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Client Success Specialist II — Wealth Advisory
Job in
Mundelein, Lake County, Illinois, 60060, USA
Listed on 2026-03-12
Listing for:
Corient
Full Time
position Listed on 2026-03-12
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Technical Support
Job Description & How to Apply Below
A leading wealth management firm in Mundelein, IL, is seeking a Client Success Specialist. This role requires strong communication skills and the ability to coordinate between clients and the advisory team. You will handle day-to-day client needs, support data entry, and manage reports. Candidates should have a bachelor's degree and 3-5 years of experience, preferably with knowledge of Salesforce and a customer service background.
The firm offers competitive pay and a supportive work environment.
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