Client Services Representative
2 days ago
At Insight Global, we are seeking a skilled Client Services Representative to join our Futures & Options team in Chicago, IL. This is a mid-level role that requires strong markets experience, specifically with Futures & Options. The ideal candidate will have 3+ years of experience, preferably coming from a large financial institution (FCM), with a deep understanding of the trade allocation process.
The salary for this position is estimated at around $80,000 - $110,000 per year, depending on experience.
About the JobThis role involves providing client support with trade/position management, relationship management, and field market/product inquiries across the derivatives space. You will be the main point of contact for Bank of America Merrill Lynch customers dealing in Futures & Options and OTC clearing.
Your key responsibilities will include:
- Subject matter expert for client queries regarding trades, positions, lifecycle events, commission, reporting, product offering
- Navigate the organization by doing research and/or internal outreach to get responses to client queries and escalations
- Escalation point for clients as well as internal teams that are looking to drive resolution on critical initiatives
You will work closely with Client Service Relationship Managers to establish prioritization on priority client issues, keep them updated in SharePoint, and ensure regular focus on moving solutions forward.
We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex, sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.
-
Client Service Representative Position
3 weeks ago
Chicago, Illinois, United States Old National Bank Full timeJob OverviewWe are seeking a highly skilled Client Service Representative to join our team at Old National Bank. This is an exciting opportunity for individuals who are passionate about delivering exceptional customer service and have a strong desire to help clients achieve their financial goals.The ideal candidate will possess excellent communication...
-
Client Acquisition Representative
1 day ago
Chicago, Illinois, United States PHMG Careers Full timeAbout Our RoleAt PHMG Careers, we're looking for a talented Client Acquisition Representative to join our dynamic team. As a Client Acquisition Representative, you'll play a key role in identifying and securing new business opportunities that drive growth and revenue for our company.Who We Are:PHMG is a global leader in audio branding, serving over 37,000...
-
Client Success Representative
2 weeks ago
Chicago, Illinois, United States Create Chicago Full timeTransform Your Career with Create ChicagoWe are seeking a highly motivated Client Success Representative to join our team at Create Chicago. This exciting role is ideal for individuals who thrive in fast-paced environments and are passionate about client relations, marketing, and business development.Key Responsibilities:Support senior account managers in...
-
Customer Service Representative
2 weeks ago
Chicago, Illinois, United States Jackson Hewitt - 3247 Full timeAt Jackson Hewitt - 3247, we are seeking a highly skilled Customer Service Representative to join our team.About the RoleThis is a dynamic customer-facing position that requires strong interpersonal and communication skills. As a Customer Service Representative, you will be responsible for ensuring exceptional client experiences and providing essential...
-
Customer Service Representative
1 day ago
Chicago, Illinois, United States Magical Destinations Travel Full timeJob Overview: We are seeking a highly motivated Customer Service Representative to join our team at Magical Destinations Travel. As a Customer Service Representative, you will be responsible for delivering exceptional customer experiences, responding to client inquiries, and resolving issues in a timely and professional manner.Your Key Responsibilities: •...
-
Customer Service Representative
2 weeks ago
Chicago, Illinois, United States Elevation Academy Full timeJob OverviewElevation Academy is seeking a detail-oriented Customer Service Representative to provide exceptional support to our clients and visitors.
-
Membership Services Representative
11 hours ago
Chicago, Illinois, United States Chicago Fire Football Club Full timeChicago Fire Football Club is a professional sports organization seeking a dedicated Membership Services Representative. The ideal candidate will be responsible for sustaining and increasing client retention, building authentic business relationships with membership holders, and driving revenue growth through strategic sales initiatives.The estimated salary...
-
Customer Service Representative
2 days ago
Chicago, Illinois, United States Magical Destinations Travel Full timeJob DescriptionThe Customer Service Representative role is ideal for someone who thrives independently and as a team player. You will be responsible for delivering professional customer service, assisting clients in planning their travel experiences, and maintaining meticulous records.Requirements:Strong communication and organizational skillsAbility to work...
-
Financial Services Representative
23 hours ago
Chicago, Illinois, United States EA Agency Symmetry Financial Group Full timeEarn a salary of $50,000 - $100,000 per year plus unlimited earning potential as a Financial Services Representative with EA Agency / Symmetry Financial Group. In this role, you will be responsible for selling life insurance policies to clients and meeting sales targets.The ideal candidate will have a self-motivated and goal-oriented mindset, with the...
