Client Service Specialist

At Nadler Financial Group, we believe great financial advice starts with strong relationships, thoughtful guidance, and a genuine commitment to doing what’s right for our clients. Founded in 1999 in Deerfield, Illinois, NFG is an independent, boutique wealth management firm offering comprehensive financial planning, investment management, and employee benefits services. We manage more than $2.5 billion in assets, growing largely through clients’ referrals of family, colleagues, and friends. We value ownership, mutual support, and meaningful work. Our collaborative, curious team welcomes ideas from everyone and continually looks for ways to improve the quality of our work—bringing the same care to colleagues that we bring to clients. At NFG, your ideas are valued, your contributions are visible, and you’ll have the opportunity to build your career with a firm that continues to grow and evolve. Client Service Representative Overview As a Client Service Representative at NFG, you’ll coordinate requests, solve problems, and keep client relationships moving forward. Working with clients, Wealth Managers, and Client Service colleagues, you’ll help create an exceptional client experience. If you’re organized, curious, proactive, and enjoy helping people, you’ll have opportunities to explore different areas of wealth management and contribute to firmwide projects and initiatives. Build relationships, learn the business, and take ownership of work that makes a meaningful impact every day. This position reports to the Director of Client Service.