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Client Service Associate

ECG Resources

Chicago, IL · Posted January 14, 2026

More in Illinois job market · Customer Success jobs

Pay compared with the market

This listing does not state pay. Across 76 open client service associate listings that state pay, the middle half runs $46,000 to $72,500 and the median is $62,500.

Listed pay is what employers advertise, not what people are paid.

Client Service Associate salaries by state · Check your own pay

About the job

Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by providing full suite of family office services.

Act as the daily point of contact for receiving/responding to client communications

Support advisors in all aspects of client service

Manage the administration of custody accounts for ultra-high net worth clients

Monitor cash, execute money/asset transfers, wires, gifting, and investment trading activities

Coordinate account openings/closings/transitions

Ensure proper set-up of client accounting statements and access to online systems

Position offers excellent work/life balance, and comprehensive benefits,

Hybrid model: 2 days in office

Requires 2+ years' related experience. Income tax experience a plus

Very open to train public accounting professionals from audit or tax

Great potential for growth in a team oriented, non sales environment

Provides training and career path to senior advisor level