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Office/Administration - Customer Service Representative - Senior

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Mindlance
πŸ“ Winnetka, Illinois, United States
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Location Winnetka, Illinois
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Posted May 16, 2026
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Commute Local Area
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Job Description





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.



Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.

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πŸ“ Location Details

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City
Winnetka, Illinois
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Country
United States
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Commute
Local Area

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