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Client Relationship Manager Customer Service Rep

Client Service Specialist: Wealth Management & Transitions

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: Rockstar
Full Time position
Listed on 2026-03-06
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager, Customer Service Rep
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A client-focused wealth management firm is seeking a Client Service Specialist to support clients during important life transitions. Responsibilities include opening accounts, submitting applications, managing money movements, and maintaining accurate records. Ideal candidates have strong communication skills, attention to detail, and a proactive mindset. An opportunity for those who enjoy contributing to a meaningful service environment and who are eager to learn and grow.

This role is located in Chicago, IL.
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