Senior Client Service Administrator

SENIOR CLIENT SERVICE ADMINISTRATOR

Location: Oakbrook, IL 60523

Compensation: $85,000 - $95,000 (base + bonuses)

Status: Full-time, hybrid

Join Our Dynamic Team - Your Future Starts Here!

At our firm, we believe in fostering a workplace where the brightest minds can thrive. We are more than just a team; we are a family that collaborates to embody our core values daily: hard work, humility, optimism, responsiveness, and unwavering commitment to excellence. Our office prides itself on delivering premium, personalized experiences to our clients, ensuring they always feel valued and heard.

Why You'll Love Being a Part of Our Team:

• Innovative Work Culture: We encourage fresh ideas and innovative thinking in our daily operations. Join us and contribute to making a significant impact!
• Hybrid Work Opportunities: After successful completion of a training period, you may enjoy the flexibility of hybrid work, demonstrating our trust in your self-motivation and discipline.
• Diverse Career Paths: Whether you aspire to be a technical planner or a practice manager, we support your career growth and development.
• Collaborative Environment: You'll be joining a team that values unity, where every member plays a crucial role in our success.

Ideal Candidate Attributes:

• Exceptional attention to detail and organizational skills.
• Energetic and enthusiastic approach to work.
• Maintain a positive attitude and a willingness/flexibility to help with high priority client issues. A “no task is too small” attitude is paramount.
• Strong commitment to exceeding client expectations.
• Flexibility and willingness to support the team in various capacities.
• Strong written skills for accurate notetaking
• Proficiency in handling diverse assignments in support of a lead advisor and collaborating across the firm.
• Excellent communication skills for building relationships within the firm and with our clients.
• Anticipating the needs of the lead advisor and the team.
• Self-motivated with excellent time management, prioritization skills, and ability to take initiative.
• High integrity, strong work ethic, and respect for confidentiality.
• Poise and maturity, particularly in high-pressure situations.
• Desire to be a long-term, integral part of our team.
• Vision for the long-term opportunities within the firm and the industry.

Key Responsibilities:

• Strategic Thinking: Engage in proactive and critical thinking to enhance our operations.
• Efficient Task Management: Screen, organize, and manage tasks, focusing the advisor’s attention where it's most needed.
• Client Meeting Coordination: Stay updated on client meetings, advisor priorities, and project timelines.
• Calendar Management: Coordinate the advisor’s schedule, ensuring efficient time management.

Qualifications:

• College experience is preferred but not required.
• Minimum 5+ years in the financial services industry.
• Minimum 3-5 years in a client-facing role.
• Outstanding communication and relationship management skills.
• Proficiency in Microsoft Office Suite.
• Strong self-starter.
• Strong time management and prioritization skills.
• Adaptability in a fast-paced environment.
• Rapid learning ability, particularly with adoption of technology tools.
• Demonstrated job stability and career progression.

Career Growth:

We believe in nurturing your career aspirations. Choose from various career tracks, such as pursuing the FPQP® designation for aspiring planners or advancing into a practice manager role to enhance client experiences. We are committed to investing in your future as much as you are committed to our firm.

Apply Today!

Join us as a Senior CSA and work with some of the most successful business owners, families, and individuals around. Make a life-changing impact on clients who trust us with their dreams and aspirations. We can't wait to meet you!