Client-Focused Insurance & Financial Services Admin
Brett Twitty - State Farm Agent
Brett Twitty - State Farm Agent in Schaumburg, IL is searching for a motivated Financial Representative to support insurance agents and enhance customer relations. This role requires dedication to client service, sales proficiency, and the ability to educate customers on insurance options.
The position offers salary plus commission and opportunities for advancement. Ideal candidates will have strong communication skills and a commitment to meeting business needs. Join us to grow both your career and your income.
#J-18808-Ljbffr- ...Twitty - State Farm Agent in Schaumburg, IL is searching for a motivated Financial Representative to support insurance agents and enhance customer relations. This role requires dedication to client service, sales proficiency, and the ability to educate customers on...Suggested
- ...Roselle, IL is seeking an Office Representative to focus on customer relationships and insurance services. You will handle inquiries about coverage, billing,... ...developing leads and scheduling appointments to meet client needs. The role emphasizes sales-focused activities...SuggestedWork at office
- ...Inc. is recruiting for a seasonal Tax Associate to assist with client services at a local office. You will gather information, prepare tax... ...hands-on learning during tax season, with flexible hours and a focus on accuracy and client-first service. #J-18808-Ljbffr H&R Block...SuggestedHourly paySeasonal workWork at officeLocal areaFlexible hours
- ...accounting, auditing and advisory services in the Chicagoland area. The... ...requires travel to support clients and to our Naperville office,... ...client service and accurate financial reporting. The firm offers a... ...dental, vision, life, STD and LTD insurances, a 401(k) match, and a...SuggestedWork at officeLocal area
$65k - $75k
...established CPA firm providing tax, accounting, auditing and advisory services with a history of growth. This full-time Accountant role involves local travel in the Chicagoland area to support clients and the Naperville office, offering a comprehensive benefits package...SuggestedFull timeWork at officeLocal area- Benjamin F. Edwards, Wheaton, IL, is seeking a Registered Financial Client Associate to support Financial Advisors and clients in a fast-paced branch environment. The role emphasizes client service, documentation, and timely response to inquiries, with opportunities to...Work at office
- ...complete, accurate returns for individuals and businesses, interview clients, and deliver personalized recommendations. This role offers... ...You will provide IRS support and audit guidance while collaborating with a team in a client-focused office. #J-18808-Ljbffr H&R BlockHourly payWork at office
- ...drive customer success. You will grow the agency through meaningful client relationships and act as a liaison between customers and internal teams, marketing relevant insurance products and services. As a sociable, detail‑oriented, sales‑minded professional, you will...Flexible hours
- ...will work in-person at a local H&R Block tax office, meeting with clients to gather information, prepare returns, and answer questions... ...prior tax experience is required. The role emphasizes customer service, strong communication, and the use of digital tools to explain...Seasonal workWork at officeLocal area
- H&R Block is seeking a seasonal Tax Associate to meet with clients, gather information, and prepare returns with day-one support and training. This in-person role offers hourly pay and opportunities to increase earnings as tax knowledge grows within the role. You’ll work...Hourly paySeasonal workWork at officeLocal area
- H&R Block is seeking a year-round Block Advisor (Tax Advisor) to help clients navigate complex tax and business situations. You’ll prepare returns, uncover savings, and build lasting client relationships—backed by training, technology, a competitive hourly rate, and an...Hourly payWork at officeLocal area
$129.07k - $280.71k
IAT Insurance Group has an immediate opening for an AVP, Actuary from our Cheshire, CT; Naperville, IL; Rolling Meadows, IL; or Raleigh... ...and recommends loss reserves to be carried in the company’s financial statements. Determines rates to be charged for each product....Work experience placementWork at officeImmediate startRemote work- ...at a local tax office. You will prepare complex returns, interview clients, and offer personalized tax recommendations while building lasting client relationships. Role emphasizes client-focused service, continued education, and adherence to IRS/state requirements. Competitive...Hourly paySeasonal workWork at officeLocal area
- American Commercial Bank & Trust is looking for a Commercial Banking Associate in Schaumburg, IL. This role focuses on providing excellent service to clients while managing the entire loan process, from inception to closing. The ideal candidate will have over 3 years of...
