170 client experience jobs at 74 companies in Bartonville, IL
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Sales and Client Experience Specialist
Bloomington, Illinois, United States
$64k-$106k/yrOnsiteFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEBachelor's degree and 3+ years relevant experience; sales, customer experience, operations and program management skills; decision making, communication, influencing; subject to regulatory background checks.
Benjamin F. Edwards: Providing personalized wealth management and investment advisory services.
1+ YOEBachelor's degree (or equivalent experience), 1+ year client services experience, proficiency with Microsoft Office and financial platforms (Salesforce, Orion, Pershing/NetX360, MoneyGuidePro), strong communication and organizational skills.
Microsoft Office, Pershing/NetX360, Salesforce, Orion, MoneyGuidePro, Microsoft Bookings
OSF HealthCare: Integrated health system providing medical and hospital care services.
1+ YOEBasic to intermediate computer systems and application support; 1 year client device support and 1 year field service experience; proficiency with Microsoft Office Suite and Visio; strong troubleshooting and communication skills.
Northwestern Mutual: Provides life insurance, disability protection, and wealth management services.
Must obtain state insurance licenses; bachelor's in finance/business preferred; strong interpersonal, analytical, and client-development skills; training and coaching provided; sponsorship considered.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
High school diploma or equivalent; strong client service, communication, judgment, organization, and technology skills. Securities licenses and investment product knowledge are preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Client Service Consultant, Architects and Engineers
Peoria or Waukee or Kansas City
OnsiteFull Time
Holmes Murphy: Provides insurance brokerage and risk management consulting services.
5+ YOE5+ years customer service, underwriting, or risk management experience in insurance; high school diploma (college preferred); active state property/casualty agent license or ability to obtain within 3 months; strong communication and client-facing skills; familiarity with agency systems.
Pace Analytical: Provides analytical testing and scientific laboratory services.
1+ YOEBachelor's degree in business administration, chemistry, biology or related; 1 year customer service experience or equivalent; well-organized with attention to detail.
Springfield or Champaign or Bloomington or Quincy or Jacksonville
$40k-$45k/yrOnsiteFull Time
Bank of Springfield: Community bank providing personal and commercial financial services.
High school diploma, strong communication and attention to detail, familiarity with insurance or financial services preferred, Illinois insurance license preferred or willingness to obtain, proficiency with Microsoft Office, ability to learn agency management software.
2+ YOEBachelor's in business or finance required, 2+ years financial services experience preferred, Wealth Management Specialist or Certified Wealth Strategist required within 1 year; strong communication, organizational, compliance knowledge, and proficiency with trust accounting systems and Microsoft Office/Outlook.
Trust Accounting systems, Microsoft Office, Microsoft Outlook
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Licensed (or willing to obtain) life and health insurance agent; strong communication, interpersonal and time-management skills; basic computer skills and CRM experience; self-motivated, results-driven.
Client Relationship Consultant 2 (Banker) - Normal
Normal, Illinois, United States
$20-$25/hrOnsiteFull Time
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
3+ YOEHigh school diploma; typically 3+ years retail banking experience; NMLS registration required (background & credit check); strong customer service, digital product proficiency, and communication skills.
National Mortgage Licensing System (NMLS), E-Verify
Spieldenner Financial Group: Provides life insurance and mortgage protection products to families.
Coachability, self-discipline, sales orientation; ability to set appointments, meet clients virtually or in person, research client needs, and follow administrative processes.
Help at Home: Provides in-home personal care and support services for seniors.
Valid driver’s license, active insurance, reliable vehicle, ability to assist clients with mobility, comply with state background screening; no experience required.
Previous veterinary setting experience, animal handling and restraint, administering medications, performing basic lab tests, client communication, and maintaining medical records.
Tom Conklin - State Farm Agent: Local insurance agency offering personal and commercial coverage plans.
Sales or client-service experience preferred; strong communication, relationship management, and customer service skills; ability to market products and anticipate customer needs.