Client Services Specialist

About Us Clarity Group Midwest is a growing boutique investment firm dedicated to helping clients live inspired and retire confident. We provide financial guidance that delivers clarity, confidence, and control—empowering clients to live their one best financial life. We are committed to creating an exceptional client experience that fosters long-term relationships. Our team of highly skilled professionals collaborates to deliver comprehensive, personalized financial planning tailored to each client’s unique circumstances. Position Overview The Client Services Specialist plays a critical role in supporting our advisors and enhancing the overall client experience. This individual will help manage day-to-day operations, support client relationships, and contribute to the continued growth of the firm. We are seeking a caring, detail-oriented professional who thrives in a collaborative, client-focused environment. This role is ideal for someone who is organized, process-driven, adaptable, and energized by serving others. Strong communication skills, a positive attitude, and a commitment to continuous growth are essential. Key Responsibilities · Schedule and manage advisor calendars, including client and prospect meetings · Process client paperwork accurately and efficiently · Serve as the first point of contact (phones, greeting clients, walk-ins) · Maintain and update CRM system with client and prospect information · Assist with planning and coordinating client events and workshops · Support event registration and follow-up communications · Prepare and send client correspondence (letters, mailings, etc.) · Manage incoming mail and office deliveries · Monitor and order office supplies as needed · Provide administrative support to advisors and team members · Ensure compliance with firm policies and industry regulations Qualifications · 2+ years of customer service experience · 2+ years of administrative or office support experience · Strong attention to detail and organizational skills · Excellent written and verbal communication skills · Ability to multitask and work efficiently in a fast-paced environment · Proficiency with Microsoft Office (Word, Excel, Outlook) · Experience with CRM systems is a plus Preferred Traits · Positive, professional, and client-focused attitude · Strong interpersonal and relationship-building skills · Ability to follow processes while adapting to changing needs · High level of integrity and accountability · Desire for continuous learning and growth Compensation & Benefits · Competitive salary based on experience · Bonus opportunities · Paid time off (PTO) · Retirement plan options · Professional development opportunities Why Join Clarity Group Midwest? · Collaborative, team-oriented culture · Opportunity to grow within a respected financial services firm · Meaningful work helping clients achieve financial confidence · Supportive leadership and a strong values-driven environment Apply Today · If you are passionate about delivering exceptional service and want to be part of a growing firm, we encourage you to apply. Job Type: Full-time Benefits: 401(k) 401(k) matching Paid time off Education: Associate (Required) Experience: Customer service: 2 years (Required) Administrative Functions: 2 years (Required) Ability to Relocate: East Peoria, IL 61611: Relocate before starting work (Required) Work Location: In person