Client Service Specialist and Office Manager

Client Service Specialist and Office Manager

Location: Oak Brook, IL

Salary: $50,000 – $65,000 (based on experience)

Job Type: Full-time, In Office

About Fash Wealth Advisors:

We are a growing independent financial advisory firm, dedicated to providing personalized and strategic financial guidance to our clients. We pride ourselves on offering top-notch service in a professional and friendly environment. We are currently seeking an experienced and detail-oriented Operations Manager to join our team and play a pivotal role in managing our day-to-day operations.

About the Role

This dual-role position combines Client Service Specialist responsibilities with Office Management oversight, offering a unique opportunity to contribute both to client experience and operational efficiency. The ideal candidate thrives in a fast-paced environment, enjoys wearing multiple hats, and takes ownership of both client relationships and day-to-day office management.

Key Responsibilities

Client Service & Operations:

- Coordinate and manage client scheduling and communication

- Assist with the preparation of financial plans, reports, and client presentations

- Maintain accurate client records and ensure compliance with industry regulations

- Process client transactions, including opening and managing accounts, ensuring accuracy and confidentiality

Office Management & Administration:

- Handle office supplies, equipment, and vendor relations

- Develop and implement office policies and procedures to improve workflow and efficiency

- Ensure smooth operation of technology systems and troubleshoot minor technical issues

- Supervise and train office staff as needed, providing leadership and guidance

Qualifications

- Bachelor’s degree in business, finance, or a related field (preferred)

- Strong understanding of financial services, compliance, and regulations

- Exceptional organizational and multitasking abilities

- Excellent written and verbal communication skills

- Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and CRM software (preferred)

- Ability to maintain discretion and confidentiality with sensitive client information

- Strong problem-solving skills and attention to detail

- Self-motivated with the ability to work independently and as part of a team

- Previous experience in financial services or office management preferred

Benefits:

• Competitive salary based on experience.
• Health, dental, and vision insurance.
• Retirement plan with employer contributions.
• Paid time off and holidays.
• Opportunities for professional development and growth.

How to Apply:

Interested candidates are invited to submit their resume and cover letter to [email protected] or apply via Indeed. Please include your salary expectations and why you are a great fit for the role. We look forward to hearing from you and potentially welcoming you to our team!

Job Type: Full-time

Pay: $50,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• Health insurance

Work Location: In person