Founded in 1997, Gresham Partners, LLC is a Chicago-based wealth management firm managing $13.8 billion in investments for a select group of ultra-high-net-worth families nationwide. The firm is distinguished by its independent thinking, investment strategy, and performance outcomes. The Client Services Coordinator is an experienced administrative professional who provides high-quality administrative and coordination support to Advisors, Associates, and Partners. This role is critical to ensuring a seamless client experience through proactive support, strong organizational execution, and effective cross-team collaboration. The coordinator also supports Business Development, Operations, and other firm initiatives as needed.
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Responsibilities
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Manage complex calendars and ensure Advisors are well-prepared for all meetings and engagements
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Coordinate and schedule internal and external meetings, including logistics and materials preparation
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Coordinate complex business and personal travel arrangements
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Prepare and process travel and expense reports in a timely manner
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Prepare, edit, and distribute client correspondence and follow-up communications
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Format graphics, charts, slides, and other documents using established templates
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Compile, review, and finalize client meeting materials
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Proactively anticipate needs and provide ad hoc administrative support to Advisors and Associates
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Maintain and organize client records across systems (CRM, SharePoint and client portal)
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Maintain and update client and prospect contact information within CRM systems
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Coordinate catering and logistics for internal meetings and client events
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Provide reception coverage, including phone support and front desk responsibilities as needed
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Train and mentor new administrative staff and provide ongoing support
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Education, Experience and Skills:
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Bachelor's degree required
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Minimum of five years of progressively responsible administrative, executive support, client service, or project coordination experience
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Investment and/or financial services industry experience a plus
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Excellent writing, editing, and verbal skills
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Outstanding organizational, decision-making and problem-solving skills
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Displays consistent, high attention to detail, accuracy and thoroughness
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Collaborative professional with a proactive, service-oriented mindset and commitment to achieving team goals.
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Demonstrated ability to work independently, exercise sound judgment, establish priorities, and complete complex assignments and projects with limited supervision.
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Proven experience taking ownership of projects that involve multiple stakeholders, competing deadlines, and changing requirements
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Proficient with Microsoft Word, Excel, PowerPoint, Outlook, Adobe Acrobat and other software
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Ability to live and work in the U.S., Gresham Partners is not able to sponsor Visas for this position
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Benefits:
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Medical, Dental & Vision (HSA, FSA options)
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Employer Paid Life Insurance
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Employer Paid Short Term Disability
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Employer Paid Parental Leave
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Optional Life Insurance, Long Term Disability, Spousal & Child Life Insurance
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401(k) & Employer Match
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15 Vacation Days, 5 Sick Days, 1 Floating Holiday
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Education Reimbursement Programs
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Salary Range: $70,000-$80,000
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Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the duties and responsibilities of this job.
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Must be able to:
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Remain stationary for reasonable periods of time typing and/or reading at a computer
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Move around an office environment during a workday
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Work in-person in downtown Chicago
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Communicate with employees, clients, and/or vendors by telephone and in person
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Process transactions on a computer
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Sustain mental/visual attention for reasonable periods of time
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Reasonable accommodations may be made to enable employees with disabilities to perform the duties and responsibilities.