Client Success Specialist, Financial Services

Aquent (United States); Schaumburg (IL); Vor Ort; USD 42.000 - 64.000; Vollzeit

Zusammenfassung

Aquent in Schaumburg, IL partners with a leading financial services firm to recruit a client service specialist. You will be the primary contact for clients, addressing needs with tact, accuracy, and empathy, ensuring seamless support.

You will collaborate across teams, manage multiple inquiries, adhere to brokerage regulations, and maintain professional relationships. The role rewards proactive service, independent work, and a focus on client well‑being.

Qualifikationen

• Experience delivering exceptional client service.
• Strong written and verbal communication.
• Ability to manage multiple tasks with attention to detail.

Aufgaben

• Serve as a primary point of contact addressing client needs.
• Foster relationships across internal teams for seamless support.
• Manage multiple client inquiries with strong organization.
• Work independently and as part of a high-performing team.
• Apply understanding of financial regulations governing client accounts to guide interactions.

Kenntnisse

Client service experience

Excellent communication

Organizational skills

Autonomy

Brokerage regulations understanding

Jobbeschreibung

Aquent in Schaumburg, IL partners with a leading financial services firm to recruit a client service specialist. You will be the primary contact for clients, addressing needs with tact, accuracy, and empathy, ensuring seamless support.

You will collaborate across teams, manage multiple inquiries, adhere to brokerage regulations, and maintain professional relationships. The role rewards proactive service, independent work, and a focus on client well‑being.