Client Service Associate (Full-time, remote)

Position Highlights:

• Full-time, remote position
• Location: Chicago, IL
• Compensation: $50K-$80K annually
• Outstanding team and work culture
• Generous benefits package

Company Overview:

The Next Level Planning Group (TNLPG) is an established and growing ensemble wealth management firm that champions service excellence, teamwork, and continuous learning. We are a remote-first, values-driven team dedicated to a singular purpose: Helping our clients make and execute great financial decisions.

We combine deep technical expertise with a high-touch, client-centric focus. We aren't looking for a “cog in the machine.” Instead, we are seeking a planner who excels in craftsmanship, values courageous communication, and demonstrates human touch to join our high-performing and collaborative team. If you are looking for a role where your reliability and financial planning expertise are valued, we would love to meet you.

Position Overview:

As a Client Service Associate, you will play an integral role in the implementation of our clients’ financial plans, ensuring accurate, timely, and professional execution.

Successful candidates will demonstrate:

• Service Excellence: A commitment to delivering high-precision service that builds unwavering client trust and provides internal stakeholders with total confidence in your technical expertise.
• Precision and Reliability: A very high level of attention to detail with a commitment to accuracy, timeliness, and thoroughness in all work.
• Operational Mastery: Exceptional organizational skills with the ability to manage multiple complex tasks, prioritize effectively, and maintain meticulous records.
• Professional Communication (verbal and written): The ability to communicate clearly, concisely, and with a professional and friendly attitude with both clients and colleagues.

What You Will Be Responsible For:

Your core focus will include:

• Account Implementation: Processing new investment applications and facilitating asset transfers across various account types.
• Insurance Coordination: Managing the procurement of insurance policies and obtaining carrier information on behalf of clients.
• Service Delivery & Continuity: Handling distributions, processing account changes, and maintaining meticulous client records in our CRM, RedTail.
• Operational Liaison: Acting as the bridge between clients and third parties for financial transactions, such as:

o 401(k) rollovers and account adjustments (e.g., beneficiary designations).

o Transferring securities or wiring cash to charities or other third parties.

o Obtaining information from insurance companies on behalf of clients.

What you will not be expected to do:

• Sit at a reception desk or serve as a personal assistant.
• Make marketing or prospecting calls.
• Conduct investment research or write financial plans.

What You Bring to the Role:

• Professional Experience: 2 to 4 years in financial services, with a strong preference for personal financial planning or wealth management backgrounds.
• Location & Residency: U.S. residency and existing work authorization are required. We are unable to provide visa sponsorship for this role.
• Technology: High proficiency with RedTail, eMoney, Wealthscape, Microsoft Office Suite, Zoom, etc., or the ability to quickly learn new technologies/platforms.
• Availability: Must be available to work standard business hours in the Central Standard Time (CST) zone. Must also be available to travel a few times a year for in-person meetings and events.
• Workspace: Must have a dedicated workspace free of distractions and sufficient internet access to support high-quality video conferencing and firm operations.

Compensation, Benefits, and Job Structure:

This is a full-time, remote position with a pay range of $50,000–$80,000 starting base salary (commensurate with experience) plus profitability bonuses. The role includes retirement and health benefits such as a 401(k) with employer matching, comprehensive health insurance, HSA/FSA options, and disability insurance. It also offers growth and wellness benefits, including a professional development stipend, wellness rewards, and flexible PTO. In addition, the company culture includes charitable donation matching and a fully remote work environment.

Growth & Advancement:

For a talented and driven professional, this position offers excellent training and advancement opportunities within our supportive and high-performing team.

How to Apply:

Please submit your resume and cover letter through the NextGroup website. The NextGroup search team will contact you regarding the next steps.

Candidates may be required to pass a drug test and background check.

About NextGroup:

NextGroup is Chicagoland's leading executive search firm and nonprofit talent network connecting mission-driven organizations with exceptional leaders who drive impact. We customize talent solutions with our nonprofit partners, recruiting permanent, fractional, and interim professionals across executive leadership, finance, development, and operations.

We have a network of 10,000+ professionals in Chicagoland and beyond. We reject cookie-cutter approaches and instead partner with you to build human capital strategies that match your unique growth and capacity-building needs. NextGroup also provides career coaching and transition services to professionals advancing in the social impact sector.