Customer Service Representative - Senior

Customer Service Representative - Senior Spectraforce Technologies United States, Illinois, Winnetka May 01, 2026 Client Relationship Specialist 3+ months Winnetka, IL 60093 Job Description As Client Relationship Specialist (CRS) you have the opportunity to bring your passion for customer service to a role and a firm that will champion your grown in the financial services industry.
You'll play a critical role in the operation success of the firm.
Candidates need to have professional appearance as this is a client facing role in the branch.
Ability to handle client needs with tact and diplomacy
Outstanding written and oral communication skills
Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Ability to build and maintain good cross-enterprise working relationships
Basic understanding of brokerage regulations and rules that govern client accounts.