Client Relations Associate - Oakbrook Terrace, IL

Advisor Talent Solutions•Oakbrook Terrace, IL

4d•Onsite

About The Position

Our client is a growing financial services firm in the Oakbrook Terrace, IL area that is looking for a professional, organized, and client-focused Client Relations Associate to join their team. This is a highly visible role where you will serve as one of the first points of contact for clients, prospects, and callers. You’ll be responsible for creating a warm, professional experience from the first interaction while helping manage a high volume of calls, coordinate communication, support the front desk, and keep the office running smoothly. For someone who enjoys working with people, thrives in a fast-paced environment, and takes pride in delivering an exceptional client experience, this is an opportunity to join a professional organization with training, development, and opportunities for growth. Our client places a strong emphasis on creating an outstanding client experience. This position is not simply about answering phones — you will play an important role in how clients and prospects experience the firm. You’ll be trusted to manage incoming calls, help clients with questions, coordinate appointments, maintain accurate records, and ensure messages and follow-up items get to the right people. You’ll also serve as a backup to the front desk, greeting clients and guests when they arrive at the office. The ideal person will bring a warm, welcoming personality, exceptional phone skills, strong organization, and a genuine desire to help people.

Requirements

Prior experience in client relations, customer service, or a role focused on creating a strong client experience.
Exceptional phone skills and professional communication style.
Strong verbal and written communication skills.
Warm, welcoming, and outgoing personality.
Genuine, caring, client-first attitude.
Strong organizational skills and attention to detail.
Ability to manage multiple priorities in a time-sensitive environment.
Ability to adapt to changes without compromising the quality of work.
Experience with calendar and CRM management.
Proficiency with Microsoft Office Suite and the ability to learn new software quickly.
Comfortable working with phone systems, filing, faxing, scanners, and general office technology.
Professional appearance and demeanor.
Ability to work in person in Oakbrook Terrace, IL.

Nice To Haves

Hospitality, concierge, or client service experience is preferred but not required.

Responsibilities

Serving as an initial point of contact for clients, prospects, and other callers.
Answering and managing a high volume of incoming calls in a timely and professional manner.
Routing calls to the appropriate person or department and taking accurate messages when necessary.
Providing exceptional customer service and assisting callers with questions or needs.
Prioritizing urgent calls and ensuring inquiries are addressed appropriately.
Maintaining detailed and accurate records of incoming calls, messages, and outcomes.
Entering relevant information into the firm's CRM system.
Retrieving and managing voicemail messages and ensuring appropriate follow-up.
Providing administrative support to various departments, including data entry, filing, scanning, photocopying, and other general office tasks.
Serving as a backup to the front desk by warmly greeting and directing clients, guests, and employees.
Assisting with general questions about the company's products and services.
Serving as a knowledgeable and helpful resource for clients and callers.
Providing backup support for scheduling client and prospect appointments and meetings.
Managing calendars and communicating appointment changes or cancellations.
Working closely with the Client Relations team and Office Manager to ensure a seamless client experience.