UNKNOWN

FEED

The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

HOUR

Stifel Financial Corp

Part time Client Service Associate NR Temp

linkup_via_bold

OTHER

What You'll Be Doing: The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Stifel

Part-time Client Service Associate - NR - Temp

[AW]-iCims

ADAPTED_NOW

Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Review account transactions daily to monitor trade requests placed, confirm deposits posted, transfers received, confirm client withdraw requests sent, etc.

Merit Financial Advisors

Client Service Associate

Comeet

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

Gpac’s mission is to be the preferred staffing and recruitment solution by effectively delivering and connecting talent with successful companies and organizations. 
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Our team, with collective experience of over 250 years, is passionate about wh

Gpac

HVAC Service/Sales Manager

LogicMelon

Ensures 100% table visitation of customers to gather customer insights and assist Service Manager in developing a sales strategy to improve customer experience and drive sales. At Texas Roadhouse we have a fun culture with flexible work schedules, discounts in our restaurants, friendly competitions, recognition, formal training, and career growth opportunities.

YEAR

Texas Roadhouse Holdings LLC

Assistant Service Manager

ea_via_bold

To be eligible for the position of Automotive Assistant / Service Manager, you must (1) be at least 18 years of age; (2) be legally authorized to work in the United States; and (3) possess (i) 1 year of experience and/or training in automotive parts and/or tire sales, (ii) 1 year of experience and/or training in automotive repairs/maintenance, or (iii) any combination of education, training, and experience which demonstrates the ability to perform the duties and responsibilities of the position. While driving the sales initiatives of Mavis, Service Managers must communicate directly with customers, assess customer needs, provide information regarding requested and/or necessary automotive repairs and maintenance, ensure customers are satisfied with their in-store experience and strive to meet customer expectations.

Mavis Tire Supply LLC

Automotive Assistant & Service Managers

As such the following values guide our behaviors: A Servant's Heart -- Focus on the Needs of Others, Wisdom -- Insightful, Integrity -- Honesty and Trustworthy, Courage -- Decisive and Confident in Others, Humility -- Modest and Respectful, Passion -- Unfailing Dedication. The Manager, Operations is responsible for leading and coordinating daily field and departmental operations to ensure successful project execution, workforce productivity, and customer satisfaction.

PPC Partners Inc

Operations Manager Service

<p>Since our company opened its doors in 1993, the focus of Texas Roadhouse® has been putting employees first. It has always been our founder, Kent Taylor's, belief that if all of our team members ("Roadies," as we like to call them) are happy; our guests will have an amazing experience to brag about! That's why we believe in creating an environment that focuses on our Core Values: PASSION, PARTNERSHIP, INTEGRITY and FUN, with a purpose. With over 280 locations and growing, we are always seeking fun, energetic individuals to become new members of our family.Texas Roadhouse is proud to be an equal opportunity employer.</p>

Texas Roadhouse

sourcestack_via_bold

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. A Plumbing Service Manager is needed immediately for a well-respected, growing contractor with many years of proven excellence and no signs of slowing down.

Plumbing Service Manager

Under the direction of the CCS Program Manager and CCS supervisor, work involves providing comprehensive, person-centered, team based, community treatment to adults, youth, and families living with mental illness, substance abuse or co-occurring disorders receiving services through the Comprehensive Community Services. Masters degree required and coursework in areas directly related to providing mental health services including masters in clinical psychology, psychology, school or educational psychology, rehabilitation psychology, counseling and guidance, counseling psychology or social work from an accredited college or university (DHS 36.10(2)(g)14).

Rock County Wisconsin

Comprehensive Community Services - Human Services Professional II - Service Facilitator Youth

While not directly responsible for managing a portfolio or meeting revenue goals, the specialist will actively contribute to team success and prepare for future progression into a Commercial Services Relationship Manager (CSRM) role. The Commercial Services Relationship Specialist supports the Bank's commercial client service efforts by assisting Relationship Managers in servicing and growing commercial relationships.

