Client Finance Operations Specialist
Daniel J Edelman Holdings
Daniel J Edelman Holdings is seeking a Client Finance Coordinator to oversee accurate project setup and billing execution. The role demands strong attention to detail and the ability to thrive in a fast-paced environment, ensuring all financial data is processed quickly and accurately. You will be the operational bridge within client finance, coordinating tasks related to billing and invoice management while maintaining compliance with company policies. The ideal candidate will have strong communication skills and experience in billing processes. #J-18808-Ljbffr Daniel J Edelman Holdings
- ...AMRO Clearing USA LLC in Chicago is hiring for a role in their Equity Operations team, responsible for overseeing operational processes that enhance the quality of services for professional trading clients. The ideal candidate will supervise client queries, review trade...Suggested
$50k - $60k
...Client Finance Analyst At Real Chemistry, making the world a healthier place isn't just an aspiration—it's our everyday reality. Our... ...~ Exposure to media finance, media billing, or agency media operations strongly preferred; experience with Mediaocean a plus ~ Experience...SuggestedWork experience placementWork at officeLocal areaRemote work2 days per week- Job Description We are seeking an Investment Operations Specialist to support Domestic Trust Operations. This role focuses on cash processing... ...a high ownership culture: prioritize urgency, accuracy, and client impact. We are a company committed to creating diverse and...Suggested
- A financial advisory firm is hiring a Middle Office Associate in Chicago. This role supports investment clients by overseeing client onboarding, transaction processing, and maintaining accurate records. The ideal candidate has a Bachelor's Degree and at least one year of...SuggestedWork at officeRemote work
- DLA Piper LLP (US) is seeking a Client Accounts Operations Analyst who collaborates on strategic initiatives and interacts with business stakeholders to address their needs. The role includes analyzing and documenting requirements, supporting project management, and handling...Suggested
- ...As a result of our continued growth, we are currently looking to add a Client Operations Specialist to our dynamic and entrepreneurial tech team. This is a unique opportunity to join our team and directly impact our company's file exchange processes and partner site reporting...Casual workFlexible hours
- ...Position: Client Operations Specialist Location: Chicago, IL Job Id: 173 # of Openings: 1 Job purpose As a Client Operations Specialist , you will work as part of a Client Management team with the sole focus of delivering an exceptional client experience to existing managed...Temporary workWork at office
$43.2k - $64.8k
...for an Analyst in Alt Investments to serve as the primary contact for client inquiries regarding alternative investments. The role requires excellent communication skills, a college degree in Finance & Accounting, and strong analytical abilities. The position offers a salary...$66.7k - $113.3k
Northern Trust is seeking a Client Trade Operations Consultant based in Chicago, Illinois. This role involves supporting Portfolio Management & Trading, ensuring accurate cash flow data, and managing investment-related validations. The ideal candidate will have 3-5 years...- FRG Technology Consulting is seeking a candidate for a hybrid position focusing on Epicor Kinetic to develop and implement effective financial strategies. The ideal candidate will demonstrate strong skills in financial analysis and reporting, alongside a deep understanding...
- DLA Piper is looking for a Client Accounts Operations Analyst to join our team in Chicago. In this role, you will work alongside business stakeholders to understand and address their needs while supporting accounting projects and functions through meticulous analysis and...Work at officeRemote work
- Our client, a prominent financial services firm in Chicago, is seeking a Middle Office Operations Associate. The ideal candidate will have relevant experience from an institutional... ...Requirements Bachelor’s degree in Finance, Accounting, Economics, Math/Statistics or...Work at office
- Insight Global is seeking an Investment Operations Specialist in Chicago, IL. This role involves supporting Domestic Trust Operations with a focus on cash processing and asset movement. You will execute operational workflows, coordinate with internal teams, and maintain...
