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Client Services

Chicago, IL 60606

Posted: 09/12/2023 Employment Type: Direct Hire Industry: Financial Services Job Number: 16580 Field of Expertise: Creative Services

Job Description

Our client, a wealth advisory firm, is seeking a Customer Service Representative for a direct hire role in Chicago, IL.

 Looking for motivated candidates who have a passion for forging relationships with both clients and colleagues to create an exceptional client service and work experience. The ideal candidate is someone who has a passion for organization, coordination, and accuracy along with the ability to forward think and focus on details while being curious and empathetic toward both colleagues and clients.
  • Coordinating and assisting multiple advisors with client support needs
  • Responding to client requests
  • Preparing client custodian paperwork and working with our dedicated service team
  • Executing various client workflows including, but not limited to, on- boarding, off-boarding, and billing using designated CRM and reporting platforms.
  • Scheduling client meetings across multiple advisors
  • Working with colleagues across a variety of assignments and/or projects
  • Providing back up support for operational roles when necessary
  • Experience in a financial service client support role at an RIA or family office is ideal.
  • Familiarity with financial terms and situations is helpful but not required.
Must Haves
  • Strong organizational skills, interest, and aptitude
  • Strong attention to detail resulting in executing work with consistency, thoroughness, and accuracy.
  • Experience with CRM and reporting systems, ideally Junxure and Tamarac
  • Exceptional communication and problem-solving skills
  • The capacity to prioritize workflows and manage deadlines.
  • The ability to work efficiently, compassionately, and collaboratively in a team-based setting.
  • The ability to be flexible to pitch in and pivot.
  • A bachelor’s degree
  • At least three to five years of post? undergraduate experience
Base Salary $55,000-$75,000. Final determination of salary will be based on an evaluation of experience, education, budget, etc.

Meet Your Recruiter

Caren Cohen
Recruiting Consultant

Caren joined Corps Team in 2021. Caren has over 20 years’ experience in advertising, public relations and customer care.

A graduate of the University of Georgia, Caren is a loyal Bulldogs fan and enjoys attending games with her husband Reece and two children, Jackson 20 and Dylan 17. She is dedicated to finding the right person for the position and is thrilled when she finds the ‘perfect fit’ for her clients. She is excited to be connecting amazing candidates with amazing companies.

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