Current jobs related to Client Engagement Coordinator - Chicago, Illinois - Larson Maddox

  • Client Engagement Coordinator

    1 week ago

    Chicago, Illinois, United States Safer Foundation Full time

    Job SummaryThe Safer Foundation is seeking a highly motivated and detail-oriented Client Engagement Coordinator to join our team. As a key member of our Working 4 Peace team, you will be responsible for managing the day-to-day operations of the Client Engagement Specialist for all Safer Counseling and Wellness Center locations. This includes ensuring that...

  • Alumni Engagement Coordinator

    1 week ago

    Chicago, Illinois, United States Make-A-Wish® Illinois Full time

    At Make-A-Wish Illinois, we are seeking a highly motivated and detail-oriented individual to join our team as an Alumni Engagement Intern. This internship provides a unique opportunity to gain hands-on experience in maintaining a renowned nonprofit brand image.The successful candidate will be responsible for connecting with wish children and families,...

  • Client Engagement Director

    2 months ago

    Chicago, Illinois, United States KellyMitchell Group Full time

    About the RoleWe are seeking a highly motivated and results-driven Client Engagement Manager to join our team at KellyMitchell Group. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our Fortune 500 clients, driving sales revenue, and delivering exceptional customer service.Key...

  • Family Engagement Coordinator

    1 week ago

    Chicago, Illinois, United States CHICAGO YOUTH CENTERS Full time

    Job Title: Family Engagement CoordinatorChicago Youth Centers is seeking a highly motivated and experienced Family Engagement Coordinator to join our team. In this role, you will be responsible for managing and developing family services, parent and family engagement, and ERSEA plans for our Early Learning programs.Key Responsibilities:Manage and oversee the...

  • Engagement Coordinator

    2 months ago

    Chicago, Illinois, United States EXPERIENCE GROUP INC Full time

    Position OverviewThe Community Manager plays a pivotal role in the effective management of our conference center, lounge, and amenity areas. This position requires a collaborative spirit, working closely with the Property Management team to ensure seamless operations and exceptional tenant experiences.Key ResponsibilitiesManage daily operations of the...

  • HR Client Engagement Manager

    2 weeks ago

    Chicago, Illinois, United States OneDigital Full time

    Job SummaryWe are seeking a highly skilled HR Client Executive to join our team at OneDigital. As a key member of our client services team, you will be responsible for managing client engagements, building relationships, and delivering high-quality services to our clients.Key ResponsibilitiesDevelop and implement client service strategies to meet or exceed...

  • Family Engagement Coordinator

    2 days ago

    Chicago, Illinois, United States Chicago Commons Association Full time

    Job Title: Family Engagement CoordinatorJob Summary:Chicago Commons Association is seeking a highly skilled and motivated Family Engagement Coordinator to join our team. The successful candidate will be responsible for developing and implementing family engagement strategies to promote parent partnerships, community partnerships, and family goals. This is an...

  • Youth Engagement Coordinator

    2 months ago

    Chicago, Illinois, United States Union League Boys and Girls Clubs Full time

    Job OverviewPosition Summary:The Youth Engagement Coordinator will deliver programs and services on a daily basis to young individuals enrolled in the club, embodying and executing the Mission of Union League Boys & Girls Clubs. This role involves direct oversight of youth participants, ensuring their development in key areas: Good Character and Citizenship,...

  • Family Engagement Resilience Coordinator

    2 weeks ago

    Chicago, Illinois, United States UCAN Full time

    Job Title: Family Engagement Resilience CoordinatorUCAN is seeking a highly motivated and experienced Family Engagement Resilience Coordinator to join our team. This role will play a critical part in the Cluster of Care model at Herzl School of Excellence, working closely with school leadership, parents, and community partners to provide support services to...

  • Community Engagement and Resource Coordinator

    4 weeks ago

    Chicago, Illinois, United States Marillac Stt Family Services Inc Full time

    Job Title: Community Engagement and Resource SpecialistJob Summary:We are seeking a highly motivated and detail-oriented Community Engagement and Resource Specialist to join our team at Marillac St. Vincent Family Services Inc. The successful candidate will provide full-cycle support services to vulnerable populations, including intake, establishing care...

  • Family Engagement Resilience Coordinator

    1 week ago

    Chicago, Illinois, United States UCAN Full time

    Job Title: Family Engagement Resilience CoordinatorThe UCAN Family Engagement Resilience Coordinator is a key member of the West Side United Cluster of Care team, responsible for coordinating the setup and delivery of student, family, and staff supports at Herzl School of Excellence.The Cluster of Care model aims to meet the needs of students, families,...

  • Client Services Coordinator

    2 months ago

    Chicago, Illinois, United States 5H2 Hub International Midwest Limited Full time

    About 5H2 Hub International Midwest LimitedJoin 5H2 Hub International Midwest Limited, a leading player in the insurance brokerage industry, dedicated to delivering customized insurance solutions that provide our clients with peace of mind. Our North American team comprises professionals who are esteemed for their contributions to the insurance sector.Why...

  • Client Services Coordinator

    2 months ago

    Chicago, Illinois, United States 5H2 Hub International Midwest Limited Full time

    About Us at 5H2 Hub International Midwest LimitedJoin 5H2 Hub International Midwest Limited, a prominent player in the insurance brokerage industry, dedicated to delivering customized insurance solutions that provide our clients with peace of mind. Our North American team comprises professionals recognized for their commitment to excellence within the...

  • Client Services Coordinator

    2 months ago

    Chicago, Illinois, United States 5H2 Hub International Midwest Limited Full time

    About 5H2 Hub International Midwest LimitedBecome a part of 5H2 Hub International Midwest Limited, a leading entity in the insurance brokerage sector, dedicated to delivering tailored insurance solutions that ensure our clients' peace of mind. Our North American team comprises professionals esteemed for their contributions to the insurance industry.Why Join...

  • Senior Community Engagement Program Coordinator

    1 month ago

    Chicago, Illinois, United States Northwestern University Full time

    Job Summary:At Northwestern University, we are committed to advancing knowledge and transforming lives through education, research, and community engagement. The Mesulam Center for Cognitive Neurology and Alzheimer's Disease is seeking a highly motivated and experienced Community Engagement Coordinator to join our team.The Community Engagement Coordinator...

  • Senior Community Engagement Program Coordinator

    2 weeks ago

    Chicago, Illinois, United States Northwestern University Full time

    Job Summary:At Northwestern University, we are committed to advancing knowledge and transforming lives through education, research, and community engagement. We are seeking a highly motivated and experienced Community Engagement Program Coordinator to join our team at the Mesulam Center for Cognitive Neurology and Alzheimer's Disease.The Community Engagement...

  • Seasonal Client Experience Coordinator

    1 month ago

    Chicago, Illinois, United States Cartier Full time

    Job MissionAt Cartier North America, we are committed to delivering exceptional client experiences that exceed expectations. As a Seasonal Client Experience Coordinator, you will play a vital role in supporting the execution of our client experience strategy and identifying opportunities for improvement in our boutiques.Key ResponsibilitiesDeliver...

  • Interviewing Specialist

    1 week ago

    Chicago, Illinois, United States Help At Home Full time

    Job DescriptionHelp at Home is seeking an Interview SpecialistAs a leading provider of high-quality support services to seniors and people with disabilities, we need talented individuals to help us continue living independently in their own homes while staying safe from high-risk facilities.The Interview Specialist reports to the Manager, Recruiting &...

  • Client Services Coordinator

    1 month ago

    Chicago, Illinois, United States 16 On Center HQ Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Services Coordinator to join our team at 16 On Center HQ. As a key member of our Client Services team, you will play a crucial role in supporting the development and management of company-wide client partnerships and activations.Key ResponsibilitiesCoordinate and support the onboarding...

  • Bilingual Parent Engagement Coordinator at Uplift Community School

    2 weeks ago

    Chicago, Illinois, United States Youth Guidance Full time

    Job OpportunityWe are seeking a highly motivated and experienced Parent Engagement Coordinator to join our team at Uplift Community High School. As a key member of our staff, you will play a critical role in developing and implementing parent and family engagement activities and training to ensure parents and caregivers are positioned to partner with school...

Client Engagement Coordinator

2 months ago

Chicago, Illinois, United States Larson Maddox Full time
Job Overview

Larson Maddox is looking for a dedicated Client Engagement Coordinator to enhance our team. In this pivotal role, you will facilitate the onboarding of new clients, oversee account registration, and nurture ongoing client relationships.

Key Responsibilities:

  • Facilitate client onboarding, which includes preparing necessary account documentation and gathering essential client information.
  • Manage account maintenance tasks, including registration updates and profile modifications.
  • Process asset movements, such as journal entries, wire transfers, and electronic funds transfers (EFTs).
  • Support quarterly billing cycles and assist in performance reporting.
  • Collect tax-related information for clients and aid in tax reporting processes.
  • Perform general administrative duties, including but not limited to:
    • Preparation of various documents, such as authorization letters, check-writing applications, and operational paperwork.
    • Communicate with management regarding compliance issues and regulatory inquiries.
    • Assist in trade execution and resolve any trade errors as necessary.

Qualifications:

  • A Bachelor's degree is required.
  • A minimum of 5 years of relevant experience is essential.
  • Possession of FINRA Series 7 and 66 licenses is highly preferred.
  • Experience with estate management is advantageous.
  • A self-motivated individual with a strong work ethic and a positive attitude is essential.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, etc.) is required.
  • Familiarity with Salesforce, Wealthscape Investor, and Black Diamond is preferred.
  • A demonstrated ability to adapt to new processes and technology platforms is crucial.