Client Experience Specialist - Evanston

Only for registered members Evanston, United States

20 hours ago

Default job background
$21 - $27 (USD)

Job summary

The Client Experience Specialist helps create the environment where great client relationships can thrive when this role is done well clients feel welcomed advisors feel supported and the office runs smoothly It's steady meaningful work—and it makes a real difference every day.

Qualifications

* High school diploma or equivalent* 2-3 years of experience in an administrative or office support role; financial services experience is a plus* Comfort using Microsoft Word Excel Outlook CRM systems and basic office technology* Strong organizational skills and attention to detail* Clear professional communication skills* A client-first mindset and respect for confidentiality* A collaborative team-oriented approach to work
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