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Client Services Specialist Wealth Advisory

Job in Homewood, Cook County, Illinois, 60430, USA
Listing for: 711 MS Smith Barney, LLC
Full Time position
Listed on 2026-06-19
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 40000 - 55000 USD Yearly USD 40000.00 55000.00 YEAR
Job Description & How to Apply Below
Position: Client Services Specialist for Wealth Advisory Support

711 MS Smith Barney, LLC, based in Homewood, Illinois, is seeking Client Service Associates who will provide exceptional service to clients while supporting Financial Advisors and Wealth Advisors. The ideal candidate will have strong interpersonal skills, be client-focused, and assist with daily operations to enhance client relationships.

Roles include supporting financial advisors, answering client inquiries, and managing calendars alongside administrative responsibilities. Preference will be given to candidates with a college degree and industry experience.

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