Portfolio Support Associate
4 days ago
MV Financial Group and MV Capital Management Inc. are seeking a dedicated Portfolio Support Associate to support our daily operations.
This is a salaried position with an estimated annual salary of $60,000-$80,000 based on experience.
Key Responsibilities- Primary point of contact for clients regarding service requests and inquiries
- Coordinating and supporting operational tasks, including account management and financial reporting
- Partnering with the finance team to ensure accurate and timely completion of investment trades
- Managing data within our portfolio management system to guarantee correct reconciliations, proper account setup, and efficient client communication
- Proficiently utilizing tools like Microsoft Office, Tamarac, Emoney Advisor, and other software essential for job performance
Prior experience in client-facing positions and proficiency in Microsoft Office are essential. Additionally, familiarity with portfolio management software is a must.
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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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Strategic DoD Technology Portfolio Director
2 weeks ago
Bloomington, Illinois, United States Guidehouse Full timeCompany Overview:Guidehouse is a leading management consulting firm that helps clients address complex challenges and opportunities in the public and commercial sectors. We are committed to creating a diverse and supportive workplace, where our employees can grow and thrive.Salary:$219,500-$329,300 per yearAbout the Job:This role will serve as a leadership...
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Event Support Associate
3 weeks ago
Bloomington, Illinois, United States Wildfire - Tysons Full timeCatering Assistants play a vital role in Wildfire - Tysons' success, supporting the Catering Sales Manager in acquiring, maintaining, and servicing catering customers.About the JobThe Event Support Associate is responsible for assisting with special events and catering orders, ensuring the overall guest experience exceeds expectations. This includes greeting...
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Operational Support Specialist
1 day ago
Bloomington, Illinois, United States MV Financial Group, MV Capital Management Inc. Full timeRole ResponsibilitiesThe Operational Support Specialist will be responsible for interfacing directly with clients to complete service requests, assisting with operational procedures, and coordinating reporting and cash management within client accounts.In addition, the candidate will assist with the completion of investment trades within client accounts,...
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Technical Support Professional
2 days ago
Bloomington, Illinois, United States MHC GROUP LLC Full timeJob ResponsibilitiesWe are looking for a highly skilled Business IT Consultant to join our team at BoltMSP. The ideal candidate will have expertise in managed services operations, IT infrastructure, applications, and services.This role requires strong communication skills, a passion for sales, and the ability to represent our service portfolio and create...
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Funeral Service Support Associate
6 days ago
Bloomington, Illinois, United States Service Corporation International Full timeJob OverviewWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Service Corporation International. This role will provide administrative support to a funeral home, cemetery, crematory, or a combination of these facilities.
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Energy Project Manager Lead
4 weeks ago
Bloomington, Illinois, United States The Rehancement Group Full timeCompany OverviewThe Rehancement Group, Inc. is a professional services and consulting firm dedicated to serving our government customers. With a strong commitment to excellence, we provide highly qualified professionals to support the mission of our clients.Salary InformationWe offer competitive salaries commensurate with education and experience, providing...
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Technical Support Associate
2 days ago
Bloomington, Illinois, United States Integrity Technology Solutions Full timeRole SummaryThis Client Services Coordinator position is perfect for a motivated individual seeking a challenging yet rewarding role. As a key member of our team, you will be responsible for ensuring seamless service delivery, identifying new business opportunities, and driving team success. Based in Bloomington, IL, this hybrid position offers a dynamic...
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Customer Support Associate
2 weeks ago
Bloomington, Illinois, United States Circle K Stores, Inc. Full timeAbout UsCircle K Stores, Inc. is a leading retailer with a strong presence in the community.Job SummaryWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at Circle K Store #4701210 located at 1210 W Market St, Bloomington, IL 61701.Key ResponsibilitiesProvide exceptional customer service to drive sales...
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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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Administrative Support Specialist
4 days ago
Bloomington, Illinois, United States JTB INTERNATIONAL INC Full timeJob SummaryWe are seeking a skilled and experienced Client Service Associate to support our Financial Advisors in delivering high-quality client service.This is an excellent opportunity to develop your skills and expertise in the financial services industry.ResponsibilitiesProvide direct support to a Financial Advisor, assisting with client 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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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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Strategic Support Coordinator
2 days ago
Bloomington, Illinois, United States Strategic Capacity Group Inc Full timeJob DescriptionWe are looking for a highly organized and detail-oriented Finance and Operations Coordinator to join our team. As a key member of our Finance team, you will be responsible for providing administrative, operational, and financial support to ensure the successful delivery of our capacity building mission worldwide.ResponsibilitiesManage...
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Administrative Support Specialist
6 days ago
Bloomington, Illinois, United States SCI Shared Resources LLC Full timeJob OverviewWe are seeking an experienced Administrative Support Specialist to join our team at SCI Shared Resources LLC. The successful candidate will provide administrative support to a funeral home, cemetery, crematory, or a combination of these facilities.Key ResponsibilitiesSchedule meetings and appointmentsMakes travel arrangementsPlans eventsThe ideal...
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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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Store Associate Representative
2 weeks ago
Bloomington, Illinois, United States Spencer Gifts Full timeJoin Our Retail Team at Spencer GiftsWe are looking for enthusiastic and driven individuals to join our retail team as sales associates. As a sales associate, you will play a vital role in delivering exceptional guest experiences, meeting sales targets, and contributing to the overall success of our store.Your Key Responsibilities:Guest Services: Offer...
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Military Transition Support Advisor
6 days ago
Bloomington, Illinois, United States CTR Management Group LLC Full timeMilitary Transition Support AdvisorCareer Transition Resources (CTR) Management Group LLC is searching for a dedicated Military Transition Support Advisor to join our team. As a key member of our organization, you will be responsible for providing expert guidance and support to military personnel and their families navigating the transition to civilian...
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Business Development Associate
4 days ago
Bloomington, Illinois, United States JTB INTERNATIONAL INC Full timeOverviewJTB International Inc. is a leading financial services firm providing global planning and wealth management to clients across the globe.We are seeking an experienced Client Service Associate to join our team in delivering exceptional results.Salary and BenefitsThe estimated annual salary for this role is $60,000-$80,000 based on industry standards...
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Government Software Solutions Representative
2 days ago
Bloomington, Illinois, United States Coras Full time**Job Title:** Government Software Solutions RepresentativeWe're seeking a skilled Government Software Solutions Representative to join our team. As a representative, you'll be responsible for selling our decision management software to U.S. government agencies, specifically to U.S. Navy Program Offices, PEOs, and Pentagon-level Portfolio and Requirements...