Client Support Specialist

2 weeks ago


Lombard, Illinois, United States Cetera Financial Group Full time

Position Overview:
This role is designed to assist Financial Advisors (Registered Representatives) in managing their daily investment operations while improving the overall customer service experience.

Key Responsibilities:
- Serve as a key point of contact between registered representatives and their clients.
- Manage phone communications, schedule client meetings, and prepare necessary materials for these interactions.
- Assist registered representatives in creating client presentations, including illustrations, graphs, and reports.
- Handle client documentation and follow-up tasks to support registered representatives effectively.

- Engage with clients through various channels, including phone calls, virtual meetings, and in-person visits, to ensure their service needs are met.
- Organize client events and manage follow-up activities.
- Maintain accurate client records in compliance with corporate standards.

- Proactively reach out to clients and registered representatives regarding time-sensitive matters, such as Required Minimum Distributions (RMDs) and quarterly/annual reviews.

- Take ownership of client inquiries and requests, collaborating with internal departments to meet client expectations for timely service delivery.

- Educate clients about account services, capabilities, and emerging technologies.
- Complete mandatory corporate training on new technologies and adhere to implementation guidelines.

- Collaborate with Advisors in weekly meetings to support their business planning processes, marketing efforts, and client communication strategies.

Qualifications:
- High School Diploma, GED, or equivalent required.
- Experience in an administrative or customer service role is essential.
- Strong time management and organizational skills.
- Excellent written and verbal communication abilities.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and a willingness to learn new software.

Preferred Qualifications:
- Prior experience supporting Registered Representatives or Financial Advisors.
- Background in financial services or banking.
- Bachelor's degree in Finance, Business, Marketing, or Communications is advantageous.
- Attention to detail and the ability to multitask in a fast-paced environment.

- Self-motivated with the ability to work both independently and as part of a team.
- Professional demeanor and a friendly attitude in all interactions.

About Cetera Financial Group:
Cetera Financial Group is a prominent network of independent retail broker-dealers dedicated to delivering objective financial advice to individuals, families, and company retirement plans nationwide through trusted financial advisors.

We are committed to providing equal employment opportunities for all applicants and employees, ensuring a diverse and inclusive workplace.



  • Lombard, Illinois, United States Leaf Home Full time

    Location Requirement: Candidates must reside within the Greater Chicago, Illinois metropolitan area.About Leaf Home: At Leaf Home, our commitment to our customers drives everything we do. As the largest provider of home services in North America, we pride ourselves on our diverse range of award-winning products and services. Our Client Support Specialists...


  • Lombard, Illinois, United States TEKsystems Full time

    Position Overview: The role involves responding to incoming inquiries promptly and professionally, ensuring a courteous demeanor and effective communication skills. The specialist will investigate and resolve customer questions regarding community photo enforcement initiatives. Daily documentation in the RedCheck system is essential, with precise and...


  • Lombard, Illinois, United States TEKsystems Full time

    Position Overview: The role involves managing incoming customer calls efficiently and courteously, ensuring a professional demeanor with clear communication. Responsibilities include investigating and resolving customer queries related to community photo enforcement initiatives. Daily documentation in the RedCheck system is essential, with precise and...


  • Lombard, Illinois, United States TEKsystems Full time

    Position Overview: The Customer Service Representative is responsible for managing incoming calls in a professional and courteous manner, utilizing effective communication skills. This role involves investigating and resolving customer inquiries related to community photo enforcement initiatives. Accurate documentation of interactions in the RedCheck system...


  • Lombard, Illinois, United States Clearbrook Full time

    Job OverviewThe Family Support Specialist provides essential support and services to clients with intellectual and developmental disabilities, enabling them to live independently in their natural home environment.Key ResponsibilitiesDirect Support Services: Provide one-on-one assistance to clients with daily living activities, ensuring their well-being and...


  • Lombard, Illinois, United States Murtech Staffing and Solutions Full time

    Job SummaryWe are seeking a highly skilled Technical Support Specialist to join our team at Murtech Staffing and Solutions. As a Technical Support Specialist, you will be responsible for providing top-notch technical support to our clients and ensuring that their IT equipment is properly functioning.Key ResponsibilitiesAssist in verifying all Conference Room...


  • Lombard, Illinois, United States TEKsystems Full time

    Position Overview:As a Customer Support Specialist, you will be responsible for delivering exceptional service to our clients. Your primary duties will include:Key Responsibilities:• Responding to incoming calls promptly and professionally, utilizing effective communication skills.• Investigating and resolving customer inquiries related to photo...


