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Client Service Specialist

Posted by: Streamline Financial Services

Posted date: 2017-Feb-15

Location: Warrenville


We are looking for a Client Service Specialist who would like to be an integral part of our operations team and make an impact on the lives of the the clients they serve. Whether you’re currently with a firm that doesn’t value your contribution or are just seeking a position closer to home, apply to be a part of the Streamline Team. You will be working with a close-knit team of 3 CFPs and 2 operations staff to make things better both on our team and in the lives of our clients.


What you will be doing:

  • Prepare and process account related paperwork and client accounts
  • Respond to client requests via phone and email and perform account administration in support of these requests
  • Interface with client third party administrators, custodians, and broker dealers
  • Ownership for resolution of all client inquiries
  • Handle contributions / distributions in client accounts
  • Manage projects and own to completion
  • Assist the Team Leader with meeting prep and follow up

We hope all of these describe you

  • Teammate: You desire to serve others
  • Communicator: You explain things in an easy to understand way
  • Utility Player: You're adaptable to changing roles and responsibilities
  • Continual Improvement: You look to make things better
  • Owner Mentality: You have an ability to identify, own, and solve problems
  • Detalied: You can spot the typo when no one else sees it

Bonus Points

  • Can create an efficient process that can be easily followed by others
  • Experience with: LaserApp, Mac user, Google Apps, Highrise and Basecamp, Evernote, Orion, eMoney, and RingCentral.
  • Work with like-minded Christian business people who put God at the center of all they do.
  • A kitchen stocked with food and drinks
  • 401k and company match
  • Profit Sharing
  • PTO (personal time off) starting at 2 weeks plus major holidays
  • MacBook computer for work use
Job Title Client Service Specialist
Post Details
Organization Streamline Financial Services
Email dave(at)streamlineplanning.com
Location Warrenville
State State -> Illinois
Zip Code 60555.00
Country Country -> United States
Deadline for applying
Job Type Job Type -> Full-time
Job Category Job Classification -> Administration
Church Job Category
Church Size
Worship Style

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