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Senior Client Service Associate
Job Description
Onsite
A motivated and detail-oriented Senior Client Service Associate is needed at a successful financial services firm in Northbrook, IL! This role will provide outstanding client service and support retirement plan administration. The ideal candidate has 5+ years of experience in the financial services industry and will play a key role in managing client relationships, reviewing paperwork, and offering technical guidance on plan design and regulatory updates. This is a great opportunity for someone who thrives in a collaborative environment, has excellent communication skills, and is passionate about delivering exceptional service while managing multiple priorities!
Salary Range: $60,000 $75,000 / year DOE
Senior Client Service Associate Responsibilities:
- Serve as primary liaison for assigned clients, ensuring timely meetings and communication
- Review and organize paperwork, ensuring all documents are processed accurately
- Provide technical guidance on plan design, regulatory updates, and best practices
- Collaborate with internal team to address client concerns and resolve issues
- Conduct regular client reviews to assess satisfaction and identify areas for improvement
- Manage incoming mail and client correspondence, ensuring prompt follow-up
- Update CRM system with client data and transaction reviews
- Maintain organized records and documentation for clients and handle requests with a high level of professionalism and confidentiality
- Assist clients with inquiries related to retirement plans and provide timely solutions
- Coordinate with team members to ensure seamless service delivery and client satisfaction
- Prepare and send personalized communication to clients
Senior Client Service Associate Requirements:
- 5+ years of experience in retirement plan administration or client service in the financial services industry
- High school diploma required; bachelor s degree in business, finance, or related field preferred
- Proficiency in Microsoft Office Suite, particularly Excel
- Strong organizational skills with the ability to manage multiple priorities
- Exceptional communication and interpersonal skills
- Detail-oriented and perfectionist mindset
- Licensed or willingness to become licensed in the future
- Experience with Redtail CRM and Schwab/Fidelity platforms preferred
Benefits:
- 100% medical coverage for employees
- Dental and vision insurance options available
- 401k with discretionary company match
- Paid time off and paid holidays based on market closings
- Opportunity to work in a small, close-knit team with long-term retention
Apply now!
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