  • Lombard, Illinois, United States TEKsystems Full time

    Position Overview: The Customer Support Specialist is responsible for managing incoming calls with professionalism and efficiency. Utilizing a courteous tone and clear communication, the representative addresses customer inquiries related to community photo enforcement programs. This role involves documenting interactions in the RedCheck system with...


  • Lombard, Illinois, United States Luneau Technology USA Inc & Subsidiary Full time

    Position Overview:Luneau Technology USA Inc & Subsidiary is seeking an Ophthalmic Clinical Support Specialist. This role is pivotal in providing comprehensive assistance and training on our advanced ophthalmic products, ensuring the highest standards of patient care. The successful candidate will possess a robust background in clinical technology and...


  • Lombard, Illinois, United States Omar Torres Full time

    Job OverviewWe are looking for a dedicated Insurance Agency Client Relations Specialist who will play a crucial role in enhancing our client portfolio. This position involves selling a variety of insurance products to both new and existing customers.COMPENSATION: Starting pay ranges from $18 to $23 per hour, plus commissions. Additional benefits include paid...


  • Lombard, Illinois, United States Ark Wealth Partners Full time

    Company OverviewAt Ark Wealth Partners, we understand that navigating the financial landscape requires a well-defined strategy. As a recognized leader in the financial services sector, our commitment is to provide clarity and direction for our clients' financial aspirations. We focus on creating tailored plans that empower clients to transition from their...


  • Lombard, Illinois, United States Cetera Financial Group Full time

    Position Overview:This role is designed to assist Financial Advisors in managing their daily investment operations while improving client service quality and overall experience.Key Responsibilities:- Serve as a vital link between Financial Advisors and their clients.- Manage phone communications, schedule meetings, and prepare necessary materials for client...


  • Lombard, Illinois, United States MRA Recruiting Services Full time

    Job Title: Customer Service Representative Company: MRA Recruiting Services Location: Remote Job Overview The primary responsibility of the Customer Service Representative is to cultivate and sustain robust relationships with clients. This role involves addressing all client inquiries and requests with professionalism and efficiency. Additionally, the...


  • Lombard, Illinois, United States Bel Fuse Inc. Full time

    Embark on your career as a Technical Support Specialist at Bel Fuse Inc. In this role, you will address advanced technical challenges from team members while utilizing the IT department's support ticketing system. Our IT division takes pride in its role, assisting a diverse array of internal clients and requests, all while ensuring the seamless operation and...


  • Lombard, Illinois, United States Forum Financial Management Full time

    Job OverviewForum Financial Management, LP is a dynamic and expanding Registered Investment Advisory Firm managing over $7 billion in assets. Established in 2002 and operating independently since 2009, we emphasize a diversified investment strategy grounded in extensive academic research. Our approach, often referred to as 'evidence-based investing,' aims to...


  • Lombard, Illinois, United States European Service at Home, Inc Full time

    Job OverviewEuropean Service at Home, Inc. is seeking a dedicated Care Coordinator to join our Lombard office.The successful candidate will provide empathetic and responsive support to our senior clientele, managing case oversight and directly supervising Home Care Aides.COMPENSATION:Competitive hourly rate based on experienceKEY RESPONSIBILITIESAs a Care...


  • Lombard, Illinois, United States Elite Staffing Company Full time

    Bilingual Customer Support Specialist Role Overview: We are seeking a dedicated individual for the position of Bilingual Customer Support Specialist, focusing on providing exceptional service in a medical call center environment. Key Responsibilities:Conduct initial outbound communications to patients enrolled in a study, adhering to a provided script (No...


  • Lombard, Illinois, United States Service Logic Full time

    Service LogicCustomer Service RepresentativePrimary Responsibilities: The primary objective of this role is to deliver outstanding customer service by addressing client needs and fulfilling service commitments through effective coordination of personnel, tools, and resources. This position also involves assisting internal stakeholders with document...


  • Lombard, Illinois, United States Strategic Systems Full time

    Job Title: Technical Support SpecialistLocation: Strategic SystemsDuration: Contract to HireShift Timings: Monday through Friday 8am to 5pmPay Rate: $25/hr on W2Job DescriptionThe role is specifically requested for and contracted by the C-Level Executive Admins, supporting the highest-level employees of Strategic Systems.The role is an Elevated...


  • Lombard, Illinois, United States Platinum Care Group Full time

    Position OverviewWe are seeking a dedicated Active Lifestyle Companion with a background in supporting individuals with Traumatic Brain Injury. Our mission is to empower our clients to improve their quality of life by providing assistance with everyday tasks and facilitating their prescribed rehabilitation exercises.Key ResponsibilitiesAssist clients in...