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

Financial Services Associate - Client Accounts & Admin

CareerArc

CareerArc is seeking a Client Services Associate to assist Financial Advisors in Lake Forest, Illinois. The role involves opening and maintaining client accounts, providing administrative support, and ensuring overall client service excellence. The ideal candidate will have a High School Diploma, at least 2 years of clerical experience, and proficiency in Microsoft Office applications. Benefits include health, dental, and vision care, along with a comprehensive benefits package. #J-18808-Ljbffr CareerArc

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Services Associate - Client Accounts & Admin in Lake Forest, IL vacancy
  • $25 - $30 per hour

     ...Accounting Administrator - Full-time For more than five decades,...  ...Chicagoland have trusted AA Service Co. for reliable, professional...  ...candidate for the Accounting Admin position will have a comprehensive...  ...and prepare reports from financial data. Ability to work independently... 
    Suggested
    Full time
    Work at office

    Sila Services

    Northbrook, IL
    3 days ago
  • $65k - $85k

     ...Financial Services Representative As a Financial Services Representative State Farm Agent Team Member with Jeffrey Smith - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products... 
    Suggested
    For contractors
    Flexible hours

    Jeffrey Smith - State Farm Agent

    Lake Forest, IL
    3 days ago
  •  ...Lake Forest, IL, is looking for a Personal/Universal Banker to deliver exceptional client service while managing a comprehensive range of banking products. The role involves executing account services, handling transactions, and maintaining accurate client records.... 
    Suggested

    Northern Trust

    Lake Forest, IL
    1 day ago
  • A healthcare organization located in Highland Park, Illinois, is looking for a Billing Specialist to manage accounts receivable processes. The role involves processing denied charges, resolving billing issues, and ensuring accurate cash flow. Ideal candidates will have... 
    Suggested

    PromptMed Urgent Care

    Highland Park, IL
    1 day ago
  •  ...industrial & retail properties) and we are looking for a talented accounting professional to join our team in Lake Forest, IL. The work...  ..., and accuracy are paramount. This individual will support financial, administrative and reporting functions for the firm’s investment... 
    Suggested
    Work at office

    Prairie Hill Holdings

    Lake Forest, IL
    5 days ago
  • $69k

     ...into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals...  ...communication and relationship-building skills Sales or customer service experience is helpful but not required Qualifications... 
    Remote job
    Work from home
    Flexible hours

    HMG Careers

    Highwood, IL
    more than 2 months ago
  • Prairie Hill Holdings seeks a talented accounting professional to join our team in Lake Forest, IL. The role offers an opportunity to develop...  ...investment accounting, with responsibilities spanning fund financial reporting, property and joint venture accounting, and tax... 

    Prairie Hill Holdings

    Lake Forest, IL
    5 days ago
  • $65.5k - $125.5k

     ...oncology and neuroscience - and products and services in our Allergan Aesthetics portfolio....  ...Finance Analyst position assists with financial planning and analysis, actuals processes...  ...~ Bachelor's degree in Finance or Accounting required. CPA preferred. ~2+ years progressive... 
    Temporary work
    Work at office
    Immediate start
    Remote work
    Monday to Friday

    AbbVie

    Great Lakes, IL
    3 days ago
  • $50k - $60k

     ...Incentives CallUSFirst (United Services by Permaco, Inc.) is a 24/7...  ...using technology and financial understanding to achieve results...  ...Interact with customers, clients, subcontractors, vendors and...  ...experience (e.g., customer service, accounting, collections, office administration... 
    Full time
    Work experience placement
    For subcontractor
    Work at office

    United Services

    Lake Bluff, IL
    4 days ago
  • $65.5k

     ...oncology and neuroscience - and products and services in our Allergan Aesthetics portfolio....  ...Finance Analyst position assists with financial planning and analysis, actuals processes...  ...Qualifications ~ Bachelor's degree in Finance or Accounting required. CPA preferred. ~2+ years... 
    Temporary work
    Local area

    AbbVie

    North Chicago, IL
    2 days ago
  • $25 - $26 per hour

    Accounts Receivable Associate - Part-Time Pay from $25 to $26 per hour 2200 S. Lakeside Drive, Waukegan, IL 60085 Do you have strong customer service skills and an interest in Finance? Join Uline as an Accounts Receivable Associate, where you’ll team to identify account... 
    Hourly pay
    Part time
    Local area

    Uline

    Waukegan, IL
    5 days ago
  • $25 - $26 per hour

    Uline in Waukegan, IL, is looking for a Financial Services - Accounts Receivable Associate to manage customer accounts and resolve balances while collaborating with multiple teams. This position offers a pay rate of $25 to $26 per hour, with benefits such as complete health... 
    Hourly pay

    Uline

    Waukegan, IL
    5 days ago
  • $55.48k

     ...Position Summary The Office of Financial Aid at Rosalind Franklin...  ...insurance; flexible spending accounts; and a 403(b) retirement plan...  ...after 2 years of service. RFUMS is committed to employee...  ...learn how to operate software associated with the processing of financial... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    Rosalind Franklin University of Medicine & Science

    North Chicago, IL
    5 days ago
  •  ...oncology and neuroscience - and products and services in our Allergan Aesthetics portfolio....  ...Finance Analyst position assists with financial planning and analysis, actuals processes...  ...Qualifications ~ Bachelor's degree in Finance or Accounting required. CPA preferred. ~2+ years... 
    Temporary work
    Local area

    AbbVie

    North Chicago, IL
    13 days ago
  •  ...seeking a Finance Analyst located in North Chicago, Illinois, to assist with financial planning and analysis for R&D. The ideal candidate will have a Bachelor's degree in Finance or Accounting, as well as two years of relevant experience. Responsibilities include preparing... 

