Client Service Assistant
4 days ago
JTB INTERNATIONAL INC is a dynamic company that provides financial planning and wealth management services to clients worldwide. We are seeking a Client Service Assistant - Wealth Management to support our team of experienced Financial Advisors.
ResponsibilitiesThe successful candidate will have the following responsibilities:
- Coordinating with Advisors to gather data for plan creation
- Utilizing EMoney software to enter data and generate financial plans
- Presenting financial plans to Advisors and clients while documenting all relevant notes, action items, and follow-up tasks
- Working with Advisor, Home Office staff, and Software Support to analyze data and solve problems
We offer a competitive salary range of $65,000 - $80,000 per year, depending on experience. If you have a strong desire to succeed in a fast-paced environment and are passionate about providing excellent client service, we encourage you to apply.
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Client Services Coordinator
1 day ago
Bloomington, Illinois, United States MV Financial Group, MV Capital Management Inc. Full timeJob OverviewMV Financial Group and MV Capital Management Inc. are seeking a skilled Client Services Coordinator to join our team.This is a salaried position with an estimated annual salary of $65,000-$85,000 based on experience.ResponsibilitiesInterfacing directly with clients to complete service requestsAssist & coordinate operational procedures, including...
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Client Services Professional
1 day ago
Bloomington, Illinois, United States MV Financial Group, MV Capital Management Inc. Full timeJob OverviewMV Financial Group, MV Capital Management Inc. is a leading asset management firm providing research-driven investment solutions to institutional and high net worth clients.We are seeking an experienced Client Services Professional to join our team and play a crucial role in servicing our clients. The successful candidate will work closely with...
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Client Service Representative
7 hours ago
Bloomington, Illinois, United States SAHOURI INSURANCE & FINANCIAL Full timeAbout the RoleWe are seeking an experienced Personal Lines Account Manager to join our team at Sahouri Insurance & Financial. As a key member of our client services department, you will be responsible for handling the daily needs of our clients, providing exceptional customer service, and policy administration.This is an excellent opportunity for a motivated...
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Client Service Professional
4 days ago
Bloomington, Illinois, United States JTB INTERNATIONAL INC Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Client Service Associate to support our Financial Advisors in delivering exceptional client service.Responsibilities include managing calendars, scheduling meetings, and preparing client documents.This is an excellent opportunity to develop your skills and expertise in the financial services...
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Client Services Coordinator
5 hours ago
Bloomington, Illinois, United States MV Financial Group, MV Capital Management Inc. Full timeAbout Your RoleAs a Client Services Coordinator at MV Capital Management Inc., you will play a pivotal role in delivering exceptional client service and supporting the firm's operations. Key responsibilities include:Building strong relationships with clients to fulfill their needsCollaborating with financial advisors to drive business growth and enhance...
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Client Service Associate
1 day ago
Bloomington, Illinois, United States MV Financial Group, MV Capital Management Inc. Full timeJob ResponsibilitiesThe ideal candidate will possess strong analytical and communication skills, with a proven ability to work effectively in a fast-paced environment. Key responsibilities include:* Interfacing directly with clients to complete service requests* Assisting with operational procedures, including reporting and cash management within client...
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Client Services Leadership Position
24 hours ago
Bloomington, Illinois, United States Simplex Full timeAt Simplex, we are committed to delivering exceptional client service and exceeding our clients' expectations. To achieve this goal, we are seeking a highly skilled Manager of Client Services to join our team.Job Description:This role involves overseeing a team that provides client and administrative support to multiple financial advisors. You will be...
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Client Services Associate Professional
1 day ago
Bloomington, Illinois, United States MV Financial Group, MV Capital Management Inc. Full timeJob TitleClient Services Associate ProfessionalWe are seeking a highly skilled Client Services Associate Professional to join our team at MV Financial Group, MV Capital Management Inc. The ideal candidate will have excellent communication and problem-solving skills, with the ability to work effectively in a fast-paced environment.
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Client Services Coordinator
3 weeks ago
Bloomington, Illinois, United States Ally Behavior Centers Full timeAbout Ally Behavior Centers">Ally Behavior Centers is a dynamic and rewarding place to work, offering superior growth and leadership opportunities in a supportive, engaging environment. We are a full-time, center-based, early intervention Applied Behavior Analysis (ABA) therapy program serving children with autism ranging from 18 months to 6 years of...