$50k - $60k
Edelman seeks a Client Finance Coordinator in Chicago to manage and streamline billing processes within the client finance team. The role demands expertise in project setup and data accuracy, ensuring compliance with company policies while meeting client timelines. The...- Remote Client Acquisition Specialist - Virtualite Apply for the Remote Client Acquisition Specialist role at Virtualite. About Virtualite Virtualite... ...helps entrepreneurs and organizations streamline operations through virtual support and digital process management. We...Remote jobFull timeWork from home
- ...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?impact...Base plus commissionFlexible hours
- Community Marketer / Private Pay Client Acquisition Specialist Synergy HomeCare of Northeast Chicago is a growing home care agency dedicated to helping seniors and individuals remain safe, independent, and comfortable in their own homes. We are seeking motivated and relationship...Part timeLocal areaFlexible hours
- J.P. Morgan Chase in Chicago is looking for a dedicated professional to support Advisors’ clients by facilitating operational requests and building strong relationships. This role requires valid licenses and offers a comprehensive benefits package, including health care...
$75k - $90k
Alter Domus is seeking a finance professional in Chicago to manage cash reconciliation, train a team, and ensure timely reporting for clients. The ideal candidate has a Bachelor's degree, over 4 years of experience in finance, and excellent communication skills. Competitive...Flexible hours$80k - $100k
...midsize firms thrive. We’re passionate about what we do and our clients know it! If you’re looking for a company that truly cares... ...We’re looking for a highly execution-oriented Client Success Operations Analyst to calibrate and operationalize the systems, automation...$24.95 - $39.87 per hour
...Portfolio Administration Self-review of tasks performed, including client deliverables Manage and prioritize tasks and workflows Serve as a liaison between advisors and broader PMFA operations team Field questions related to client data, reports or any items...Flexible hours$48k - $62k
Clearwater Analytics, Ltd, located in Chicago, is seeking a Hedge Fund Client Support Analyst. This role focuses on delivering exceptional support to clients, addressing inquiries related to investment and accounting, and fostering strong relationships. Candidates should...$500 per month
Opening Chicago - Confidential Client - Incredible Perks!!! CLIENT SERVICES OPERATIONS 63-75k + Bonus (Chicago) Analyzing and executing tasks involving firm... ...Reporting Accountants, Trading Associates, Client Service Specialists, Financial Advisors · Career growth available as...Work at officeRemote work- ...TwinThread is hiring a Private Client Advisor in Chicago to provide comprehensive financial planning and investment solutions. This role focuses on building client relationships and delivering personalized services based on individual financial needs. Key responsibilities...
$71.74k - $100.08k
...career. Let’s see what we can achieve. Together. Summary The Client Accounts Operations Analyst, working in collaboration with and in support of... ...Bachelor’s degree in Business Administration, Accounting, Finance, or Business Process Management from an accredited...Work at officeRemote workRelocationVisa sponsorshipRelocation package- ...Fairygodboss is seeking a Private Client Advisor in Oak Lawn, Illinois, to provide comprehensive financial planning and personalized investment solutions. The role involves building client relationships, demonstrating integrity and financial market understanding, and...
- ...services enterprise that owns and operates a network of industry-leading... ...seeking a Senior Operations Specialist to join their team. The... ...teams to deliver a high-quality client experience while maintaining... ...Bachelor's degree preferred in Finance, Business, or related field...
$63k - $85k
...We have an exciting opportunity for an Operations Specialist in the Managed Accounts Department... ...service to both internal and external clients, client onboarding and new account initialization... ...’s degree in business related major (Finance/Accounting) preferred. Up to one year...For contractorsLocal areaVisa sponsorship$10 per hour
...Operations Specialist Atlanta, Georgia, United States; Bellevue, Washington, United States; Chicago, Illinois, United States; Dallas, Texas... ...great performance in your role. Own the data quality of our client's information by validating booked shipments, tracking...Immediate startRelocationFlexible hours$17.64 - $26.49 per hour
...About The Role The seasonal Operations Technical Specialist supports the operational readiness of H&R Block’s seasonal tax office network. This role... ...is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve...Minimum wageTemporary workPart timeSeasonal workWork at officeLocal areaRelocationFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Finance Operations Specialist. Be the first to apply!
- part time customer representative Chicago, IL
- customer service operations specialist Chicago, IL
- client engagement specialist Chicago, IL
- customer service specialist Chicago, IL
- online customer service representative Chicago, IL
- bilingual customer service representative spanish english Chicago, IL
- client retention specialist Chicago, IL
- financial customer service representative Chicago, IL
- customer success specialist Chicago, IL
- senior service representative Chicago, IL

