Financial Services Liaison
4 weeks ago
We are seeking a highly organized and detail-oriented Client Services Coordinator to join our team in Springfield, IL.
Key Responsibilities:- Schedule Management: Ensure timely and efficient scheduling of client appointments and meetings.
- Client Insurance Servicing: Provide exceptional service to clients by managing their insurance needs and ensuring seamless communication.
- Client Investment Account Servicing: Assist clients with investment account management, including transactions and reporting.
- Case Preparation: Prepare and coordinate case materials for client meetings and presentations.
- General Office Responsibilities: Perform various administrative tasks to support the team's daily operations.
- Bachelor's degree in Business Administration or related field.
- Series 7 license.
- Full-time position.
Interested candidates should submit a letter of application and resume to Mackenzie Ingmire.
LK 12:48 LLC dba Shunk Financial Group is an affirmative action/equal opportunity employer.
-
Financial Services Liaison
3 weeks ago
Springfield, Illinois, United States LK 12:48 LLC dba Shunk Financial Group Full timeJob Summary:LK 12:48 LLC dba Shunk Financial Group is seeking a highly skilled Client Services Coordinator to join their team. As a key member of the organization, this individual will be responsible for managing client relationships, providing exceptional customer service, and ensuring seamless day-to-day operations.Key Responsibilities:Schedule Management:...
-
Financial Services Coordinator
4 weeks ago
Springfield, Illinois, United States Creative Financial Staffing Full timeBilling and Collections ExpertWe are seeking a skilled Billing and Collections Expert to join our accounting and finance team at Creative Financial Staffing. This role is ideal for individuals with prior experience in billing or accounts receivable, as well as strong Excel skills and a background in financial services.Key Responsibilities: Process and send...
-
Financial Services Coordinator
3 weeks ago
Springfield, Illinois, United States Creative Financial Staffing Full timeBilling Analyst Role OverviewThe Billing Analyst will be responsible for processing and sending bills to clients on a monthly basis. This role requires strong communication skills to work closely with the Accounting team and employees in different departments. The Billing Analyst will also be responsible for contacting clients regarding past due invoices and...
-
Senior Financial Advisor
3 weeks ago
Springfield, Illinois, United States Edelman Financial Engines Full timeJob SummaryAt Edelman Financial Engines, we believe in empowering individuals to take control of their financial lives. As a Senior Financial Advisor, you will play a crucial role in helping our clients achieve their long-term financial goals. With a focus on fee-based advice and asset management, you will provide personalized guidance to our clients,...
-
Financial Services Representative
3 weeks ago
Springfield, Illinois, United States Commerce Bancshares, Inc. Full timeAbout the Role:As a Financial Services Representative at Commerce Bancshares, Inc., you will have the opportunity to work with our customers to help them achieve their financial goals. Our team is dedicated to providing exceptional customer service and helping our customers improve their financial health.Key Responsibilities:Work with customers to understand...
-
Financial Services Representative
4 weeks ago
Springfield, Illinois, United States Illinois Educators Credit Union Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Bank Advisor to join our team at Illinois Educators Credit Union. As a Bank Advisor, you will play a critical role in providing exceptional service to our members, helping them achieve their financial goals, and building strong relationships with our community.Key ResponsibilitiesProvide...
-
Financial Services Professional
3 weeks ago
Springfield, Illinois, United States Direct Federal Credit Union Full timeFinancial Advisor Role at Apple Federal Credit UnionAs a Financial Advisor at Apple Federal Credit Union, you will play a pivotal role in helping clients achieve their financial goals and secure their financial futures. This position offers an exciting income opportunity, a supportive and collaborative work culture, and ample room for professional growth and...
-
Senior Financial Management Consultant
4 weeks ago
Springfield, Illinois, United States Blake Willson Group Full timeJob OverviewBlake Willson Group is seeking a highly skilled Senior Consultant to provide financial management expertise to the FM Comptroller (FMC) office and the Installation Operations (SIO) office. The ideal candidate will possess a strong background in accounting, financial policy, and financial management, with a minimum of four years of experience in...
-
Financial Services Representative
3 weeks ago
Springfield, Illinois, United States Illinois Educators Credit Union Full timeJob OverviewWe are seeking a highly skilled and motivated Banking Professional to join our team at Illinois Educators Credit Union. As a key member of our team, you will be responsible for providing exceptional customer service to our members, helping them achieve their financial goals, and promoting our financial products and services.Key...
