Client Services Specialist - Financial Services (Hybrid)
$57k - $76.6kSavant-Wealth-Management-
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. The ideal candidate will possess strong organizational skills, a professional approach, and a minimum of 2 years in a relevant field. Competitive salary range of $57,000 - $76,600 with comprehensive benefits. #J-18808-Ljbffr Savant-Wealth-Management-
- ...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
$30 - $33.65 per hour
Client Service Specialist - Hybrid (Rosemont, IL) page is loaded## Client Service Specialist - Hybrid (Rosemont, IL)locations: Chicago, IL (Rosemont... ...employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees...SuggestedHourly payTemporary workWork at officeLocal areaFlexible hours- 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
$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...- 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
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...- Digital Insurance LLC is looking for a Client Service Specialist in Chicago, IL (Hybrid). This role involves supporting the client management staff with group enrollment and renewals while ensuring client satisfaction. Key responsibilities include assisting with inquiries...
- A prominent law firm in Chicago is seeking a Private Client Paralegal - Tax Specialist to support estate planning matters, focusing on federal estate... ...and assisting in trust administration. The role offers a hybrid work schedule and several competitive benefits, including...
$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$65k - $75k
...Bilingual Client Services Representative - New Accounts: Spanish/English Chicago, IL Company... ...Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in... ...state-of-the-art technology. This is a hybrid role (3 days in the office/2 days...Remote work$19.5 - $30.23 per hour
...Patient Financial Service Account Representative Ann & Robert H. Lurie Children's Hospital of Chicago provides superior pediatric care in... ...written skills to expedite resolution of claims and issues. Hybrid Schedule: 3 days remote, 2 days on site Hours: 7:30 AM 4:00...Hourly payFull timePart timeWork at officeRemote workFlexible hours- 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...
- Charles Schwab is seeking a Client Relationship Specialist in Chicago, Illinois. This role focuses on customer service excellence within the branch, assisting managers and delivering... ...goal-oriented professional growth in the financial services industry. #J-18808-Ljbffr Charles...
- 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...
$55k - $70k
...Client Support Specialist We are seeking a highly motivated and customer-oriented Client Support Specialist to join our fast... ...and delivering best-in-class support for our financial technology products and services. Your ability to solve problems efficiently, communicate...- 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
- ...transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role...Local area
$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$76.44k - $95k
...Porter has an opening for a Client Account Specialist. The Client Account Specialist may work a hybrid work schedule in our Los Angeles... ...required. Experience with Financial Management Systems software.... ...delivering exceptional client service through teamwork and an ability...Work at officeRemote work$20 - $25 per hour
...Our client, a financial services firm in Downtown Chicago, is searching for a Temp-to-Hire Receptionist. The ideal candidate is polished, dependable, detail-oriented, and committed to delivering exceptional service to clients, visitors, and internal team members. If you...Permanent employmentTemporary workWork at officeFlexible hoursShift work- 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...
- ...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
- About the Role: As a Client Specialist at Baird, you’ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You’ll be at the heart of the client experience—coordinating onboarding, managing communications...Hourly payFull timeWork experience placementWork at office
- 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...
$50k - $55k
...Analytics is a fast-growing, private, full-service digital marketing company that excels at... ...our growing roster of local and national clients. If you are unable to complete this... ...interactions, and foster a sense of community. Hybrid: For those who prefer a balance between...Currently hiringWork at officeLocal areaRemote workFlexible hours3 days per week- 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
$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- ...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
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