Member Services & Financial Solutions Specialist
The Alpha Kappa Alpha Sorority, Inc
A community-focused financial institution in Chicago is seeking a Financial Services Representative to provide operational support and enhance customer experience. The role involves assisting members with account openings, ensuring compliance, and managing customer relationships. Candidates should have a bachelor's degree in finance or related field and strong customer service skills. This position offers opportunities for growth and is often in a fast-paced environment. #J-18808-Ljbffr The Alpha Kappa Alpha Sorority, Inc
$19 - $25.5 per hour
Heights Finance Corporation in Chicago is seeking a Financial Service Representative to enhance customer experience through exceptional service. This role focuses on delivering financial solutions, building strong relationships, and driving sales growth. Ideal candidates...SuggestedHourly pay$19 - $25.5 per hour
Attain Finance is seeking a Financial Service Representative in Chicago, IL, to deliver exceptional customer service and help individuals secure financial solutions. This role offers a chance to grow your career in a dynamic team environment. The right candidate will possess...SuggestedHourly pay$121.1k - $165.9k
...can’t wait to meet you.WHAT WE'RE LOOKING FORThe Team Lead, Solutions Consulting role is a hands-on player-coach, which includes being... ...Consultants, and building out our vertical in Braze’s financial services, Americas division.This role is an opportunity to expand on...SuggestedWork at officeLocal area$38k - $55k
...Time in Oak Park, IL Opportunity for advancement Financial Services Representative - State Farm Agent Team Member About Us At Colin Fane State Farm, we are more... ...products, allowing us to offer tailored solutions to our valued clients. Role and Responsibilities...SuggestedFull timeFor contractorsWork at office$70k - $100k
Financial Services Representative - State Farm Agent Team Member Full Time in La Grange, IL Benefits Simple IRA Bonus based on performance Competitive salary... ...Identify customer needs and present tailored insurance solutions. Proactively generate and follow up on leads to...SuggestedFull timeFlexible hours$19 - $25.5 per hour
Heights Finance, located in Chicago, is looking for a motivated Financial Service Representative to provide exceptional customer service and help clients find financial solutions. This role involves delivering outstanding support, driving sales growth, and engaging customers...Hourly payFull time- ...identify opportunities where Morningstar solutions can deliver value. • Develop and deliver... ...• Ensure a smooth transition to Client Services following implementation. • Capture client... ...needs. Requirements Experience in financial services or the investment industry. Proven...Contract work
$77k - $202k
...consulting specialise in providing consulting services related to financial management and strategy. These... ...client needs, develop financial solutions, and offer guidance and support to help... ...functional stakeholders, mentor junior team members, and build strong client...Full timeH1b$125k
Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.Join... ...banking products and services to clients and prospects. Perform research and financial modeling, apply core valuation... ...properly escalate concerns to team members.Draft management presentations...Temporary workSummer internship$115k
Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.Join... ...banking products and services to clients and prospects. Perform research and financial modeling, apply core valuation... ...properly escalate concerns to team members.Draft management presentations...Temporary workSummer internship$99k - $232k
...practice, within Finance Consulting services, will provide the opportunity... ...clients optimise and align financial planning, consolidation,... ...for coaching, leveraging team member’s unique strengths, and... ...enterprise performance management solutions that help clients modernize planning...Full timeH1b- ...About Our Agency We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life... ...Niles & North side of Chicago. We currently have 17 team members at our agency. We have 144 years of combined insurance experience...For contractorsWork at officeImmediate start
- ...commitment to exceptional customer service, we have built a strong... ...extensive range of insurance and financial products, allowing us to offer comprehensive solutions to our valued clients. About... ...Leadership Council (Loyola Academy) Member of Norwood Park Chamber of...Work at officeWeekday work
- ...for our innovative products and exceptional customer service. With years of experience and a reputation for excellence... ...take pride in our commitment to providing top-quality solutions to our valued clients. As a member of our team, you'll have the opportunity to work with...Work at office
