Engtal | Client Services Associate | hoffman estates, il
6 hours ago
Our client, a well-established Registered Investment Advisor (RIA) firm, seeks a highly motivated Operations Specialist to join their growing team. They take take pride in their commitment to excellence and personalized service in helping clients achieve their financial goals.
In this dynamic role, you will play a pivotal role in supporting their financial advisors and their valued clientele. Your responsibilities will encompass a variety of tasks critical to maintaining smooth account operations and exceptional client experiences.
Key Responsibilities:
- Assist with client account opening and ongoing maintenance processes.
- Facilitate client transaction requests efficiently and accurately.
- Collaborate with custodians to ensure seamless asset transfers.
- Proactively address and resolve any account transfer issues.
- Partner with the Operations & Compliance Manager to maintain accurate client records and ensure adherence to all regulatory requirements.
- Excellent communication skills are essential for fostering positive relationships with clients, colleagues, and external vendors.
You possess the following qualifications:
- Bachelor's degree preferred.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook).
- Eagerness to learn and adapt to new technologies and software (e.g., Tamarac CRM).
- Meticulous attention to detail and a commitment to accuracy.
- Superior organizational skills and the ability to manage multiple priorities effectively.
- Strong interpersonal and relationship-building skills.
- Team player with a positive and professional demeanor.
Experience in the financial services industry, particularly RIA or Family Office settings, is a plus.
We look forward to reviewing your qualifications
-
Dermatology Opportunity: Hoffman Estates, IL
5 months ago
Hoffman Estates, United States Archway Physician Recruitment Full timeDermatology Opening in Hoffman Estates, ILChicago Suburbs - 15 minutes from O'Hare International Airport, 30 minutes from downtown Chicago.Full Time, Permanent positionAbout the Practice: Our Dermatology team in Hoffman Estates, IL is currently recurring for a Board Certified/Board Eligible dermatologist to join its growing team. This is a great opportunity...
-
Hoffman Estates, United States Nirvana Healthcare Full timeAbout the job Pediatric Nurse Practitioner PNP Hoffman Estates, IL Pediatric Nurse Practitioner PNP Hoffman Estates, ILLocation: Hoffman Estates, ILWe are a Private Pediatric Practice that is looking for a caring and compassionate Pediatric Nurse Practitioner. As a Provider you will provide direct patient care through patient assessment, follow up...
-
Veterinary Anesthesiologist
4 months ago
Hoffman Estates, United States Thrive Pet Healthcare Specialists- Hoffman Estates Full timeDescription Position at Thrive Pet Healthcare Specialists- Hoffman Estates Come see our brand new facility that opened Fall of 2023! Our floor plan offers a modern and open concept feel including a large break area with all the amenities to relax and enjoy where you work. There is a thoughtfully planned patient care area and so much more. Take a sneak peek...
-
hoffman estates, United States Engtal Full timeThe role of CRM Systems Specialist with our client is a dynamic role that manages and maintains the firm’s CRM operating system as well as provide operational support to the firm’s financial advisors and clients.CRM Duties and Responsibilities:General system/program management.Optimize utilization of the CRM.Develop and modify CRM best practices and...
-
Veterinary Surgeon
4 weeks ago
Hoffman Estates, Illinois, United States Thrive Pet Healthcare Specialists- Hoffman Estates Full timeJoin Our Community of Veterinary Care ProvidersThrive Pet Healthcare Specialists- Hoffman Estates is seeking a skilled Veterinary Surgeon to join our team. As a Veterinary Surgeon at Thrive Pet Healthcare, you will be part of a community of veterinary care providers who are dedicated to delivering top-notch patient care.We believe in the unique abilities of...
-
Veterinary Surgeon
4 weeks ago
Hoffman Estates, Illinois, United States Thrive Pet Healthcare Specialists- Hoffman Estates Full timeThriving in Veterinary CareThrive Pet Healthcare Specialists- Hoffman Estates is seeking a skilled Veterinary Surgeon to join our team. As a key member of our community, you will provide top-notch patient care and contribute to the growth and development of our veterinary professionals.Our Commitment to YouA supportive community of veterinary care...
-
VP, Operations
3 weeks ago
Hoffman Estates, United States Heritage-Crystal Clean LLC Full timeVP, Operations #3645 Hoffman Estates, Illinois Apply for this job now! Job Description Crystal Clean (CC) is a leading environmental waste services company headquartered in Hoffman Estates, IL. As a member of the Senior Management team, the VP of Operations is directly responsible for the overall operation and service level of all CC waste processing...
-
Hoffman Estates, United States Wyndy LLC Full timeWe are seeking a responsible and reliable individual to join our team as a School Transportation Driver. In this role, you will be responsible for safely transporting students to and from school within the designated area. Your primary duty will be to ensure the safe and timely arrival of students to their respective schools, while following all traffic...
