Client Service Specialist

3 weeks ago

Glenview, United States Ameriprise Financial Full time

**Position Title: Client Service Specialist**

**Position Description**:
Step into an instrumental role as a Client Service Specialist with Pioneer Wealth Planning Group, a private wealth advisory practice of Ameriprise Financial Services. This company is built on strong values and principles and strives to uphold the highest levels of integrity, honesty, caring, and thoughtfulness while delivering excellent advice.

This role will be responsible for providing exceptional service and support to clients, managing client contacts, answering client inquiries, and resolving client service issues. The Client Service Specialist will facilitate communication with clients, and support how the practice is presented to clients and prospects.

As a Client Service Specialist, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

**Responsibilities and Time Allocation (may change over time to meet the needs of the practice and can include other duties as assigned by the advisor)**:

- Attend regular meetings with lead advisor and team for collaboration.
- Manage and increase effectiveness and efficiency through implemented processes as well as coordination and communication between team support and business functions.
- Maintain systems and processes within the team.
- Schedule client appointments and/or webinars for meetings, as needed.
- Conduct client appointment reminder calls and check-in calls on follow up items.
- Lead the practice’s efforts for consistent, proactive contact of clients and prospects.
- Document client contacts/calls in the Ameriprise CRM.
- Prepare / coordinate documentation required for client meetings.
- Maintain files and records in accordance with the firm’s policies.
- Scanning and filing client data.
- Manage incoming/outgoing client service correspondence.
- Maintain the practice’s online presence, including social media platforms and website.
- Assist in the coordination of marketing events and applicable activities.
- Manage process for client recognition and gift ordering.
- Office management responsibilities for ordering/payment of supplies and vendors.

**Key Traits of a successful Client Service Specialist**:

- Strong organizational and computer skills
- Attention to detail
- Proper and timely follow-up
- Effective verbal and written communication (internally and with clients)
- Efficient time management strategies
- High level of interpersonal skills
- Polite and clear phone manner
- Positive attitude and willingness to learn and grow
- Proficiency in Microsoft Office Suite and CRM

**Preferred Experience**:

- Bachelor’s degree
- 1-3 years of professional experience in a client service function

**More about Pioneer Wealth Group**:
Pioneer Wealth Planning Group is a Private Wealth Advisory Practice of Ameriprise Financial Services LLC located in the Chicago metropolitan area that serves the complex financial planning needs of the mass affluent market.

Pay: $50,000.00 - $60,000.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Paid time off

Schedule:

- Monday to Friday

Ability to Relocate:

- Glenview, IL 60025: Relocate before starting work (required)

Work Location: In person

  • Specialist - Technology Support Services

    5 days ago

    Glenview, United States Wesco Full time

    As a Specialist - Technology Support Services, you will be the trusted advisor and technical support professional for the Wesco Global Solutions business. The Technology Support Services team is the first tier of support in all our technologies. The team are technical advisors to Communications and Security Solutions (CSS), Electrical and Electronic...

  • Specialist - Technology Support Services

    4 days ago

    Glenview, United States WESCO Full time

    As a Specialist - Technology Support Services, you will be the trusted advisor and technical support professional for the Wesco Global Solutions business. The Technology Support Services team is the first tier of support in all our technologies. The team are technical advisors to Communications and Security Solutions (CSS), Electrical and Electronic...

  • Retail Customer Service Specialist

    1 month ago

    Glenview, United States DICK'S SPORTING GOODS INC Full time

    **Retail Customer Service Specialist** City: Glenview,IL Location: Glenview IL Job Area: Store Hourly Job ID: 220005LU Brand: DICK'S Sporting Goods Starting Rate: $14.30 + Current Teammate ** What Youll Do In This Role** **Description** On our team, everyone plays a critical role providing genuine, helpful and friendly service to help our athletes perform...

  • Lead Specialist

    4 days ago

    Glenview, United States WESCO Full time

    As the Lead Specialist -Technology Support Services, you will be the trusted advisor and technical support professional for the WESCO Global Solutions business. The Advanced Technology Support (ATS) team is the second tier of support in all our technologies. You will act as a technical advisor to the Communications and Security Solutions (CSS), Electrical...

  • Corrective Exercise Specialist/ Stretch

    1 week ago

    Glenview, United States SLGV MOBILITY LLC Full time

    **Benefits**: - 401(k) - Bonus based on performance - Employee discounts - Flexible schedule - Free food & snacks - Free uniforms - Opportunity for advancement - Paid time off - Training & development - Wellness resources STRETCHLAB GLENVIEW FLEXOLOGIST ARE YOU PASSIONATE ABOUT HELPING PEOPLE AND GAIN AMAZING EXPERIENCE? Do you appreciate and understand...

  • Executive Support Specialist

    4 days ago

    Glenview, United States Holiday Bright Lights Full time

    Holiday Bright Lights (HBL) has been making seasons bright for over a decade. We are a factory-direct wholesaler that specializes in providing retail stores and professional decorators with commercial-grade holiday lighting and décor products. From super bright LEDs to foliage and trees we are the complete solution for your holiday decorating needs. HBL is...

  • Executive Support Specialist

    5 days ago

    Glenview, United States Holiday Bright Lights Full time

    Holiday Bright Lights (HBL) has been making seasons bright for over a decade. We are a factory-direct wholesaler that specializes in providing retail stores and professional decorators with commercial-grade holiday lighting and décor products. From super bright LEDs to foliage and trees we are the complete solution for your holiday decorating needs. HBL is...

