Client Service Associate - Retirement Plans Alera GroupClient Service Associate - Retirement PlansChicago, IllinoisAt Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. What You'll Do / Your ImpactClient Experience & Advisory SupportSupport plan sponsors and plan participants by responding to inquiries regarding retirement plan rules, features, and regulations.
SS-Client Service Associate eTeam Inc.SS-Client Service AssociateChicago, ILUnder supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products.
Client Service Associate (Mail & Shipping/Receiving) SPS North AmericaClient Service Associate (Mail & Shipping/Receiving)Lisle, IL$19.50–$21.50 / hourAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.
Client Service Coordinator Alera GroupClient Service CoordinatorChicago, IllinoisRemoteWhat You'll Do / Your Impact Client Partnership & Risk Strategy Support clients with coverage placement renewals claims coordination policy analysis and day to day service needs. Support renewal workflows including data entry document preparation invoicing and generation of renewal documentation.
Client Service Assoc GlobalchannelmanagementClient Service AssocChicago, IllinoisClient Service Assoc duties: Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant business partners. Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service.
Sales & Client Service Coordinator TRIUNE Health GroupSales & Client Service CoordinatorLombard, IllinoisFor more than three decades, we have served the workers' compensation industry with field and telephonic medical case management, nurse triage, vocational rehabilitation, utilization review, and related services that help injured workers recover and return to work. This is a coordinator-level role centered on keeping existing accounts engaged and well served, with a meaningful outbound component focused on re-engaging lapsed adjusters and driving referrals.
AVP, Client Service Officer-Transaction Banking Mitsubishi UFJ Financial GroupAVP, Client Service Officer-Transaction BankingChicago, IllinoisAdditionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.
Client Service Associate NFP CorpClient Service AssociateChicago, Illinois$42,945–$68,670 / yearFull timeTakes a proactive lead on conserving the Relationship Manager’s existing block of business by notifying clients of overdue insurance premiums and coverage in danger of lapsing, tracking all attempts and progress, and keeping the Relationship Manager informed of problematic cases. The Client Services Associate must provide superior client service by identifying the client’s wants and needs, acting on, and/or delegating items and following through to completion while keeping all parties informed throughout the process.
Client Service Associate II NFP CorpClient Service Associate IIChicago, Illinois$60,000–$81,000 / yearFull timeOpen new brokerage accounts with precision and completeness, confidently handling a wide range of client types, including individual, joint, retirement, trust, incorporated, and non-incorporated accounts—without requiring supervision. Support senior leadership and client-facing teams (Director of Client Services, Investment Consultants, and Private Clients) with ad-hoc projects, contributing value with minimal direction.
Client Service Associate Kestra Financial Independent AdvisorClient Service AssociateChicago, ILThe ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Previous experience in the independent financial services culture preferred. Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation.
Client Service Coordinator FACE FOUNDRIÉClient Service CoordinatorWest Loop, Chicago, IL$17–$18.05 / hourFACE FOUNDRIÉ is an efficient + effective focused facial bar that provides affordable, approachable and accessible skincare in a modern + inclusive environment. Our goal is to provide efficient and effective services in a modern, open concept, meeting clients wherever they are in their skincare journey.
Client Service Associate - Oak Brook,IL LPL FinancialClient Service Associate - Oak Brook,ILOak BrookThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Client Service Associate Corps TeamClient Service AssociateChicago, ILThe role sits within the Global Client Group and supports Registered Investment Advisor (RIA) firms, Financial Advisors, and institutional stakeholders, rather than direct end-investor clients. Financial services experience is strongly preferred, and Fixed Income exposure is a plus, as it supports deeper understanding of client activity and internal workflows.
Associate Director - Sales & Client Service Artisan PartnersAssociate Director - Sales & Client ServiceChicago, IL$100,000–$150,000 / yearWorking closely with clients, consultants, relationship managers, and internal stakeholders, this role helps drive asset growth, deliver exceptional client service, and support new business opportunities across a broad range of investment strategies and vehicles. The Associate Director - Sales & Client Service is a key member of the Distribution team, supporting client relationships, consultant engagement, business development initiatives, product management activities, and operational processes across a global client base.
Director of Client Services IO Group Netherlands BVDirector of Client ServicesChicago, ILDit is een cruciale leiderschapsrol binnen de Business Line Marketing & Communicatie van iO België. Als Director of Client Services leid je een team van circa 30 client service professionals, waaronder Account Directors en Account Managers. Je speelt een centrale rol in het versterken van onze klantrelaties, het laten groeien...
Client Service Associate Axelon Services CorporationClient Service AssociateChicago, IL$26.59–$27.58 / hourParticipate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional company service. Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, company agreements, etc.).
Client Service Associate AxelonClient Service AssociateChicago, IL$26.59–$27.58 / hourParticipate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional company service. Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, company agreements, etc.).
Client Service Analyst BMO (Bank of Montreal)Client Service AnalystChicago, IL$45,000–$83,000 / yearFollows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function. Supports the assigned advisors and client portfolio through administrative and transactional support including correspondence, relationship reviews, account documentation and sales reporting.
Team Lead, Commercial Loan Client Service Advisors Fifth Third BankTeam Lead, Commercial Loan Client Service AdvisorsChicago, IL$71,100–$145,900 / yearThe Team Lead, Commercial Loan Servicing leads and manages a team of Commercial Loan Servicing Advisors responsible for post-closing servicing, loan maintenance, and borrower support across the Commercial portfolio. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Lead Client Service Coordinator FACE FOUNDRIÉLead Client Service CoordinatorLa Grange, IL$17.05–$22 / hourPlease Note: If you apply to multiple FACE FOUNDRIÉ locations, you may be contacted by different Hiring Managers because each location does their own hiring. The Front Bar Receptionist is responsible for creating a welcoming and positive experience for every guest that comes through the door.