Connect Search, LLC

Compensation

Full Description

Job Title: Client Relationship Specialist Location: Deerfield, IL (Hybrid - 3 days onsite) Type: Full-Time, Permanent/Direct Hire Pay Range: $85,000 - $100,000 base salary plus 10% bonus Benefits: Annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan match, health savings accounts, etc. Company: RIA - Wealth Management Firm Key Responsibilities: • Manage client onboarding • Handle account maintenance • Execute and track asset movements • Support quarterly billing, performance reporting, and tax information requests • Serve as a primary client contact for service-related inquiries • Maintain accurate records in the CRM • Prepare and process operational and compliance-related documents as needed Key Qualifications: • Bachelor’s degree required • 2–3+ years of relevant experience in wealth management, private client, or brokerage operations • FINRA Series 7 and 66 licenses preferred; willingness to obtain required