Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Service Associate (Wealth Management)

NPAworldwide

Why a Great Opportunity

Division of multi-billion corp

Great growth potential

New projects

Excellent compensation package

Excellent team environment

Remote position

Job Description

I am looking for a candidate who will be the Senior Lead subject matter expert for the Financial Module of JDEdwards EOne. This is a very visible position with an extremely well-known Manufacturing Company offering great benefits.

From a JDEdwards EOne expertise, you must be solid with Financials as they relate to the manufacturing industry.

JDEdwards Systems perspective, e xtensive experience with General Ledger, Branch Plants, Chart of Accounts again with  consolidations and setups

Perform post go-live operational support after project delivery launch through project phase transitions to Operations team

Desire to continuously improve IT-Project Delivery by seeking solutions and offering alternatives

You will work with business users to gather, refine, and document business requirements to enhance JDE E1 functionality based on approved user requirements in current EOne environment

Provide optimal solutions to meet the business requirements in order to bring environment for a 9.2 upgrade

Qualifications

Professional Experience/Qualifications:

  • Minimum of 10+ years as a JD Edwards Functional Analyst (EOne 9.2)
  • Bachelor’s degree in computer information systems, business administration or equivalent discipline is preferred
  • Strong Financials expertise within JDEdwards from multi-plant/multi-Company Manufacturing Corporation
  • CPA is preferred
  • BI Experience as it related to financials with JDE environment
  • Project Management experience able to drive initiatives
  • PMP Cert a plus
  • Extensive experience working with financial accounting within chart of accounts
  • Implementation/upgrade experience with JDEdwards 9.2 EOne system
  • Understanding of 9.2 development tools eg Orchestrator, Watchlist, CafeOne
  • Manufacturing environment extensive experience interacting with users and customers at all levels within a multi-company, multi-plant environment

Key Skill Sets:

  • Good communication skills to all project stakeholders, in both written and verbal formats
  • Ability to prioritize among a wide range of competing responsibilities
  • Self-sufficient, results driven with an open (growth) mindset
  • Creative and critical thinking approach to solving problems
  • Strong analytical and problem-solving skills
  • Skillful at building meaningful business relationships
  • Capable at leading project initiatives to improve financial reporting and processes
Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Client Service Associate (Wealth Management) in Port Barrington, IL vacancy
  •  ...Job description: Client Service Associate (Wealth Management) North Barrington, IL Salary range: $65 to $85K DOE, bonus eligible, plus full benefits Our client is a nationally recognized financial services firm with more than 100 locations across the U.S., supporting... 
    Suggested
    Work at office
    Flexible hours

    NPAworldwide

    North Barrington, IL
    1 day ago
  • $70k - $90k

     ...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun... 
    Suggested
    Work at office

    Vodia Ventures

    Port Barrington, IL
    4 days ago
  •  ...support the following SAP S4/Hana modules: Finance, Sales, Customer Management, Supply Chain, Inventory Warehouse, and Production planning....  ...Reports is preferred. Basic understanding of networks, thin-client and server virtualization, MS security domain model, and Windows... 
    Suggested
    Relocation

    NPAworldwide

    Barrington, IL
    1 day ago
  • Medium in Round Lake, Illinois, is seeking dedicated individuals for a work-from-home opportunity in financial services. This role allows you to help families protect their futures while upholding high standards of integrity. Candidates should possess strong communication... 
    Suggested
    Remote work
    Work from home

    Medium

    Round Lake, IL
    1 day ago
  • AO Garcia Agency in Round Lake, Illinois, is seeking dedicated individuals for a work-from-home role in financial services. This position focuses on protecting families and providing peace of mind. Candidates should possess strong communication skills, a genuine desire... 
    Suggested
    Remote work
    Work from home

    AO Garcia Agency

    Round Lake, IL
    2 days ago
  •  ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our...  ...and delivering extraordinary customer service while maintaining a strong commitment to...  .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... 

