21 client associate jobs at 15 companies in Loves Park, 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.
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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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Associate Attorney
Arlington Heights or Naperville or Cook County or DuPage County or Lake County or McHenry County
OnsiteFull Time
Sterling Lawyers
Sterling Lawyers: A growing law firm that practices family law using a fixed-fee model and a collaborative team approach.
2+ YOEJuris Doctor and active bar license in good standing, 2+ years litigation experience (family law preferred), ability to draft pleadings, advise clients, research evidence, and mentor junior attorneys.
2w
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Account Manager - Client Relations
Wauconda, Illinois, United States
OnsiteFull Time
Yellowstone Landscape
Yellowstone Landscape: Commercial landscape maintenance and property enhancement services provider.
3+ YOEAssociate's degree required (Bachelor's preferred), 3+ years sales experience (3-5 preferred), prior landscape operations management, ability to drive to sites, strong written/verbal communication, horticultural knowledge preferred.
1w
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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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Senior Associate, Asset Management Accounting
Cleveland or Akron or Baltimore or Pittsburgh or Chicago or New York or Westchester County or Deer Park or Youngstown or Troy or Philadelphia or Denver or Detroit or Buffalo or Milwaukee
$65k-$110k/yr HybridFull Time
Cohen & Company
Cohen & Company: A professional services firm providing fund accounting and client-focused accounting solutions.
Fund accounting experience, NAV and capital allocation knowledge, bachelor\u0002s in accounting, proficiency with Microsoft Excel, experience with U.S. GAAP and client reporting; CPA preferred.
Microsoft Excel
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Associate Veterinarian - Chicagoland
South Barrington, Illinois, United States
$120k-$140k/yr OnsiteFull Time
Thrive Pet Healthcare
Thrive Pet Healthcare: Operates a network of veterinary hospitals and pet clinics.
DVM/VMD required, state veterinary board license in good standing, DEA license or eligibility; clinical competence in routine and advanced procedures and client communication.
2w
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Associate Attorney - General Civil Litigation
Crystal Lake, Illinois, United States
$125k-$145k/yr OnsiteFull Time
HeplerBroom
HeplerBroom: Provides defensive legal services for complex litigation and corporate matters.
3+ YOE3+ years insurance coverage experience, 4+ years law licensure; strong legal writing, research, deposition and litigation skills; Illinois and federal court admissions required; ability to manage files and communicate with clients.
3w
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Senior Accountant
Fitchburg or Madison or United States
OnsiteFull Time
Certco
Certco: Distributes groceries and provides retail services to independent supermarkets.
3+ YOE3+ years accounting experience (public accounting preferred), associate degree required (bachelor's preferred), QuickBooks Online and Excel proficiency, month-end accounting, tax preparation, client communication skills.
QuickBooks Online, Microsoft Excel, tax preparation software
1mo
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Insurance Premium Auditor
McHenry or Wichita
$42k-$55k/yr FieldFull Time
Information Providers
Information Providers: Provides premium audit and property inspection services for insurers.
Conduct in-person and virtual premium audits, review payroll and financial records, prepare audit reports, communicate with clients, and use business software. Associate degree and experience in accounting/finance/payroll/auditing preferred.
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Administrative Assistant - Wealth Management
Fort Atkinson, Wisconsin, United States
OnsiteFull Time
PremierBank
PremierBank: Wisconsin community bank offering personal and business financial services.
2+ YOE2+ years professional or 3+ years administrative experience preferred; associate's in business/finance preferred; strong Microsoft Office and CRM skills, confidentiality, organization, client service, and ability to manage multiple tasks.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, CRM systems
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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