Financial Services Coordinator

3 weeks ago


Chicago, Illinois, United States WestPoint Financial Group Full time
Company Overview
We are a leading financial services firm based in Chicago, dedicated to providing innovative solutions for individuals and businesses. Our team of experts is committed to delivering exceptional client experiences and fostering long-term relationships.

Salary
$50,000 annually, reflecting the importance we place on attracting top talent and rewarding hard work.

Job Description
We are seeking a highly organized and detail-oriented Client Service Associate to join our dynamic team. As a key member of our support staff, you will provide administrative assistance, manage post-sale responsibilities, and engage with clients to build strong relationships. Your excellent communication skills and ability to multitask will be essential in this role.

Key Skills and Qualifications
To succeed in this position, you will need:
  • Customer-service oriented: Providing exceptional service to clients and colleagues alike.
  • Strong organizational skills: Managing multiple tasks and priorities in a fast-paced environment.
  • Superior work management: Demonstrating attention to detail and meeting deadlines.
  • Outstanding multi-tasking abilities: Handling multiple responsibilities simultaneously.
  • Excellent written and verbal communication skills: Effective communication with clients, colleagues, and internal teams.
  • Problem-solving ability: Identifying and resolving issues efficiently.

Benefits
We offer a comprehensive benefits package, including hybrid schedule flexibility, PTO, medical, dental, and vision coverage, as well as a retirement plan after one year of employment.

Experience and Education
1+ years of administrative experience, preferably in a related industry. Industry experience is a plus, but not required. We value education and continuous learning, so if you have relevant certifications or training, please highlight them.

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