Client Services Coordinator

3 weeks ago


Bloomington, Illinois, United States MV Financial Group, MV Capital Management Inc. Full time
About Your Role

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 Offer

At 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.



  • Bloomington, Illinois, United States MV Financial Group, MV Capital Management Inc. Full time

    Job 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...


  • Bloomington, Illinois, United States Spherion Full time

    **Job Summary**Spherion is seeking a Client Experience Coordinator to join our team. In this role, you will be responsible for providing exceptional customer service to our clients, assisting them with inquiries and issues, and ensuring their overall experience with our company is positive.**Key Responsibilities:**Provide excellent customer service via phone...


  • Bloomington, Illinois, United States JTB INTERNATIONAL INC Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Service Associate to support our Financial Advisors in delivering exceptional client service.Responsibilities include managing calendars, scheduling meetings, and preparing client documents.This is an excellent opportunity to develop your skills and expertise in the financial services...


  • Bloomington, Illinois, United States COUNTRY Financial Full time

    Key ResponsibilitiesOversee the progress of cases through new business, underwriting, and policy servicing.Prioritize cases based on customer experience and management needs.This role requires strong communication and problem-solving skills to ensure seamless case management and exceptional customer satisfaction.


  • Bloomington, Illinois, United States Integrity Technology Solutions Full time

    Job DescriptionThis role is responsible for delivering exceptional client experiences by coordinating service delivery, identifying new business opportunities, and ensuring team member schedules meet company goals. Based in Bloomington, IL, this hybrid position offers a unique blend of challenges and rewards.Main AccountabilitiesClient Service: Work closely...


  • Bloomington, Illinois, United States MV Financial Group, MV Capital Management Inc. Full time

    Job 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...


  • Bloomington, Illinois, United States JTB INTERNATIONAL INC Full time

    JTB INTERNATIONAL INC is a dynamic company that provides financial planning and wealth management services to clients worldwide. We are seeking a Client Service Assistant - Wealth Management to support our team of experienced Financial Advisors.ResponsibilitiesThe successful candidate will have the following responsibilities:Coordinating with Advisors to...


  • Bloomington, Illinois, United States Signature Estate & Investment Advisors, LLC Full time

    At Signature Estate & Investment Advisors, LLC, we are seeking a highly skilled Client Service Representative to join our team. As a Client Service Representative, you will play a critical role in providing exceptional client service and support to our clients.">The estimated annual salary for this position is around $65,000 - $75,000.This position requires...


  • Bloomington, Illinois, United States SAHOURI INSURANCE & FINANCIAL Full time

    About the RoleWe are seeking an experienced Personal Lines Account Manager to join our team at Sahouri Insurance & Financial. As a key member of our client services department, you will be responsible for handling the daily needs of our clients, providing exceptional customer service, and policy administration.This is an excellent opportunity for a motivated...


  • Bloomington, Illinois, United States MV Financial Group, MV Capital Management Inc. Full time

    Job 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...


  • Bloomington, Illinois, United States Edward Jones Full time

    Job OverviewWe are seeking a highly motivated and detail-oriented Financial Services Coordinator to join our team. As a key member of our branch support team, you will play a critical role in delivering exceptional client service and helping clients achieve their long-term financial goals.This is an exciting opportunity to work with a leading financial...


  • Bloomington, Illinois, United States Integrity Technology Solutions Full time

    Job OverviewThe Client Services Coordinator plays a vital role in ensuring the seamless delivery of our services to clients. This hybrid position is based in Bloomington, IL, and requires a proactive and improvement-minded individual who can positively impact client satisfaction, department efficiency, productivity, and company profit.Key...


  • Bloomington, Illinois, United States Ally Behavior Centers Full time

    Job SummaryWe are seeking an experienced Healthcare Liaison to bridge the gap between pediatric providers and our services. This role requires establishing and maintaining relationships with medical professionals, educating them about Ally's mission and services, and promoting our programs through outreach and education.The ideal candidate will have...


  • Bloomington, Illinois, United States JTB INTERNATIONAL INC Full time

    About 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...


  • Bloomington, Illinois, United States Simplex Full time

    At Simplex, we are committed to delivering exceptional client service and exceeding our clients' expectations. To achieve this goal, we are seeking a highly skilled Manager of Client Services to join our team.Job Description:This role involves overseeing a team that provides client and administrative support to multiple financial advisors. You will be...


  • Bloomington, Illinois, United States MV Financial Group, MV Capital Management Inc. Full time

    Job 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.


  • Bloomington, Illinois, United States JTB INTERNATIONAL INC Full time

    About 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...


  • Bloomington, Illinois, United States JTB INTERNATIONAL INC Full time

    Job 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...


  • Bloomington, Illinois, United States JTB INTERNATIONAL INC Full time

    Job 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...

  • Service Coordinator

    3 weeks ago


    Bloomington, Illinois, United States D.H. Pace Company, Inc. Full time

    We 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....