Client Service Associate Aon PlcClient Service AssociateChicago, IL$42,945–$68,670 / yearParticipates in Relationship Manager/New Business case management calls Reviews insurance policies and prepares them for delivery; follows up on delivery requirements when needed Ensures Relationship Manager has appropriate Licensing and Appointments and works with internal contracting and licensing contact to obtain and renew licenses Partners with Advanced Sales to obtain and/or generate the appropriate illustrations/one-pagers Processes all policy changes including reinstatement of lapsed cases, smoker rating changes, addition or removal of policy riders, and face amount reductions Partners with Private Wealth Management Team to process individual asset management applications, service requests, and performance summaries Coordinates tasks and responsibilities for all joint work Client Service Processes all insurance policy service requests, including address, beneficiary/ownership changes, premium mode changes, and dividend option changes Provides superior client service by identifying client's wants and needs, acting on, and/or delegating items and following through to completion, keeping all parties informed throughout the process Coordinates all collateral assignments, death or disability claims, and fund allocation changes with the assistance of the Relationship Manager Interacts daily with insurance carriers and vendors to ensure accurate and timely execution of client service requests Takes a proactive lead on conserving the Relationship Manager's existing block of business by notifying clients of overdue insurance premiums and coverage in danger of lapsing, tracking all attempts and progress, and keeping the Relationship Manager informed of problematic cases Ability to follow through on a variety of requests and ability to create resolution on client and/or service related matters. What You'll Be Doing Pre-Sale and New Business Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, presentations, and marketing packets Performs all insurance underwriting duties, including preparation and completion of multi-life and individual disability, life, and long-term care applications Schedules medical insurance exams and orders all Attending Physician Statements based on insurance underwriting guidelines Follows up with the client and Relationship Manager during the underwriting process, keeps notes on the process and conversations in MOSAIC Partners with the New Business Team to manage all new business reasons.
Client Service Associate SPS North AmericaClient Service AssociateChicago, IL$18–$20 / hourAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. You'll handle mail and package operations, support office supplies and shipping and receiving, organize supply inventories and equipment management, assist with meeting room setups, and provide hospitality and occasional reception coverage.
Client Service Associate Ameriprise Financial IncClient Service AssociateNaperville, IL$60,000–$80,000 / yearThis individual will serve as a key leader within the office, helping drive operational excellence, deliver exceptional client service, and support advisors in providing comprehensive financial planning and wealth management solutions. The ideal candidate combines strong leadership capabilities with a passion for client service, attention to detail, and experience within the financial services or wealth management industry.
Client Services Associate Investortools IncClient Services AssociateNaperville, IL$70,000–$90,000 / yearAlong the way, you'll develop strong cross-functional partnerships, navigate complex technical and operational environments, and occasionally travel to major financial centers across the U.S. to deepen relationships and deliver high-impact support. As you master our suite of highly specialized software tools, you'll help clients integrate them into their daily processes, coordinate with their technology and infrastructure teams, and deliver tailored training that empowers users to work more efficiently and confidently.
Client Service Associate Kestra Financial Independent AdvisorClient Service AssociateChicago, ILThe ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Previous experience in the independent financial services culture preferred. Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation.
Client Service Associate - Retirement Plans Alera GroupClient Service Associate - Retirement PlansChicago, IllinoisAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. What You'll Do / Your ImpactClient Experience & Advisory SupportSupport plan sponsors and plan participants by responding to inquiries regarding retirement plan rules, features, and regulations.
Student - Marketing/Client Services Associate Purdue UniversityStudent - Marketing/Client Services AssociateMerrillville, INThe Marketing/Client Services Associate (Intern) supports both outreach and client relations efforts that help Meals on Wheels build community connections, attract donors and volunteers, and serve clients efficiently and compassionately. Since 1977, Meals on Wheels of Northwest Indiana has delivered over 10 million meals to neighbors in need- seniors, people with disabilities, veterans, children, cancer patients, pregnant women, and others facing barriers to nutrition and social connection.
Client Service Associate II Aon PlcClient Service Associate IIChicago, IL$60,000–$81,000 / yearResponsibilities: Own and lead the end-to-end onboarding process for new clients, ensuring accuracy, efficiency, and seamless client experience from initial documentation to account activation Open new brokerage accounts with precision and completeness, confidently handling a wide range of client types, including individual, joint, retirement, trust, incorporated, and non-incorporated accounts-without requiring supervision. Maintain organization of client records and documents in the firm's CRM and document management system Follow internal policies and procedures accurately as it relates to money movement verification, CRM documentation, client tasks, and compliance requests Demonstrate advanced problem-solving and critical thinking skills, proactively navigating operational tasks and client service projects with confidence and minimal guidance.
