Client Service Professional
4 days ago
At RK Partners, we're seeking a skilled Client Service Professional to join our team. This role plays a vital part in supporting our clients and Wealth Advisors with administrative and operational assistance.
The ideal candidate will have a degree in finance or a related field and at least 5 years of experience in client service. A Series 65 license is also required.
Responsibilities include preparing reports, maintaining client files, and leading the onboarding process for new clients. The successful candidate will be highly organized, with excellent communication and prioritization skills.
We offer a competitive salary of $65,000 - $80,000 per year, depending on experience. If you're passionate about delivering exceptional client service and working closely with clients, this role is perfect for you.
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Client Service Professional
2 weeks 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...
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Client Service Liaison
2 weeks 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...
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Client Service Professional
3 days ago
Chicago, Illinois, United States NFP Full timeAbout the RoleThe Financial Services Associate will play a vital role in supporting our wealth management division. This dynamic position requires strong relationship-building skills, attention to detail, and the ability to work effectively in a team environment.Key Responsibilities:Develop and maintain strong relationships with clients, advisors, and other...
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Client Service Professional Lead
5 days ago
Chicago, Illinois, United States Planpilot LLC Full timeJob Role SummaryThe Senior Client Services Associate plays a key role in supporting the day-to-day needs of PlanPILOT's clients. This involves working closely with the Client Services Manager to ensure client deliverables are executed efficiently and to the highest standard of quality.Key Responsibilities:Support the Client Services Manager in maintaining...
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Client Service Expert
3 days ago
Chicago, Illinois, United States Corporation Service Company Full timeAbout the RoleThe Client Service Expert will be responsible for delivering high-quality service to our clients, working closely with internal teams to resolve inquiries and issues. A strong attention to detail and excellent communication skills are essential for this role.
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Chicago, Illinois, United States Lakeview Insurance Agency Full timeJob SummaryWe are a reputable insurance agency offering comprehensive insurance solutions to protect our clients. As a Client Services and Risk Management Professional, you will play a critical role in building and maintaining relationships with clients and carrier representatives.This position requires an individual who can demonstrate good judgment,...
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Chicago, Illinois, United States Edward Jones Full timeAbout the RoleWe are seeking a dedicated and client-focused Financial Services Professional to join our team. As a Branch Office Administrator, you will play a critical role in building strong relationships with clients and helping them achieve their financial goals.
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Client Service Associate Professional
1 month ago
Chicago, Illinois, United States Citigroup Inc Full timeJob OverviewThe Registered Client Service Associate plays a pivotal role in integrating specialty knowledge with industry standards and practices. This individual demonstrates a strong understanding of team and area integration, applying analytical thinking and data analysis tools to break down complex information.Key Responsibilities:Deliver wealth...
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Client Service Representative
1 week ago
Chicago, Illinois, United States Christian Dior FR Full timeJob Title: Sales ProfessionalWe are looking for a skilled Sales Professional to join our team at Christian Dior FR.Job Summary:The Sales Professional will be responsible for delivering exceptional client service, achieving sales goals, and building lasting relationships with clients.Key Responsibilities:Achieve and exceed individual sales goals and KPIs,...
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Client Care Professional
3 days ago
Chicago, Illinois, United States Magical Destinations Travel Full timeAbout Our TeamWe are a dynamic team at Magical Destinations Travel seeking a Customer Service Agent to join our ranks. As a key member of our team, you will be responsible for delivering exceptional customer service and supporting our clients.Job DescriptionProvide outstanding customer service in-person, via phone or email.Plan and coordinate seamless travel...
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Client Relationship Manager
3 days ago
Chicago, Illinois, United States Corporation Service Company Full time**Job Description:**We are looking for a Client Relationship Manager to join our Annual Reports Preparation & File team in Chicago, IL. As a Client Relationship Manager, you will be responsible for providing exceptional service to both internal and external clients and managing client portfolios and organizing workflow to meet clients' time frames and...
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Client Services Associate
3 days ago
Chicago, Illinois, United States Setup Winks Full timeJob SummaryWe are seeking a highly organized and communicative Client Services Associate to manage our front desk operations efficiently and professionally.Key ResponsibilitiesGreet and welcome clients and visitors, providing a positive first impression of our company.Answer and direct phone calls in a prompt and professional manner.Schedule and manage...
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Client Service Director
1 week ago
Chicago, Illinois, United States Spaulding Ridge Full timeAbout the RoleWe are seeking an exceptional Client Service Director to lead our Managed Services team and own our offerings for the Office of the CFO. As a key member of our organization, you will establish service delivery standards to ensure consistent and high-quality client service.Your Key Responsibilities:Deliver a suite of professional services that...
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Chicago, Illinois, United States General Search & Recruitment Full timeJob Title: Employee Benefits Analyst/Account ManagerAre you an experienced professional looking for a new challenge? Do you have a passion for developing and implementing innovative employee benefit solutions? If so, we want to hear from you!We are seeking a skilled Employee Benefits Analyst/Account Manager to join our team at General Search & Recruitment....
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Client Service Liaison
4 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...
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Client Services Representative
3 days ago
Chicago, Illinois, United States Citigroup Inc Full timeCitigroup Inc. is a leading global financial services company that seeks a Client Services Representative to join its team in Chicago, Illinois. This role offers an exciting opportunity to work in a dynamic environment where you will be responsible for delivering wealth management services to clients with guidance from Banker teams.The ideal candidate will...
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Client Services Professional
4 days ago
Chicago, Illinois, United States Nextdoor Full timeJob DescriptionThis role involves managing all aspects of an advertiser's platform buy, from customer onboarding to campaign execution. The successful candidate will be responsible for building and managing strong partnerships with brand and agency partners, providing excellent customer service, and owning data-driven upsell and renewal conversations.To...
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Client Service Coordinator
4 days ago
Chicago, Illinois, United States Curi RMB Capital LLC Full timeAbout Curi RMB Capital LLCCuri RMB Capital LLC is a rapidly growing investment advisory firm with nearly $14 billion in assets under management. Our Chicago-based headquarters serve as the hub for our team of passionate, forward-thinking professionals. We are committed to building relationships and making a difference in the lives of our clients, employees,...
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Client Acquisition and Growth Professional
2 weeks ago
Chicago, Illinois, United States Addison Group Full timeJob Title: Client Acquisition and Growth ProfessionalAbout the Company:Addison Group is a dynamic and growing staffing firm that specializes in contract and direct hire staffing, as well as consulting services. We are committed to providing exceptional service to our clients and employees.Job Description:The Client Acquisition and Growth Professional will be...
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Client Services Director
3 days ago
Chicago, Illinois, United States Aon Full timeAbout UsAon is a global professional services firm that provides a range of services including risk management, insurance brokerage, and human resources consulting.We are committed to helping our clients achieve their goals and providing them with the expertise and support they need to succeed.Our Mission:To provide innovative solutions and expert advice to...