Financial Client Services Specialist
Listed on 2026-10-06
-
Finance & Banking
Banking & Finance -
Customer Service/HelpDesk
Banking & Finance
The Todd Group is a client-centered financial practice—northwest of Chicago—seeking a sharp Client Service Associate to support investment-heavy client servicing, asset movement tracking, and high-volume communications. This full-time position is based in Crystal Lake, IL, with strong compensation and benefits in a collaborative office environment.
You will manage caseloads, maintain compliant records, assist with proposals, and help streamline operations through SOPs and CRM updates, while
We are currently recruiting a Financial Client Services Specialist for our team in Crystal Lake, IL, United States.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Crystal Lake, IL, United States.
This opportunity is part of our work in Sales.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).