Client Service Advisor
Client Service Advisor
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
$ 50 - 80
1 Vacancy
Job Description
Job Title: Client Service Advisor
Company: Integrative Wealth Advisors / Northwestern Mutual
Location: Vernon Hills IL
Summary:
We are seeking a highly organized and client-focused Client Service Advisor to provide essential support to our Financial this role you will be the primary point of contact for clients handling communication managing workflows and maintaining the counselors calendar. You will also assist with client requests including routine updates and transactions while ensuring smooth operations behind the scenes. This is an excellent opportunity for someone who excels at multitasking enjoys client interaction and thrives in a dynamic environment.
Key responsibilities:
- Provide administrative support to the financial advisor including processing meeting notes and managing related workflows
- Serve as the primary liaison between the clients and the advisor ensuring timely communication and addressing clients inquiries
- Maintain and organize the financial advisors calendar scheduling appointments meetings and follow-ups
- Assist with client service requests such as updating personal information changing beneficiaries and processing investment transactions
- Handle client correspondence and manage routine inquiries delegating to the financial advisor as needed
- Perform data input tasks ensuring accurate and up-to-date client records and information in the system
- Monitor and track ongoing tasks and projects to ensure timely completion
- Contribute to an organized and efficient office environment by supporting other administrative tasks as necessary
- Maintain conference room availability for financial advisor
- Review and input case notes into CRM create workflow tasks/follow up and delegate work to appropriate team member
- Oversee insurance process to help facilitate applications and manage servicing needs
Qualifications:
- Previous experience in a client service administrative or support role ideally within the financial services industry
- Excellent communication skills both verbal and written with a client-focused approach
- Strong organizational skills with the ability to multitask and prioritize in a fast-paced environment
- High attention to detail and accuracy especially with data input and record keeping
- Ability to work independently while also being a proactive team player
- Welcoming and approachable personality coupled with strong customer service orientation
- Proficient in organizational tasks using scheduling and calendar management software
- Familiarity with basic office software and equipment including copiers scanners and fax
- Proficient in Microsoft tools (Word Excel Outlook Dynamics) and comfortable learning new software systems
- Ability to adapt to changing priorities and manage time efficiently
Requirements:
- High school diploma or equivalent
- Bachelors degree in business finance or a related field preferred but not required with relevant experience
- 2 years of experience in a similar role within a financial advisory or client services setting
- Ability to handle confidential information with professionalism and discretion
- Life and health insurance licensing (or willingness to obtain in timely manner)
Benefits:
- Competitive compensation and opportunities for growth
- Positive and inclusive work environment that values your contributions
- Full benefits and retirement plan options are available for eligible employees
- 90% of individual health insurance paid for by employer
- Full vision and dental paid for by employer
Compensation:
- Salary commensurate with experience
- $50-80k/year with full benefits
How to Apply:
If you are enthusiastic about representing our prestigious wealth management firm we invite you to apply.
Please submit your resume and a brief cover letter to by 8/15/2025 and be sure
to include Client Service Advisor Application your name in the subject line.
Join our team and be an integral part of delivering excellence in client service at Integrative Wealth Advisors.
Contact Information:
Phone:
Application Deadline: 8/15/2025
We are an equal opportunity employer and welcome candidates of all backgrounds to apply. If youre
passionate about providing exceptional service and building strong relationships with clients wed love to
hear from you. Join our team and be a part of Integrative Wealth Advisors exciting journey!
Required Experience:
Unclear Seniority
Employment Type
Full-Time
