Macro Wealth Management, Inc. · 2 days ago
Client Service Administrator
Peoria, IL
Full-time
Onsite
New Grad, Entry Level
$44K/yr - $50K/yrMacro Wealth Management is a firm based in Peoria, IL that empowers clients to maximize their financial potential. As a Client Service Administrator, you will deliver high-quality service and engage proactively with clients through various communication channels, ensuring exceptional onboarding and ongoing service.
AdviceFinancial ServicesProfessional ServicesWealth Management
Responsibilities
Outstanding phone skills and a confident, friendly manner when speaking with clients
Comfortable engaging with clients over the phone, via text and through email throughout the day
Deliver seamless new client onboarding and ongoing service to clients, ensuring exceptional service and attention to detail
Monitor and track pending service work, ensuring clients receive personalized update calls, texts or emails based on each client’s preference regarding the progress of their requests
Assist clients with issues and concerns
Schedule client meetings to ensure clients have timely access to our team
Accurately document client interactions and conversation details in the CRM database
Resolve issues regarding new accounts, transfers or amendments
Prepare new accounts for delivery and communicate delivery to clients in a timely manner
Identify opportunities to improve workflows and client-facing processes once grounded in existing systems
Assist with additional responsibilities as needed to support firm growth and success
Qualification
Required
Outstanding phone skills and a confident, friendly manner when speaking with clients
Comfortable engaging with clients over the phone, via text and through email throughout the day
Deliver seamless new client onboarding and ongoing service to clients, ensuring exceptional service and attention to detail
Monitor and track pending service work, ensuring clients receive personalized update calls, texts or emails based on each client's preference regarding the progress of their requests
Assist clients with issues and concerns
Schedule client meetings to ensure clients have timely access to our team
Accurately document client interactions and conversation details in the CRM database
Resolve issues regarding new accounts, transfers or amendments
Prepare new accounts for delivery and communicate delivery to clients in a timely manner
Identify opportunities to improve workflows and client-facing processes once grounded in existing systems
Assist with additional responsibilities as needed to support firm growth and success
Professional discretion and respect for confidentiality
Collaborative, proactive team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple tasks simultaneously and prioritizing time sensitive tasks to meet deadlines
Excellent communication; written and verbal
Exhibits meticulous attention to detail and a commitment to accuracy
Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
Contribute positively to a culture of accountability, trust, and mutual support
Embraces change and adapts quickly in a dynamic environment
Experience with MS Office Suite and the ability to learn new software quickly
Preferred
Experience in client service, administrative support, or financial services
Familiarity with CRM systems or client management tools
Life & Health Licensed
Desire to grow and contribute within a value-driven organization
Benefits
PTO and company recognized holidays
Opportunity to participate in performance-based bonuses
Opportunities for professional development and growth
A collaborative, values-driven, and supportive work environment
Company
Macro Wealth Management, Inc.
Macro Wealth Management is a comprehensive financial services firm that is committed to providing our clients with the clearest path to their financial well-being.
Founded in 2004
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Seth Huling
Chief Compliance Officer
Recent News
2025-08-21
Company data provided by crunchbase