    Chase

    Vernon Hills, IL
    1 day ago
  • $21 - $25 per hour

     ...Description The Product Support Associate serves as the primary point...  ...cross-functional efforts, manage quality-related documentation...  ...prioritize tasks, meet tight service-level agreements, and support...  ...solutions to thousands of clients across the globe. Specialized... 
    Contract work
    Temporary work
    Work at office
    Remote work
    Monday to Friday
    Flexible hours

    Aston Carter

    Cary, IL
    5 days ago
  • $55k - $75k

     ...Position Objective  The Account Manager is responsible for providing general office support and a variety of client support and other related tasks. The Account Manager...  ...enrollment and other forms as needed Client service, including planning updates, portfolio... 
    Work from home
    Flexible hours

    World Insurance Associates LLC

    Port Barrington, IL
    5 days ago
  •  ...Job Description: Title: Account Manager – Employee Benefits Work Mode:  Remote...  ...Self-Funded Plans Supporting: Shared Services - provides service support to other IOA...  ...Producer direction. Responsibilities include client service and communication, team leadership... 
    Remote work

    Insurance Office of America

    Port Barrington, IL
    2 days ago
  • Gallant is seeking a Facilities Account Coordinator based in Crystal Lake, IL, to manage facility service requests and ensure client satisfaction. The role involves coordinating with vendors and client schedules, verifying service completion, and maintaining quality standards... 
    Work at office

    Gallant

    Crystal Lake, IL
    1 day ago
  • $90k - $120k

     ...Municipal Services Project Manager Choose your location: Crystal Lake, Mokena, Naperville, Chicago, or Bannockburn, IL office. Why you should...  ...-lasting, fulfilling career with a distinguished leader in client service, technology and innovation. Our work environment is... 
    Part time
    Work at office
    Local area
    Work from home
    Flexible hours

    Baxter and Woodman

    Crystal Lake, IL
    1 day ago
  • A leading automotive parts retailer in Wauconda, Illinois, seeks a Retail Service Specialist to support management in sales, customer service, and store operations. The specialist will ensure excellent customer experiences, manage returns, and oversee team performance.... 
    Shift work

    O'Reilly Auto Parts

    Wauconda, IL
    5 days ago
  • $17.25 - $17.75 per hour

     ...Shift Leader leads and behaves according to Potbelly values. They will lead a shift by managing and developing associates to execute outstanding product quality and customer service, build sales and control costs for each shift. What’s In It For You**: - Competitive... 
    Local area
    Immediate start
    All shifts
    Flexible hours
    Shift work

    Potbelly - South Barrington

    Port Barrington, IL
    7 hours ago
  • $26 - $30 per hour

     ...Sales And Service Leader As a Sales and Service Leader, you'll harness your love for beauty and become the leader you are meant to...  ...store success- leading by example to inspire your team, elevate client experiences, and exceed goals. Through coaching, collaboration,... 
    Hourly pay
    Full time
    Flexible hours
    Shift work
    Night shift
    Weekend work

    Sephora

    Palatine, IL
    2 days ago
  •  ...it to acheive their goals. A Restaurant Supervisor will assist in the planning and management at Potbelly - South Barrington in order to achieve customer satisfaction, quality service, compliance with store policies all while meeting and/or exceeding financial goals.... 
    Full time
    Part time
    Currently hiring
    Immediate start
    Shift work

    Potbelly - South Barrington

    Port Barrington, IL
    8 hours ago
  • $75k - $100k

     ...Customer Service Team Lead Join our team and Be You Be Aptar. Customer Service Team Lead for Beauty, North America reports to: Customer Service Manager, Beauty North America Location: Hybrid from Cary, IL (3 days/week in office) The Customer Service Team Lead for Beauty... 
    Work at office
    Flexible hours
    3 days per week

    Aptar Digital Health

    Cary, IL
    1 day ago
  • $60k - $70k

     ...Customer Account Manager - must have manufacturing experience. Location : Palatine, IL Pay...  ...experience in customer account management, client relations, logistics coordination, or...  ...development Supervise and support one Customer Service team member Requirements Experience... 
    Live in
    Visa sponsorship
    Monday to Friday

    Axion Recruitment

    Palatine, IL
    3 days ago
  •  ...it to acheive their goals. A Restaurant Supervisor will assist in the planning and management at Potbelly - South Barrington in order to achieve customer satisfaction, quality service, compliance with store policies all while meeting and/or exceeding financial goals.... 
    Full time
    Part time
    Currently hiring
    Immediate start
    Remote work
    Work from home
    Flexible hours
    Shift work

