Client Relationship Specialist

Sikich•Naperville, IL

1d•Hybrid

About The Position

The Client Relationship Specialist (CRS) enhances client experience by servicing clients and providing operational/administrative support to wealth managers. This role focuses on delivering exceptional client service, demonstrating empathy, and utilizing strong problem-solving skills. Responsibilities include active communication with clients, processing requests, resolving inquiries, providing guidance, and ensuring all key information and documentation remains up to date.

Requirements

2+ years of experience in wealth management, securities, or financial planning industry
Highly organized with strong problem solving and analytical skills, exceptional attention to detail, and tech savvy
Client focused; self-starter and motivator; efficient, quick learner with ability to support wealth managers
Strong ethical standards with the ability to maintain strict confidentiality of client and firm information
Outstanding verbal, written and interpersonal communication skills
Proficient in Microsoft Excel, Word, and Power Point

Nice To Haves

Bachelor’s degree
Experience with Schwab and Redtail CRM
Series 65 preferred or willingness to sit for the exam
Values driven – You embody and model absolute integrity and servant leadership and you have a bias for action and continuous innovation.
Uncompromising problem solver – You see opportunities in every business challenge and can develop, articulate and implement solutions.
Collaboration – You are a relationship builder across all levels of the organization and across all business units.
Instills trust – You do what you say, without ego, and you follow through on commitments consistently and credibly.
Impact & influence – You are relentlessly focused on making a difference and can gain support for ideas, proposals and solutions. You get others to act, with or without formal authority, to advance initiatives and objectives.

Responsibilities

Provide administrative support to wealth managers, including handling client calls, responding to inquiries, requesting trades as directed, executing money movement transactions, scheduling meetings, preparing client reports and meeting materials, checking custodian alerts daily, and managing follow-up tasks after client meetings.
Oversee the client onboarding process, including account openings, preparing documents for signatures, ensuring adherence to compliance procedures, and maintaining accurate database updates and client folders.
Become proficient in the firm’s workflows and custodian’s technology platforms/tools, actively participating in training programs to identify and implement workflow improvements that enhance client service.
Manage the recurring client calendar for RMDs, retirement contributions, billing, meetings, and compliance notification.
Provide timely and accurate answers to operational questions from wealth managers and clients.
Conduct research regarding a variety of topics such as IRA distributions, social security, college planning, and other similar topics.
Assist with maintaining and monitoring regulatory compliance and works directly with firm CCO (Chief Compliance Office).
Manage confidential information with discretion and professionalism.
Prepare and send packages, letters, and other correspondence.
Work closely with multiple teams to service clients.
Collaboration with other departments or offices as needed.
Available for last-minute advisor requests.
Assist with organizing client/marketing events and special projects, as necessary.

Benefits

Competitive compensation
Health, dental, vision, life, and accident/death/disability insurance options
HSA employer contribution
Flexible Time Off (FTO) Policy
Paid holidays
Comprehensive wellness program
Flexible work arrangements
Paid Parental Bonding Leave program
401(k) with employer contributions
CPA bonus with four (4) paid exam days & four (4) paid study days
Tuition reimbursement
Generous employee referral bonus program
Client referral bonus program
Pet insurance
FORCE – Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities.