Hybrid Client Services Specialist — Financial Services
$57k - $76.6kSavant Wealth Management
Savant Wealth Management seeks a detail-oriented Client Services Associate to enhance client experiences in Chicago. Responsibilities include managing client interactions, organizing meetings, and utilizing Salesforce for reporting. Minimum 2 years of experience in client services within financial services is required, along with a preferred degree. This full-time hybrid position offers a salary range of $57,000 – $76,600, benefits starting on day one, and opportunities for professional growth and additional earning through team incentives. #J-18808-Ljbffr Savant Wealth Management
$57k - $76.6k
Savant Wealth Management is seeking a detail-oriented Client Services Associate in Chicago, IL to enhance client experience and support Advisors. This full-time hybrid role includes managing client requests, coordinating meetings, and utilizing Salesforce for client management...SuggestedFull time- ...insurance brokerage in the United States is looking for a Senior Client Service Representative. The role entails providing high-quality client... ..., Excel, and AMS360 is preferred. This position operates on a hybrid work schedule and offers competitive salary and benefits. #J-1...Suggested
- Interactive Brokers Group, Inc. is looking for a Client Experience professional in Chicago. This hybrid role involves supporting clients trading various financial instruments, including stocks and options. Ideal candidates have a bachelor’s degree and 1-3 years of experience...Suggested
- A global financial services firm based in Chicago is seeking a Client Experience professional to assist clients with trading tools and account management. The role requires strong communication and problem-solving skills, with opportunities to learn about financial markets...Suggested
- An established industry player is seeking a Client Service Associate to enhance client experiences in a hybrid role. This position is crucial for coordinating between advisors and clients, ensuring service excellence through strong organizational skills and attention to...SuggestedWork experience placement
- Ansarada is seeking a Client Services Executive to join their Chicago team in a hybrid role. You will support customers through onboarding, complex queries, and day-to-day platform use across the Americas. The role emphasizes customer obsession and communication, requiring...Flexible hours
$60k - $80k
A financial services firm is seeking a Client Service Associate - Retirement Plans to support client relationships and operational excellence. The successful... ...plans, and strong communication skills. This role is hybrid, offering a salary range of $60,000 - $80,000 per year...$60k - $80k
Focus Partners Wealth seeks a Client Service Specialist in Chicago to deliver exceptional service to advisory teams and clients. The role involves... ..., and proficiency in Salesforce. The position offers a hybrid work schedule with a salary ranging from $60,000 to $80,000...- ...their marketing and investor relations function. This fast-paced hybrid role involves coordinating global fundraising initiatives and... ...investor events. The ideal candidate will have experience in financial services, strong organizational and communication skills, and be...Work at office
$17 - $26 per hour
...Sales Coordinator This position has been segmented as hybrid meaning the work is a combination of approximately 90 percent remote... ...US Foods.com as a source for order entry as well as Value added Services Contact customers to highlight on-going promotions and opportunities...Minimum wageWork at officeLocal areaRemote workWeekend work- ...New Client Investment Specialist At J.P. Morgan Wealth Management, we have an enthusiasm... ...extraordinary customer service while maintaining a strong... ...3 Solid understanding of financial markets and can effectively... ...training, transition to a hybrid environment, where team...Work at officeRemote workMonday to Friday3 days per week
$65k - $75k
...divh2Bilingual Client Services Representative - New Accounts: Spanish/English/h2pChicago, IL/... ...Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich... ...-of-the-art technology./ppThis is a hybrid role (3 days in the office/2 days remote...Remote work- Canadian Imperial Bank of Commerce is seeking a Client Service Advisor in Chicago, IL. In this role, you'll build strong relationships with... ...while providing exceptional client experiences. You'll work in a hybrid environment, engaging directly with clients to understand...
- A leading global financial services firm is seeking a Client Service Associate in Chicago to manage day-to-day client relationships in hedge funds and commodities. This role involves advising clients, utilizing analytics for solutions, resolving issues, and enhancing client...
