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Client Success & Onboarding Specialist

Lantz Financial Team

Lantz Financial Team in Naperville, IL is seeking a full-time Client Associate to join their team. The ideal candidate will provide excellent customer service, manage client accounts, and assist with financial planning. Strong communication skills and proficiency in Microsoft Office are essential. This on-site position focuses on client relationships and requires attention to detail, problem-solving abilities, and the capacity to handle multiple projects effectively. Interested candidates should email their resume to View email address on click.appcast.io. #J-18808-Ljbffr Lantz Financial Team

Vacancy posted 2 days ago
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