Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Client Experience Specialist

Right Executive Search, LLC

Right Executive Search, LLC is seeking a Client Service Associate in Barrington, IL. The ideal candidate will support client relationships by managing account activity and providing exceptional client service. Responsibilities include assisting financial advisors, managing client communications, and supporting daily operations. This role offers competitive compensation, eligibility for bonuses, and a comprehensive benefits package. #J-18808-Ljbffr Right Executive Search, LLC

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Experience Specialist in Barrington, IL vacancy
  • $65k - $85k

    Right Executive Search, LLC is seeking a Paraplanner / Wealth Management Client Service Associate in North Barrington, IL. The role involves...  ...planning. The ideal candidate will have at least two years of experience in a paraplanning or client service role, strong... 
    Suggested

    Right Executive Search, LLC

    Barrington, IL
    3 days ago
  • $60k - $100k

     ...reputable financial firm is seeking a Client Relationship Manager in Elgin, Illinois. This role...  ...serving as the primary support for the Wealth Management Advisor, managing client relationships...  ...candidate will have over 2 years of experience in wealth management and demonstrate... 
    Suggested

    Mack & Associates, Ltd.

    Elgin, IL
    1 day ago
  • $70k

    J.P. Morgan Wealth Management - Private Client Advisor - Elgin / Kane County Illinois Join to apply for the J.P. Morgan Wealth Management - Private...  ...significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals... 
    Suggested
    Full time

    JPMorganChase

    Elgin, IL
    2 days ago
  •  ...we have an enthusiasm for helping our clients, taking care of our employees, building...  ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...  .... You provide an exceptional investor experience by offering advised solutions and... 
    Suggested

    JPMorgan Chase & Co.

    Lake Zurich, IL
    14 days ago
  • $69k

     ...and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for...  ...relationship-building skills Sales or customer service experience is helpful but not required Qualifications... 
    Suggested
    Remote job
    Work from home
    Flexible hours

    HMG Careers

    Lake Barrington, IL
    more than 2 months ago
  • Fleet Feet Sports in Arlington Heights is looking for a Retail Team Lead to enhance customer experiences and support store operations. In this role, you'll recommend products tailored to customers' needs and lead the sales floor. You'll be part of a dynamic, spirited team... 

    Fleet Feet Sports

    Arlington Heights, IL
    9 hours ago
  •  ...passion for financial and retirement planning, with at least 3 years of experience as a Financial Planner and a CFP designation required within 2 years. Responsibilities include client relationship management, preparing financial plans, and providing support for a broad... 

    SGL Financial

    Buffalo Grove, IL
    4 days ago
  • $23 - $26 per hour

     ...Job Title: Customer Experience Specialist Location: Lake Zurich Industry: Manufacturing...  ...Dental, Vision, and 401k About Our Client: A growing medical diagnostics company...  ...working with ERP, CRM, EDI, or order management systems. • Ability to prioritize multiple... 
    Work at office
    Local area

    Addison Group

    Lake Zurich, IL
    9 hours ago
  • $63.31k - $75k

     ...Spirax Group, creates electrical process heating and temperature management solutions, including industrial heaters and systems, heat...  ...tracking, and reporting of results Develop and maintain customer experience reporting, delivering insights to support continuous... 
    Contract work
    Work at office
    Local area
    Shift work

    Spirax-Sarco Engineering

    Cary, IL
    5 days ago
  • $56.25k - $68.25k

     ...behalf.” We work on behalf of our clients as their comprehensive payments...  .... Summary: The Client Support Specialist (CSS) collaborates with the Client Support Management team to ensure the success of...  ...role. Qualifications 1–3 years of experience in a client support and/or... 
    2 days per week

    Onbe

    Buffalo Grove, IL
    2 days ago
  •  ...resources. Inside Sales Coordinator will support the Regional Sales Managers in the field by providing product information, pricing, profit...  ...as efficient as possible. Basic Qualifications Education and Experience BS/BA Degree in industrial business/sales area or equivalent... 
    Contract work
    Work at office
    Remote work
    Overseas

    Sunrise Systems

    Hoffman Estates, IL
    1 day ago
  • Arlington Park Veterinary Hospital is seeking a Client Service Representative to provide exceptional customer experiences and manage administrative tasks. You will oversee practice reception, maintain veterinary records, and ensure client satisfaction. The ideal candidate... 
    Flexible hours

    Arlington Park Veterinary Hospital

    Rolling Meadows, IL
    1 day ago
  •  ...Representative (CSR) Departmen t: Operations Reports To: Store Management Exemption Status (FLSA): Non-Exempt Job Summary: The...  ...inside and outside the store, ensuring a positive customer experience at every interaction. Essential Functions: Provide... 
    Flexible hours
    Afternoon shift

    Truenorth

    Lake Zurich, IL
    5 days ago
  •  ..., offering an experiential space where our clients and team members can discover their best selves. Client Experience Specialist is the first point of contact for our clients...  ...open communication with team members and management; log messages accurately and ensure timely... 
    Afternoon shift

    Tricoci

    Vernon Hills, IL
    2 days ago
  •  ...Schaumburg, Illinois, is seeking a Customer Relations Specialist to be a key contact for customers and manage day-to-day order processing and communications. The role focuses on delivering exceptional customer experiences and ensuring efficient order management. Ideal... 
    Full time

    Valid8 Financial, Inc.

