Rockstar · 14 hours ago
Client Service Specialist
Elmhurst, Illinois, United States
Full-time
Onsite
Entry Level
1+ years expRockstar is a client-focused wealth management firm dedicated to assisting individuals in their transition to retirement. They are seeking a Client Service Specialist who values detail and process, ensuring clients feel well taken care of during important life transitions.
Staffing & Recruiting
Responsibilities
Open new client accounts – for both new and existing clients, ensuring all paperwork is complete and compliant
Submit applications – to custodians, annuity providers, and life insurance carriers with accuracy and speed
Track and verify – the status of new accounts, transfers, and funding to ensure timely completion without errors
Coordinate and follow up – on all client transfers, account updates, and new business processing with thoroughness and care
Monitor insurance workflows – stays on top of annuity and life insurance application progress, keeping clients in the loop
Manage client money movements – processes deposits, distributions, and recurring withdrawals efficiently and accurately
Handle client service calls – receives inbound calls in a friendly, professional manner and resolves requests promptly
Maintain accurate records – inputs notes into the CRM and keeps all internal systems current, including RightCapital, Riskalyze, Hubly, and Knack
Process client updates – including beneficiary changes, account maintenance forms, and document submissions (e.g., trust and estate paperwork)
Process insurance premiums – ensures payments are handled and tracked on time
Communicate professionally – maintains clear, timely communication with both clients and internal team members
Support the team – provides occasional phone coverage and contributes to a reliable, responsive client experience
Qualification
Required
1+ year of experience in client service, financial operations, or a similar support role
Proficiency with computers and comfort working across multiple platforms and tools
Ability to manage multiple client workflows and prioritize tasks without losing track
Excellent written and verbal communication skills – clear, courteous, and responsive
High level of integrity – trusted to handle sensitive information and maintain confidentiality
Willingness to learn – open to feedback, eager to grow, and ready to take on new challenges
Company
Rockstar
Rockstar is rebuilding the infrastructure for employability by collapsing the cost of hiring.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase