Client Relations Associate - Oakbrook Terrace, IL

Advisors Excel, LLC; Oakbrook Terrace (IL); On-site; USD 42,000 - 54,000; 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

Office equipment

Job description

Position: Client Relations Associate - Oakbrook Terrace, IL

Location: Oakbrook Terrace, IL

Remote Status: On-Site

Job Id:4051

# of Openings:1

Client Relations Associate

Our client is a growing financial services firm in the Oakbrook Terrace, IL area that is looking for a professional, organized, and client-focused Client Relations Associate to join their team.

This is a highly visible role where you will serve as one of the first points of contact for clients, prospects, and callers. You’ll be responsible for creating a warm, professional experience from the first interaction while helping manage a high volume of calls, coordinate communication, support the front desk, and keep the office running smoothly.

For someone who enjoys working with people, thrives in a fast-paced environment, and takes pride in delivering an exceptional client experience, this is an opportunity to join a professional organization with training, development, and opportunities for growth.

Why This Opportunity Stands Out

Our client places a strong emphasis on creating an outstanding client experience. This position is not simply about answering phones — you will play an important role in how clients and prospects experience the firm.

You’ll be trusted to manage incoming calls, help clients with questions, coordinate appointments, maintain accurate records, and ensure messages and follow-up items get to the right people. You’ll also serve as a backup to the front desk, greeting clients and guests when they arrive at the office.

The ideal person will bring a warm, welcoming personality, exceptional phone skills, strong organization, and a genuine desire to help people.

What We’re Looking For

Our client is looking for someone who is professional, personable, organized, and comfortable working in a time-sensitive, high-volume environment. The ideal candidate enjoys interacting with people and can maintain a high level of service even when priorities are changing quickly.

What You’ll Do:

In this role, you will serve as an important part of the firm's Client Relations team. Responsibilities include:

• Serving as an initial point of contact for clients, prospects, and other callers.
• Answering and managing a high volume of incoming calls in a timely and professional manner.
• Routing calls to the appropriate person or department and taking accurate messages when necessary.
• Providing exceptional customer service and assisting callers with questions or needs.
• Prioritizing urgent calls and ensuring inquiries are addressed appropriately.
• Maintaining detailed and accurate records of incoming calls, messages, and outcomes.
• Entering relevant information into the firm's CRM system.
• Retrieving and managing voicemail messages and ensuring appropriate follow-up.
• Providing administrative support to various departments, including data entry, filing, scanning, photocopying, and other general office tasks.
• Serving as a backup to the front desk by warmly greeting and directing clients, guests, and employees.
• Assisting with general questions about the company's products and services.
• Serving as a knowledgeable and helpful resource for clients and callers.
• Providing backup support for scheduling client and prospect appointments and meetings.
• Managing calendars and communicating appointment changes or cancellations.
• Working closely with the Client Relations team and Office Manager to ensure a seamless client experience.

Qualifications Include:

• Prior experience in client relations, customer service, or a role focused on creating a strong client experience.
• Exceptional phone skills and professional communication style.
• Strong verbal and written communication skills.
• Warm, welcoming, and outgoing personality.
• Genuine, caring, client-first attitude.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities in a time-sensitive environment.
• Ability to adapt to changes without compromising the quality of work.
• Experience with calendar and CRM management.
• Proficiency with Microsoft Office Suite and the ability to learn new software quickly.
• Comfortable working with phone systems, filing, faxing, scanners, and general office technology.
• Professional appearance and demeanor.
• Hospitality, concierge, or client service experience is preferred but not required.
• Ability to work in person in Oakbrook Terrace, IL.

Ideal Fit

This could be a great fit for someone who:

• Loves interacting with people and creating a positive first impression.
• Takes pride in providing outstanding client service.
• Has a naturally warm, welcoming, and caring personality.
• Is confident and professional on the phone.
• Thrives in a fast-paced, high-volume environment.
• Is highly organized and detail-oriented.
• Can juggle multiple priorities without losing track of important details.
• Enjoys being part of a team and supporting those around them.
• Has a hospitality, concierge, client service, or customer-facing background.
• Wants to join an organization that provides training, professional development, and opportunities for growth.

Schedule and Work Environment:

• This is a full-time, in-person position based in Oakbrook Terrace, IL.
• Monday – Thursday: 11:00 a.m. – 7:00 p.m.
• Friday: 9:00 a.m. – 5:00 p.m.
• Discretionary Bonus: Up to 10% of salary annually, paid quarterly based on specified performance metrics.
• 401(k) with company matching
• Health insurance
• Paid time off
• Parental leave
• On-the-job training
• Referral program

Why Join?

This is an opportunity to join a professional financial services organization where the client experience is a major part of the firm's success. If you are someone who enjoys helping people, thrives in a fast-paced environment, and wants to be part of a team where professionalism, service, and attention to detail matter, this could be an excellent next step. The firm also provides on-the-job training and professional development opportunities, giving the right person the chance to continue growing within the organization.