Job Vacancy for Client Services Representative at RPI – Financial Life Planners in Naperville, IL

RPI - Financial Life Planners is currently seeking applicants for the position of Client Services Representative in the Naperville area. The available job type for this position is Full-time.

We are specifically looking for individuals who possess strong skills and have a minimum of beginners/seniors in the field. In addition to technical expertise, we highly value honesty, discipline, and a strong sense of responsibility in our employees.

RPI - Financial Life Planners operates within the (according to the company) industry. If you are interested in applying for this position and becoming a part of our company, we encourage you to submit your application.

Job Information

Company:	RPI – Financial Life Planners
Position:	Client Services Representative
City:	Naperville, IL
Province:	IL
Education:	Confidential
Salary:	USD 45.000 - USD 65.000 per Month
Employment Type:	Full-time

Job Description

Who We Want To Partner With:

We are a family-owned firm with a “family first” mentality. Join our Wealth Advisors in providing exceptional customer service to our clients.

• Input information using our CRM templates.
• Assist with onboarding and servicing new clients.
• Process requests such as account transfers and withdrawals.
• Schedule annual reviews and gather necessary data.

Requirements:

• 2+ years in financial services.
• Excellent communication skills.
• Strong organizational abilities.
• Positive and caring attitude.

Office located in Naperville, IL. Hybrid remote work available.

Pay: $45,00 – $65,00 per year

Benefits include 401(k) matching and paid time off.

Requirements

• Ability to work in a team
• Experience in similar projects
• Time management skills
• Deep understanding of the related industry

Company Address

Province	IL
City	Naperville
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