Senior Client Service Administrator

SENIOR CLIENT SERVICE ADMINISTRATOR

Location: Oakbrook, IL 60523

Compensation: $85,000 - $95,000 (base + bonuses)

Status: Full-time, hybrid

Join Our Dynamic Team - Your Future Starts Here!

At our firm, we believe in fostering a workplace where the brightest minds can thrive. We are more than just a team; we are a family that collaborates to embody our core values daily: hard work, humility, optimism, responsiveness, and unwavering commitment to excellence. Our office prides itself on delivering premium, personalized experiences to our clients, ensuring they always feel valued and heard.

• Innovative Work Culture:
  We encourage fresh ideas and innovative thinking in our daily operations. Join us and contribute to making a significant impact!
• Hybrid Work Opportunities:
  After successful completion of a training period, you may enjoy the flexibility of hybrid work, demonstrating our trust in your self-motivation and discipline.
• Diverse Career Paths:
  Whether you aspire to be a technical planner or a practice manager, we support your career growth and development.
• Collaborative Environment:
  You'll be joining a team that values unity, where every member plays a crucial role in our success.

• Exceptional attention to detail and organizational skills.
• Energetic and enthusiastic approach to work.
• Maintain a positive attitude and a willingness/flexibility to help with high priority client issues. A “no task is too small” attitude is paramount.
• Strong commitment to exceeding client expectations.
• Flexibility and willingness to support the team in various capacities.
• Strong written skills for accurate note taking
• Proficiency in handling diverse assignments in support of a lead advisor and collaborating across the firm.
• Excellent communication skills for building relationships within the firm and with our clients.
• Anticipating the needs of the lead advisor and the team.
• Self-motivated with excellent time management, prioritization skills, and ability to take initiative.
• High integrity, strong work ethic, and respect for confidentiality.
• Poise and maturity, particularly in high-pressure situations.
• Desire to be a long-term, integral part of our team.
• Vision for the long-term opportunities within the firm and the industry.

• Strategic Thinking:
  Engage in proactive and critical thinking to enhance our operations.
• Efficient Task Management:
  Screen, organize, and manage tasks, focusing the advisor’s attention where it's most needed.
• Client Meeting Coordination:
  Stay updated on client meetings, advisor priorities, and project timelines.
• Calendar Management:
  Coordinate the advisor’s schedule, ensuring efficient time management.

• College experience is preferred but not required.
• Minimum 5+ years in the financial services industry.
• Minimum 3-5 years in a client-facing role.
• Outstanding communication and relationship management skills.
• Proficiency in Microsoft Office Suite.
• Strong self-starter.
• Strong time management and prioritization skills.
• Adaptability in a fast-paced environment.
• Rapid learning ability, particularly with adoption of technology tools.
• Demonstrated job stability and career progression.

We believe in nurturing your career aspirations. Choose from various career tracks, such as pursuing the FPQP® designation for aspiring planners or advancing into a practice manager role to enhance client experiences. We are committed to investing in your future as much as you are committed to our firm.

Apply Today!

Join us as a Senior CSA and work with some of the most successful business owners, families, and individuals around. Make a life-changing impact on clients who trust us with their dreams and aspirations. We can't wait to meet you!

Compensation:
$85,000-$95,000 per year