Client Lead, Financial Services
Job in
South Barrington, Barrington, Cook County, Illinois, 60010, USA
Listed on 2026-08-31
Listing for:
Vermillion Financial Advisors
Full Time
position Listed on 2026-08-31
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management, Customer Success Management, Bilingual -
Sales
Client Relationship Management, Customer Success Management, Bilingual
Job Description & How to Apply Below
Location: South Barrington
Vermillion Financial Advisors is seeking a Client Relationship Coordinator to be the face of the engagement process for prospective clients. You will respond to inquiries, guide introductory conversations, assess fit, and coordinate a seamless handoff to the appropriate advisor.
This role suits someone who enjoys building relationships with high-net-worth individuals, supports onboarding, and collaborates with marketing.
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