Client Services Administrator

3 weeks ago

Rosemont, United States Beacon Hill Full time

Beacon Hill has partnered with a dynamic boutique investment firm dedicated to providing exceptional financial services and personalized client experiences. They are seeking an enthusiastic and detail-oriented Operations/Administrative Assistant to join their team and contribute to their continued success. This is a great opportunity for those seeking to work for a local firm located in Rosemont, IL.


Responsibilities:

  • Oversee and streamline daily operations by creating and tracking tasks in CRM for all client-related activities.
  • Assist in sending thoughtful gifts to clients for referrals and holidays, enhancing client satisfaction and relationships.
  • Aid in the preparation and mailing of quarterly and year-end reports to clients.
  • Distribute incoming mail, maintain office supplies, and ensure inventory is consistently stocked.


Qualifications:

  • 2+ years of experience in an operational support role, preferably within the financial services industry.
  • Possess excellent communication and interpersonal skills, making you adept at interacting with clients and team members alike.
  • Excel in working both independently and as part of a team, balancing multiple tasks effectively.
  • Hands-on experience with CRM software and are comfortable navigating various administrative tools.

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.


If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser:


Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill Staffing Group and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting .

We look forward to working with you.

Beacon Hill. Employing the Future (TM)

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