  • Corrective Exercise Specialist Stretch PractitionerKinesiology

    4 days ago

    Glenview, United States SLGV MOBILITY LLC Full time

    Benefits: 401(k) Bonus based on performance Employee discounts Flexible schedule Free food & snacks Free uniforms Opportunity for advancement Paid time off Training & development Wellness resources STRETCHLAB GLENVIEW FLEXOLOGIST ARE YOU PASSIONATE ABOUT HELPING PEOPLE AND GAIN AMAZING EXPERIENCE? Do you appreciate and understand the benefits of Assisted...

  • Credit and Collections Specialist

    4 weeks ago

    Glenview, United States The LaSalle Group Full time

    LaSalle Network is collaborating with a global leader in the distribution industry to find their next Credit and Collections Specialist to complete their team in Glenview, IL. This role has a budgeted compensation of $55,000 annually, and the position will be remote after an onsite training period. The Credit and Collections Specialist will be responsible...

  • Medical Billing Specialist Mental Health

    2 months ago

    Glenview, United States Courage to Connect Therapeutic Center Full time

    _Medical Biller Mental Health_ - Medical Billing Specialist (IN OFFICE) _ Courage to Connect Therapeutic Center is a Mental Health Group Private Practice and is looking for a Medical Biller/Accounts Receivable/Claims Associate, who is highly motivated, responsible, reliable and detail-oriented with billing experience. If you are interested in the opportunity...

  • Brand and Packaging Specialist

    1 week ago

    Glenview, United States Uline Full time

    **Brand and Packaging Specialist** **Corporate Headquarters** **12575 Uline Drive, Pleasant Prairie, WI 53158** Are you an experienced project manager looking to help manage the image of a successful in-house brand? Join us as Brand and Packaging Specialist and support the implementation of Uline's private brand. Uline's Creative department is a...

  • Insurance Sales Specialist

    2 weeks ago

    Glenview, United States Fields Auto Group Full time

    If you hate cold calling, this is the solution for you! The largest volume new car dealer in the Northfield, Illinois area is adding an insurance department onsite! We will pay to train and license the right people. Insurance experience is a benefit but not required. You’ll work as a member of our team o verify and set the right level for insurance for...

  • Glaucoma Specialist

    3 weeks ago

    Glenview, United States Endeavor Health Services Full time

    Position Highlights Position: Glaucoma Specialist Location: Glenview, IL and Skokie, IL Full Time A Brief Overview Ophthalmology Glaucoma Subspecialist NorthShore University HealthSystem Medical Group NorthShore University HealthSystem (NorthShore), the principal academic affiliate of the University of Chicago Pritzker School of Medicine, seeks an...

  • IT Service Delivery Manager

    1 month ago

    Glenview, United States Wespath Full time

    **IT Service Delivery Manager** Location: 1901 Chestnut Ave Glenview, Illinois, 60025 United States Category: Information Technology Date Needed by: 12/31/2021 **Primary Duties and Responsibilities:** Wespath Benefits and Investments, recognized as a 2017-2021 Chicagos Best and Brightest Companies to Work For and a 2018-2021 National Best and...

  • IT Service Delivery Manager

    1 month ago

    Glenview, United States CareerBuilder Full time

    **IT Service Delivery Manager** Location: 1901 Chestnut Ave Glenview, Illinois, 60025 United States Category: Information Technology Date Needed by: 12/31/2021 **Primary Duties and Responsibilities:** Wespath Benefits and Investments, recognized as a 2017-2021 Chicagos Best and Brightest Companies to Work For and a 2018-2021 National Best and Brightest...

  • Marketing Specialist, Broadband

    2 days ago

    Glenview, United States Wesco Full time

    The Marketing Specialist, Broadband, is responsible for assisting in the development, implementation, execution, and measurement of strategic marketing plans, as well as demonstrating a clear understanding of people and how to build awareness about Wesco’s products, services, and solutions to satisfy their needs. The ideal candidate will be comfortable...

  • Marketing Specialist, Broadband

    5 days ago

    Glenview, United States Anixter Full time

    The Marketing Specialist, Broadband, is responsible for assisting in the development, implementation, execution, and measurement of strategic marketing plans, as well as demonstrating a clear understanding of people and how to build awareness about Wesco’s products, services, and solutions to satisfy their needs. The ideal candidate will be comfortable...

  • Marketing Specialist, Broadband

    5 days ago

    Glenview, Illinois, United States WESCO Full time

    The Marketing Specialist, Broadband, is responsible for assisting in the development, implementation, execution, and measurement of strategic marketing plans, as well as demonstrating a clear understanding of people and how to build awareness about Wesco's products, services, and solutions to satisfy their needs. The ideal candidate will be comfortable with...

  • Customer Service Representative

    5 days ago

    Glenview, United States Aegis Worldwide Full time

    Job DescriptionJob DescriptionAegis is seeking a customer service representative for a manufacturing client near Glenview, IL. The ideal candidate has the following skills: Customer service experience in a manufacturing environmentExperience with an ERP - They use Microsoft Dynamics AX – now called Microsoft 365. If they have worked with this ERP, it...

  • HVAC Service Technician

    4 days ago

    Glenview, United States GV's Heating & Cooling Full time

    Job DescriptionJob DescriptionGV's Heating & Cooling in Glenview, IL is actively seeking a full-time HVAC Service Technician to diagnose, clean, service, and repair both residential and light commercial heating and cooling systems. Do you have experience in the heating and cooling industry? Are you interested in furthering your career as an HVAC...