Client Services Coordinator
3 weeks ago
As a Client Services Coordinator at MV Capital Management Inc., you will play a pivotal role in delivering exceptional client service and supporting the firm's operations. Key responsibilities include:
- Building strong relationships with clients to fulfill their needs
- Collaborating with financial advisors to drive business growth and enhance client satisfaction
- Managing client data, ensuring accuracy and compliance with regulatory requirements
- Providing administrative support to facilitate seamless day-to-day operations
We offer a competitive salary range of $60,000 - $80,000 annually, depending on experience, along with a comprehensive benefits package, including health, dental, and 401(k) plans. You will work in a dynamic environment, leveraging your skills and expertise to contribute to the success of MV Capital Management Inc.
What We OfferAt MV Capital Management Inc., we prioritize employee well-being and professional growth. Our benefits package includes:
- Comprehensive health insurance coverage
- Dental and vision plans
- A generous 401(k) matching program
- Opportunities for career advancement and professional development
Join us in our mission to deliver exceptional client service and achieve excellence in asset management.
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Client Services Coordinator
3 weeks ago
Bloomington, Illinois, United States MV Financial Group, MV Capital Management Inc. Full timeJob OverviewMV Financial Group and MV Capital Management Inc. are seeking a skilled Client Services Coordinator to join our team.This is a salaried position with an estimated annual salary of $65,000-$85,000 based on experience.ResponsibilitiesInterfacing directly with clients to complete service requestsAssist & coordinate operational procedures, including...
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Bloomington, Illinois, United States MV Financial Group, MV Capital Management Inc. Full timeJob ResponsibilitiesThe ideal candidate will possess strong analytical and communication skills, with a proven ability to work effectively in a fast-paced environment. Key responsibilities include:* Interfacing directly with clients to complete service requests* Assisting with operational procedures, including reporting and cash management within client...
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Client Services Professional
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Bloomington, Illinois, United States MV Financial Group, MV Capital Management Inc. Full timeJob OverviewMV Financial Group, MV Capital Management Inc. is a leading asset management firm providing research-driven investment solutions to institutional and high net worth clients.We are seeking an experienced Client Services Professional to join our team and play a crucial role in servicing our clients. The successful candidate will work closely with...
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Bloomington, Illinois, United States JTB INTERNATIONAL INC Full timeAbout the RoleThis is an exciting opportunity for a detail-oriented and organized individual to join our team and contribute to the success of our Financial Advisors.Responsibilities include running daily reports, coordinating staff and operational support activities, and anticipating client needs to ensure exceptional service delivery.The successful...
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Client Services Associate Professional
3 weeks ago
Bloomington, Illinois, United States MV Financial Group, MV Capital Management Inc. Full timeJob TitleClient Services Associate ProfessionalWe are seeking a highly skilled Client Services Associate Professional to join our team at MV Financial Group, MV Capital Management Inc. The ideal candidate will have excellent communication and problem-solving skills, with the ability to work effectively in a fast-paced environment.
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Bloomington, Illinois, United States JTB INTERNATIONAL INC Full timeAbout the CompanyJTB International Inc. provides financial planning and wealth management services to clients globally.We value our team members' diverse talents and are seeking a Client Service Associate who shares our commitment to integrity, objectivity, and perspective.As a member of our team, you will have opportunities for professional development and...
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Bloomington, Illinois, United States JTB INTERNATIONAL INC Full timeJob Title: Client Relationship SpecialistJob DescriptionIn this role, you will be responsible for providing direct support to a Financial Advisor, assisting with a wide variety of client and administrative functions, and contributing to the firm's development. Your key responsibilities will include running daily reports, coordinating staff and operational...
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Client Experience Associate
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Bloomington, Illinois, United States JTB INTERNATIONAL INC Full timeJob DescriptionJTB INTERNATIONAL INC is a leading provider of financial planning and wealth management services. We are seeking a highly motivated Client Experience Associate to join our team and contribute to our mission of delivering exceptional results.The ideal candidate will possess a strong understanding of investment management and financial planning...
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Bloomington, Illinois, United States D.H. Pace Company, Inc. Full timeWe are seeking a highly organized and detail-oriented Service Coordinator to join our team at D.H. Pace Company, Inc. in Bloomington, IL. This role is responsible for scheduling technicians to customer job sites while optimizing costs.The ideal candidate will have excellent communication skills, be able to multi-task, and possess good time management skills....