-
Pediatric Nurse Practitioner
4 weeks ago
Hoffman Estates, Illinois, United States Nirvana Healthcare Full timeAbout the role: We are seeking a compassionate and skilled Pediatric Nurse Practitioner to join our team at Nirvana Healthcare in Hoffman Estates, IL.As a Provider, you will be responsible for providing direct patient care through patient assessment, follow-up examinations, diagnostic assessments, and ordering procedures. You will work in a warm and friendly...
-
Hoffman Estates, Illinois, United States Thrive Pet Healthcare Specialists- Hoffman Estates Full timePosition OverviewThrive Pet Healthcare Specialists- Hoffman Estates is seeking a highly skilled Veterinary Oncologist to join our team. As a board-certified specialist, you will be responsible for providing top-notch patient care and contributing to the growth and development of our hospital.Key ResponsibilitiesDiagnose and treat cancer patients with...
-
Hoffman Estates, United States Wyndy LLC Full timeSeeking assistance in Hoffman Estates, IL for a first grader. The job entails providing educational support and guidance to a first grader. The assistant will assist with homework, engage in educational activities, and foster a positive learning environment. This position requires patience, strong communication skills, and a passion for helping young...
-
Host - Hoffman Estates Chili's
2 weeks ago
Hoffman Estates, United States Chili's Grill & Bar Full timeHost - Hoffman Estates Chili's 2220 Barrington Rd. Hoffman Estates, IL 60195 Min: $14.00 Hourly | Max: $15.75 Hourly Role Overview Our Hosts begin each experience for every Guest that walks into our restaurants by providing hospitality and service that is absolutely Chili's. If you take pride in providing a warm welcome and love making people feel special,...
-
Hoffman Estates, Illinois, United States Wyndy LLC Full timeWe are seeking an educational assistant to provide support and guidance to a first grader in Hoffman Estates, IL. The ideal candidate will have a passion for helping young students thrive academically and possess excellent communication skills.ResponsibilitiesAssist with homework and educational activitiesFoster a positive learning environmentCommunicate...
-
Pediatric Nurse Practitioner
1 month ago
Hoffman Estates, Illinois, United States Nirvana Healthcare Full timeWe are seeking a compassionate and skilled Pediatric Nurse Practitioner to join our team at Nirvana Healthcare in Hoffman Estates, IL.Job Summary:As a Pediatric Nurse Practitioner, you will provide high-quality patient care through assessments, examinations, and diagnostic procedures. You will work collaboratively with our team to ensure the best possible...
-
Licensed Massage Therapist
4 weeks ago
Hoffman Estates, Illinois, United States 100% Chiropractic of Hoffman Estates, IL Full timeJob SummaryWe are seeking a skilled Massage Therapist to join our team at 100% Chiropractic of Hoffman Estates, IL. As a Massage Therapist, you will provide therapeutic deep tissue massages tailored to patients' needs, helping them achieve their health goals.ResponsibilitiesPerform massage therapy sessions for up to 90 minutesEngage in exceptional customer...
-
Veterinary Assistant
4 weeks ago
Hoffman Estates, Illinois, United States Thrive Pet Healthcare Specialists- Hoffman Estates Full timeRole Summary: We are seeking a skilled Veterinary Assistant to join our Surgery department at Thrive Pet Healthcare Specialists- Hoffman Estates. As a key member of our team, you will provide exceptional care and support to our veterinarians, clients, and patients.Key Responsibilities:Support veterinarians in our Surgery department to ensure quality...
-
Food Service Coordinator
4 weeks ago
Hoffman Estates, Illinois, United States Hoffman Estates Park District Full timeJob Summary:As a Food Service Coordinator with Hoffman Estates Park District, you will play a vital role in promoting the district's mission by providing exceptional food service to our guests. This includes coordinating and producing food from the restaurant/bar, kitchen, banquets, weddings, and golf outings that meet the expectations of all...
-
Food Service Coordinator
4 weeks ago
Hoffman Estates, Illinois, United States Hoffman Estates Park District Full timeJob Summary:We are seeking a skilled Food Service Coordinator to join our team at Hoffman Estates Park District. As a key member of our food service team, you will be responsible for coordinating and producing food from the restaurant/bar, kitchen, banquets, weddings, and golf outings that meet the expectations of all guests.Key Responsibilities: Coordinate...
-
Chiropractic Care Specialist
4 weeks ago
Hoffman Estates, Illinois, United States 100% Chiropractic of Hoffman Estates, IL Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Chiropractic Assistant to join our team at 100% Chiropractic of Hoffman Estates, IL. As a Chiropractic Assistant, you will play a vital role in providing exceptional patient care and supporting our chiropractors in delivering top-notch chiropractic care.Key ResponsibilitiesAnswer phone calls...
-
Travel RRT in Hoffman Estates, IL
7 days ago
hoffman estates, United States ACES Healthcare Staffing Full timeACES Healthcare Staffing is actively hiring for the following position: Respiratory Therapist-Registered Respiratory Therapist NICU in Hoffman Estates,IL. Job Details/Requirements: Estimated Gross Weekly Pay: $2138 - $2365 Assignment Duration: 13 weeks Shift: 3x12 Nights Weekly Guarantee: Start Date: 12/02/2024 ACES Benefits Weekly pay by...