Client Service Associate
$15 - $20.50/hr
Your journey starts here at Geneva Search Partners, LLC.
Quick apply
Geneva Search Partners
60 Geneva Search Partners Jobs Hiring Near You
Client Service Associate
$15 - $20.50/hr
Your journey starts here at Geneva Search Partners, LLC.
Assistant Fund Controller
Chicago, IL · Hybrid
Assisting with capital calls, investor distributions, and partnership allocations * Monitoring portfolio company activity and cash flows * Preparing quarterly investor reporting packages * Building ...
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Assistant Fund Controller
Chicago, IL · Hybrid
Assisting with capital calls, investor distributions, and partnership allocations * Monitoring portfolio company activity and cash flows * Preparing quarterly investor reporting packages * Building ...
Support new fund launches, including reviewing fund documents, building close processes, and partnering with internal technology teams on system needs * Work with investor relations and internal ...
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Support new fund launches, including reviewing fund documents, building close processes, and partnering with internal technology teams on system needs * Work with investor relations and internal ...
Tax Accountant
Chicago, IL · On-site
Review partnership income allocations and supporting workpapers for accuracy and consistency * Assist in the preparation and review of investor tax reporting, including Schedule K-1s and applicable ...
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Tax Accountant
Chicago, IL · On-site
Review partnership income allocations and supporting workpapers for accuracy and consistency * Assist in the preparation and review of investor tax reporting, including Schedule K-1s and applicable ...
Fund Controller
Chicago, IL · Hybrid
SUMMARY As a member of our Private Equity, Real Estate, and Infrastructure Fund Finance team, you will primarily oversee fund accounting and analysis functions for investment partnerships and ...
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Fund Controller
Chicago, IL · Hybrid
SUMMARY As a member of our Private Equity, Real Estate, and Infrastructure Fund Finance team, you will primarily oversee fund accounting and analysis functions for investment partnerships and ...
Senior Tax Accountant
Gurnee, IL · On-site
$78K - $100K/yr
Partner with shareholders, advisors, and internal stakeholders to gather information and maintain accurate tax records. * Review individual tax information and assist with shareholder tax-related ...
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Senior Tax Accountant
Gurnee, IL · On-site
$78K - $100K/yr
Partner with shareholders, advisors, and internal stakeholders to gather information and maintain accurate tax records. * Review individual tax information and assist with shareholder tax-related ...
Senior Tax Associate
Orland Park, IL · Hybrid
$80K - $100K/yr
With a collaborative team, accessible partners, and a welcoming culture, this is an excellent opportunity for someone who enjoys public accounting but is ready for a more balanced and rewarding ...
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Senior Tax Associate
Orland Park, IL · Hybrid
$80K - $100K/yr
With a collaborative team, accessible partners, and a welcoming culture, this is an excellent opportunity for someone who enjoys public accounting but is ready for a more balanced and rewarding ...
You will partner closely with cross-functional teams, vendors, and senior leadership to lead projects, analyze data, and strengthen workflows across the business. Key Responsibilities * Own and ...
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You will partner closely with cross-functional teams, vendors, and senior leadership to lead projects, analyze data, and strengthen workflows across the business. Key Responsibilities * Own and ...
Senior Project Accountant
Lexington, KY · On-site
$78K - $101K/yr
This position plays a critical role in the financial management of large-scale construction projects, partnering closely with project managers and operational leaders to ensure accurate reporting ...
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Senior Project Accountant
Lexington, KY · On-site
$78K - $101K/yr
This position plays a critical role in the financial management of large-scale construction projects, partnering closely with project managers and operational leaders to ensure accurate reporting ...
This position will oversee a small team (2 direct reports) and partner closely with both operations and finance leadership. Success in this role requires experience working in manufacturing, strong ...
This position will oversee a small team (2 direct reports) and partner closely with both operations and finance leadership. Success in this role requires experience working in manufacturing, strong ...
This position will oversee a small team (2 direct reports) and partner closely with both operations and finance leadership. Success in this role requires experience working in manufacturing, strong ...
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This position will oversee a small team (2 direct reports) and partner closely with both operations and finance leadership. Success in this role requires experience working in manufacturing, strong ...
Senior Staff Accountant
Des Plaines, IL · Hybrid
$67K - $83K/yr
Senior Staff Accountant - Des Plaines, IL (Hybrid) Our client, a well-established global organization with a collaborative and team-oriented culture, is seeking a Senior Staff Accountant to join its ...
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Senior Staff Accountant
Des Plaines, IL · Hybrid
$67K - $83K/yr
Senior Staff Accountant - Des Plaines, IL (Hybrid) Our client, a well-established global organization with a collaborative and team-oriented culture, is seeking a Senior Staff Accountant to join its ...
Fund Accountant
Chicago, IL · On-site
We are seeking a highly organized and detail-oriented Fund Accountant to join our team and play a key role in managing fund operations and financial reporting. We are a dynamic investment management ...
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Fund Accountant
Chicago, IL · On-site
We are seeking a highly organized and detail-oriented Fund Accountant to join our team and play a key role in managing fund operations and financial reporting. We are a dynamic investment management ...
Office Manager
Oak Brook, IL · On-site
This role is ideal for a proactive professional who thrives in a fast-paced environment and enjoys partnering with leadership to support both corporate and field operations. Position Summary The ...
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Office Manager
Oak Brook, IL · On-site
This role is ideal for a proactive professional who thrives in a fast-paced environment and enjoys partnering with leadership to support both corporate and field operations. Position Summary The ...
