Senior Client Services Associate

Senior Client Service Associate

Coyle Financial • Glenview, IL • Full-Time

ABOUT COYLE FINANCIAL

Founded in 1972, Coyle Financial is an independent, fee-based 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 three core values:

1.      Guided by Your Best Interests — We prioritize client well-being in everything we do.

2.      Every Detail Counts — We thrive on daily discipline and meticulous attention, turning the ordinary into extraordinary.

3.      Integrity in All Pursuits — We ensure a transparent value proposition customized to each client’s unique situation.

THE OPPORTUNITY

This is an opportunity to join a close-knit, high-performing team at a well-established independent RIA and to play a central role in delivering the concierge-level experience that defines Coyle Financial. We are seeking a Senior Client Service Associate for our Fort Myers, FL office who brings polished professionalism, operational precision, and genuine warmth to every client interaction.

In this role, you will work closely with our Wealth Advisors and operations team to support a select group of high-net-worth clients, managing account servicing, client communications, and the behind-the-scenes coordination that keeps our planning process running smoothly. You will also be the person our Client Service Associates turn to first: reviewing their work, answering their questions, and helping them grow. Your work will be visible, valued, and directly connected to the client experience.

We are looking for an experienced professional who gives guidance rather than needing it, who sees what needs to be done and does it. 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

•      Act without being asked. See what needs to be done across the team, not just in your own book, and act on it.

•      Set the standard. Be the first stop for CSA questions. Review their paperwork and money-movement requests before submission, and coach to the cause of an error, not just the correction.

•      Strengthen the process. Use Coyle’s systems and conventions consistently. When you spot a recurring problem, raise a fix rather than working around it.

•      Anticipate. Know what your advisors and clients will need next, and have it ready before you are asked.

•      Use sound judgment. Never guess on money movement or compliance items; know what to resolve yourself and what to escalate.

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

KEY RESPONSIBILITIES

Client Service & Communication

•      Serve as a primary point of contact for high-net-worth clients, responding to inquiries, coordinating service requests, and ensuring every interaction reflects Coyle’s standard of care

•      Schedule and prepare materials for client meetings; assist advisors with follow-up and action item tracking

•      Communicate proactively with clients on account updates, document requests, and routine service matters

•      Support onboarding of new clients: prepare account opening documentation, coordinate with custodians, and ensure a smooth and welcoming transition experience

Account Operations & Administration

•      Process account maintenance requests including transfers, distributions, beneficiary updates, and standing instructions; monitor for timely completion

•      Prepare and process custodian paperwork and client agreements; arrange execution via DocuSign and track completion

•      Coordinate asset transfers and rollovers; verify receipt of assets and cost basis; resolve discrepancies with custodians and third-party managers

•      Maintain accurate and current client records; ensure key documentation meets firm and regulatory requirements

Guidance & Team Support

•      Guide and review the work of Client Service Associates, including paperwork and money movement before it is submitted

•      Help train and orient new client service staff on firm processes and systems

•      Build working knowledge of investments, estates, tax planning, insurance, real estate, and employee benefits well enough to anticipate what advisors will need and prepare it

CRM, Records, Compliance & Projects

•      Maintain thorough and timely records of all client interactions, service requests, and account activity in the firm’s CRM platform, following firm conventions

•      Organize and manage client electronic files; ensure all documentation is current, properly stored, and easily accessible to the advisor team

•      Support compliance and regulatory requirements; participate in ongoing training and professional development

•      Own an area of specialty for the firm (such as compliance support, HR/benefits administration, bookkeeping, technology/CRM administration, or planning data)

•      Lead or co-lead firm-wide operational projects and process improvement initiatives, and document standard operating procedures for the work the team does

QUALIFICATIONS

Required

•      3 or more years of experience in a client service or operations role within financial services

•      Demonstrated experience working directly with high-net-worth clients in a service capacity

•      Strong knowledge of custodian platforms and account servicing procedures (transfers, account maintenance, documentation)

•      A demonstrated record of initiative: a process you improved, a problem you solved unprompted, or a colleague you trained

•      Exceptional attention to detail and organizational skills; able to manage multiple priorities in a fast-paced environment

•      Excellent written and verbal communication skills; professional, warm, and client-centered interpersonal style

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

•      High proficiency with Microsoft Office Suite (Excel, Word, Outlook); comfort with CRM platforms and digital document tools (e.g., DocuSign)

•      Bachelor’s degree or equivalent combination of education and experience

Preferred

•      Prior experience at an independent Registered Investment Advisory (RIA) firm strongly preferred

•      Familiarity with Schwab Advisor Services or comparable custodian platform

•      Experience with Salesforce or a comparable enterprise CRM platform

•      Experience training, mentoring, or reviewing the work of junior colleagues

•      SIE or Series 65 license, or willingness to obtain

COMPENSATION & BENEFITS

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

•      Base salary: $75,000 - 85,000 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, IL office. Some flexibility may be available for the right candidate after an appropriate onboarding period.

If you are a detail-oriented, client-focused professional who takes pride in your work and wants to be part of 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.