sexual orientation, trans-gender status, transsexual status, status as a veteran or disabled veteran, genetic information or for any other reason prohibited by law. Harris reserves the right to review publicly available information about applicants (i.e., via social networking sites), to the extent permissible under applicable law.
- Reasonable Accommodation Notice We provide reasonable accommodation for individuals with disabilities and disabled veterans in job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the alternative email address below to contact us about your interest in employment at [email protected] or you can call us at 312-646-3600.
- Privacy Statement The information you send to us is used for employment purposes only. What you send is kept confidential—we will not give your personal information to outside parties without your consent.
- Equal Employment Opportunity Policy Statement
- Harris Associates L.P. pursues a policy of equal opportunity in all areas of employment including recruitment, hiring, training, compensation, benefits, advancement, and treatment on the job. This means that Harris does not discriminate against employees, or qualified applicants, based on an individual's race, color, religion, creed, sex, age, national origin, physical disability, sexual orientation, trans-gender status, transsexual status, status as a veteran or disabled veteran, genetic information or for any other reason prohibited by law. Harris reserves the right to review publicly available information about applicants (i.e., via social networking sites), to the extent permissible under applicable law.
- Reasonable Accommodation Notice
- We provide reasonable accommodation for individuals with disabilities and disabled veterans in job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the alternative email address below to contact us about your interest in employment at [email protected] or you can call us at 312-646-3600.
Preferred Qualifications
- Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. If hired, base pay will be determined on an individualized basis and is only one part of the total compensation package, which, depending on the position, may also include a discretionary performance bonus and other Harris sponsored benefit programs.
About Harris Associates
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