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Client Service Associate

Chicago, IL


GeoWealth is a financial technology and turnkey asset management platform (TAMP) that delivers a comprehensive and fully integrated wealth management technology platform to professionals in the financial services industry. We are currently searching for a Client Service Associate to join our rapidly growing team. In this role you will develop an in-depth knowledge of our technology platform to best serve our clients. You will be responsible for ensuring a positive experience for all new and existing clients. The successful candidate will be a self-starter with a positive attitude and ability to be a team player.


  • Provide support to clients through email communications, calls, and web-based trainings
  • Educate clients on platform capabilities and help increase platform usage and promote user efficiencies
  • Act as the first line of contact for client service-related calls and emails
  • Troubleshoot client issues and resolve or escalate appropriately within Relationship Management and/or Operations
  • Act as a Subject Matter Expert both internally and externally on platform functionality
  • Build and strengthen relationships with external business partners


  • Minimum of 3 years of experience in a client facing and/or client support role; financial services experience strongly preferred
  • Strong organizational and interpersonal communication skills with the ability to communicate professionally across email, phone, and in-person
  • Detail oriented, resourceful, and able to multi-task effectively while operating on tight deadlines
  • Proven client service skills with a proactive approach, and take ownership of issues as they arise
  • Team player who’s willing to build relationships and work both individually and in a collaborative approach
  • General knowledge of financial back office operations and processing
  • Enjoys working in a fast-paced environment


  • Competitive salary with opportunity for performance-based annual bonus
  • Medical, Dental, and Vision insurance
  • 401(k) with company match
  • FSA and transit benefits
  • Flexible PTO and work schedule
  • Modern office space on Chicago’s Magnificent Mile
  • Weekly catered lunches in the office, plus monthly happy hours
  • Stocked kitchen with snacks and drinks
  • Casual work environment with fun, hard-working, and open-minded coworkers

INCLUDE IN YOUR APPLICATION: resume, first name, last name, email address, phone number, position name.

GeoWealth is an equal employment opportunity employer and does not discriminate in its employment decisions on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, physical or mental disability, or on any other basis that would be in violation of any applicable federal, state or local law. Any offer of employment is contingent upon a background check.

Perks & Benefits

Competitive Salary and Bonuses

We strive to attract top talent and offer competitive salaries with performance-based bonuses

Frequent Team Outings

We make time to unwind and recharge with team happy hours and volunteering events

Flexible PTO and Work Schedule

We value work/life balance and empower employees to manage their own time

Convenient Office Location and On-site Gym

Our brand-new office is located in River North near public transit and has a free on-site gym

Medical, Dental, and Vision Insurance

We offer comprehensive health, dental, and vision benefits

FSA and Transit Benefits

Employees can contribute pre-tax dollars to our FSA and transit program

Stocked Kitchen and Weekly Lunches

We keep a fully-stocked kitchen with snacks and drinks, plus catered lunches every week

401k With Company Match

We offer a 401(k) plan with company-match and a broad selection of investment options

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