Onsite
A motivated and detail-oriented Senior Client Service Associate is needed at a successful financial services firm in Northbrook, IL! This role will provide outstanding client service and support retirement plan administration. The ideal candidate has 5+ years of experience in the financial services industry and will play a key role in managing client relationships, reviewing paperwork, and offering technical guidance on plan design and regulatory updates. This is a great opportunity for someone who thrives in a collaborative environment, has excellent communication skills, and is passionate about delivering exceptional service while managing multiple priorities!
Salary Range: $ 60,000 $75,000 / year DOE
Senior Client Service Associate Responsibilities:

• Serve as primary liaison for assigned clients, ensuring timely meetings and communication
• Review and organize paperwork, ensuring all documents are processed accurately
• Provide technical guidance on plan design, regulatory updates, and best practices
• Collaborate with internal team to address client concerns and resolve issues
• Conduct regular client reviews to assess satisfaction and identify areas for improvement
• Manage incoming mail and client correspondence, ensuring prompt follow-up
• Update CRM system with client data and transaction reviews
• Maintain organized records and documentation for clients and handle requests with a high level of professionalism and confidentiality
• Assist clients with inquiries related to retirement plans and provide timely solutions
• Coordinate with team members to ensure seamless service delivery and client satisfaction
• Prepare and send personalized communication to clients

Senior Client Service Associate Requirements:

• 5+ years of experience in retirement plan administration or client service in the financial services industry
• High school diploma required; bachelor s degree in business, finance, or related field preferred
• Proficiency in Microsoft Office Suite, particularly Excel
• Strong organizational skills with the ability to manage multiple priorities
• Exceptional communication and interpersonal skills
• Detail-oriented and perfectionist mindset
• Licensed or willingness to become licensed in the future
• Experience with Redtail CRM and Schwab/Fidelity platforms preferred

Benefits:

• 100% medical coverage for employees
• Dental and vision insurance options available
• 401k with discretionary company match
• Paid time off and paid holidays based on market closings
• Opportunity to work in a small, close-knit team with long-term retention

Apply now!
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