layiq

/la·yiq/adjective

worthy; deserving; fitting; suitable.

A role, opportunity, or path that merits attention, time, and pursuit.

LAYIQ - Senior Client Service Associate - Private Wealth Management at Harris Associates

Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a related field
Minimum 3-5 years of prior experience in Private Wealth Management (PWM), in a client-facing role working directly with high-net-worth individuals and families
Demonstrated knowledge of investment products, services and terminology, gained within a PWM or comparable private client environment
Strong project management and organizational skills
Excellent attention to detail and the ability to perform a wide variety of complex and confidential tasks with speed and accuracy
Ability to work independently and in a team environment, managing multiple and conflicting deadlines with initiative and adaptability
Strong analytical skills and sound independent judgment to solve client issues
Excellent verbal and written communication skills and the ability to communicate constructively within the department and the firm
Proficient with Microsoft Office applications and CRM platforms
We offer a comprehensive benefits package designed to integrate life and work and to support our employees and their families. Benefits include, but are not limited to; medical, prescription drug, dental and vision insurance, paid time off, profit sharing plan, 401k plan, tuition reimbursement, commuter and holistic wellness benefits along with volunteer programs.
Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. If hired, base pay will be determined on an individualized basis and is only one part of the total compensation package, which, depending on the position, may also include a discretionary performance bonus and other Harris sponsored benefit programs.
Expected range for this Chicago-based role
$110,000 — $140,000 USD
Equal Employment Opportunity Policy Statement
Harris Associates L.P. pursues a policy of equal opportunity in all areas of employment including recruitment, hiring, training, compensation, benefits, advancement, and treatment on the job. This means that Harris does not discriminate against employees, or qualified applicants, based on an individual's race, color, religion, creed, sex, age, national origin, physical disability, sexual orientation, trans-gender status, transsexual status, status as a veteran or disabled veteran, genetic information or for any other reason prohibited by law. Harris reserves the right to review publicly available information about applicants (i.e., via social networking sites), to the extent permissible under applicable law.
Reasonable Accommodation Notice
We provide reasonable accommodation for individuals with disabilities and disabled veterans in job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the alternative email address below to contact us about your interest in employment at HR@harrisassoc.com or you can call us at 312-646-3600.
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Senior Client Service Associate - Private Wealth Management

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