Midland States Bancorp, Inc

Commercial Services Relationship Specialist

CRT’ work includes screening and assessments for substance use disorders, placing clients into treatment programs, monitoring and reporting on progress, and providing support including, but not limited to, insurance enrollment, obtaining a state ID, and finding employment resources. Knowledge of the current ASAM placement criteria, DSM-V as it relates to substance-related disorders, and Code of Ethics for substance abuse professionals, or the ability to acquire the knowledge.

Treatment Alternatives for Stronger Communities

Case Manager

clearcompany

Works collaboratively in the market with BMO partners, COIs, and the community to build relationships and deliver the desired customer experience, with a focus on new client acquisition, growing overall AUM (e.g. Proven experience in a financial services organization demonstrating knowledge of banking products, associated services, pricing strategies, and profitability management.

BMO (Bank of Montreal)

Premier Client Specialist

Midland States Bancorp, Inc.

Resource Champions are available to connect you to comprehensive services including expert banking, wealth planning, ESOP, health & wellness programs, impactful community involvement & financial literacy education. Demonstrate a passion for taking care of people by exhibiting effective problem-solving abilities, the ability to maintain composure and convey a positive attitude while interacting with customers as well as internal team members.

Woodforest National Bank

Branch Manager I

Pioneering trusted medical solutions to improve the lives we touch: Convatec is a global medical products and technologies company, focused on solutions for the management of chronic conditions, with leading positions in Advanced Wound Care, Ostomy Care, Continence Care, and Infusion Care. Data Management: Effectively operate computer-based contact and database management programs, accurately completing customer profiles, relevant post-call notes, sample activities, literature fulfillment requests, and possible follow-up steps.

ConvaTec

Client Engagement Specialist

The Treasury Management Services Representative I in our Treasury Management department is responsible for independently assisting customers by providing them with solutions to any questions they may have, training them on products/services they utilize and overall support with any of the digital channels. Accurately & efficiently assists customers with complex questions and issues concerning internet banking, mobile banking, online bill pay, remote deposit capture, positive pay, online ACH and wire origination etc.

First Mid Bancshares, Inc.

Treasury Management Services Representative I

Daily work • Speak with people who asked for information • Map needs to available protection options • Run a simple enrollment flow • Build and service a client list Provided • Pre-qualified warm leads • Step-by-step onboarding • Remote tools • Flexible hours • Ongoing mentorship Good fit Self-starters who like helping families and can handle a performance environment. 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.

AO Garcia Agency

Entry-Level Remote Financial Services Associate

The Project Manager will oversee the full lifecycle of data center operational and construction-related initiatives, ensuring successful execution through disciplined project management, safety leadership, cost control, schedule management, and stakeholder coordination. GOR Group has partnered with a leading technology infrastructure organization seeking a Project Manager to support a large-scale, mission-critical data center program in DeKalb, Illinois.

The GOR Group

Project Manager

FULL_TIME

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.

Client Services Manager Jobs in Rockford, IL

Part time Client Service Associate NR Temp Stifel Financial Corp

Part-time Client Service Associate - NR - Temp Stifel

Client Service Associate Merit Financial Advisors

HVAC Service/Sales Manager Gpac

Assistant Service Manager Texas Roadhouse Holdings LLC

Automotive Assistant & Service Managers Mavis Tire Supply LLC

Operations Manager Service PPC Partners Inc

Assistant Service Manager Texas Roadhouse

Plumbing Service Manager Gpac

Comprehensive Community Services - Human Services Professional II - Service Facilitator Youth Rock County Wisconsin

Commercial Services Relationship Specialist Midland States Bancorp, Inc

Case Manager Treatment Alternatives for Stronger Communities

Premier Client Specialist BMO (Bank of Montreal)

Commercial Services Relationship Specialist Midland States Bancorp, Inc.

Branch Manager I Woodforest National Bank

Client Engagement Specialist ConvaTec

Treasury Management Services Representative I First Mid Bancshares, Inc.

Entry-Level Remote Financial Services Associate AO Garcia Agency

Project Manager The GOR Group

Account Manager - Commercial Insurance (Construction, Contractors) Insurance Office of America

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