    AbbVie

    North Chicago, IL
    1 day ago
  •  ...Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center...  ...actionable and achievable advice and connect clients to Thrivent products and programs. Develop... 
    Local area

    Thrivent Financial

    North Chicago, IL
    4 days ago
  • $65.5k - $125.5k

     ...year. Job Description The Finance Analyst position assists with financial planning and analysis, actuals processes, and systems/tools...  ...Plan, and LRP. Qualifications Bachelor’s degree in Finance or Accounting (CPA preferred). 2+ years progressive experience in Finance... 
    Temporary work
    Local area

    AbbVie

    North Chicago, IL
    5 days ago
  • AbbVie is seeking a Finance Analyst to assist with financial planning and analysis within the R&D HQ team. This role involves developing...  .... The ideal candidate holds a Bachelor’s degree in Finance or Accounting, has 2+ years of experience, and possesses strong analytical... 

    AbbVie

    North Chicago, IL
    5 days ago
  • $45k - $55k

    Impact Networking, LLC. is looking for a National Accounts Administrator in Lake Forest, Illinois. This role involves managing the full...  ...and dealer partners. The ideal candidate will excel in customer service, communication, and possess a strong attention to detail. The... 

    Impact Networking, LLC.

    Lake Forest, IL
    2 days ago
  • $16.67 - $25.01 per hour

     ...certified company! Consumers Credit Union (CCU) is hiring a Loan Servicing Representative . This is an excellent early-career...  ...medical (High Deductible, HMO and PPO), dental, vision, spending accounts, short-term disability, long-term disability, life insurance and... 
    Hourly pay
    Full time
    Temporary work
    Work at office
    Local area
    Monday to Friday
    3 days per week

    Consumers Credit Union

    Lake Forest, IL
    5 days ago
  •  ...Urgent Care - Highland Park is looking for a Billing Specialist - Accounts Receivable to join the billing department in the company’s...  ...coding and payment related issues. Back up and assist customer service team as needed for all billing inquiries. Promote a culture that... 
    Full time
    Monday to Friday
    Flexible hours

    PromptMed Urgent Care

    Highland Park, IL
    1 day ago
  •  ...seller support for large contract customers (such as National Accounts, Healthcare, GPOs, Channel Business, Gov't, and hold a...  ...Manager, Contract Administration Coordinator, Sourcing, Customer Service, Financial Services, eCommerce, Technical Product Support and other... 
    Contract work
    Local area
    Shift work

    Grainger

    Lake Forest, IL
    8 days ago
  • USA CLINIC SL in Northbrook, IL is seeking an experienced Accounting Clerk to join the Corporate team. You will assist with general accounting tasks, handle accounts payable, and support various accounting functions. The ideal candidate has 2+ years of experience in accounting... 
    Full time

    USA CLINIC SL

    Northbrook, IL
    4 days ago
  • $15 - $30 per hour

     ...exceeding membership sales and revenue goals and selling ancillary services 2) Contributing to member retention and satisfaction by...  ...community within the club Key Responsibilities: Achieve financial performance results through the generation of new memberships... 
    Hourly pay
    Full time
    Temporary work
    Shift work
    Night shift
    Weekend work
    Early shift

    Bears Fit

    Vernon Hills, IL
    3 days ago
  •  ...maintaining the operational integrity of our financial and client management systems. This position is...  ..., and ensuring seamless client service delivery. As a key bridge between operations...  ...within our internal platforms, facilitates complex employee/account Randstad

    Randstad

    Lake Forest, IL
    5 days ago
  • $100 per hour

     ...with a clear purpose: to provide clients with understandable, long-term financial planning and investment management...  ...and supporting the client servicing side of the business. This is...  ...with external partners including accounting firms, real estate professionals,... 
    Work at office
    Local area

    Focus Financial Partners Inc.

    Lake Forest, IL
    3 days ago
  •  ...Bookkeeper will be responsible for maintaining accurate financial records, processing transactions, and supporting our accounting department to ensure smooth operations. Key...  ...interacting with team members, vendors, and clients. Education: A degree in Accounting, Finance,... 

    SDM Transport

    Lake Bluff, IL
    1 day ago
  • $45k - $55k

    Overview The National Accounts Administrator serves as a key point...  ...communication, order accuracy, service coordination, and timely...  ...diploma or equivalent required; associate’s or bachelor’s degree preferred...  ...plans with complimentary financial advisory services Comprehensive... 
    Work at office

    Impact-Networking,-LLC

    Lake Forest, IL
    2 days ago
  • $40 - $45 per hour

     ...Payroll Analyst (Financial Analyst III) 12-month contract to...  ...Analyst for our pharmaceutical client to support global payroll...  ...Bachelor's degree in Finance, Accounting, or related field...  ...offices, delivering a range of services - Talent Acquisition, Recruitment... 
    Contract work
    Work at office
    Worldwide

    Orion Group

    Lake Bluff, IL
    2 days ago
  • Amplify HR Management in Northbrook, IL is hiring a Client Success Specialist to be the main point of contact for clients. The role focuses on ensuring excellent service, processing multi-state payrolls, and building strong client relationships. The ideal candidate should... 
    Work at office
    Work from home

    Amplify HR Management

    Northbrook, IL
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Associate - Client Accounts & Admin. Be the first to apply!