Client Success & Onboarding Specialist; Financial Services
Job in
Peoria, Peoria County, Illinois, 61639, USA
Listed on 2026-03-01
Listing for:
Advisor Talent Solutions
Full Time
position Listed on 2026-03-01
Job specializations:
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Customer Service/HelpDesk
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Finance & Banking
Job Description & How to Apply Below
A financial services firm in Peoria, IL is seeking a Client Services Specialist to provide exceptional service and support to clients. This role involves proactive communication, client onboarding, and managing client requests. Candidates should have strong phone skills, attention to detail, and experience with CRM systems. The position offers a salary between $44,000 and $50,000, along with benefits like PTO and opportunities for professional development in a supportive environment.
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