Client Experience Specialist

Raymond James; Wheaton (IL); On-site; USD 36,000 - 75,000; Full time

Benefits offered by this job

Medical

Long Term Care

Life Insurance

Disability Insurance

Retirement

PTO

Job summary

Foundation Wealth Strategies is seeking a detail-oriented Client Service Associate to support Financial Advisors and clients in a fast-paced branch environment. The role emphasizes high-quality service, data accuracy, and effective communication across channels.

Responsibilities include client interactions, processing transactions, CRM maintenance, and assisting with marketing events. 1+ year of financial services customer service is required, with opportunities for professional development.

Qualifications

• 1+ years experience in customer service within financial services.
• Proficient with CRM systems and Excel for reporting.
• Strong communication across multiple channels.

Responsibilities

• Interact with clients via phone, in-person, virtual, and mailings.
• SupportFinancial Advisors and branch staff with administrative tasks.
• Process client transactions and manage expense reports.

Skills

CRM software

Excel

Communication

Education

1+ years customer service in financial services

Tools

CRM systems

Microsoft Excel

Job description

Foundation Wealth Strategies is seeking a detail-oriented Client Service Associate to support Financial Advisors and clients in a fast-paced branch environment. The role emphasizes high-quality service, data accuracy, and effective communication across channels.

Responsibilities include client interactions, processing transactions, CRM maintenance, and assisting with marketing events. 1+ year of financial services customer service is required, with opportunities for professional development.