Client Service Specialist Peoria, IL

Peoria, IL - USA

Monthly Salary: $ 44000 - 50000

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Position: Client Services Specialist

Firm: Macro Wealth Management

Location: Peoria IL

Overview:

At Macro Wealth Management based in Peoria IL we empower clients to maximize their financial potential. As a Client Services Specialistyoull deliver high-quality service with excellence care and prompt follow-throughliving out our core values in every interaction. This role requires frequent and proactive phone communication with clients leading to consistent and impactful client experiences. If youre ready to make an impact and grow professionally we want to meet you!

What youll do:

Outstanding phone skills and a confident friendly manner when speaking with clients
Comfortable engaging with clients over the phone via text and through email throughout the day
Deliver seamless new client onboarding and ongoing service to clients ensuring exceptional service and attention to detail
Monitor and track pending service work ensuring clients receive personalized update calls texts or emails based on each clients preference regarding the progress of their requests
Assist clients with issues and concerns
Schedule client meetings to ensure clients have timely access to our team
Accurately document client interactions and conversation details in the CRM database
Resolve issues regarding new accounts transfers or amendments
Prepare new accounts for delivery and communicate delivery to clients in a timely manner
Identify opportunities to improve workflows and client-facing processes once grounded in existing systems
Assist with additional responsibilities as needed to support firm growth and success

What Were Looking For:

Professional discretion and respect for confidentiality
Collaborative proactive team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple tasks simultaneously and prioritizing time sensitive tasks to meet deadlines
Excellent communication; written and verbal
Exhibits meticulous attention to detail and a commitment to accuracy
Skilled in building strong trust-based relationships with clients by providing attentive personalized service and guidance
Contribute positively to a culture of accountability trust and mutual support
Embraces change and adapts quickly in a dynamic environment
Experience with MS Office Suite and the ability to learn new software quickly

Bonus Points:

Experience in client service administrative support or financial services
Familiarity with CRM systems or client management tools
Life & Health Licensed
Desire to grow and contribute within a value-driven organization

What Youll Get:

Pay & Perks:

$$50000 depending on experience
PTO and company recognized holidays
Opportunity to participate in performance-based bonuses
Opportunities for professional development and growth
A collaborative values-driven and supportive work environment

Schedule:

In office: Monday Friday 8:30am 5:30pm

Presented by Advisor Talent Solutions

Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at

Required Experience:

Position: Client Services SpecialistFirm: Macro Wealth ManagementLocation: Peoria ILOverview: At Macro Wealth Management based in Peoria IL we empower clients to maximize their financial potential. As a Client Services Specialistyoull deliver high-quality service with excellence care and prompt foll...