Paraplanner / Wealth Management Client Service Associate

About the role

The North Barrington office of this nationally recognized financial services firm, overseeing over $1 billion in client assets, seeks a Paraplanner / Wealth Management Client Service Associate to support advisor relationships and daily operations.

Responsibilities

• Serve as a primary point of contact for clients via phone, email, and in-person interactions
• Prepare materials for client meetings and annual reviews, including agenda packets, portfolio summaries, and planning documents
• Run reports and produce financial planning analyses to support advisor recommendations and client presentations
• Auxiliary in financial planning activities including data gathering, analysis, documentation preparation, and implementation of client recommendations
• Aid advisors with client relationship development and participate in client meetings in a technical support capacity
• Manage account opening, maintenance, and ongoing servicing with a focus on accuracy and timeliness
• Maintain CRM records, client follow-ups, and action items to ensure proactive client engagement
• Support daily operations including account processing, custodial coordination, billing, compliance reviews, and record management
• Assist with trading support, transaction processing, and coordination with custodians and external partners
• Maintain organized systems and processes to ensure efficiency, accuracy, and audit readiness

Requirements

• Two or more years of experience in a Paraplanner, client service or operations role within wealth management, supporting one or more financial advisors
• Prior experience in a paraplanning capacity, including financial plan, document preparation and advisor support
• Experience with MoneyGuidePro (financial planning), Tamarac (portfolio management and reporting), and Junxure (CRM and workflow management) or similar
• Familiarity with Pershing NetX360, NetX360+, Pershing X, or Wove
• Strong written and verbal communication skills with a client-first mindset
• Highly organized with strong attention to detail and the ability to manage multiple priorities simultaneously
• Demonstrated integrity and understanding of fiduciary responsibility
• Self-motivated with the ability to work both independently and collaboratively

Qualifications

• Paraplanning experience, including financial plan, document preparation and advisor support
• Experience with MoneyGuidePro, Tamarac, Junxure, Pershing NetX360, NetX360+, Pershing X, or Wove
• Strong written and verbal communication skills
• Highly organized with strong attention to detail
• Ability to manage multiple priorities simultaneously
• Demonstrated integrity and understanding of fiduciary responsibility

Skills

• Financial planning software proficiency (MoneyGuidePro, Tamarac, etc.)
• CRM and workflow management tools (Junxure)
• Knowledge of financial planning principles and practices
• Excellent communication and interpersonal skills

Benefits

• Competitive base salary with eligibility for individual and firm-wide bonuses
• Comprehensive benefits including health, dental, vision, and life insurance
• 401(k) with employer match and flexible spending account
• Broad exposure to client service, financial planning support, and operations
• Collaborative, team-oriented culture
• Strong opportunity for long-term professional growth in a thriving practice

Pay

$65,000 to $80,000 DOE, bonus eligible

Schedule

Hybrid (4 days on-site / 1 day remote)