Client Service Associate

Our client, Infinity Strategic Partners , a growing financial services firm located in Northbrook is seeking a strategic Client Associate team member to perform administrative and support duties. (Candidate must be located in the Chicago area and able to commute to Northbrook occasionally).

Position Overview We are seeking a polished, detail-oriented Client Service Associate to support a team of four Financial Advisors serving a diverse group of clients.

This role offers broad exposure to client service, investment operations, and financial planning within a collaborative, relationship-driven wealth management practice.

The ideal candidate is highly organized, proactive, and takes pride in being a trusted resource for both clients and advisors.

This position has flexibility to work remotely the majority of the time.

The Associate will be expected to come into the office periodically for team collaboration, meetings, and as neede...