    Schaumburg, IL
    3 days ago
  • Macy's in Schaumburg is looking for a Merchandising Colleague to enhance the in-store experience. Your primary responsibilities will include executing merchandise strategies, maintaining organized displays, and providing excellent customer service. Collaboration with colleagues... 

    Macy's

    Schaumburg, IL
    4 days ago
  • $56.25k - $68.25k

     ...Client Support Specialist Buffalo Grove, Illinois, United States Onbe, a fast-growing FinTech...  ...collaborates with the Client Support Management team to ensure the success of our client...  ...~ Bachelor's degree ~1-3 years of experience working in a client support and/or... 
    2 days per week

    Onbe

    Buffalo Grove, IL
    3 days ago
  •  ...aptitude for a wide variety of administrative tasks, accurate data management, reporting requirements and use of applicable system...  ...may be required. Desired traits Bachelor’s degree or equivalent experience. Approximately 2 years of Customer Service, Sales support or data... 
    Work at office

    Jobr

    Schaumburg, IL
    5 days ago
  • $19.5 per hour

     ...focusing on building relationships, and meeting performance targets. A High School Diploma/GED and 6 months of customer service experience are required. T-Mobile offers a competitive salary starting at $19.50 per hour, along with extensive benefits including medical,... 
    Hourly pay

    T-MOBILE USA, Inc.

    Lake Zurich, IL
    1 day ago
  • $12 per hour

     ...services, and solutions to enhance their experience. Through enthusiasm and expertise, Sr....  ...activities, and prioritizing unparalleled client satisfaction. The Sr. Store Associate...  ...Identification 100526 Job Category Stores Non - Management Posting Date 02/16/2026, 03:57 AM... 
    Part time
    Work at office
    Local area
    Immediate start

    Office Depot

    Lake Zurich, IL
    9 hours ago
  • $22 - $24 per hour

     ...solutions company in Hoffman Estates is seeking a Client Project & Order Coordinator to ensure smooth operations. The role involves managing orders, coordinating with vendors, and...  ...should have 0-3 years of relevant experience, strong communication skills, and proficiency... 
    Hourly pay
    Work at office

    Club Colors

    Hoffman Estates, IL
    2 days ago
  • $15 - $20 per hour

     ...applicable criteria are met. Overview The Retail Service Specialist will support the Store Manager and Assistant Managers in areas of sales, customer...  ...other duties as assigned. Skills/Education/Knowledge/Experience/Abilities Required: Strong communication skills Ability... 
    Hourly pay
    Minimum wage
    Local area
    Flexible hours
    Shift work
    Night shift

    O'Reilly Auto Parts

    Lake Barrington, IL
    11 hours ago
  • A growing hotel management company is seeking a Hotel Sales Coordinator/Assistant to join its dynamic sales team. The role focuses...  ...of 32 hours per week, non-remote. Join us to ensure seamless client experiences and support our sales team. #J-18808-Ljbffr Paycor Hospitality... 
    Work at office
    Remote work
    Shift work

    Paycor Hospitality LLC

    Schaumburg, IL
    3 days ago
  •  ...operations and supporting a large team of over 850 agents. You will manage facility access, handle moderate call volumes, assist with...  ...agents leave the firm   Required Qualifications ~2+ years of experience in administrative support roles ~ Proficiency with... 
    Part time
    Work at office
    Monday to Friday

    Real Estate Firm

    Arlington Heights, IL
    2 days ago
  • $22 - $26 per hour

     ...Client Care & Inside Sales Coordinator Ace Handyman Services Fox Valley is growing,...  ...important part of our business, our customers' experience, and our future growth. This is not a...  ...Scheduling Coordination CRM Management Business Development Support Success... 
    Hourly pay
    Temporary work
    Work at office
    Remote work
    Flexible hours

    Ace Handyman Services

    Elgin, IL
    4 days ago
  • $22 - $25 per hour

     ...Corporate Resources of Illinois. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $22.00/hr - $25.00/hr Client Operations Specialist - Algonquin, IL $22 - $25 / Hour - Full Benefits, including Health, Dental,... 
    Permanent employment
    Full time
    Work at office

    Corporate Resources

    Algonquin, IL
    4 days ago
  • $22 - $26 per hour

     ...time off Training & development Vision insurance Client Care & Inside Sales Coordinator Ace Handyman...  ...communication matter This role combines: customer experience inside sales scheduling coordination CRM management pipeline follow-up and operational support Key... 
    Hourly pay
    Work at office
    Local area
    Flexible hours

    Ace Handyman Services Fox Valley

    Elgin, IL
    4 days ago
  • $22 - $26 per hour

    Ace Handyman Services Fox Valley in Elgin, IL is looking for a Client Care & Inside Sales Coordinator to enhance customer experiences and drive business growth. This role requires excellent phone communication, strong organizational skills, and an eagerness to help customers... 
    Hourly pay

    Ace Handyman Services Fox Valley

    Elgin, IL
    4 days ago
  •  ...sales organization through exceptional service and accurate data management. This role involves managing direct sales communication and...  ...ideal candidate should possess a Bachelor's degree or equivalent experience, along with approximately 2 years in customer service or sales... 

    jobr.pro

    Schaumburg, IL
    4 days ago
  •  ...About Us: Johnson Controls, a global leader in thermal management, mission-critical building systems, energy efficiency, and decarbonization...  ...Knowledge of Building HVAC Systems    Knowledge and experience in SalesForce.com    Post-secondary education  Salary Range... 
    Work at office
    Local area

    Johnson Controls

    Arlington Heights, IL
    28 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Experience Specialist. Be the first to apply!