Client Services Representative

Client Services Representative – Family Office (Evanston, IL)

Location : Evanston, Illinois (hybrid)

Employment Type : Full-Time

About the Role

Join a prestigious family office in Evanston, IL as a Client Services Representative . This is an exciting opportunity for a highly organized, detail-oriented professional who thrives in a fast-paced environment and enjoys working directly with high-net-worth clients. You’ll play a critical role in managing client relationships, supporting financial operations, and ensuring seamless coordination across tax and investment activities.

What You’ll Do

• Act as the primary point of contact for clients, providing exceptional service and daily communication.
• Manage multiple priorities and set clear expectations with clients.
• Handle daily financial operations :
• Process transfers and pay bills.
• Coordinate tax return workflows (PDF conversion, saving to client folders, sending via DocuSign).
• Order checks and manage administrative tasks.
• Assist clients with investment-related requests.
• Collaborate with the Tax Department and Managing Partner to meet strict deadlines.
• Maintain accurate records and ensure compliance with internal processes.

What We’re Looking For

Ideal Candidate

Why Join Us?

Equal Opportunity Employer / Veterans / Disabled