Client Service Professional

4 days ago


Bloomington, Illinois, United States JTB INTERNATIONAL INC Full time

About the Role

We 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 industry.

Key Responsibilities

  • Manage calendars and schedules meetings for clients, prospects, and vendors
  • Prepare and coordinate client forms and documents
  • Support front desk with various office tasks, including answering phone calls and processing checks

Requirements

To be successful in this role, you will need:

  • 4-year Bachelor's degree and 2-4 years of administrative experience
  • Prior experience working in a broker-dealer office or finance industry
  • Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint
  • Excellent verbal and written communication skills

About JTB International Inc.

We are a leading financial services firm committed to delivering exceptional results to our clients.

We value our team members and recognize that their diverse talents are directly linked to the firm's success.



  • Bloomington, Illinois, United States MV Financial Group, MV Capital Management Inc. Full time

    Job 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...


  • Bloomington, Illinois, United States MV Financial Group, MV Capital Management Inc. Full time

    Job 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.


  • Bloomington, Illinois, United States Simplex Full time

    At 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,...


  • Bloomington, Illinois, United States MV Financial Group, MV Capital Management Inc. Full time

    About 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...


  • Bloomington, Illinois, United States MV Financial Group, MV Capital Management Inc. Full time

    Job 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...


  • Bloomington, Illinois, United States SAHOURI INSURANCE & FINANCIAL Full time

    About 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...


  • Bloomington, Illinois, United States Simplex Full time

    At 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...


  • Bloomington, Illinois, United States PROFESSIONAL TRANSPORTATION SERVICES INC Full time

    About the JobCrew drivers wanted for Professional Transportation Services Inc. As a key member of our team, you will be responsible for safely transporting railroad crew members across various locations. This role is perfect for those who value independence and enjoy working on the road.**Key Responsibilities:**Promote and prioritize safety awarenessDeliver...


  • Bloomington, Illinois, United States VIATEQ Corporation Full time

    Job 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...


  • Bloomington, Illinois, United States JTB INTERNATIONAL INC Full time

    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...


  • Bloomington, Illinois, United States MV Financial Group, MV Capital Management Inc. Full time

    Job 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...


  • Bloomington, Illinois, United States JTB INTERNATIONAL INC Full time

    About 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...


  • Bloomington, Illinois, United States Simplex Full time

    We 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...


  • Bloomington, Illinois, United States Ally Behavior Centers Full time

    About 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...


  • Bloomington, Illinois, United States JTB INTERNATIONAL INC Full time

    Job 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...


  • 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...


  • Bloomington, Illinois, United States Integrity Technology Solutions Full time

    Job 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...


  • Bloomington, Illinois, United States Grafik Full time

    Key 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...


  • Bloomington, Illinois, United States PROFESSIONAL TRANSPORTATION SERVICES INC Full time

    About the RoleJoin our team as a railway crew van transport specialist and contribute to the success of Professional Transportation Services Inc. In this role, you'll be responsible for transporting railroad crew members efficiently and safely across diverse locations.**Responsibilities and Qualifications:**Pick up and drop off customers safelyReport any...


  • Bloomington, Illinois, United States Trustar Bank Full time

    Job Opportunity at Trustar BankTrustar Bank is seeking an experienced Banking Professional to provide high-quality customer service as a cross-trained new accounts representative. The ideal candidate will be responsible for owning the entire customer experience, following established policies and procedures, and ensuring that clients feel welcome in the...