Financial Services Client Support Specialist
Listed on 2026-10-07
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Finance & Banking
Bank Customer Service, Banking & Finance, Financial Sales -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Foundation Wealth Strategies in Wheaton, IL seeks a Client Service Associate to provide high-touch administrative support to Financial Advisors, their clients, and branch staff. You will manage scheduling, inquiries, and basic account processing with accuracy in a fast-paced environment.
This role emphasizes strong communication, attention to detail, CRM usage, and collaboration with team members. Travel is minimal; benefits include medical, retirement, and PTO.
Our organisation is growing, and we are hiring a Financial Services Client Support Specialist in Wheaton, IL, United States.
Are you ready to take on the Financial Services Client Support Specialist role at 130 Raymond James Financial Services, Inc.?
We would love to welcome a new Financial Services Client Support Specialist to our organisation in Wheaton, IL, United States.
For the Financial Services Client Support Specialist position at 130 Raymond James Financial Services, Inc., we are reviewing applications now.
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