Client Service Specialist

Millennium Trust Company Oak Brook , IL 60523

Posted 3 months ago

MILLENNIUM TRUST COMPANY is a rapidly-growing, leading financial services company offering specialized retirement and institutional services. Whether clients are managing corporate retirement assets, running a business or wanting choice beyond traditional asset options, we provide flexible and digital solutions to support our clients success. Ultimately, we aim to educate and increase access to investments to help our clients on their journey to retirement readiness, but do not provide investment advice.

Millennium Trust has experienced year-to-year double digit growth and prides itself on its strong, progressive culture. We have been recognized for our tremendous growth on lists, such as Crains Fast 50 and Inc. 5000, and have also been recognized for our positive workplace culture on the 2019 Best Places to Work in Illinois list, as well as the 2019 Model Workplace Award and 2018 Champion for Young Professionals Award from the Greater Oak Brook Chamber of Commerce. Millennium Trust employees live out the values of Do Right, Excel, Collaborate, Innovate and Celebrate and deliver the brand promise of going Above and Beyond, so each client experiences the highest level of service.

We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that encourages career development, Millennium Trust is the place for you!


A Millennium Client Service Specialist (CSR) promotes and supports the Millennium Values:

  • Do Right

  • Excel

  • Collaborate

  • Innovate

  • Celebrate

and delivers Millenniums brand promise of going Above & Beyond so each client experiences a high level of service.

The position is responsible for direct verbal and written communications with Automatic Rollover Accountholders, Plan Sponsors, Record-Keepers and Third Party Administrators. This role requires the candidate to handle high call volume on a daily basis. The role also assumes the primary responsibility of interacting with all the necessary internal Millennium departments to resolve client requests or answer any inquiries related to their account activity and investments. Through verbal and written communications, the individual in this position develops, strengthens and maintains a positive relationship with our clients and firm associates.


  • Handle a high volume of incoming and outgoing client phone calls

  • Respond to email and voicemail inquiries from clients

  • Understand and be able to articulate the account opening, distributions, and investment process to clients

  • Assist clients in ensuring that all required forms are fully completed

  • Handle troubleshooting inquiries in regard to Web and Online issues

  • Meet and assist onsite clients

  • Provides educated answers with regard to Qualified Plans, IRAs, and IRS Codes.

  • Maintain a professional approach to client service, consistent with MTC protocol and service levels

  • Performs other job-related duties as assigned.


  • Bachelors degree preferred in Business, Communications, or a minimum of 1+ years of experience in a client service environment and/or in a high call volume environment within the financial services industry

  • Energetic, client service focused individual who is accountable and reliable

  • Possesses strong written and verbal communication skills

  • Able to apply relationship building skills to internal and external clients

  • Has strong computer aptitude; proficient in Microsoft suite of products

  • Strong problem solving skills and ability to multi-task

  • Is detail-oriented, organized, and dependable

  • Ability to maintain the highest quality of service and professionalism

  • Comfortable working in a team environment

  • Possess a positive attitude and be able to perform well in a collaborative team environment


  • Working knowledge of Salesforce/Service Cloud

  • Working knowledge of trust accounting systems

  • QRP/IRA/IRS rules and regulations knowledge and experience

  • Bilingual language skills a plus


  • Overtime as required

Check out a video on our company Culture!

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Client Service Specialist

Millennium Trust Company