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Bank Customer Service

Wealth Management Client Services Pro

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: Retirement Resource Center, LLC.
Full Time position
Listed on 2026-03-07
Job specializations:
  • Finance & Banking
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services company is seeking a Client Service Associate in Chicago to provide exceptional support to Financial Advisors and educate clients on various banking services. The ideal candidate will have at least one year of client servicing experience in the banking or financial industry, along with proficiency in Microsoft Word and Excel. Responsibilities include ensuring accuracy in client materials and maintaining client relationships while fostering a client-first mindset.

This is a full-time position with 37.5 hours per week.
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