15 client associate jobs at 9 companies in Freeport, IL

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Client Service Associate
Rockford, Illinois, United States
OnsiteFull Time
Merit Financial Advisors
Merit Financial Advisors: Independent wealth management and financial advisory services firm.
1+ YOEAssociate's or Bachelor's degree, 1–2 years client service in wealth management, experience on Fidelity or Schwab platforms, strong securities knowledge, Microsoft Outlook/Word/Excel and Salesforce proficiency, excellent communication and teamwork.
Fidelity, Schwab, Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, Orion
1w
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Client Services Associate - Freeport, IL
Freeport, Illinois, United States
$57k-$76k/yr OnsiteFull Time
Savant Wealth Management
Savant Wealth Management: Independent fiduciary firm providing comprehensive wealth management and planning.
2+ YOE2+ years client services/administrative support in financial services preferred; bachelor’s/associate’s preferred; strong communication, multitasking, Salesforce experience, ability to prepare client paperwork and support advisors.
Salesforce
2w
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Client Service Associate
Clinton, Wisconsin, United States
$20-$25/hr OnsiteFull Time
Wealth Enhancement Group
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
Client service or administrative experience preferred, bachelor\u0002s degree preferred, strong communication, attention to detail, Microsoft Office proficiency; Salesforce experience a plus.
Microsoft Office, Salesforce
3d
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Client Services Associate
Sterling, Illinois, United States
$17-$23/hr OnsiteFull Time
Triumph Financial: Provides financial and technology solutions for the transportation industry.
0+ YOEHigh school diploma or GED, 6–12 months teller experience preferred, strong communication, customer service and cash-handling skills, basic Microsoft Office familiarity, ability to travel to other branch locations.
Microsoft Office
2w
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Client Services Associate
Mt. Carroll, Illinois, United States
$17-$23/hr OnsiteFull Time
TBK Bank
TBK BankNASDAQ: TFIN: Provides commercial, consumer, and transportation-focused financial services.
High school diploma or GED, age 18+, customer service experience; 6-12 months teller experience preferred. Ability to process transactions, open accounts, and maintain regulatory compliance.
2mo
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Client Services Associate
Savanna, Illinois, United States
$17-$23/hr OnsiteFull Time
Triumph Financial: Provides financial and technology solutions for the transportation industry.
High school diploma or GED; 0-1 year customer service or banking experience; strong communication and sales skills.
2w
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Client Services Associate
Mt. Carroll, Illinois, United States
$17-$23/hr OnsiteFull Time
Triumph Financial: Provides financial and technology solutions for the transportation industry.
0.5+ YOEProvide accurate financial transactions, develop customer relationships, open accounts, handle stop payments and card orders, and identify cross-sell opportunities; preferred 6-12 months teller or customer service experience.
3d
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Client Services Associate
Sterling, Illinois, United States
$17-$23/hr OnsiteFull Time
TBK Bank
TBK BankNASDAQ: TFIN: Provides commercial, consumer, and transportation-focused financial services.
High school diploma or GED, excellent communication, basic Microsoft Office skills, 6–12 months teller or customer service experience preferred, able to travel to other locations for training.
Microsoft Office
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Client Support Manager
Waunakee or Evansville
OnsiteFull Time
Lake Ridge Bank
Lake Ridge BankOTC: LRBI: Community bank providing commercial, personal, and wealth management services.
5+ YOEAssociate's degree or equivalent experience, 5+ years in banking/financial services with leadership experience; strong knowledge of retail banking products, digital services, KPIs, and advanced computer skills (Word, Excel, Outlook).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Internet, AI
1w
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Client Services Representative (Temporary)
Philadelphia or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Frisco or Madison or Janesville or Milwaukee or Oak Creek or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$16-$41/hr RemoteFull Time
Baker Tilly
Baker Tilly: Provides audit, tax, and consulting services to business clients.
2+ YOEHigh school diploma, 2 years customer service experience (or associate's preferred), ability to work remote contact center, strong data entry and communication, knowledge of health insurance terminology preferred.
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Part Time (20 Hours) Associate Banker, Janesville Westside Branch, Janesville, WI
Janesville, Wisconsin, United States
OnsitePart Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Provide attentive client service, open and service accounts, use digital channels, manage cash devices, and learn products and procedures; high school diploma/GED and client service experience required.
Chase Mobile App, Chase.com, ATM
2w
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Full Time (40 Hours) Associate Banker, State and Mulford Branch, Rockford, IL
Rockford, Illinois, United States
$20-$28/hr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma/GED, client service experience, strong communication, ability to learn products and procedures quickly; cash handling preferred.
Chase Mobile App, Chase.com
2w
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Specialist, Payroll - Vantagen
Frisco or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Madison or Janesville or Milwaukee or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$22-$41/hr OnsiteFull Time
Baker Tilly
Baker Tilly: Provides audit, tax, and consulting services to business clients.
1+ YOEPayroll experience, ADP platform experience desirable, Associate degree preferred, proficiency with Outlook and Microsoft Office (Word, Excel, PowerPoint), strong client service and communication skills.
ADP, Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1d
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CDS Full Time Event Manager - Product Demonstration
Middleton or Madison or Verona
$51k-$64k/yr FieldFull Time
Advantage Solutions
Advantage Solutions: Provides outsourced sales, merchandising, and marketing for consumer brands.
3+ YOERequires associate degree or equivalent experience, 3–5 years of relevant client- or supplier-side experience, leadership and communication skills, computer proficiency, and NEHA Professional Food Handler Certification.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Microsoft Access, Microsoft Outlook
1w
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Business Service Rep
Appleton or Beloit
OnsiteFull Time
Bank First
Bank FirstNASDAQ: BFC: Providing commercial and retail banking services in Wisconsin.
2+ YOEProvide commercial client support and facilitate loan processes; associates degree or equivalent experience preferred; 2+ years banking experience preferred; proficiency with Microsoft Word, Outlook, Excel; strong communication and multitasking skills.
Microsoft Word, Microsoft Outlook, Microsoft Excel