Client Service Specialist

2 weeks ago

Morton, United States Creekmur Wealth Advisors Full time

We are seeking a friendly, detail-oriented Client Service Specialist to join our team in our mission of helping clients make wise financial and life decisions to accomplish their goals. This is a key role that directly impacts the growth goals of our firm. If you enjoy working with a motivated team, helping others succeed, and continually challenging yourself to improve, then we would love to hear from you


Responsibilities & Activities:

  • To provide an excellent experience for clients and prospects throughout their entire engagement with our firm. This will include:

o In-bound and out-bound telephone communication

o Facilitating a professional, welcoming atmosphere for in-person and digital meetings between our advisor and clients or prospects.

o Digital communication via email and text

  • Assist the Advisor team to handle client service needs:

o Managing meeting schedules for our multiple advisors and office locations.

o Follow-up with clients and leads as needed via digital and telephone communication.

  • Assist in creating and implementing various strategies to create brand engagement.
  • Other responsibilities may be assigned to support team goals.


Minimum Qualifications:

  • 2+ years of experience in a customer service, administrative, or marketing field
  • College level coursework in a business or communication field preferred
  • Salary for this position begins at $16-$25/hour and is commensurate with experience.


Knowledge, Skills, & Abilities:

  • Excellent verbal, written, and interpersonal communication skills.
  • Positive attitude and an extraordinary client service orientation
  • Ability to work independently and as part of a team to complete projects on schedule.
  • Must be able to manage multiple projects concurrently.
  • Knowledge of tools such as Microsoft Office (Outlook, Word, Excel), CRM systems (ie: Salesforce)


This is a full-time, in-person role working from our Morton, IL home office. Benefits include 401(k) with employer match, medical insurance, vacation time.


Creekmur Wealth Advisors and Creekmur Asset Management, L.L.C. are an equal opportunity employer.


If you’re interested in this opportunity, please send your resume and letter of interest to Stacy Creekmur stacy@creekmurwealth.com For more about Creekmur Wealth Advisors, please visit creekmurwealth.com

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