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Customer Success Advocate
Chicago, ILOnsiteDirect HireSales$60,000 - $65,0002+ yearsPosted 6 days ago
Job Description
Location: Chicago, IL (Onsite—Chicago Board of Trade Building)
Work Schedule: Full-time, Monday–Friday, onsite
Compensation: $60,000–$65,000 base salary depending on experience
The Client Success Advocate plays a critical role in supporting client
relationships, onboarding workflows, operational coordination, and day-to-
day account servicing. This individual will help remove administrative and
onboarding burdens from the sales and advisory teams by guiding prospects
and clients through the account-opening and funding process while ensuring
a high-touch, professional client experience. The ideal candidate is highly
organized, proactive, detail-oriented, customer-service-driven, and
comfortable operating in a fast-paced financial services environment.
Responsibilities
Experience
Tools & Technology
At Premier Talent Partners, we are a people-centered recruitment firm with a strong focus on skills-based hiring. We specialize in placing individuals in roles ranging from entry-level to VP level across various fields, including Customer Success, Sales & Marketing, Finance & Accounting, Administrative, HR, Operations, and Technology. Our expertise spans contract/temporary, temporary-to-permanent, permanent, and employer-of-record services, and we commit to equitable & inclusive hiring practices on a national scale.
Benefit offerings and eligibility are based on employment status and applicable plan terms.
If you have an interest in exploring other positions similar to this one, please note that compensation ranges and benefits offerings may vary by role and assignment.
We do consider applications from qualified candidates with prior arrests and conviction records, in accordance with applicable regulations.
Work authorization: At this time, we are unable to offer employment sponsorship.
#PTPJobs
Work Schedule: Full-time, Monday–Friday, onsite
Compensation: $60,000–$65,000 base salary depending on experience
The Client Success Advocate plays a critical role in supporting client
relationships, onboarding workflows, operational coordination, and day-to-
day account servicing. This individual will help remove administrative and
onboarding burdens from the sales and advisory teams by guiding prospects
and clients through the account-opening and funding process while ensuring
a high-touch, professional client experience. The ideal candidate is highly
organized, proactive, detail-oriented, customer-service-driven, and
comfortable operating in a fast-paced financial services environment.
Responsibilities
- Work onsite in the Chicago office five days per week
- Provide high-level client service and operational support to advisors, brokers, and leadership
- Build and maintain trusted client relationships through proactive and professional communication
- Guide prospects and clients through the onboarding and account-opening process
- Assist with:
- Application completion
- KYC / AML documentation
- Account setup and funding coordination
- Follow-up documentation requests
- Support the sales and advisory teams by managing onboarding workflows and reducing administrative burden
- Pre-fill, process, and review account documentation accurately and efficiently
- Respond to client questions regarding account servicing and onboarding status
- Maintain detailed CRM notes, onboarding tracking, and workflow updates
- Coordinate meetings, calendars, and client communications as needed
- Answer inbound calls and place outbound follow-up calls regarding onboarding and service requests
- Support client lifecycle management and operational processes
- Remain current on firm policies, procedures, compliance standards, and technology platforms
- Assist with general office administration and special projects as assigned
Experience
- 2–5+ years of experience in:
- Client Success
- Client Service
- Financial Services Operations
- Account Management
- Onboarding / Customer Support
- Financial services industry experience strongly preferred
- CRM experience required (HubSpot preferred)
- Strong understanding of:
- Client onboarding workflows
- KYC / AML processes
- Documentation management
- Client communication best practices
- Exceptional organizational skills and attention to detail
- Strong follow-up and accountability mindset
- Excellent written, verbal, and interpersonal communication skills
- Ability to multitask and prioritize in a fast-paced environment
- Team-oriented, adaptable, and highly professional
Tools & Technology
- HubSpot (email distribution, CRM)
- Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
At Premier Talent Partners, we are a people-centered recruitment firm with a strong focus on skills-based hiring. We specialize in placing individuals in roles ranging from entry-level to VP level across various fields, including Customer Success, Sales & Marketing, Finance & Accounting, Administrative, HR, Operations, and Technology. Our expertise spans contract/temporary, temporary-to-permanent, permanent, and employer-of-record services, and we commit to equitable & inclusive hiring practices on a national scale.
Benefit offerings and eligibility are based on employment status and applicable plan terms.
If you have an interest in exploring other positions similar to this one, please note that compensation ranges and benefits offerings may vary by role and assignment.
We do consider applications from qualified candidates with prior arrests and conviction records, in accordance with applicable regulations.
Work authorization: At this time, we are unable to offer employment sponsorship.
#PTPJobs
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