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Active
On-site
Chicago, IL
Posted · 29.09.2026
LinkedIn Jobs US

# Customer Care Representative

CMC Consultants, Inc.

About Us Our client is a financial services company dedicated to delivering exceptional client support and empowering individuals to achieve their financial objectives. We foster a collaborative and supportive work environment where teamwork and continuous learning are valued. Our mission is to deliver outstanding service and build lasting client relationships. Job Overview As a Client Care / Account Representative, you will serve as the primary point of contact for our valued clients. You’ll provide prompt and professional assistance with account inquiries, transactions, and technical support. Your ability to build strong client relationships and resolve issues efficiently will directly contribute to client satisfaction and company success. This role involves a high volume of inbound and outbound phone calls; candidates must be comfortable and confident in phone-based communication. Key Responsibilities Respond to a high volume of incoming phone calls and emails daily, routing inquiries to the appropriate specialists. Assist clients with account troubleshooting, including balance inquiries, account changes, and online access. Process client cash transfer requests accurately and efficiently, providing timely updates on funding status. Maintain detailed and accurate records of client interactions and transactions in Salesforce. Proactively follow up with clients to ensure resolution of their issues and provide exceptional service. Process and review documents to ensure accuracy and completeness. Participate in regular training sessions, 1:1s, and company-wide meetings to expand knowledge and collaborate across departments. Contribute to projects that directly support company growth. Perform other assigned tasks as needed. Qualifications Minimum of two years of experience in a fast-paced customer service or office environment (Financial Services preferred). Proficiency in Salesforce or other CRM systems. Excellent verbal and written communication skills. Ability to prioritize tasks and manage multiple projects simultaneously. Strong attention to detail and organizational skills. Passion for helping others and providing exceptional customer service. Friendly and approachable demeanor with the ability to build rapport with diverse clients. Commitment to continuous improvement and professional development. Benefits Company health, dental, and vision insurance. Two weeks of paid time off during the first year, with increases after twelve months, plus paid holidays. Pre-tax commuter benefits for CTA and Metra. Company Retirement Plan. Snacks and drinks provided in the staff breakroom. Regular company-sponsored outings and lunches.

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