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Estimated Pay info$19 per hour
Hours Full-time, Part-time
Location Winnetka, Illinois

About this job

Client Relationship Specialist
3+ months
Winnetka, IL 60093

Job Description
  • As Client Relationship Specialist (CRS) you have the opportunity to bring your passion for customer service to a role and a firm that will champion your grown in the financial services industry.
  • You'll play a critical role in the operation success of the firm.
  • Candidates need to have professional appearance as this is a client facing role in the branch.
  • Ability to handle client needs with tact and diplomacy
  • Outstanding written and oral communication skills
  • Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
  • Ability to build and maintain good cross-enterprise working relationships
  • Basic understanding of brokerage regulations and rules that govern client accounts.

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Posting ID: 1260877558 Posted: 2026-06-07 Job Title: Customer Service Representative
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Customer Service Representative