Job Description

Job Location: Chicago, IL 60611
Position Type: Full Time / Experienced Level
Salary Range: $60,000.00 - $95,000.00 Salary
Job Category: Advisory - Business Mgmt & Family OfficeCitrin Cooperman Wealth Management, LLC is a premier Registered Investment Advisor (RIA) and multi-family office dedicated to providing high-touch, customized wealth management solutions for high-net-worth individuals and families. Our team is committed to excellence, professionalism, and delivering a seamless client experience across generations. 
The Client Service Associate (CSA) serves as a critical point of contact for our clients and a key support pillar for our advisory team. This role balances administrative tasks with operational excellence to ensure the smooth day-to-day functioning of the firm. 
- Operations & Client Onboarding: Own the end-to-end new client onboarding experience, including preparing and processing custodial paperwork. Assist with daily operational tasks and account maintenance across multiple platforms.
- Money Movements: Facilitate all client funds transfers, including wires, ACHs, and journals, while ensuring accuracy and compliance with firm policies.
- Meeting & Communication Management: Manage advisor calendars and schedule client meetings. Handle inbound calls and inquiries with a professional presence.
- Reporting & Data Entry: Generate and reconcile recurring reports. Maintain accurate and up-to-date client records within the CRM.
- Administrative Support: Handle the sending and receiving of mail and client packets. Facilitate the sharing of client data from the tax department and support tax document distribution.
- Marketing Assistance: Coordinate marketing emails and assist with the development of marketing templates.
- Ad Hoc Projects: Participate in firm-wide initiatives, such as technology adoption and process automation. 

Qualifications
- Bachelor’s degree required, with a preference for Business, Finance, or Accounting
- 3+ years of experience in wealth management.
- Direct experience with custodial platforms and RIA software is required.
- Custodial Platforms: Proficiency in Schwab Advisor Center and Fidelity Wealthscape.
- Portfolio Management: Experience with Orion Advisor Technology or Black Diamond for reporting and performance analysis.
- Superior organizational skills, high attention to detail, and a proactive mindset for problem-solving.