Client Experience Specialist (On-Site)

Advisors Excel, LLC; Oakbrook Terrace (IL); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Paid time off

Parental leave

On-the-job training

Referral program

Discretionary bonus

Job summary

Advisors Excel, LLC in Oakbrook Terrace, IL is seeking a Client Relations Associate to greet clients, manage calls, and support the front desk in a fast-paced financial services office.

You will provide exceptional service, coordinate communications, maintain records in the CRM, and assist multiple departments while upholding a professional, client-first approach. This full-time, on-site role offers training and growth opportunities.

Qualifications

• Experience in client relations or customer service.
• Excellent phone skills and professional communication.
• Strong verbal and written communication abilities.
• Warm, welcoming personality with client-first mindset.
• Ability to manage multiple priorities in a fast-paced environment.
• Experience with calendar and CRM management.
• Proficiency with Microsoft Office Suite and ability to learn new software.
• In-person work in Oakbrook Terrace, IL.

Responsibilities

• Serve as initial contact for clients, prospects, and callers.
• Manage a high volume of calls promptly and professionally.
• Route calls, take accurate messages, and provide follow-up.
• Maintain detailed records and enter information into CRM.
• Provide front desk backup and greet clients and guests.
• Support scheduling and calendar management.

Skills

Phone skills

Verbal communication

Written communication

Organizational skills

Multi-tasking

CRM management

Calendar management

Microsoft Office

Tools

CRM software

Office software

Job description

Advisors Excel, LLC in Oakbrook Terrace, IL is seeking a Client Relations Associate to greet clients, manage calls, and support the front desk in a fast-paced financial services office.

You will provide exceptional service, coordinate communications, maintain records in the CRM, and assist multiple departments while upholding a professional, client-first approach. This full-time, on-site role offers training and growth opportunities.