-
Technical Service Representative
2 days ago
Chicago, Illinois, United States Temple Building Systems, Inc. Full timeAbout the JobTemple Building Systems, Inc. is seeking a skilled Technical Service Representative to join our team in Greater Chicago, IL area. This role offers a competitive salary of $65,000 - $85,000 per year.Job Overview:This is a fantastic opportunity to work in a fast-paced, dynamic environment where you will be responsible for providing top-notch...
-
Client Engagement Representative
2 days ago
Chicago, Illinois, United States Costa Ivone LLC Full timeCritical Case CoordinatorCosta Ivone LLC is seeking an experienced Critical Case Coordinator to join our team.About the PositionThe Critical Case Coordinator serves as the primary point of contact for prospective clients, forming relationships with professionals in similar roles at other firms to provide and receive referrals as needed.Key...
-
Client Service Director
2 days ago
Chicago, Illinois, United States William Blair Full timeJob Overview:We are seeking a highly motivated Senior Client Relationship Manager to join our established Client Services team at William Blair. This individual will focus on building strong and extensive relationships with our Canadian institutional accounts to ensure account retention and promote the cross-sale of additional investment products and...
-
Client Security Representative
2 days ago
Chicago, Illinois, United States Allied Universal® Full timeAllied Universal is seeking an experienced Security Account Manager to join our team. In this role, you will be responsible for managing client relationships, overseeing daily operations of assigned accounts, and providing exceptional customer service.Key Responsibilities:Scheduling and Payroll Management: Utilize WinTeam to schedule and manage payroll for...
-
Client Relationship Specialist
2 weeks ago
Chicago, Illinois, United States John Kim - State Farm Agent Full timeJob OverviewWe are seeking a dedicated Client Relationship Specialist to join our team at John Kim - State Farm Agent. This role is ideal for individuals who thrive in sales environments and possess excellent communication skills.About the RoleAs a Client Relationship Specialist, you will be responsible for establishing strong relationships with clients,...
-
Client Service Professional
23 hours ago
Chicago, Illinois, United States NFP Full timeWe are seeking a highly skilled Client Service Professional to join our team at NFP. In this role, you will be responsible for scheduling and coordinating activities and initiatives that facilitate the new policy and client service processes.Job SummaryThe ideal candidate will have excellent communication skills, both verbal and written, and the ability to...
-
Client Service Liaison
2 weeks ago
Chicago, Illinois, United States Jackson Hewitt - 3247 Full timeJob OverviewWe are seeking an exceptional Client Service Associate to provide top-notch support to our clients in the Chicago South Side locations. As a key member of our team, you will play a crucial role in ensuring an exceptional client experience.Responsibilities:Actively engage with clients to confirm appointments and follow up with past and potential...
-
Client Service Liaison
10 hours ago
Chicago, Illinois, United States Corporation Service Company Full timeAbout the Opportunity") Are you looking for a challenging role where you can utilize your excellent communication and problem-solving skills? Do you have experience working in a fast-paced environment and enjoy building strong relationships with clients?") As a Client Service Liaison, you will be responsible for delivering exceptional customer service while...
-
Client Service Liaison
11 hours ago
Chicago, Illinois, United States RK Partners Full timeAbout the RoleAt RK Partners, we are seeking a highly skilled Client Service Liaison to join our team. This role plays a crucial part in supporting our clients and Wealth Advisors with essential administrative and operational assistance.Key ResponsibilitiesPrepare for client meetings by gathering reports and maintaining accurate records.Maintain regular...
-
Customer Service Representative
2 months ago
Chicago, Illinois, United States Aglow Sports Konsult Full timeAbout the RoleWe are seeking a skilled Customer Service Representative to support our administrative and organizational tasks. As the first point of contact for our valued members, you will have the opportunity to deliver exceptional service by ensuring members are heard, understood, and given the attention they deserve. Key Responsibilities• Field...
-
Concierge Services Representative
2 weeks ago
Chicago, Illinois, United States Flik Hospitality Group Full timeJob OverviewThe Flik Hospitality Group is seeking a skilled Concierge Services Representative to provide exceptional customer service and support in a fast-paced environment.As a key member of our team, you will be responsible for managing conference spaces, coordinating catering services, and maintaining a clean and welcoming atmosphere for clients and...