20 Best Investment Management & Financial Advisory Occupations jobs in Chicago, IL (Hiring Now!)

Client Service Associate (Wealth Management)
Promus —Chicago, IL
Promus Holdings, LLC* is a multi-family office and asset management platform that aims to help families preserve and grow wealth through the design and…
$60,000 - $80,000 a year
Quick Apply
1d
Financial Advisor
Taos Global Group Inc —Chicago, IL
Sells commerical/personal lines insurance and investments products to small and mid-size business owners; Holds excellent communication skills;
$20,000 - $60,000 a year
Quick Apply
Reporting Analyst (Wealth Management)
Promus Holdings —Chicago, IL
Promus Holdings, LLC* is a multi-family office and asset management platform that aims to help families preserve and grow wealth through the design and…
From $65,000 a year
Quick Apply
1d
Data Operations Associate (Wealth Management)
Promus —Chicago, IL
Promus Holdings, LLC* is a multi-family office and asset management platform that aims to help families preserve and grow wealth through the design and…
Estimated: $58.6K - $74.1K a year
Quick Apply
1d
Financial Advisor (Sales/Entrepreneurial Opportunity)
Northwestern Mutual Chicago —Chicago, IL
Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools…
$80,000 - $200,000 a year
Quick Apply
Financial Analyst, Search
Google —Chicago, IL
Bachelor's degree in Business, Finance, Economics, Statistics, or another quantitative field, or equivalent practical experience.
18h
Financial Advisor
Thrivent —Chicago, IL
We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
Up to $150,000 a year
Quick Apply
Senior Underwriter, Equipment Breakdown
Liberty Mutual —Chicago, IL
Ability to apply underwriting/appetite, tools, systems, and resources to achieve goals, solve complex problems, establish and build healthy working…
$67,000 - $192,500 a year
Junior Trader
SG Cap Trading, LLC. —Chicago, IL
Freedom to solve technical challenges. Continuously learn and improve yourself. Fully stocked break room, weekly lunches, volunteer opportunities, and more.
From $80,000 a year
Quick Apply
Underwriting Associate – Technology
CNA Insurance —Chicago, IL
Keeps current on line of business strategy, state/territory issues, regulations and trends. Assist in marketing products and services through external partners…
$44,000 - $74,000 a year
14d
Wealth Management Trainee-Chicago
The Pontem Group —Chicago, IL
Savings, debt reduction and cash flow planning. Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses…
$82,414 a year
Quick Apply
3d
Insurance & 529 Regional Director - Midwest Territory
Franklin Templeton Investments —Illinois
Using discretion, judgment, and the highest level of ethical standards, the Regional Director will be responsible for driving sales of Franklin Templeton…
$125,000 - $140,000 a year
Excess & Surplus Lines Underwriter - REMOTE
WAHVE —Chicago, IL
_*Property and Casualty license preferred *_– not required. Conduct accurate and thorough risk selection with proper classification of insureds.
Estimated: $67.8K - $85.8K a year
3d
Underwriting Associate
CNA Insurance —Chicago, IL
Keeps current on line of business strategy, state/territory issues, regulations and trends. Assist in marketing products and services through external partners…
Estimated: $51.6K - $65.3K a year
Senior Underwriter, Shared and Layered Property
Liberty Mutual —Chicago, IL
Proven analytical ability to evaluate and judge underwriting risks within scope of responsibility that includes competence with all phases and aspects of the…
$73,700 - $246,400 a year
Wealth Management Trainee-Skokie
PONTEMLA.com —Skokie, IL
Savings, debt reduction and cash flow planning. Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses…
$82,414 a year
Quick Apply
3d
Underwriting Consultant - Public Company Management Liability
CNA Insurance —Chicago, IL
Keeps current on state/territory issues and regulations, industry activity and trends. Markets products and services through agencies or through the brokerage…
$71,000 - $133,000 a year
Point72 Academy Investment Analyst Program for Upcoming Graduates (2025 – US)
Point72 —Chicago, IL
Constantly develop your skills through coaching from your Portfolio Manager and by using the full breadth of the Professional Development resources available to…
$125,000 a year
Certified General Real Estate Appraiser
Sterling Valuation —Oak Brook, IL
Certified General Appraiser to assist on commercial and industrial appraisals mostly for tax appeal purposes.
$60,000 - $80,000 a year
Quick Apply
Financial Analyst
Omeda —Chicago, IL
Assist in process improvement / system implementation initiatives to drive scalable analysis and insights. Perform ad hoc financial analysis to support business…
Estimated: $65.8K - $83.3K a year
Quick Apply

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Client Service Associate (Wealth Management)

Promus - Chicago, IL

Quick Apply

Job Details

Full-time $60,000 - $80,000 a year 1 day ago

Benefits

Internet reimbursement
Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Cell phone reimbursement
Employee assistance program
Vision insurance
401(k) matching

Qualifications

Wealth management
DocuSign
Salesforce
Microsoft Office
Analysis skills
Project management
Bachelor's degree
Custodial experience
2 years
Communication skills
Time management

Full Job Description

The Company:

Promus Holdings, LLC is a multi-family office and asset management platform that aims to help families preserve and grow wealth through the design and implementation of thoughtful investment strategies. With deep expertise in both traditional and alternative asset classes, Promus strives to provide families with access to superior investment managers and direct investment opportunities.

Promus owns two distinct businesses. Promus Capital, LLC is a multi-family office advisory firm that provides wealth management services to high-net-worth families. Promus Asset Management, LLC executes a variety of private equity and real estate investment strategies to service the clients of Promus Capital as well as outside investors.

We recognize our strength and success is directly linked to the quality and skills of our team. We are proud to be a firm where talented people who want to make a difference can grow as professionals, leaders, and individuals.

The Position:

The Client Service Associate will report to the Director of Client service and work closely with investment advisors and the client service team to deliver a premium service offering to our clients. This role will be assigned specific families and is responsible for analyzing and executing tasks involving those family’s accounts and investments. This person will ensure all execution items are tracked and completed on time.

Our firm is undergoing an exhilarating phase of growth, rapidly acquiring new clients, and expanding our service offerings. To keep pace with this momentum, we're seeking a detail-oriented and self-driven individual to join our client service team. In this pivotal role, you'll have the opportunity to build upon the high-touch service model offered to current clients and help us offer that same standard as we seek to develop new client relationships as well.

Furthermore, you'll take on the vital responsibility of easing the investment process for clients and creating a differentiated experience for them. Your efforts will contribute to guiding families along their stewardship journey and building trust with them so they can focus on what matters most.

Responsibilities:

Client Service

Deliver superior client service to assigned families – analyze accounts, troubleshoot problems, schedule and organize meetings; serve as liaison between advisor and client as needed.
Communicate proactively and professionally with clients, verbally and in writing.
Manage client information – prepare client reports, submit and follow up on necessary paperwork, regularly update CRM to track pertinent information.
Maintain contact with clients to provide or obtain updated information.
Support the client service team, investment advisors, and client families with ad-hoc Projects.
Develop and maintain internal and external relationships focused on enhancing the client experience.
Schedule and prepare reports for quarterly reviews, ensuring accuracy of data and timeliness of delivery to client.
Draft quarterly review meeting discussion summary and manage follow-up items.
Monitor client service inbox for team and initiate workflows as necessary.
Ensure work activities follow established risk controls and are compliant with applicable rules, regulations, policies and procedures.

Account Set-up, Maintenance & Analysis

Responsible for onboarding new clients, including set-up of new client accounts, transfer of assets and ongoing account maintenance.
Analyze and track transactions across client accounts and coordinate with Portfolio Managers and the Client Service Team to understand large transactions.
Manage client execution items in task management system with appropriate documentation and organization.
Monitor Tamarac reporting system for your assigned clients to confirm accuracy and holistically report on asset allocation and performance.
Process and monitor various money movements including wires, ACHs, journals, DTC, ACAT and non-ACAT transfers.

Investment Documentation & Funding

Assist with completion of new investment subscription documents through DocuSign related to alternative investments for client families.
Ensure accuracy and timeliness on all capital call workflows and funding.

Qualifications:

A minimum of 2-3 years of relevant experience in a service role.
Bachelor’s degree required.
Positive can-do attitude, along with a good sense of customer service
Strong communicator (oral and written) and firm believer in teamwork.
Independently motivated and comfortable in an entrepreneurial environment
Exhibits calm under pressure in a fast-paced environment.
Strong attention to detail and problem-solving skills
Proven analytical skills that lead to a deeper understanding of client account and portfolio needs.
Timely task completion with exemplary follow through
Exceptional project management and organizational skills, including effective time management and prioritization of competing demands and multiple deadlines.
Takes initiative, anticipates developments, identifies gaps, and finds solutions.
Experience working with custodial platforms, preferably Schwab and Fidelity.
Advanced knowledge of Microsoft Office and Adobe PDF Pro
Experience working with Salesforce, Asana, Tamarac and DocuSign is desirable.

Salary & Benefits:

Competitive Salary BOE
Medical, Dental & Vision
Life & Disability Insurance
FSA/HSA
EAP
401k + company match
PTO & Paid Holidays
Monthly phone/internet stipend

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Schedule:

Monday to Friday

Ability to Relocate:

Chicago, IL 60661: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Investment Management & Financial Advisory Occupations jobs in Chicago, IL

Client Service Associate (Wealth Management)

Financial Advisor

Reporting Analyst (Wealth Management)

Data Operations Associate (Wealth Management)

Financial Advisor (Sales/Entrepreneurial Opportunity)

Financial Analyst, Search

Financial Advisor

Senior Underwriter, Equipment Breakdown

Junior Trader

Underwriting Associate – Technology

Wealth Management Trainee-Chicago

Insurance & 529 Regional Director - Midwest Territory

Excess & Surplus Lines Underwriter - REMOTE

Underwriting Associate

Senior Underwriter, Shared and Layered Property

Wealth Management Trainee-Skokie

Underwriting Consultant - Public Company Management Liability

Point72 Academy Investment Analyst Program for Upcoming Graduates (2025 – US)

Certified General Real Estate Appraiser

Financial Analyst

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Investment Management &amp; Financial Advisory Occupations jobs in Chicago, IL

Investment Management & Financial Advisory Occupations jobs in Chicago, IL