Client Support Specialist
Listed on 2026-01-12
-
Customer Service/HelpDesk
Customer Service Rep -
Administrative/Clerical
Client Service Specialist (41982)
Our client is a company in the Fox Valley area looking for a Client
Service Specialist. This company is looking for someone with previous client experience, who is highly organized and has excellent attention to detail.
$50,000.00/yr - $70,000.00/yr
Responsibilities- Act as a primary point of contact for clients.
- Prepare and process standard client forms.
- Assist with account onboarding.
- Maintain CRM records and documentation.
- Prepare client meeting packets and support coordination.
- Monitor client account activity.
- Assist with training new staff.
- Perform other duties as needed.
- Associate or bachelor’s degree preferred.
- 1+ years in client services or financial service operations.
- Strong written and verbal communication skills.
- Highly organized, detailed orientated, and a problem solver.
Equal Opportunity Employer
The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.
Seniority level:
Associate
Employment type:
Full-time
Job function:
Administrative
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