Client Service Specialist and Office Manager

Client Service Specialist and Office Manager Fash Wealth Advisors / Ameriprise Financial Oak Brook, IL Job Details Full-time $50,000

• $65,000 a year 1 day ago Benefits Paid holidays Health insurance Dental insurance 401(k) Paid time off Vision insurance Qualifications Customer communication Microsoft Excel Compliance management Bachelor's degree Attention to detail Financial services

Full Job Description Client Service Specialist and Office Manager Location:

Oak Brook, IL Salary:

$50,000

• $65,000 (based on experience)

Job Type:

Full-time, In Office About Fash Wealth Advisors:

We are a growing independent financial advisory firm, dedicated to providing personalized and strategic financial guidance to our clients. We pride ourselves on offering top-notch service in a professional and friendly environment. We are currently seeking an experienced and detail-oriented Operations Manager to join our team and play a pivotal role in managing our day-to-day operations. About the Role This dual-role position combines Client Service Specialist responsibilities with Office Management oversight, offering a unique opportunity to contribute both to client experience and operational efficiency. The ideal candidate thrives in a fast-paced environment, enjoys wearing multiple hats, and takes ownership of both client relationships and day-to-day office management.

Key Responsibilities Client Service & Operations:

• Coordinate and manage client scheduling and communication
• Assist with the preparation of financial plans, reports, and client presentations
• Maintain accurate client records and ensure compliance with industry regulations
• Process client transactions, including opening and managing accounts, ensuring accuracy and confidentiality

Office Management & Administration:

• Handle office supplies, equipment, and vendor relations
• Develop and implement office policies and procedures to improve workflow and efficiency
• Ensure smooth operation of technology systems and troubleshoot minor technical issues
• Supervise and train office staff as needed, providing leadership and guidance Qualifications
• Bachelor's degree in business, finance, or a related field (preferred)
• Strong understanding of financial services, compliance, and regulations
• Exceptional organizational and multitasking abilities
• Excellent written and verbal communication skills
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and CRM software (preferred)
• Ability to maintain discretion and confidentiality with sensitive client information
• Strong problem-solving skills and attention to detail
• Self-motivated with the ability to work independently and as part of a team
• Previous experience in financial services or office management preferred

Benefits:

Competitive salary based on experience. Health, dental, and vision insurance. Retirement plan with employer contributions. Paid time off and holidays. Opportunities for professional development and growth. How to

Apply:

Interested candidates are invited to submit their resume and cover letter to or apply via Indeed. Please include your salary expectations and why you are a great fit for the role. We look forward to hearing from you and potentially welcoming you to our team! www.

Fashwealthadvisors.com

Job Type:

Full-time Pay:

$50,000.00

• $65,000.

00 per year

Benefits:

401(k) Health insurance

Work Location:

In person