- RK Partners is seeking a Client Service Specialist in Chicago, IL. This full-time in-office position involves assisting advisors, managing client... ...smooth experience for clients. Ideal candidates will have financial services experience, outstanding communication skills, and...Full timeWork at office
$30 - $33.65 per hour
Our Newest Opportunity Summary The Client Service Specialist supports the client management staff by assisting with group enrollment, renewal... ...eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non‑exempt...Hourly payTemporary workWork at officeLocal areaFlexible hours- ...Client Service Specialist As a Client Service Specialist, you will be responsible for receiving and responding to inbound customer inquiries... ...had successful engagement with clients in the areas of Financial Services, Technology, healthcare and professional services...Contract workWork at office
$30 - $33.65 per hour
...Client Service Specialist Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day,... ...eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees...Hourly payTemporary workWork at officeLocal areaFlexible hours- A leading financial services firm in Oak Brook is seeking a Registered Client Relationship Analyst to provide excellent client service, support Financial Advisors and maintain client relationships. The ideal candidate will have strong interpersonal and organizational skills...
$55k - $70k
Client Support Specialist - Financial Services, Chicago Job Title: Client Support Specialist Department: Customer Success / Client Services Location: Chicago, IL Job Type: Full-Time About the Role We are seeking a highly motivated and customer-oriented Client Support...Full time- ...Job Title Business Development Representative / Client Acquisition Specialist (Recruiting Services) Hybrid (Naperville, IL preferred) Company Overview Recruit22 is a modern recruiting and executive search firm that partners with companies to deliver high‐...Base plus commissionFlexible hours
- A financial services firm located in Chicago is seeking an Operations Associate to manage client accounts and prioritize tasks. The ideal candidate will handle client inquiries, ensure documentation accuracy, and collaborate with various departments. A Bachelor's degree...
- A leading financial consulting firm seeks an Associate to join its Accounting Advisory practice... ...technical accounting insights to clients. The ideal candidate will have a degree... ...bonuses, and comprehensive benefits, in a hybrid work model. #J-18808-Ljbffr Palm Tree LLC
- ...team. This role involves maintaining bookkeeping for clients, managing payroll, and preparing financial closings. The ideal candidate will have a Bachelor’s... ...accounting firm is a plus. This position operates on a hybrid model with two days in the office each week. #J-18808...Work at office
$100k - $150k
...engagement activities, managing junior colleagues, and enhancing client financial processes. Ideal candidates will possess a strong accounting... ...0-$150,000 along with comprehensive benefits including unlimited PTO and a hybrid work environment. #J-18808-Ljbffr Palm Tree LLC- ...in Skokie is hiring a Customer Success Specialist I to support customers with their needs... ...regarding industry-leading audio products. This hybrid position entails answering customer... ...a Bachelor’s degree, a strong customer service background, and experience with Salesforce...Remote work
- ...authorization to work in the U.S. This opportunity offers professional development, mentorship, and potential full-time placement with partner companies upon program completion. Health insurance and a hybrid work environment in Chicago are included. #J-18808-Ljbffr SV AcademyFull time
- ...sales reports, managing Salesforce tasks, and ordering marketing materials. The role presents significant growth potential with a hybrid work schedule. A competitive salary and varied benefits are offered to foster a supportive workplace and align with employees' life...
- Too Good To Go is looking for a Bilingual Key Account Store Operations Specialist in Chicago. In this hybrid role, you will provide support to key accounts, track KPIs, and engage with store employees to optimize performance. Ideal candidates have experience in relationship...Flexible hours
- ...appointment scheduling, provider and clinic staff availability, Erie services, and general patient information – including medical, dental,... .... Bilingual proficiency in English and Spanish is required. Hybrid Work from Home Opportunity Must be able to work flexible hours...Work at officeLocal areaWork from homeFlexible hoursAfternoon shift
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