Client Service Associate II NFP CorpClient Service Associate IIChicago, Illinois$60,000–$81,000 / yearFull timeOpen new brokerage accounts with precision and completeness, confidently handling a wide range of client types, including individual, joint, retirement, trust, incorporated, and non-incorporated accounts—without requiring supervision. Support senior leadership and client-facing teams (Director of Client Services, Investment Consultants, and Private Clients) with ad-hoc projects, contributing value with minimal direction.
Sr Client Service Associate GlobalchannelmanagementSr Client Service AssociateChicago, IllinoisSr Client Service Associate duties: Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant business partners. Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service.
Client Service Associate – Travel (Remote) HomebasedcareersintravelClient Service Associate – Travel (Remote)Arlington Heights, IllinoisRemoteIn this role, you will assist clients with travel planning, provide excellent customer service, and help coordinate memorable travel experiences. We are looking for motivated and service-oriented individuals to join our growing travel team as a Client Service Associate – Travel .
NewClient Service Associate (Mail & Shipping/Receiving) SPS North AmericaClient Service Associate (Mail & Shipping/Receiving)Lisle, IL$19.50–$21.50 / hourAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.
NewPersonal Banker (Client Services Associate), Valparaiso Downtown Banking Center, Valparaiso, IN 1st Source BankPersonal Banker (Client Services Associate), Valparaiso Downtown Banking Center, Valparaiso, INValparaiso, INGreets clients as they enter the banking center, identifies client needs, promotes bank products and services, and refers clients to the appropriate business colleague, if needed. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear.
Client Service Associate SPSClient Service AssociateChicago, Illinois$18–$20 / hourAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. You’ll handle mail and package operations, support office supplies and shipping and receiving, organize supply inventories and equipment management, assist with meeting room setups, and provide hospitality and occasional reception coverage.
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateCicero, IllinoisAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Executive Assistant/Client Services Associate - Wealth Management Firm - Chicago (Onsite) Burke+CoExecutive Assistant/Client Services Associate - Wealth Management Firm - Chicago (Onsite)Chicago, IllinoisOur client, a rapidly growing independent wealth management firm managing over $1 billion in assets for UHNWIs, is seeking an Executive Assistant/Client Services Associate to support their CEO/Managing Partner & team of advisors. This role will play an important role in supporting client communications, coordinating service requests, maintaining operational processes, and assisting with business development and marketing initiatives.
Client Service Associate Axelon Services CorporationClient Service AssociateChicago, IL$26.59–$27.58 / hourParticipate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional company service. Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, company agreements, etc.).
Client Services Associate Addison GroupClient Services AssociateElk Grove Village, Illinois$27–$35 / hourAddison Group is partnering with a growing manufacturing organization seeking a motivated Client Services Associate to support client projects from kickoff through completion. This position supports project and client initiatives from start to finish, ensuring communication, documentation, and production processes stay organized and on track.
NewClient Service Associate (Mail & Shipping/Receiving) SPSClient Service Associate (Mail & Shipping/Receiving)Lisle, Illinois$19.50–$21.50 / hourAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.
NewClient Service Associate Bank of AmericaClient Service AssociateChicago, IllinoisOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
NewClient Associate - Pharmacy Services Ryan Specialty GroupClient Associate - Pharmacy ServicesChicago, IllinoisThe Client Associate - Pharmacy Services serves as a strategic support to internal and external clients with a focus on stop-loss risk mitigation and pharmacy cost containment. The position works closely with clients, PBMs, stop-loss carriers, and vendor partners to support pharmacy risk management initiatives and optimize pharmacy benefit programs.
Associate Specialist, Client Service Solutions (Css) Integrated Portfolio Services (Ips) Northern TrustAssociate Specialist, Client Service Solutions (Css) Integrated Portfolio Services (Ips)Chicago, IL$95,600–$162,400 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Operational Excellence: Coordinate with Operational Partners to maintain and execute daily, weekly, and monthly deliverable control checklists, ensuring all service targets and deadlines are achieved.
Associate Specialist, Client Service Solutions (CSS) Integrated Portfolio Services (IPS) Northern Trust CorpAssociate Specialist, Client Service Solutions (CSS) Integrated Portfolio Services (IPS)Chicago, IL$95,600–$162,400 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Operational Excellence: Coordinate with Operational Partners to maintain and execute daily, weekly, and monthly deliverable control checklists, ensuring all service targets and deadlines are achieved.
Client Services Associate I Interactive Brokers Group IncClient Services Associate IChicago, ILThrough its affiliates, Interactive Brokers provides automated trade execution and custody of securities, commodities, foreign exchange, and prediction markets on over 170 markets in numerous countries and currencies. For more than four decades, Interactive Brokers has focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their investment portfolios.
Senior Client Service Account Associate JPMorgan Chase & CoSenior Client Service Account AssociateChicago, ILAs a Client Service Account Manager within the Payments team, you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Client Service & Sales Associate -No Experience/Work from Home AoglobelifeClient Service & Sales Associate -No Experience/Work from HomeChicago, IllinoisRemoteAO Globe Life, one of the fastest-growing financial services organizations in North America, is expanding and seeking motivated Client Service & Sales Associate to join our nationwide team. Whether you're an experienced professional in sales or customer service, or someone ready to start a new career, well give you the training, mentorship, and tools to help you thrive, NO EXPERIENCE needed but a PLUS! all from the comfort of your home.
Asset & Wealth Management- Chicago- Associate, Client Services - Operations - 9780464 The Goldman Sachs Group IncAsset & Wealth Management- Chicago- Associate, Client Services - Operations - 9780464Chicago, IL$82,000–$112,000 / yearPrior experience must include two (2) years of experience with the following: analyzing large data sets of 10,000+ lines and synthesizing into key themes or action items; analyzing data and configuring operational metrics through one of the following self-service tools: Alteryx, Tableau, SQL, Data Warehousing, Defensive Design Methods and RPA robotics; working on multiple, time-sensitive projects in partnership with global teams and cross-functions and ensuring timely delivery with high quality to meet client or business expectations; identifying and mitigating operational risks, ensuring adherence to regulatory requirements (including "Know Your Customer" (KYC) regulations), defining and implementing business policies, and overseeing critical workflows such as account opening; and engaging with institutional clients, fostering relationships, coordinating trading activities, managing client data quality, and collaborating with engineering teams to understand specific trading strategies, determine individual needs, and design and implement system improvements for efficiency. Provide operational risk management and oversight for the Firm''s account opening workflow and processes, including identifying and managing potential risks in the daily business operations, implementing controls to mitigate risk and working with cross-function teams to enable accurate reporting.
Associate Director - Sales & Client Service Artisan Partners Limited PartnershipAssociate Director - Sales & Client ServiceChicago, IL$100,000–$150,000 / yearWorking closely with clients, consultants, relationship managers, and internal stakeholders, this role helps drive asset growth, deliver exceptional client service, and support new business opportunities across a broad range of investment strategies and vehicles. The Associate Director - Sales & Client Service is a key member of the Distribution team, supporting client relationships, consultant engagement, business development initiatives, product management activities, and operational processes across a global client base.
Associate Director - Sales & Client Service Artisan PartnersAssociate Director - Sales & Client ServiceChicago, IL$100,000–$150,000 / yearWorking closely with clients, consultants, relationship managers, and internal stakeholders, this role helps drive asset growth, deliver exceptional client service, and support new business opportunities across a broad range of investment strategies and vehicles. The Associate Director - Sales & Client Service is a key member of the Distribution team, supporting client relationships, consultant engagement, business development initiatives, product management activities, and operational processes across a global client base.
Associate Director – Sales & Client Service Artisan PartnersAssociate Director – Sales & Client ServiceChicago, Illinois$100,000–$150,000 / yearWorking closely with clients, consultants, relationship managers, and internal stakeholders, this role helps drive asset growth, deliver exceptional client service, and support new business opportunities across a broad range of investment strategies and vehicles. The Associate Director – Sales & Client Service is a key member of the Distribution team, supporting client relationships, consultant engagement, business development initiatives, product management activities, and operational processes across a global client base.
ASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICES Cresset Capital Management LLCASSOCIATE DIRECTOR, PRIVATE WEALTH CLIENT SERVICESChicago, IL$100,000–$125,000 / yearCresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele. The candidate will serve as a primary point of contact for clients and collaborate with a portfolio manager to build strong relationships and to drive retention and growth by providing a superior experience.
