More jobs:
Wealth Planning & Client Services Specialist
Job in
Barrington, Lake County, Illinois, 60011, USA
Listed on 2026-01-11
Listing for:
Hispanic Alliance for Career Enhancement
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A national financial services organization is looking for a Client Support Specialist to provide expertise for financial planning and enhance client experiences. This role involves assisting Private Wealth Advisors, preparing proposals, and managing client relationships. The ideal candidate will have 3-5 years of relevant experience and a post-secondary degree. This position offers a salary range between $45,000 and $83,000, alongside a comprehensive benefits package including health insurance and retirement plans.
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