Client Services Associate

ABOUT COYLE FINANCIAL

Founded in 1972, Coyle Financial is an independent, Registered Investment Advisory (RIA) firm headquartered in Glenview, IL, with additional offices in Fort Myers and Naples, FL. With approximately $1 billion in assets under administration and a dedicated team of over 20 professionals, we partner with a select group of high-net-worth individuals and families across the nation.

At Coyle, we don’t just offer a plan — we provide an enduring partnership. Our approach is built on deep relationships that span generations, a disciplined six-stage process that brings clarity and confidence at every life milestone, and a collaborative team that coordinates across legal, tax, and investment disciplines on behalf of each client.

We are guided by four core values:

1.     Integrity — We do what’s right, even when no one is watching.

2.     Innovation — We challenge ourselves to find better ways forward.

3.     Tenacity — We persevere, take initiative, and follow through.

4.     Teamwork — We succeed by supporting one another and working toward shared goals.

THE OPPORTUNITY

We are seeking a Client Service Associate to join our Glenview team. This is the entry point into wealth management at Coyle: you will learn how an independent RIA serves high-net-worth families from the inside, working alongside our Wealth Advisors, Senior Client Service Associates, and operations team. You will report to the Client Service Manager and receive structured onboarding and training, day-to-day mentoring from a Senior CSA, and support toward your SIE or Series 65 license.

No prior industry experience is required. We are looking for a entreprenuerial, capable person who wants a career of service: organized, careful with details, warm on the phone and in writing, and eager to learn. Just as important, we want someone who takes initiative. At Coyle, expectations are clear, results are measured, and initiative is rewarded.

This is a service and operations role supporting our advisors and clients; it is not a sales or advisory position.

WHAT WE EXPECT

•    Own your follow-through. When a meeting ends, a request comes in, or a task is assigned, you see it through to completion without needing reminders.

•    Work the Coyle process. We rely on standard processes and systems and expect them to be used consistently: every interaction logged, every document filed, every task closed on time.

•    Anticipate. Learn what your advisors and clients will need next and have it ready before you are asked. Your independence will grow with experience.

•    Ask early and escalate appropriately. Never guess on money movement or compliance items.

•    Support the team. Step in to help colleagues and advisors when the work calls for it.

•    Be reliable. Be present, punctual, and responsive throughout the workday. The team and our clients count on it.

KEY RESPONSIBILITIES

Client Service & Communication

•    Answer phones, greet clients, and respond to routine client requests with professionalism and care

•    Schedule client meetings and help prepare meeting materials and agendas; follow up on action items after meetings

•    Correspond with clients and outside professionals (CPAs, attorneys, custodians) on document requests and routine service matters

Account Operations & Paperwork

•    Prepare account opening, account maintenance, and transfer paperwork using confidential client data; arrange signatures through DocuSign and track completion

•    Process money-movement requests (ACH, wires, journals, distributions) under the review of a senior associate; follow up with the custodian until complete

•    Open and close accounts; verify receipt of transferred assets and flag discrepancies

•    Assist with quarterly client billing

Data, Records & Systems

•    Log client interactions, service requests, and tasks in Salesforce (our CRM) accurately, on time, and following firm conventions

•    Scan, file, and organize client documents in Box so the advisor team can find what they need

•    Enter and update financial planning data for advisors

Learning & Growth

•    Complete Coyle’s CSA training program and build proficiency in Schwab Advisor Services, Salesforce, Orion, Box, and DocuSign

•    Ask good questions, escalate appropriately, and take ownership of your own development

•    Progress toward preparing annual client review packages and turning advisor meeting remarks into completed tasks

QUALIFICATIONS

Required

•    Associate’s degree required; Bachelor’s degree preferred

•    Demonstrated initiative and follow-through: you see what needs to be done and do it without waiting to be told

•    Strong attention to detail and organization; able to follow a process precisely and keep several tasks moving at once

•    Clear, warm, professional written and verbal communication

•    Discretion and good judgment in handling confidential client information

•    Dependability: punctual, present, and responsive during the workday

•    Proficiency with Microsoft Office (Excel, Word, Outlook) and comfort learning new systems

•    A willingness to learn, take feedback, and grow into greater responsibility

Preferred

•    Prior customer service, administrative, or office experience

•    Exposure to financial services, banking, or a professional services firm

•    Familiarity with a CRM or custodial platform (such as Salesforce, Schwab, or Orion)

•    Interest in obtaining the SIE or Series 65 license

COMPENSATION & BENEFITS

Coyle Financial offers a competitive compensation and benefits package commensurate with experience:

•    Base salary: $55,000 – $60,000 DOE

•    Annual performance bonus tied to your performance review

•    Health insurance

•    401(k) retirement plan

•    Paid time off

•    Ongoing professional development and licensing/continuing education support

WORK ENVIRONMENT

This is an in-office position based at our Glenview office. Some flexibility may be available after an appropriate onboarding period.

If you are detail-oriented, client-focused, and ready to start a career in wealth management with a team that genuinely cares about the people it serves — we’d love to hear from you.

Or learn more about our team and culture at www.coyle.com/careers.

Coyle Financial is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all.