1+ months

Client Service Administrator

RMB Capital Management
Chicago, IL 60603
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Why RMB Capital?

RMB Capital Management, LLC is a rapidly growing Chicago-based investment advisory firm with nearly $9 billion in assets under management. We are seeking a Client Service Administrator in Chicago, IL.

At RMB Capital, we are committed to building relationships and making a difference. We regularly appreciate our employees who demonstrate our values. We host monthly events including themed happy hours to give our employees the opportunity to build relationships by getting to know each other.

We are passionate about enriching the lives of our teammates, our clients, our partners, and the communities in which we live and work. Our values are:

  • Do the Right Thing
  • Invest in Relationships
  • Never Settle
  • Leave No Stone Unturned
  • Get It Done

We are actively committed to the personal, professional, and financial growth of each other. We believe there is no greater accomplishment than knowing that at the end of the day, we are making a difference.

RMB has grown dramatically since its founding in 2005 to be counted among Barron's Top 50 Independent Registered Investment Advisors (RIAs) globally. Our businesses include wealth management, family office services, asset management, and retirement plan consulting. Our headquarters are in Chicago, Illinois. We have offices in Chicago, Illinois, Denver, Colorado, Lake Forest, Illinois, Milwaukee, Wisconsin, Minneapolis, Minnesota, Oakbrook Terrace, Illinois, St. Joseph, Michigan, and Washington D.C.

About The Role

We are seeking a Client Service Administrator to join our Wealth Management Team in Chicago, IL.

Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of meeting clients unique investment and retirement goals. We are looking for a candidate that is inspired by our values and motivated to help people achieve their investment, financial, and life goals.

The Client Service Administrator (CSA) trains to become a Senior Client Service Administrator. In addition, the CSA supports Wealth Management teams by executing all administrative functions. The incumbent performs the administrative functions associated with the service of high-net-worth clients while working in a team environment.


  • Generate account paperwork and marketing materials for current and new clients, prospects, and investments
  • Assist advisors with general meeting preparation for clients and prospects
  • Book all travel logistics for the team
  • Enter team expenses and report gifts to Compliance
  • Assist team in meeting client service minimum standards
  • Organize physical and electronic team folders
  • Maintain and enter accurate team records in Salesforce
  • Provide phone coverage for the team
  • Create weekly team meeting agendas and reports
  • Coordinate information for accurate completion of company-wide projects

Experience and Education

  • Undergraduate degree required
  • One or more years of experience in an administrative capacity preferred
  • Exposure to wealth management or financial services preferred
  • Experience servicing customers and third-party vendors preferred
  • Experience in clubs, activities, sports, volunteer service, etc. helpful, especially leadership experience

Skills and Knowledge

  • Strong personal computer skills including Microsoft Suite and internet applications
  • Ability to adapt automation where possible to complete tasks
  • Excellent written and verbal communication skills with ability to interact effectively with all levels of management, guests, and vendors
  • Attention to detail and strong organizational skills
  • Ability to juggle multiple assignments and prioritize proactively
  • Ability to work independently and in a collaborative team environment required


Benefits - We offer medical, dental, and vision coverage, competitive salaries, profit sharing plans, a wellness program, employee assistance program and pet insurance.

Hybrid Work, Stipend and Dress for Your Day - We have a hybrid work model where employees are encouraged to work 2-3 days in the office and the remaining days are flexible. We offer a Home Office Stipend to cover the cost of buying equipment to work from home. Our dress code is dress for your day to allow our employees to dress comfortably and appropriately for their day.

RMB Capital Wellness Program - We are committed to helping our employees live happy and healthy lives. RMB Capital partners with WellWorks to offer our employees a comprehensive wellness program which focuses on whole body health and wellness. We have companywide wellness challenges where employees can earn gift cards, national park passes, and more by participating.

Appreciation - We recognize and appreciate employees who stay at our firm with anniversary awards including extra time off, cash awards and sabbaticals.

Volunteer Days - We are actively committed to the personal, professional, and financial growth of each other, our firm, our clients, our partners, and our communities. We deeply care about philanthropy which is why we allow our employees to take two additional paid days off from work to volunteer at a non-profit organization. We believe there is no greater accomplishment than knowing that at the end of the day, we are making a difference.

Sowhat do you think?

If you have made it this far, we are excited to meet you too. We are hopeful that this role will give you the experience to make a difference in our clients lives, passion to serve our communities, and fulfillment to make you never want to leave our team.

RMB Capital is an independent investment advisory firm. To learn more about RMB, visit www.rmbcap.com.

RMB Capital Management, LLC provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, RMB Capital Management, LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training.


Posted: 2022-11-02 Expires: 2022-12-04

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Client Service Administrator

RMB Capital Management
Chicago, IL 60603

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