Client Service Specialist (Financial Services)

Location: Deerfield, Illinois, United States; in-office collaboration is required at least four days per week, with flexibility to work from home one day per week.

Base salary: $53,400–$71,200 per year, plus potential variable compensation such as bonuses, commissions, and long-term incentives.

Company

A diversified financial services organization providing financial planning, asset management, insurance, and advisory services to individual, small business, and institutional clients.

What you will do

• Provide front-desk and reception support, including answering phones, greeting clients and prospects, and managing correspondence and check deposits.
• Maintain office, supervisory jurisdiction, and client files, supplies, equipment, expense submissions, and maintenance requests.
• Schedule client and prospect appointments, enter client data, and address service requests.
• Support advisors with client and prospect meeting preparation, follow-up, onboarding, and introduction to digital services.
• Monitor practice goals and support marketing programs, seminars, events, and other client engagement activities.

Requirements

• Associate degree or equivalent; a bachelor’s degree is preferred.
• 1–3 years of relevant experience.
• Ability to maintain confidentiality, demonstrate professionalism, and work with limited direction.
• Strong interpersonal, written, and verbal communication skills for effective client interaction.
• Ability to work in a fast-paced environment, maintain operational quality, and balance multiple priorities.
• Must have valid U.S. work authorization that does not now or in the future require visa sponsorship.

Nice to have

• Understanding of a financial advisor’s practice and basic business concepts such as profitability and negotiation.
• Ability to work directly with clients to understand, resolve, and document requests, updates, and concerns.

Culture & Benefits

• Training, mentoring, and licensing support for career development.
• Client-centric, relationship-based work environment focused on face-to-face collaboration.
• Vacation and sick time.
• 401(k) and health, dental, and life insurance benefits.