Client Experience Specialist – Wealth Management Support

Blue Trust; Deerfield (IL); On-site; USD 38,000 - 46,000; Full time

Benefits offered by this job

Benefits

Equal opportunity employer

Job summary

Blue Trust is seeking an experienced administrative support professional to assist Financial Advisors and clients from its Chicago area office. You will handle complex office duties across client service, financial planning, investment management, and accounting, contributing to a high-quality client experience.

The role emphasizes being highly relational, intellectually curious, and a natural problem solver.

Qualifications

• Bachelor's degree preferred; experience in financial services is a plus.
• Strong interpersonal and client service orientation.
• Excellent written and verbal communication.
• Ability to prioritise and manage multiple time-sensitive tasks.
• Discretion with confidential data and strict privacy.

Responsibilities

• Manage overall client experience and tailor interactions to each client.
• Maintain accurate electronic records and CRM data.
• Coordinate meetings, communications, and follow-up items.
• Support administrative tasks, accounting assistance, and office operations.
• Assist in events logistics and vendor coordination.
• Uphold compliance and company standards.

Skills

Interpersonal skills

Client service

Relationship building

Communication

Problem solving

Organization

Time management

Confidential data handling

Learning agility

Team collaboration

Education

Bachelor's degree in Management, Business, Finance, Accounting or related field

Tools

CRM software

DMS systems

Microsoft Excel

Microsoft Outlook

Job description

Blue Trust is seeking an experienced administrative support professional to assist Financial Advisors and clients from its Chicago area office. You will handle complex office duties across client service, financial planning, investment management, and accounting, contributing to a high-quality client experience.

The role emphasizes being highly relational, intellectually curious, and a natural problem solver.