Client Service Specialist - Peoria, IL

Overview

At Macro Wealth Management, based in Peoria, IL, we empower clients to maximize their financial potential. As a Client Services Specialist you’ll deliver high-quality service with excellence, care, and prompt follow-through—living out our core values in every interaction. This role requires frequent and proactive phone communication with clients, leading to consistent and impactful client experiences. If you’re ready to make an impact and grow professionally, we want to meet you!

• Outstanding phone skills and a confident, friendly manner when speaking with clients
• Comfortable engaging with clients over the phone, via text and through email throughout the day
• Deliver seamless new client onboarding and ongoing service to clients, ensuring exceptional service and attention to detail
• Monitor and track pending service work, ensuring clients receive personalized update calls, texts or emails based on each client’s preference regarding the progress of their requests
• Assist clients with issues and concerns
• Schedule client meetings to ensure clients have timely access to our team
• Accurately document client interactions and conversation details in the CRM database
• Resolve issues regarding new accounts, transfers or amendments
• Prepare new accounts for delivery and communicate delivery to clients in a timely manner
• Identify opportunities to improve workflows and client-facing processes once grounded in existing systems
• Assist with additional responsibilities as needed to support firm growth and success

• Professional discretion and respect for confidentiality
• Collaborative, proactive team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple tasks simultaneously and prioritizing time sensitive tasks to meet deadlines
• Excellent communication; written and verbal
• Exhibits meticulous attention to detail and a commitment to accuracy
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Contribute positively to a culture of accountability, trust, and mutual support
• Embraces change and adapts quickly in a dynamic environment
• Experience with MS Office Suite and the ability to learn new software quickly

• Experience in client service, administrative support, or financial services
• Familiarity with CRM systems or client management tools
• Life & Health Licensed
• Desire to grow and contribute within a value-driven organization

Pay & Perks:

• $44,000 -- $50,000 depending on experience
• PTO and company recognized holidays
• Opportunity to participate in performance-based bonuses
• Opportunities for professional development and growth
• A collaborative, values-driven, and supportive work environment

• In office:
  Monday – Friday, 8:30am – 5:30pm

Presented by Advisor Talent Solutions, Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at