- ...experience and a commitment to exceptional customer service, we have built a strong reputation as a leading... ..., we have access to a wide range of insurance and financial products, allowing us to offer tailored solutions to our valued clients. Role and Responsibilities...Work at office
- ...years. Our commitment to providing exceptional customer service and comprehensive insurance solutions has earned us a reputation as a leader in the... ...agency, we have access to a wide range of insurance and financial products, enabling us to provide tailored solutions to...Work at officeWeekday work
$70k - $120k
Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services - Multiple Locations Join to apply for the Experienced... ...and acquisitions, capital solutions, financial restructuring, and financial... ...practice are fully integrated members of our engagement teams. You...Full timeWork experience placementWorldwide$74.33k - $109.01k
Morningstar, Inc. is looking for a Solution Consultant in Chicago to support clients across North America. This role involves pre... ...successful onboarding. The ideal candidate has experience in the financial services industry, strong communication skills, and will work closely...$77k - $214k
...SummaryA career in our State and Local Tax Financial Services practice, within State and Local Tax... ...and local tax burden and recommend solutions that support their overall business objectives... ...conduct- Mentor and guide junior team members to develop their skillsWhat You Must...Full timeH1bLocal area- Heights Finance, a proud member of the Attain Finance family, is seeking a Bilingual Financial Service Representative in Chicago’s Lower West Side (Pilsen). This role supports customers through the loan process and delivers outstanding service in a fast-paced environment...Hourly payFull time
- Heights Finance Corporation is seeking a Bilingual Financial Service Representative to deliver exceptional service and build lasting relationships... ...guiding customers through loan processes and financial solutions. You will engage in consultative sales, handle inbound and...
$42k - $46k
...part of our team's mission to offer tailored insurance solutions and exceptional customer service. Here's a peek at your day-to-day: Sales Goals... ...Westchester, IL and help customers with their insurance and financial services needs, including: Auto insurance Home...For contractorsLocal area- Heights Finance Corporation in Chicago is seeking a Financial Service Representative to deliver exceptional service and build lasting relationships with customers seeking credit solutions. You will guide borrowers through the loan process, upsell related products when appropriate...
$85k - $95k
...client engagement support as a crucial member of the client engagement team. In conjunction... ...powerful, effective human capital solutions to our clients. The ideal candidate... ...balance multiple projects at the same time. Financial Services Practice Egon Zehnder has been working...Work experience placementShift work- ...Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Dwan Johnson-Bell - State Farm Agent, you... ...customer needs and present tailored insurance solutions. Proactively generate and follow up on leads...
$72k - $90k
...delivering cutting-edge technology solutions for our clients. Founded... ...management in a professional services or consulting environment.... ...to manage budgets, analyze financial reports, and track profitability... ..., and respect for all team members, ensuring that WWT remains a...Full timeRemote workShift work$130k - $185k
...delivers real‑world value - solutions that work in practice, not just... ...from EY’s full spectrum of services, we’ve reimagined strategic consulting... ...line, the Deal Management - Financial Services practice works on... ..., you will be a vital member of the team supporting and executing...Work experience placementWork at officeFlexible hours$88.51k - $162.75k
...influential brokerage, insurance, and financial services organizations, as well as Fortune 100... ...services clients. Deliver high‑quality solutions that help clients achieve measurable... ...roadmaps. Collaborate with senior team members to execute strategic initiatives and...Local area$88.51k - $162.75k
...with dynamic brokerage, insurance, and financial services clients. We help leaders navigate... ...services clients. Deliver high‑quality solutions that help clients achieve measurable results... .... Collaborate with senior team members to execute strategic initiatives and transformation...Local area$43.06k
...Position Summary: The Financial Services Specialist role is responsible for providing superior member experience that leads to increased member engagement and satisfaction... ...for problem solving to find the optimal solution for the member while mitigating risk to the member...Permanent employmentFull timeContract workTemporary workWork at officeAll shifts
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