Client Services Specialist

Corsalus Financial is a comprehensive financial planning and investing firm. Our name reflects the values that guide our work and relationships with clients. The word cor is Latin for "heart" and "mind," while salus means "health, well-being, and prosperity." Together they represent our commitment to helping clients make thoughtful financial decisions that support their long-term success and peace of mind. We are affiliated with LPL Financial. We are seeking a Client Services Specialist who is passionate about delivering exceptional client experiences, thrives in a detail-oriented environment, and enjoys supporting both clients and financial advisors. This is a full-time, in-office position based in Oak Brook, Illinois. Position Summary The Client Services Specialist plays a critical role in the daily operations of the firm, serving as the primary point of contact for clients while providing administrative, operational, and advisor support. This individual will help ensure a seamless client experience, maintain accurate records and systems, and identify opportunities to provide additional support to clients and advisors. Qualifications Required Exceptional communication, organizational, and interpersonal skills Strong attention to detail and ability to manage multiple priorities Excellent customer service skills and a genuine desire to help others High level of professionalism and discretion when handling confidential client information Strong integrity and dependability Proficiency with Microsoft Office Suite Preferred FINRA Series 7 and Series 66 licenses Previous experience in a financial services, wealth management, or professional services environment Familiarity with CRM systems such as Redtail and financial planning software such as eMoney and LPL Financial ClientWorks system is beneficial Key Responsibilities Client Service & Relationship Management Serve as the first point of contact for client phone calls, emails, and in-office visits Deliver a high-touch client experience through timely communication and proactive support Maintain and update client records, including contact information and account details Track and document meaningful client milestones and personal information within CRM systems Account Opening & Maintenance Prepare and process new account paperwork and electronic account applications Monitor account transfers and follow up as necessary Contact clients within 24 hours of account opening to assist with online access and account setup Ensure client records and systems remain accurate and up to date Advisor & Operations Support Serve as a key resource for advisors and act as a liaison with LPL Financial back-office teams Review daily transaction activity and pending business reports Assist advisors with regulatory licensing, insurance appointments, and administrative requirements Proactively identify opportunities to support advisors and improve operational efficiency Meeting Preparation & Follow-Up Schedule and confirm client meetings Prepare meeting materials and required paperwork Coordinate post-meeting follow-up activities and track action items in Redtail Support new client onboarding, including execution of the firm's 90-Day Client Experience process Investment, Insurance & Planning Support Monitor IRA transfers and rollovers, ensuring timely follow-up with custodians and institutions Assist advisors with gathering insurance quotes and annuity illustrations, and support application processing Assist with financial plan preparation, including data entry and scenario modeling in eMoney Client Event Coordination Participate in the planning and execution of occasional client appreciation events and educational programs Compensation & Benefits $60,000 – $75,000 annually, commensurate with experience, qualifications, and licensing status. Bonus potential based on team goals. Health Insurance 401(k) with Company Match Paid Time Off (PTO) Life Insurance Disability Insurance Professional development and licensing support Why Join Corsalus Financial? At Corsalus Financial, we believe exceptional financial planning begins with meaningful relationships. Our team is committed to providing personalized service, thoughtful guidance, and a supportive workplace culture where employees can grow professionally while making a positive impact on clients' lives. #J-18808-Ljbffr Corsalus Financial