Client Service Specialist - Peoria, IL

Advisor Talent Solutions•Peoria, AZ

2d•$44,000 - $50,000•Onsite

About The Position

At Macro Wealth Management, based in Peoria, IL, we empower clients to maximize their financial potential. As a Client Services Specialist you’ll deliver high-quality service with excellence, care, and prompt follow-through—living out our core values in every interaction. This role requires frequent and proactive phone communication with clients, leading to consistent and impactful client experiences. If you’re ready to make an impact and grow professionally, we want to meet you!

Requirements

Professional discretion and respect for confidentiality
Collaborative, proactive team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple tasks simultaneously and prioritizing time sensitive tasks to meet deadlines
Excellent communication; written and verbal
Exhibits meticulous attention to detail and a commitment to accuracy
Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
Contribute positively to a culture of accountability, trust, and mutual support
Embraces change and adapts quickly in a dynamic environment
Experience with MS Office Suite and the ability to learn new software quickly

Nice To Haves

Experience in client service, administrative support, or financial services
Familiarity with CRM systems or client management tools
Life & Health Licensed
Desire to grow and contribute within a value-driven organization

Responsibilities

Outstanding phone skills and a confident, friendly manner when speaking with clients
Comfortable engaging with clients over the phone, via text and through email throughout the day
Deliver seamless new client onboarding and ongoing service to clients, ensuring exceptional service and attention to detail
Monitor and track pending service work, ensuring clients receive personalized update calls, texts or emails based on each client’s preference regarding the progress of their requests
Assist clients with issues and concerns
Schedule client meetings to ensure clients have timely access to our team
Accurately document client interactions and conversation details in the CRM database
Resolve issues regarding new accounts, transfers or amendments
Prepare new accounts for delivery and communicate delivery to clients in a timely manner
Identify opportunities to improve workflows and client-facing processes once grounded in existing systems
Assist with additional responsibilities as needed to support firm growth and success