239 client experience jobs at 102 companies in Lincoln, 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
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
CSC: Provides global business administration and compliance solutions.
Review and process legal documents, complete data entry, fulfill customer orders, navigate multiple systems, and provide professional customer service with attention to detail.
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) - Land of Lincoln, Springfield, IL
Springfield, Illinois, United States
$20-$25/hrOnsiteFull Time
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
3+ YOEHigh school diploma, typically 3–4 years retail banking experience, ability to build client relationships, process accounts and credit applications, and meet regulatory registration (NMLS) requirements.
Microsoft Dynamics 365 Business Applications - Client-Facing Senior Technical Architect
Chicago or Washington DC or Tallahassee or Sarasota or Hartford or Nashville or Costa Mesa or San Jose or Atlanta or Boston or Burlington or Cleveland or Columbus or Dallas or Fort Lauderdale or Fort Wayne or Grand Rapids or Indianapolis or Knoxville or Lexington or Plano or Livingston or Louisville or Los Angeles or Miami or The Woodlands or New York or Oak Brook Terrace or Sacramento or San Francisco or South Bend or Springfield or Tampa or Houston or Austin
$143k-$301k/yrOnsiteFull Time
Crowe: Global professional services firm providing audit, tax, and consulting.
8+ YOE8+ years designing and delivering enterprise solutions on Microsoft platforms; 5+ years with D365 F&O/AX and/or CE; 2–3 full-cycle implementations in architect/lead role; Bachelor's degree; hands-on D365 F&O extensibility and Power Platform/Azure experience; strong integration and security governance; Microsoft certifications.
Microsoft Dynamics 365 Finance and Operations, Power Platform, Azure, Dataverse, DMF, OData, API Management, Service Bus, Event Grid, Functions, Logic Apps
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.
Lutheran Child and Family Services of Illinois: Provides child welfare, adoption, and mental health services.
2+ YOEProvides in-home visits and supervised visitations for foster families, documents client records in SACWIS, transports clients, completes background checks, requires valid driver’s license and ability to lift up to 50 lbs.