Registered Client Relationship Associate Raymond James Financial IncRegistered Client Relationship AssociateChicago, IL$55,000–$85,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Registered Client Associate Wells Fargo BankRegistered Client AssociateNaperville, IllinoisMay also perform various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
Registered Private Wealth Client Associate Bank of America CorpRegistered Private Wealth Client AssociateChicago, IL$25–$45 / hourResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
J.P. Morgan Wealth Management - Private Client Investment Associate - Wilmette, IL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Wilmette, ILWilmette, ILAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Investment Associate - Glenview, IL JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Glenview, ILGlenview, ILAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate - Wilmette, IL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Wilmette, ILWilmette, ILFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Registered Wealth Management Client Associate- Chicago Market Bank of America CorpRegistered Wealth Management Client Associate- Chicago MarketNorthbrook, IL$25–$44 / hourResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateNorthbrook, IL$25–$45 / hourResponsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Lead Client Servicing Associate Clearwater Analytics Holdings IncLead Client Servicing AssociateChicago, IL$60,000–$85,000 / yearThese analysts play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater. Job Summary: Lead Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesChicago, IL$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Rep., Client Services (CPD) Office DepotRep., Client Services (CPD)Itasca, IL$15.20–$25.84 / hourThe primary role of the Client Services Representative (CSR) is to be responsible for delivering superior customer service in all customer interactions, such as: order entry and bid processing, dissemination of product and service information, outbound sales/service follow-up, and resolution of general customer issues and requests. Pay, Benefits & Work Schedule: The salary range for this role is $15.20/hour to $25.84/hour, however all state and local minimum wages will be complied with, resulting in a possible adjustment to the salary range displayed.
Client Services Representative National Veterinary AssociatesClient Services RepresentativeMundelein, IL$16–$20 / hourFor positions based in Colorado, NVA provides eligible employees with paid sick and safe leave and public health emergency leave in accordance with the requirements of Colorado's Healthy Families and Workplaces Act. We've proudly served the Mundelein, IL community with exceptional small animal care for decades, and we're seeking a Client Service Representative (CSR) with 1-2+ years of experience to join our team.
Affluent Client Experience, Senior Associate JPMorgan Chase & CoAffluent Client Experience, Senior AssociateChicago, ILAs a Client Experience Senior Associate in the Affluent Banking team, you will lead CX processes and execution for the Affluent segment and work closely with product, Branch, and Operations teams to represent the voice of the client and banker, and advocate for an optimal customer experience. This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
NewPrivate Client Senior Tax Associate Mowery & SchoenfeldPrivate Client Senior Tax AssociateLincolnshire, IllinoisOur Firm has been named a Best Firms to Work For by Accounting Today, a Best Firms for Women by Accounting Today, and a Best Place to Work in Chicago by Crain’s Chicago Business. Made up of 20 partners and over 200 total employees, Mowery & Schoenfeld ranks among the top ten firms in Illinois and recently named one of the largest accounting firms in Chicago by Crain’s Chicago Business.
Rep., Client Services (CPD) The ODP CorpRep., Client Services (CPD)Itasca, ILThe primary role of the Client Services Representative (CSR) is to be responsible for delivering superior customer service in all customer interactions, such as: order entry and bid processing, dissemination of product and service information, outbound sales/service follow-up, and resolution of general customer issues and requests. Must possess the ability to listen actively, analyze customer and employee needs through effective communication and listening skills.
Client Support Associate Ryan Specialty GroupClient Support AssociateChicago, IllinoisMaintains regular communication with clients through various channels, including phone, email, and potentially virtual meetings, provides updates and addresses inquiries. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities.
Client Development Associate AdlookClient Development AssociateChicago, IllinoisCultivate long-term partnerships and act as a trusted programmatic advisor through a consultative approachSupport to identify growth opportunities (upsell/cross-sell) and execute account plans to drive business results. Working closely with the Sales Team, and Technical Account Managers (TAMs), you’ll help optimize performance, ensure smooth operations, and contribute analytical insights that drive success.
Client Success Associate (Chicago-based ONLY) seoClarityClient Success Associate (Chicago-based ONLY)Chicago, IllinoisFitness & Commuter-Friendly Perks: tenants have access to FIT 101, a fitness center with cardio equipment, free weights, Peloton bikes, locker rooms, showers, towel service, and Cycle 101 secure bike storage. About Us seoClarity is the technology leader in Search Engine Optimization (SEO) marketing analytics, and our technology platform and services help the world’s best and biggest brands optimize their website content so they can be found online and connect to their customers.
Associate, Client Research AlphaSenseAssociate, Client ResearchChicago, IL$52,500–$71,500 / yearAs you advance and master the role, you have the opportunity to move into customer-facing account management where you will interact daily with global institutional investors & hedge fund managers, leading project management and primary research efforts. Together, AlphaSense and Tegus will accelerate growth, innovation, and content expansion, with complementary product and content capabilities that enable users to unearth even more comprehensive insights from thousands of content sets.