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Client Experience Specialist – Wealth Management

Job in Elgin, Kane County, Illinois, 60122, USA
Listing for: Baird
Full Time position
Listed on 2026-02-07
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 24.36 - 36.67 USD Hourly USD 24.36 36.67 HOUR
Job Description & How to Apply Below
A financial services firm is seeking a Client Specialist to deliver exceptional client service and operational support for Financial Advisors. This role involves client onboarding coordination, managing communications, and maintaining CRM systems. The ideal candidate has 2+ years of relevant experience, strong organizational skills, and is proficient with Microsoft Office. The position includes a salary range of $24.36-$36.67 per hour along with bonus potential and career advancement opportunities.
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