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Client & Operations Specialist
Job in
Bloomington, McLean County, Illinois, 61791, USA
Listed on 2026-02-14
Listing for:
Three Sixty Wealth Management
Full Time
position Listed on 2026-02-14
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager
Job Description & How to Apply Below
A growing financial advisory firm in Bloomington, IL, seeks a Client Experience Associate to enhance client service and operational efficiency. This full-time role involves managing client interactions, processing account activities, and maintaining CRM data integrity. The ideal candidate is highly organized, service-minded, and has a passion for creating exceptional client experiences. Compensation ranges from $50,000 to $60,000 based on experience.
Join us to make a significant impact on our firm's professionalism and client satisfaction.
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