Client Support Specialist

Apply at The Role of the Client Support Specialist The Client Support Specialist cares for clients with excellence, grace, friendliness and support, while relieving the CEO from certain client needs and collaborating with the Lake Growth Team to offer an efficient, expedient and professional experience for families and small businesses. This is a full-time (40 hours per week) in‑office position in St. Charles, IL. Requirements for this position High school diploma or high school transcript, if homeschooled (Bachelor’s degree or higher preferred, but not required.) Teachable, able to learn quickly and apply learning in daily activities Warmth and ability to listen Must communicate clearly and proficiently in English (speaking and writing) Capacity to work with precision, effectiveness and speed Computer skills, including but not limited to: Email communication, Word processors, Spreadsheets, Zoom, Data entry, Docusign, Team communication and collaboration tools Knowledge of the Bank on Yourself concept (preferred, but not required) Short commute to our Fox Valley office in St. Charles, Illinois Valid Illinois Driver’s License and working car Responsibilities Report to the Operations Manager of Lake Growth to keep current on tasks and activities. Go above and beyond to help clients. Be the front “face” of Lake Growth to existing and prospective clients, presenting an excellent first impression (by email, phone, and in‑person). Dress professionally in business casual attire. Respond to inquiries promptly, and follow up to ensure timely implementation. Must be able to work independently and be available at a moment’s notice for calls from clients and Lake Growth Team members. Must protect client privacy, following confidentiality and HIPAA guidelines. Follow common sense, pay attention to and care for the details, and follow the instructions. Job Activities Call prospective clients to meet and greet them. Manage inbound and outbound messaging with stakeholders (clients, Lake Growth team members, financial professionals, CPAs, insurance companies, etc.). Help stakeholders solve problems. Circle back with stakeholders with new information. Connect with new and existing clients through various modalities including email, phone, postcards, etc. to help them meet their goals. Maintain the cleanliness of our small, welcoming office, ensuring everything remains in good order for meetings. Process relevant physical mail, including receiving mail from and going to UPS, USPS, and FedEx as needed. Send and receive documents for signature. Add, update, manage and organize client data (updating family information, keeping up to date with client life changes, updating addresses, contact details, etc). Process and complete activities and tasks to meet goals for the team. Listen to, thank, respect, warmly welcome, and honor all clients. Must maintain client and company confidentiality. Collaborate in the daily operations with the Lake Growth Team. Digital file management and organization. What we expect Kindness, timeliness, professionalism, phone skills, communication prowess, perseverance, and diligence. Daily work must be processed with promptness and care. The work environment needs to be quiet and professional. Clients and coworkers must be treated with honor, care, respect, and appreciation. Must be reachable by mobile phone and video conference. Occasional in‑person meetings (many of our meetings are virtual). What you can expect Daily touch points, in person or by phone, with the CEO for updates, questions, and clarifications. Weekly status/coaching meetings. 90 Day (Quarterly) evaluation meetings with Operations Manager. Materials (computer, phone, working space, office supplies, etc.) provided. Timely pay with benefits. W‑4 slip prepared. An excellent, growing business context. Compensation and Career Path This is a full‑time, non‑exempt, 40‑hour‑a‑week position (Monday‑Friday from either 8AM‑5PM or 7AM‑4PM, with a one‑hour lunch break). We provide competitive pay in the $20‑$26/hour range, with additional bonuses. Paid Federal holidays. Paid time off. Additional benefits and health benefits are provided. Additional Information At Lake Growth, we believe in operating in alignment with each person’s unique strengths and skills. So, if your talent or expertise meets a unique need in our business, we may offer you a customized position to partner with your strengths. #J-18808-Ljbffr Lake Growth Financial Services