    Potbelly - South Barrington

    Port Barrington, IL
    7 hours ago
  •  ...Location: Lake Zurich, IL, US Department: Client Support Dovenmuehle Mortgage, Inc. ("...  ...General Description: Administer and manage the subservicing relationship, in concert...  ...and response. Ensure delivery of quality service, provide rapid response and develop a... 
    Full time
    Temporary work
    Work at office
    Remote work
    Work from home
    Flexible hours

    Dovenmuehle Mortgage

    Lake Zurich, IL
    5 days ago
  • $22 - $25 per hour

     ...recruiter to learn more. Base pay range $22.00/hr - $25.00/hr Client Operations Specialist - Algonquin, IL $22 - $25 / Hour - Full Benefits...  ...the primary point of contact for client inquiries, orders, and service requests via phone, email, and online platforms. Track each... 
    Permanent employment
    Full time
    Work at office

    Corporate Resources of Illinois

    Algonquin, IL
    2 days ago
  • $26 - $28 per hour

     ...Customer Service Coordinator Location (city, state): Deer Park...  ...vision, and 401(k). About Our Client: Addison Group is...  ...Key Responsibilities: Manage daily order processing activities...  ...High school diploma required; associate or bachelor's degree preferred... 
    Full time
    Local area
    Remote work
    Afternoon shift
    1 day per week

    Addison Group

    Port Barrington, IL
    4 days ago
  • $95k - $129k

     ...Be Aptar! Aptar is seeking an Account Manager to join our team. This position will be...  ...targets. You will drive growth within the client's business by identifying new opportunities...  ...value for our customers with creativity, service, and strong relationships. ~... 
    Remote work
    Home office
    Flexible hours

    AptarGroup

    Cary, IL
    1 day ago
  •  ...learning outcomes worldwide. Part-Time Customer Service Specialist This role is ideal for an...  ...a commitment to excellence Ability to manage multiple tasks with accuracy and efficiency...  ...office support, educational services, or client relations preferred Familiarity with... 
    Part time
    Work at office
    Worldwide

    About Learning, Inc.

    Wauconda, IL
    1 day ago
  • $80k - $95k

     ...Description: Title: Senior Account Manager - Commercial Lines Hybrid Preferred:...  ...Coordinate day-to-day administrative and customer service activities, resolving complex issues, and...  .... ~ Renewal Process: Conduct client research, prepare submissions, negotiate... 
    For contractors
    Remote work

    Insurance Office of America

    Port Barrington, IL
    3 days ago
  •  ...A leader in consumer technology solutions seeks a Key Account Manager for Beauty North America. The ideal candidate will manage existing and new beauty accounts, striving to meet sales and profitability targets. Requires a degree in a technical field and at least 7 years... 
    Remote work

    Aptar Italia S.P.A.

    Cary, IL
    4 days ago
  • $95k - $129k

     ...Account Manager Aptar is seeking an Account Manager to join our team. This position will...  .... You will drive growth within the client's business by identifying new opportunities...  ...value for our customers with creativity, service, and strong relationships. Leverage new... 
    Remote work
    Home office

    AptarGroup

    Cary, IL
    2 days ago
  • $50k - $100k

     ...Tuffy Automotive Service Advisor We firmly believe that our success is a direct reflection of our talented automotive service advisors...  ...the franchise, and all hiring decisions will be made by the management of this franchise. All inquiries about employment at this... 
    Weekday work

    Tuffy

    Fox River Grove, IL
    4 days ago
  • $75k - $100k

    Aptar Italia S.P.A. is seeking a Customer Service Team Lead for its Beauty division in Cary, IL. This hybrid role requires leading and mentoring customer service analysts, resolving customer issues, and supporting key accounts. Candidates should possess 4+ years of customer... 

    Aptar Italia S.P.A.

    Cary, IL
    2 days ago
  • $75k - $100k

    Aptar in Cary, Illinois is seeking a Customer Service Team Lead to lead and mentor a high-performing team. This hybrid position requires...  ...a preference for supervisory roles. Responsibilities include managing customer relations and providing support to strategic accounts.... 

    Aptar

    Cary, IL
    2 days ago
  • AptarGroup, Inc. is seeking a Customer Service Team Lead in Cary, IL. This role requires leading and mentoring a team of Customer Service Analysts while ensuring high-quality service for key accounts. The position mandates at least 4 years of customer service experience... 
    Work at office
    3 days per week

    AptarGroup, Inc.

    Cary, IL
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Service Associate (Wealth Management). Be the first to apply!