What are the responsibilities and job description for the Client Support Specialist position at Corporate Resources of Illinois?
Client Support Specialist – Elgin, IL
48,000 - $55,000 annually Benefits (Dental, Health, Vision) 401K & PTO
We’re looking for a dedicated Client Support Specialist to join our team in a fast-paced financial planning office. You’ll play a key role in ensuring the office runs efficiently while providing top-notch support to clients. We offer a supportive, growth-oriented environment with a competitive salary, great benefits, and weekly lunches provided.
You’ll assist with daily business functions and work closely with a team that prioritizes excellent service and client satisfaction. As a Client Support Specialist, you must reflect on the company’s core principles and be fully committed to delivering an exceptional client experience.
Key Responsibilities :
- Provide outstanding client service by addressing inquiries, scheduling appointments, and supporting client needs.
- Serve as the first point of contact for clients, ensuring a warm, welcoming, and professional experience.
- Handle incoming calls and emails, resolving client issues or escalating them when necessary.
- Assist with daily office operations, including document management, data entry, and account maintenance.
- Support financial advisors with client follow-ups, paperwork, and compliance-related tasks.
- Maintain client records with accuracy and confidentiality.
- Prepare reports and materials for client meetings.
- Proactively identify ways to improve processes and enhance the client experience.
Qualifications & Skills :
Salary : $48,000 - $55,000
