Financial Services Representative
3 days ago
We are seeking a highly skilled and motivated Financial Services Representative to join our team at Kestra Financial Independent Advisor. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients.
Key Responsibilities- Manage client relationships and provide personalized service to meet their financial needs
- Process and service client accounts, including account maintenance and compliance
- Assist in client meeting preparation and follow-up, including assembling paperwork and report generation
- Develop and maintain strong relationships with clients and internal partners
- Manage multiple priorities and tasks to meet business objectives
- Perform other duties as assigned to support client needs
- Bachelor's degree in a business-related field preferred
- 2+ years of experience in administrative support in a professional environment
- Previous experience in financial services a plus
- Advanced computer skills, including Outlook, Word, Excel, and PowerPoint
- Excellent communication and time management skills
- Ability to build relationships and influence others without direct control
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Investment Services Representative
1 week ago
Deerfield, Illinois, United States Kestra Financial Independent Advisor Full timeJob DescriptionKestra Financial Independent Advisor is seeking a highly skilled and motivated Investment Services Representative to join our team. As an Investment Services Representative, you will play a critical role in building and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth.Key...
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Customer Service Representative
3 days ago
Oak Brook, Illinois, United States PLS Financial Services, Inc. Full timeJob SummaryWe are seeking a highly skilled and customer-focused Customer Care Representative to join our team at PLS Financial Services, Inc. As a key member of our customer service team, you will be responsible for providing exceptional service to our internal and external customers, addressing their concerns, and ensuring their overall satisfaction.Key...
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Patient Financial Services Representative
3 days ago
Downers Grove, Illinois, United States Duly Health and Care Full time{"title": "Patient Financial Services Representative", "content": "OverviewDuly Health and Care is committed to delivering exceptional patient care and service. As a Patient Financial Services Representative, you will play a critical role in ensuring that our patients receive timely and accurate financial information.ResponsibilitiesProvide exemplary...
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Investment Services Client Representative
4 months ago
Deerfield, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionHere at David A. Marcus and Associates, Inc., we have been helping our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition to providing clients with a well designed strategy to help them achieve their own goals, our firm also specializes in corporate benefits and estate...
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Patient Financial Services Representative
2 weeks ago
Downers Grove, Illinois, United States Duly Health and Care Full timeAbout the Role:Duly Health and Care is seeking a highly skilled Patient Financial Services Representative to join our team. As a key member of our revenue cycle team, you will be responsible for providing exceptional customer service to patients, providers, and employees.Key Responsibilities:Provide timely and accurate responses to patient inquiries,...
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Patient Financial Services Representative
2 weeks ago
Downers Grove, Illinois, United States Duly Health and Care Full timeAbout the Role:Duly Health and Care is seeking a highly skilled Patient Financial Services Representative to join our team. As a key member of our revenue cycle team, you will be responsible for providing exceptional customer service to patients, providers, and employees.Key Responsibilities:Provide timely and accurate responses to patient inquiries,...
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Deerfield, Illinois, United States Kestra Financial Independent Advisor Full timeAt Kestra Financial Independent Advisor, we have been dedicated to assisting our clients in safeguarding their wealth and formulating comprehensive financial strategies for over 35 years. Our firm excels in crafting tailored solutions that empower clients to meet their financial aspirations, while also offering expertise in corporate benefits and estate...
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Patient Financial Services Representative
3 days ago
Downers Grove, Illinois, United States Duly Health and Care Full timeAbout the Role:Duly Health and Care is seeking a highly skilled Patient Financial Services Representative to join our team. As a key member of our revenue cycle team, you will be responsible for providing exceptional customer service to patients, providers, and employees.Key Responsibilities:Provide timely and accurate responses to patient inquiries,...
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Customer Service Representative
2 weeks ago
Deerfield, United States Tandym Group Full timeA specialty services company in Illinois is actively seeking a new Customer Service Representative for a promising position with their team in the Greater Chicago area. In this role, the Customer Service Representative will be responsible for managing customer queries & complaints as well as processing orders, modifications, and escalating complaints across...
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Customer Service Representative
3 months ago
Deerfield, United States Tandym Group Full timeA specialty services company in Illinois is actively seeking a new Customer Service Representative for a promising position with their team in the Greater Chicago area. In this role, the Customer Service Representative will be responsible for managing customer queries & complaints as well as processing orders, modifications, and escalating complaints across...
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Financial Analyst
2 weeks ago
Deerfield, Illinois, United States Alera Group Full timeAbout the RoleAlera Group is seeking a highly skilled Financial Analyst - Underwriter to join their employee benefits team in a hybrid role. As a key member of the team, you will play a pivotal role in partnering with producers and the client service team on the analysis and presentation of client financial information related to the placement and retention...
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Financial Analyst
2 weeks ago
Deerfield, Illinois, United States Alera Group Full timeAbout the RoleAlera Group is seeking a highly skilled Financial Analyst - Underwriter to join their employee benefits team in a hybrid role. As a key member of the team, you will play a pivotal role in partnering with producers and the client service team to analyze and present client financial information related to the placement and retention of employee...
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Financial Analyst
1 day ago
Deerfield, Illinois, United States Alera Group Full timeAbout the Role:Alera Group is seeking a highly skilled Financial Analyst - Underwriter to join their employee benefits team in a hybrid role. As a key member of the team, you will play a pivotal role in partnering with producers and the client service team on the analysis and presentation of client financial information related to the placement and retention...
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Financial Reporting Associate
2 weeks ago
Deerfield Beach, Florida, United States ACCUR Recruiting Services Full timeCompany OverviewACCUR Recruiting Services is representing a prestigious luxury fashion brand seeking a dedicated Staff Accountant.Position ObjectiveThe primary goal of this role is to provide comprehensive support within the General Accounting department and facilitate the month-end closing activities.Key ResponsibilitiesCash Management: Accurately record...
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Financial Professional Trainee
3 weeks ago
Deerfield, United States Mutual of Omaha Full timeFinancial Representative Trainee - Chicago, IL Location: Illinois Work Type: Full Time Regular Job No: 502880 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...
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Customer Service Representative
2 months ago
Deerfield, United States The LaSalle Group Full timeLaSalle Network has partnered with a well-known company in the Deerfield, IL area. They are seeking a professional and friendly Customer Service Representative to join their team. As the first point of contact for visitors and callers, this team member plays a crucial role in creating a positive and welcoming impression for the company. This opportunity is...
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Customer Service Representative
2 days ago
Deerfield, United States The LaSalle Group Full timeLaSalle Network has partnered with a well-known company in the Deerfield, IL area. They are seeking a professional and friendly Customer Service Representative to join their team. As the first point of contact for visitors and callers, this team member plays a crucial role in creating a positive and welcoming impression for the company. This opportunity is...
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Guest Service Representative
3 months ago
Deerfield, United States Golder Hospitality Properties Full timeJob DescriptionJob DescriptionDescription:Front Desk/Guest Service RepresentativeAs a Front Desk Associate, you will be responsible for providing an exceptional guest experience at all times. You will be the first point of contact for our guests and will provide information and assistance throughout their stay. Our Front Desk Associates are the first...
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Deerfield, United States Alera Group, Inc. Full timeAlera Group Midwest, formally known as GCG Financial LLC, is seeking a Client Service Representative to join their Property & Casualty t eam. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate,...
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Financial Representative Trainee
2 weeks ago
Rosemont, Illinois, US Mutual of Omaha Full timeFinancial Representative Trainee - Chicago, IL Location: Illinois Work Type: Full Time Regular Job No: 502880 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled ...