Wealth Operations: Client Services Specialist; Hybrid
Job in
Lisle, DuPage County, Illinois, 60532, USA
Listed on 2026-03-08
Listing for:
Mission Wealth
Full Time, Part Time
position Listed on 2026-03-08
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A top wealth management firm is seeking an experienced Client Services Representative in Lisle, IL. This full-time, salaried position requires 2 days a week in the office. The ideal candidate brings a Bachelor's degree and 2+ years of client service experience within the financial industry. Responsibilities include supporting operations, preparing account paperwork, and assisting clients with document access.
This role offers a competitive salary of $65,000, plus bonuses, and various benefits that promote professional growth and work-life balance.
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