- ...Relationship Banker to represent our brand in a Chase Branch, delivering hospitality and expert financial guidance. The role focuses on acquiring, managing, and retaining client relationships using advanced banking solutions and technology. You will educate clients on...
- ...Supporting: Longwood, FL | Book Focus: Contractors, Hospitality,... ...administrative and customer service support to the account team,... ...policy expirations for existing clients, ensuring renewals are... ...finance agreements, summaries of insurance, loss runs, MVRs, ID cards, certificates...Contract workFor contractorsRemote work
- ...Hanover Park, IL is seeking an experienced seasonal Tax Professional to prepare accurate returns and advise clients. This in-person role at a local tax office focuses on client interviews, identifying savings, and delivering proactive guidance. The position emphasizes...Seasonal workWork at officeLocal area
$132.5k - $217k
...business partners around profitabilityAligns customer service needs to business prioritiesPromotes customer/client-focused cultureSets an example for exemplary customer... ...Basic Qualifications:Zurich Certified Insurance Apprentice, including Associates DegreeORBachelor...Temporary workApprenticeshipWork at officeLocal area- ...success. As a Premier Client Banker within PNC's Wealth... ...of bank products and services and positions... ...interaction. Delivers Financial Wellness by proactively... ...employees to be: Customer Focused - Knowledgeable of the... ...preferred. Life and Health Insurance preferred. Candidates...Full timeTemporary workPart timeWork experience placementWork at office
- ...Management, Inc. is a full service consulting, tax, and accounting... ...because we do not sell insurance, or investment products. Since... ...advisory approach that is focused on our clients' needs, PBM empowers our... ...Administration and Personal Financial Planning. Since 1932, we have...Work at officeWork from homeFlexible hours
$65k - $75k
...CPA firm in the Chicagoland area, is seeking a full-time Accountant to support clients locally and at our Naperville office. The role includes general ledger entries, reconciliations, financial statements, payroll processing, and client advisory. Requirements: Bachelor’s...Full timeWork at officeLocal area$120.56k
...Illinois. Experienced Financial Professional Take... ...largest mutual life insurance company in the United... ...opens doors and builds client trust Financial strength... ...or advisory services with Eagle Strategies... ...outside investors. We are focused on the long-term success...Full timeContract workPart timeWork at officeFlexible hours- ...Financial Professional Schaumburg, IL, and the surrounding... ...• Develop your own client base through... ...tailored solutions across insurance and financial products... ...advisor, and offer advisory services². What We Look For... ...investors. We are focused on the long-term success...Full timeContract workTemporary workPart timeFor contractors
- H&R Block, Inc. is seeking a Seasonal Tax Associate to join a local office. You will meet with clients, gather tax information, and prepare returns with guidance from experienced teammates. The role offers training, friendly support, and opportunities to grow knowledge...Seasonal workWork at officeLocal area
- H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to prepare accurate returns for clients with complex tax situations and to provide clear, personalized recommendations. In this in-person role at a local H&R Block tax office, you will interview clients...Seasonal workWork at officeLocal area
- ...who want to own their business and help clients prepare for life’s planned and unexpected moments with the right financial services and insurance products. Our financial advisors are... ...100-year-old brand heritage and family-focused culture that values authenticity, integrity...Contract workFor contractorsWork at officeFlexible hours
- ...Senior Financial Analyst Long Grove, IL | Onsite This is a high-impact finance role with... ...across the organization. Our client is a global manufacturer of highly engineered... ...manufacturing capabilities with a strong focus on innovation, quality, and operational efficiency...Full timeWork at office
- ...purpose. Every day, we help clients navigate complexity, support... ...of contact while developing service strategies, leading client meetings... ...industries, but with focus in select industry (or industries... ...5 years related experience. Insurance license required. Often travels...Local area
$144.48k - $216.72k
...Cards business continues to focus on growing and expanding its... ...business. The organization provides financial and analytical support for... ...experience in financial services with a focus in consumer banking... ...life, accident, and disability insurance; and wellness programs. Citi...Full timeTemporary work$33.45 - $40.47 per hour
...customers to achieve positive financial outcomes while supporting... .... \n Your primary focus will be full-service tax preparation for both consumers... ...role in growing TurboTax’s client base within the local... ...Employee Stock Purchase Plan, E&O Insurance provided by Intuit,...Local area
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