Audit Associate
Skokie, IL · Hybrid
Our client, a growing CPA firm with a collaborative culture, is seeking an Audit Associate to strengthen financial integrity and support growth.This role offers the opportunity to work directly with ...
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Audit Associate
Skokie, IL · Hybrid
Our client, a growing CPA firm with a collaborative culture, is seeking an Audit Associate to strengthen financial integrity and support growth.This role offers the opportunity to work directly with ...
The Geneva Foundation serves as the nonprofit administrative partner for 4DBio, managing the ... At Geneva, we are always on the search for top talent. While this role is not associated with a ...
The Geneva Foundation serves as the nonprofit administrative partner for 4DBio, managing the ... At Geneva, we are always on the search for top talent. While this role is not associated with a ...
Research Associate (I, II, III) - Uniformed Services University
Rockville, MD · On-site
$50K - $63K/yr
The Geneva Foundation serves as the nonprofit administrative partner for 4DBio³, managing the ... At Geneva, we are always on the search for top talent. While this role is not associated with a ...
Research Associate (I, II, III) - Uniformed Services University
Rockville, MD · On-site
$50K - $63K/yr
The Geneva Foundation serves as the nonprofit administrative partner for 4DBio³, managing the ... At Geneva, we are always on the search for top talent. While this role is not associated with a ...
Personal Banker I - Geneva, IL
$18.75 - $23/hr
You can learn more about those programs on our 53.com Careers page at: and by consulting with your talent acquisition partner. LOCATION -- Geneva, Illinois 60134 Attention search firms and staffing ...
Personal Banker I - Geneva, IL
$18.75 - $23/hr
You can learn more about those programs on our 53.com Careers page at: and by consulting with your talent acquisition partner. LOCATION -- Geneva, Illinois 60134 Attention search firms and staffing ...
Personal Banker I - Geneva, IL
Geneva, IL · On-site
$18.75 - $23/hr
You can learn more about those programs on our 53.com Careers page at: and by consulting with your talent acquisition partner. LOCATION -- Geneva, Illinois 60134 Attention search firms and staffing ...
Personal Banker I - Geneva, IL
Geneva, IL · On-site
$18.75 - $23/hr
You can learn more about those programs on our 53.com Careers page at: and by consulting with your talent acquisition partner. LOCATION -- Geneva, Illinois 60134 Attention search firms and staffing ...
You can learn more about those programs on our 53.com Careers page at: and by consulting with your talent acquisition partner. LOCATION -- Geneva, Illinois 60134 Attention search firms and staffing ...
You can learn more about those programs on our 53.com Careers page at: and by consulting with your talent acquisition partner. LOCATION -- Geneva, Illinois 60134 Attention search firms and staffing ...
Geneva Search Partners Jobs Information
$15 - $20.50/hr
Full-time
Retirement, PTO
Posted 20 days ago
Job description
We are seeking a motivated and detail-oriented Client Service Associate (CSA) to support an advisor for a growing RIA and serve as a key point of contact for clients. The ideal candidate is proactive, organized, and committed to delivering an outstanding client experience. This role is responsible for client account administration, operational support, and helping ensure the smooth day-to-day operation of the firm.
Key Responsibilities
- Serve as a primary point of contact for client service requests and inquiries.
- Maintain strong client relationships through timely, professional communication.
- Assist with new account openings, account transfers, account maintenance, and required paperwork.
- Process client requests, including distributions, contributions, beneficiary updates, and address changes.
- Coordinate client meeting scheduling and prepare meeting materials.
- Maintain accurate client records and documentation in CRM and custodial platforms.
- Track and follow up on pending client service items to ensure timely completion.
- Assist with client onboarding and account implementation processes.
- Support compliance-related documentation and administrative requirements.
- Work closely with the advisor to improve operational efficiency and client service processes.
- Handle general office administration and special projects as needed.
- Experience with alternative investment subscription documents.
Qualifications Required
- Bachelor's degree from an accredited college or university.
- Minimum of 2 years of Client Service Associate, Financial Services Assistant, or related experience within a financial advisory, wealth management, brokerage, or banking environment.
- Strong organizational skills and attention to detail.
- Excellent verbal and written communication skills.
- Ability to manage multiple priorities and work independently in a small office environment.
- Proficiency with Microsoft Office Suite, including Outlook, Word, and Excel.
- Commitment to maintaining confidentiality and professionalism.
Preferred
- Experience working with Charles Schwab Advisor Services platforms and systems.
- CFP® certification (or progress toward obtaining the designation).
- FINRA Series 7, 63, 65, or 66 licenses a plus.
- Experience with financial planning software and CRM systems.
- Knowledge of investment accounts, retirement plans, and wealth management operations.
Key Competencies
- Client-focused mindset
- Strong follow-through and accountability
- Problem-solving ability
- Professionalism and discretion
- Attention to detail and accuracy
- Ability to work independently in a small-team environment
- Positive attitude and willingness to learn
Compensation & Benefits
- Competitive salary based on experience and qualifications
- Performance-based bonus opportunity
- Paid time off and holidays
- Retirement plan benefits with a match and vested day 1
- Professional development and continuing education support for licensing
- 90% paid medical BCBS
Take the leap with Geneva Search Partners and create meaningful career connections. If you're ready to advance your career and make a lasting impact, apply today on our website. Your journey starts here at Geneva Search Partners, LLC.