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Client Service Specialist II - Wealth Advisory

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: Corient
Full Time position
Listed on 2026-03-08
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 85000 USD Yearly USD 60000.00 85000.00 YEAR
Job Description & How to Apply Below
Position: Client Service Specialist II - Wealth Advisory Support
A leading wealth management firm is seeking a Client Service Specialist in Chicago, IL. The role involves being the primary contact for client requests, coordinating with advisors, and generating reports. Ideal candidates will possess a bachelor's degree, excellent communication skills, and familiarity with Salesforce. This position offers an annual salary between $60,000 and $85,000 and includes various employee benefits such as medical plans and a 401(k) matching program.
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