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Support Services Assistant
6 days ago
Bloomington, Illinois, United States Service Corporation International Full timeKey ResponsibilitiesSchedule meetings and appointmentsMaintain accurate records and documentsProvide administrative support to staff membersAssist with planning events and conferencesEnsure compliance with company policies and proceduresRequirementsHigh school diploma or equivalent required3 years of experience in a customer-focused environment...
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Client Success Liaison
2 days ago
Bloomington, Illinois, United States Integrity Technology Solutions Full timeJob OverviewThe Client Services Coordinator plays a vital role in ensuring the seamless delivery of our services to clients. This hybrid position is based in Bloomington, IL, and requires a proactive and improvement-minded individual who can positively impact client satisfaction, department efficiency, productivity, and company profit.Key...
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Client Experience Coordinator
2 weeks ago
Bloomington, Illinois, United States Spherion Full time**Job Summary**Spherion is seeking a Client Experience Coordinator to join our team. In this role, you will be responsible for providing exceptional customer service to our clients, assisting them with inquiries and issues, and ensuring their overall experience with our company is positive.**Key Responsibilities:**Provide excellent customer service via phone...
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Bloomington, Illinois, United States VIATEQ Corporation Full timeJob OverviewWe are seeking a skilled Healthcare Customer Service Representative to join our team at VIATEQ Corporation. In this role, you will be responsible for providing top-notch customer service and support to our healthcare clients via phone. Key qualifications include:High School Diploma or GEDHealthcare-related certificationStrong communication and...
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Support Services Assistant
5 days ago
Bloomington, Illinois, United States SCI Shared Resources LLC Full timeSupport Services Assistant Job DescriptionThis role is responsible for providing administrative support to a funeral home, cemetery, crematory, or a combination of these facilities. The ideal candidate will have excellent communication and problem-solving skills, with the ability to work effectively in a fast-paced environment.Key ResponsibilitiesProvide...
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Client Support Professional
1 day ago
Bloomington, Illinois, United States Simplex Full timeAt Simplex, we are seeking a highly skilled Client Service Associate to support our client base. This hybrid position involves working 3 days in the office and 2 days from home, with an initial 90-day training period where you will work 5 days a week on-site.Our clients trust us to manage their financial planning, retirement, tax planning, estate planning,...
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Director of Client Experience
5 hours ago
Bloomington, Illinois, United States Simplex Full timeWe are seeking a highly skilled Manager of Client Services to join our team at Simplex, a top Wealth Management Firm. This role will be based in the Greater Mclean VA / Tysons Corner area and involve an initial 90 days of 5 days/week on-site during the training period.Company Overview:Simplex provides comprehensive financial planning, retirement and tax...
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Client Support Specialist
4 days ago
Bloomington, Illinois, United States JTB INTERNATIONAL INC Full timeAbout the CompanyJTB International Inc. provides financial planning and wealth management services to clients globally.We value our team members' diverse talents and are seeking a Client Service Associate who shares our commitment to integrity, objectivity, and perspective.As a member of our team, you will have opportunities for professional development and...
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Client Relations Specialist
3 days ago
Bloomington, Illinois, United States Grafik Full timeKey ResponsibilitiesThe successful candidate will have the following responsibilities:Builts and maintains strong relationships with clients through regular communication and account management.Develops and implements effective marketing strategies that meet client goals.Manages multiple client accounts, ensuring timely delivery of projects.Provides...
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Client Experience Associate
8 hours ago
Bloomington, Illinois, United States JTB INTERNATIONAL INC Full timeJob DescriptionJTB INTERNATIONAL INC is a leading provider of financial planning and wealth management services. We are seeking a highly motivated Client Experience Associate to join our team and contribute to our mission of delivering exceptional results.The ideal candidate will possess a strong understanding of investment management and financial planning...
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Senior Tax Manager for Corporate Clients
3 weeks ago
Bloomington, Illinois, United States Global Tax Management Full timeOverviewGlobal Tax Management, a renowned corporate tax services firm, invites applications for the position of Senior Tax Manager. This role is ideal for professionals with experience in corporate income tax preparation and a passion for delivering exceptional client service.Job DescriptionThe successful candidate will be responsible for leading complex...