Client-Centric Branch Admin - Financial Services
Edward Jones
Edward Jones is seeking a Branch Office Administrator to join our Arlington Heights team. You will support client accounts, handle communications, and help ensure a positive client experience while collaborating with advisors and a large regional network. The role involves administrative tasks, event planning assistance, and ongoing learning of financial services tools to grow with the firm. A strong client-service mindset is essential for success. #J-18808-Ljbffr Edward Jones
- U.S. Bank is seeking a Client Relationship Consultant to engage customers through in-person... ...virtual channels, delivering trusted financial guidance and solutions. You will assess... ...products, and open accounts, using self-service digital tools to enhance the client experience...Suggested
- ...to the volume of applicants. Join a financial services firm where your contributions are valued... ...people come first. With over 9 million clients and 20,000 financial advisors across... ...looking for a fulfilling career, the Branch Office Administrator (BOA) role may be...SuggestedFull timeTemporary workWork at officeHome officeFlexible hours
- ...Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with training and... ...increased earnings as you gain tax knowledge. Training provided to help you excel in client services. #J-18808-Ljbffr H&R BlockSuggestedHourly paySeasonal workWork at officeLocal area
- ...Representative to focus on customer relationships and insurance services. You will handle inquiries about coverage, billing, and policy... ...proactively developing leads and scheduling appointments to meet client needs. The role emphasizes sales-focused activities and a...SuggestedWork at office
- A leading financial services provider is seeking an experienced Accountant to join their growing team in Glenview, IL. This hybrid role demands... ...and compliance, with responsibilities including advising clients, preparing financial statements, and maintaining accurate...Suggested
- JPMorgan Chase is seeking a Relationship Banker for a Chase Branch to deliver warm, professional service and build lasting client relationships. You will use banking solutions and technology to meet financial needs, educate clients, and connect them with specialists as...Weekend workAfternoon shift
- ...At Gallagher, we help clients face risk with confidence... ...ecosystem: a client-centric suite of consulting... ...bridging the gap between branch offices and the... ...and Branch Accounting Service novices, ensuring the... ...complex challenges. Financial Oversight: Approve disbursements...Full timeLive outWork at officeLocal areaFlexible hours
- ...is seeking a year-round Block Advisor Tax Advisor to prepare complete, accurate returns for individuals and businesses, interview clients, and deliver personalized recommendations. This role offers industry-leading training, a competitive hourly rate, and an incentive...Hourly payWork at office
- ...an Experienced Tax Professional to prepare returns, interview clients, and identify tax-saving opportunities. This in-person seasonal... ...recommendations, and help navigate IRS notices. Strong communication and a client-centric approach are essential. #J-18808-Ljbffr H&R Block, Inc.Seasonal work
- ...Experienced Tax Professional to prepare complex tax returns, interview clients, and offer personalized tax-saving guidance. This in-person... ...building trusted relationships and delivering consultative service using H&R Block’s training and technology. Applicants should have...Hourly paySeasonal work
- ...alongside the firm. \n We are looking for an Investor Relations & Client Services Associate to serve as a key point of contact for our... ...management, wealth management, an RIA, family office, or a related financial services environment preferred \n • Strong understanding of...Work at office
- A leading financial services firm in Winnetka, IL seeks a Private Client Advisor to provide comprehensive financial planning and advice. You will build strong client relationships, enhance client experiences, and promote digital confidence, all while adhering to high standards...Full time
- J.P. Morgan Chase in Vernon Hills, IL, seeks a Private Client Advisor to deliver comprehensive financial planning and advisory services to individuals and families. You will build lasting client relationships, understand markets, and provide tailored investment solutions...
- ...America, Merrill Wealth Management, is seeking a client service professional in Northbrook, IL to support Financial Advisors by delivering exceptional client... ...policies to manage risk. The role emphasizes a client-centric mindset, learning new platforms, and adapting to...
- A leading financial services firm is seeking a Private Client Advisor in Lake Zurich, IL. The role involves delivering personalized investment solutions and comprehensive financial planning for clients. Ideal candidates will have at least 2 years in a Financial Advisor...
- Premier Global Links LLC is seeking an experienced Lead Financial Planner / Service Advisor to provide comprehensive financial planning and ongoing client service within an established wealth management environment. This is primarily a non-sales financial planning role...
$31 - $34.5 per hour
...empowering customers to achieve positive financial outcomes while supporting Intuit’s... ...leverage your tax expertise to provide full service tax return preparation, tax advice, calculations... ...play a key role in growing TurboTax’s client base within the local community,...Local area$31 - $34.5 per hour
...empowering customers to achieve positive financial outcomes while supporting Intuit’s... ...leverage your tax expertise to provide full service tax return preparation, tax advice, calculations... ...play a key role in growing TurboTax’s client base within the local community,...Local area$33.45 - $40.47 per hour
...empowering customers to achieve positive financial outcomes while supporting Intuit’s... .... \n Your primary focus will be full-service tax preparation for both consumers and all... ...will play a key role in growing TurboTax’s client base within the local community, attracting...Local area$65k
...Businesses & Families across the USAt the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client.Role Overview:As a Benefits Representative, you play a pivotal role...Full timeFlexible hours- J.P. Morgan Wealth Management - Private Client Advisor Location: Park Ridge, IL. Position available... ...to helping clients achieve their financial goals through a broad range of investment solutions and exceptional customer service. As a Private Client Advisor in Wealth Management...
- ...Client Consultant Associate At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most... ...and rewards using integrated, user-centric technology to drive wellbeing across benefits, financial, and career programs. It creates a seamless...Work at officeLocal area
$90k
...Wealth Management - Private Client Advisor - O'Hare / Cook County... ...delivering extraordinary customer service while maintaining a strong... ...solutions to meet their financial needs. Job Description At J.... ...advisors who work out of 3,500 branches and 21 offices. We work directly...Full time- ...Tax Associate in Illinois. The role is in-person at a local H&R Block tax office, with training provided from day one. You will meet clients to gather information, prepare returns, and answer questions while building valuable client relationships. You’ll earn a...Hourly paySeasonal workWork at officeLocal areaWeekend workAfternoon shift
$27 - $41 per hour
...as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations... ...customers to achieve positive financial outcomes while supporting Intuit’s mission... ...will play a key role in growing TurboTax’s client base within the local community, attracting...Work at officeLocal areaMonday to Friday$80k - $95k
...provider of advisory, tax, and accounting services across key sectors including... ...healthcare, manufacturing and distribution, financial services, real estate, and more. Several... ...we are strategically positioned to serve clients locally and globally. In 2023, Grassi became...Summer workWork at officeRemote workFlexible hours$38.3k - $50k
...necessary. Position Overview The Client Funds Accounting Specialist is... ...to ensure accuracy and completeness of financial transactions. Review and validate financial... ...required ~2-5 years’ experience in payroll service or banking operations strongly desired....Work at officeLocal areaRemote workWork from homeWorldwide- ...prepare accurate returns for individuals and businesses, conduct client interviews, and provide personalized recommendations. You will... ...opportunities while promoting Block Advisors products and services. Join a training-forward environment with industry-leading tools...Hourly pay
- JPMorganChase is seeking an Associate Relationship Banker in a Chase Branch to deliver welcoming, expert service and leverage technology to meet clients' financial needs. You will represent the brand with hospitality and use banking solutions to help clients achieve easier...
- PNC Financial Services Group, Inc. in Mt Prospect, IL is seeking a Personal Banker to grow the branch's client base and deliver a high-quality customer experience. You will promote PNC solutions, drive proactive sales, and manage customer relationships through a defined...
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