Client Success & Account Manager - Financial Services
Job in
North Barrington, Lake Barrington, Lake County, Illinois, USA
Listed on 2026-02-19
Listing for:
World Insurance Associates, LLC.
Full Time
position Listed on 2026-02-19
Job specializations:
-
Finance & Banking
-
Business
Job Description & How to Apply Below
A leading financial services firm in Illinois is seeking an Account Manager responsible for client communication and data management. This role includes greeting clients, managing appointments, overseeing client documentation, and supporting financial planning activities. The ideal candidate will have at least 2 years of relevant experience and must be proficient in MS Office. This position offers a base salary ranging from $55,000 to $75,000 along with comprehensive benefits and opportunities for professional growth.
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