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Senior Financial Client Services Leader

Job in Wheaton, DuPage County, Illinois, 60189, USA
Listing for: Benjamin F. Edwards
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A financial services firm in Wheaton, Illinois is seeking a Senior Registered Financial Client Associate to provide exceptional support to Financial Advisors and clients. This full-time position involves a variety of client services, including account maintenance, report preparation, and client interaction. The ideal candidate will have a Bachelor's degree and over 10 years of client service experience in financial services.

The role offers a chance to deliver high-quality service while shaping client experiences.
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Position Requirements
10+ Years work experience
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