Client Experience Specialist
Listed on 2026-10-17
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Finance & Banking
Banking & Finance, Bank Customer Service -
Customer Service/HelpDesk
Banking & Finance, Bank Customer Service
Foundation Wealth Strategies is seeking a detail-oriented Client Service Associate to support Financial Advisors and clients in a fast-paced branch environment. The role emphasizes high-quality service, data accuracy, and effective communication across channels.
Responsibilities include client interactions, processing transactions, CRM maintenance, and assisting with marketing events. 1+ year of financial services customer service is required, with opportunities for professional development.
We invite applications for the Client Experience Specialist position located in Wheaton, IL, United States.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Client Experience Specialist role at Raymond James, based in Wheaton, IL, United States.
We are looking to fill the Client Experience Specialist position at Raymond James in Wheaton, IL, United States.
The Client Experience Specialist role at Raymond James is now open for applications in Wheaton, IL, United States.
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