-
Senior Financial Expert
4 weeks ago
Springfield, Illinois, United States Dynamis, Inc. Full timeJob DescriptionDynamis Inc. is seeking a highly experienced and skilled Financial Analyst to provide financial analysis, audit remediation, and operational sustainment support within the National Geospatial Intelligence Agency.Responsibilities:Executing the day-to-day accounting and audit activities of the engagement and conducting fieldwork daily.Gathering...
-
Financial Services Representative
3 weeks ago
Springfield, Illinois, United States Credit Union 1 Full timeJob OverviewCredit Union 1 is a well-established and respected financial institution that offers a unique opportunity for a Relationship Banker to join our team. As a Relationship Banker, you will be responsible for providing exceptional service to our members, handling their financial needs, and promoting our products and services.Key...
-
Financial Services Specialist
3 weeks ago
Springfield, Illinois, United States FORVIS Full timeKey ResponsibilitiesAs a Financial Services Specialist at Forvis, you will play a crucial role in supporting the Wealth Advisory team in providing integrated services to affluent families. Your key responsibilities will include:Developing and maintaining expertise in multiple industry software systems, including CRM and Investment Portfolio...
-
Psychiatrist - Consult Liaison Specialist
4 weeks ago
Springfield, Illinois, United States Inova Health System Full time## Opportunity for Consultation-Liaison Psychiatry ### About Inova Behavioral Health Inova Behavioral Health supports Inova's overall mission, promoting total wellness - mind and body - by offering a full spectrum of mental health and addiction treatment services to the surrounding Northern Virginia and Washington, DC, metropolitan community. ### Job...
-
Behavioral Health Liaison
4 weeks ago
Springfield, Illinois, United States Burrell Behavioral Health Full timeJob Title: Community Behavioral Health LiaisonAt Burrell Behavioral Health, we are seeking a highly skilled and compassionate Community Behavioral Health Liaison to join our team. As a key member of our multidisciplinary team, you will play a vital role in coordinating services for individuals with behavioral health needs who have come to the attention of...
-
Financial Services Representative
4 weeks ago
Springfield, Illinois, United States CoxHealth Full timeAbout the RoleCoxHealth is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for answering questions about billing information and establishing estimates for patients who have a scheduled medical service or procedure.Key ResponsibilitiesWork with patients to establish payment schedules and discuss financial...
-
Regional Client Service Manager
4 weeks ago
Springfield, Illinois, United States Edelman Financial Engines Full timeAbout the RoleWe are seeking a highly skilled and experienced Regional Client Service Manager to join our team at Edelman Financial Engines. As a key member of our operations team, you will be responsible for ensuring world-class customer service is delivered to our clients by managing all facets of regional operations, supporting multiple branch offices,...
-
Financial Services Representative
4 weeks ago
Springfield, Illinois, United States Illinois Educators Credit Union Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Part-time Teller to join our team at Illinois Educators Credit Union. As a face of our organization, you will be responsible for developing current and new member financial relationships.The ideal candidate will have strong communication skills, a trustworthy and enthusiastic spirit, and an...
-
Customer Experience Liaison
4 weeks ago
Springfield, Illinois, United States CoxHealth Full timeAs a key member of the CoxHealth team, the Customer Experience Liaison will be responsible for contacting prospective members and providing detailed information on our Medicare Advantage plans. The goal is to enroll beneficiaries in the plan through inbound calls and effective communication. This role requires a strong understanding of healthcare and sales...
-
Teller - Financial Services Professional
4 weeks ago
Springfield, Illinois, United States OnPoint Community Credit Union Full timeJob SummaryWe're a community-owned credit union dedicated to providing exceptional financial services to our members. As a Teller, you'll play a vital role in delivering outstanding customer service and ensuring the smooth operation of our financial transactions.Key ResponsibilitiesProvide exceptional member service, ensuring a welcoming and personalized...
-
Insurance and Financial Services Representative
4 weeks ago
Springfield, Illinois, United States Daton Kaisner - State Farm Agent Full timeAbout the Role:We are seeking a highly motivated and customer-focused individual to join our team as an Insurance and Financial Services Representative. As a key member of our team, you will be responsible for providing exceptional customer service and sales support to our clients.Responsibilities:Establish and maintain strong customer relationships through...