316 client experience jobs at 129 companies in Rockford, IL
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Office Experience Manager
Elgin or Bastrop or La Grange
OnsiteFull Time
H&R Block: A tax services blending human expertise with digital innovation and investing in associate development.
3+ YOEBachelor's or equivalent, minimum 3 years related experience, managerial retail/service experience, strong coaching, judgment, data fluency, and ability to lead consultative client experience adoption.
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.
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
Compeer Financial: Provides financial services and crop insurance to agricultural producers.
High school diploma required; associate degree preferred. Requires crop insurance license within three months, accuracy, client service, communication, agricultural and crop insurance knowledge, and proficiency with named business systems.
Microsoft Office, Salesforce, Onbase, Power BI, ServiceNow, Microsoft Excel
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.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
3+ YOEBachelor's+3 years client coordination/claims experience or HS+8 years; license required; ~25% travel; excellent verbal/written communication and judgment.
Rockford or California or District of Columbia or New Jersey or New York or Colorado or Connecticut or Delaware or Illinois or Massachusetts or Maryland or Minnesota or Pennsylvania or Rhode Island or Texas or Washington or Wisconsin
Bachelor's degree or equivalent; strong communication, organization, and attention to detail; experience in financial services preferred; ability to manage client engagement and maintain Salesforce CRM.
Pioneer Center for Human Services: Provides social services for disabilities, mental health, and homelessness.
1+ YOEProvide case management and advocacy for adults with intellectual disabilities; prepare and enter assessments and progress notes in EHR; write client goals, train staff, and ensure regulatory compliance.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams, SmartCare, EHR
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.
2+ YOERequires 2+ years of administrative and financial services experience, strong communication and organizational skills, and proficiency with Microsoft Office. Financial licenses and named financial tools preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Wealthscape, Envestnet, DocuSign, CRM
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.
Old National Bank: Provides personal and business banking and wealth management services.
2+ YOEHigh school diploma/GED, 2+ years cash-handling experience preferred, strong customer service and balancing skills, ability to lift heavy coin boxes, knowledge of banking products and cash vault procedures.
Clearbrook: Provides services for individuals with intellectual and developmental disabilities.
1+ YOEBachelor's in Human Services (or related) with 1+ year experience, valid driver's license, ability to perform two-person lifts, pass background/health clearances, complete DSP training and obtain QIDP within 120 days.
MicroPrecision: Manufactures high-precision machined and turned metal components.
2+ YOERequires 2+ years in customer service, account management, inside sales, order management, or related work, plus strong organization, communication, prioritization, attention to detail, and follow-through.
Epicor, Salesforce CRM, Microsoft Teams, Microsoft Office Suite, Microsoft SharePoint, Microsoft Outlook
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
Great Lakes Industrial: Provides custom sealing solutions and distribution for equipment manufacturers.
5+ YOEBachelor's degree or equivalent practical experience; 5–7 years in inside sales, account management, customer service, or sales support, preferably in manufacturing, industrial, or distribution settings.
MBE CPAs: Providing comprehensive tax, accounting, and financial consulting services.
10+ YOE5+ Mgmt10+ years in accounting/CAS,5+ years leadership in CAS,experience building/scaling CAS practices,knowledge of accounting standards and payroll,team leadership and client advisory skills; CPA preferred.
The Plexus Groupe: Provides commercial insurance brokerage and risk management advisory services.
5+ YOEBA/BS or equivalent experience preferred, 5-7 years insurance experience, current state Property & Casualty license, proficiency with Microsoft Office, agency management systems and loss forecasting software, ability to travel up to 25%.
Microsoft Office, loss forecasting software, agency management systems
Chinese Mutual Aid Association: Provides social services and advocacy to immigrant and refugee communities.
Bachelor’s degree preferred, strong written and verbal communication, compassion, and ability to work in a fast-paced environment. Social services experience and English-Spanish bilingual ability preferred.
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/hrRemoteFull Time
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.