Portfolio Operations Associate
July 2025
Our award-winning wealth management team is seeking an experienced Portfolio Operations Associate, motivated by continued career growth, to join us in Lake Forest, IL. Mowery & Schoenfeld encourages a firmwide entrepreneurial spirit. This provides pathways to those seeking outstanding career growth and advancement.
If you thrive in a fast-paced environment, love optimizing processes, and have a passion for delivering operational excellence in wealth management—this role is for you.
Client Services Associate
July 2025
Are you a proven detail oriented administrative professional with strong organizational skills? Do you enjoy the fast-paced environment of wealth management and financial services?
M&S Wealth Management is seeking a driven and flexible administrative professional who is looking to use their excellent service and support skills in a fast-growing team. This role reports directly to the Managing Director as well as assisting other team members in helping to provide high quality service to clients.
The ideal candidate will be on-site 5 days a week and focus on client needs and support, have excellent follow-up and attention to detail, have outstanding customer service, and have experience working with high-net-worth clients. If you have experience in financial services in an administrative capacity as well as the desire to work in a role where you can be challenged as well as gain new experience and a more vibrant skills set, this could be a great opportunity.