Client Relations Associate

Our client is a growing financial services firm in the Oakbrook Terrace, IL area seeking a professional, organized, and client-focused Client Relations Associate to join their team. This highly visible role serves as one of the first points of contact for clients, prospects, and callers, creating a warm, professional experience from the first interaction.

Why This Opportunity Stands Out

This position emphasizes creating an outstanding client experience. You will manage incoming calls, assist clients with questions, coordinate appointments, maintain accurate records, and ensure messages and follow-up items reach the right people. You’ll also serve as a backup to the front desk, greeting clients and guests upon arrival. The ideal candidate brings a warm, welcoming personality, exceptional phone skills, strong organization, and a genuine desire to help people.

Responsibilities

• Serve as an initial point of contact for clients, prospects, and other callers.
• Answer and manage a high volume of incoming calls in a timely and professional manner.
• Route calls to the appropriate person or department and take accurate messages when necessary.
• Provide exceptional customer service and assist callers with questions or needs.
• Prioritize urgent calls and ensure inquiries are addressed appropriately.
• Maintain detailed and accurate records of incoming calls, messages, and outcomes.
• Enter relevant information into the firm's CRM system.
• Retrieve and manage voicemail messages and ensure appropriate follow-up.
• Provide administrative support to various departments, including data entry, filing, scanning, photocopying, and other general office tasks.
• Serve as a backup to the front desk by warmly greeting and directing clients, guests, and employees.
• Assist with general questions about the company's products and services.
• Provide backup support for scheduling client and prospect appointments and meetings.
• Manage calendars and communicate appointment changes or cancellations.
• Work closely with the Client Relations team and Office Manager to ensure a seamless client experience.

Requirements

• Prior experience in client relations, customer service, or a role focused on creating a strong client experience.
• Exceptional phone skills and professional communication style.
• Strong verbal and written communication skills.
• Warm, welcoming, and outgoing personality.
• Genuine, caring, client-first attitude.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities in a time-sensitive environment.
• Ability to adapt to changes without compromising the quality of work.
• Experience with calendar and CRM management.
• Proficiency with Microsoft Office Suite and the ability to learn new software quickly.
• Comfortable working with phone systems, filing, faxing, scanners, and general office technology.
• Professional appearance and demeanor.
• Hospitality, concierge, or client service experience is preferred but not required.
• Ability to work in person in Oakbrook Terrace, IL.

Ideal Fit

This role is a great fit for someone who:

• Loves interacting with people and creating a positive first impression.
• Takes pride in providing outstanding client service.
• Has a naturally warm, welcoming, and caring personality.
• Is confident and professional on the phone.
• Thrives in a fast-paced, high-volume environment.
• Is highly organized and detail-oriented.
• Can juggle multiple priorities without losing track of important details.
• Enjoys being part of a team and supporting those around them.
• Has a hospitality, concierge, client service, or customer-facing background.
• Wants to join an organization that provides training, professional development, and opportunities for growth.

Schedule

• Full-time, in-person position based in Oakbrook Terrace, IL.
• Monday – Thursday: 11:00 a.m. – 7:00 p.m.
• Friday: 9:00 a.m. – 5:00 p.m.

Benefits

This is an opportunity to join a professional financial services organization where the client experience drives success. The firm provides on-the-job training and professional development opportunities, allowing the right candidate to grow within the organization.