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Client Experience Specialist: IRA & Investments

Job in Decatur, Macon County, Illinois, 62521, USA
Listing for: The Blue Venture Fund
Full Time position
Listed on 2026-09-23
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep
Salary/Wage Range or Industry Benchmark: 42000 - 54000 USD Yearly USD 42000.00 54000.00 YEAR
Job Description & How to Apply Below
Position: Client Experience Specialist: IRA & Investments Support

The Blue Venture Fund is seeking a client services representative in Illinois to handle direct verbal and written communications with account holders, plan sponsors, record-keepers, and administrators. The role requires managing a high call volume and collaborating with internal teams to resolve inquiries about accounts and investments.

You will respond to calls, emails, voicemails, and chats, guide clients through account opening and distributions, ensure forms are completed, and support online

The Client Experience Specialist: IRA & Investments Support role at The Blue Venture Fund is now open for applications in Oak Brook, IL, United States.

Our group is growing, and we are hiring a Client Experience Specialist: IRA & Investments Support in Oak Brook, IL, United States.

This Full Time opening is for the Client Experience Specialist: IRA & Investments Support role at The Blue Venture Fund.

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