Client Experience Specialist

Blue Trust, Inc.; Deerfield (IL); On-site; USD 57,000 - 70,000; Full time

Benefits offered by this job

Benefits

Job summary

Blue Trust, Inc. is seeking an administrative support professional to assist Financial Advisors and Financial Planners in delivering excellent client service and seamless office operations in our Chicago area office.

The role focuses on relationship-building, efficient administration, and thorough record-keeping. You will handle client communications, meeting coordination, and the management of investment account processes in a compliant environment.

Qualifications

• Bachelor's degree is preferred.
• Prior experience in client service, customer service, or office management is preferred.

Responsibilities

• Initiates and monitors administrative details to support team and clients with excellence.
• Communicates with clients in a professional manner to deepen relationships.
• Manages procedures to coordinate creation and ongoing management of investment accounts and related reports.
• Executes expense reporting in line with Finance procedures.
• Collaborates with Centralized Administration to serve clients effectively.
• Schedules meetings and documents action items for client care throughout the year.
• Maintains accurate electronic records and databases per compliance guidelines.
• Answers calls and emails professionally and routes inquiries appropriately.
• Processes mail and keeps records organized.
• Monitors and orders office supplies within budget.
• Assists in event logistics including vendor management and marketing support.
• Supports company-wide projects and adheres to HR and Compliance guidelines.

Skills

Interpersonal skills

Client service

Problem solving

Excel

Outlook

Organization

Discretion

Education

Bachelor's degree preferred

Tools

Microsoft Office Suite

Job description

Blue Trust, Inc. is seeking an administrative support professional to assist Financial Advisors and Financial Planners in delivering excellent client service and seamless office operations in our Chicago area office.

The role focuses on relationship-building, efficient administration, and thorough record-keeping. You will handle client communications, meeting coordination, and the management of investment account processes in a compliant environment.