1w
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Client Service Associate
Clinton, Wisconsin, United States
$20-$25/hr OnsiteFull Time
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
2w
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Client Services Specialist
Dubuque, Iowa, United States
$26-$33/hr HybridFull Time
3+ YOEHigh school diploma/GED, minimum 3 years financial services or administrative experience, strong problem solving and independent execution, ability to manage multiple priorities and client service workflows.
CRM
1mo
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Client Service Associate
Rockford, Illinois, United States
OnsiteFull Time
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
2w
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Client Manager, Small Business Benefits
Rockford, Illinois, United States
$53k-$104k/yr HybridFull Time
3+ YOEBachelor's+3 years client coordination/claims experience or HS+8 years; license required; ~25% travel; excellent verbal/written communication and judgment.
1mo
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Client Advisor with Athletic Background
Dubuque or Iowa or United States
$70k-$95k/yr HybridFull Time
Preferred bachelor's degree; strong interpersonal and analytical skills; ability to build client relationships; willingness to obtain required state insurance licenses (training provided); prior sales/financial experience beneficial.
3d
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Client Services Associate - Freeport, IL
Freeport, Illinois, United States
$57k-$76k/yr OnsiteFull Time
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
1mo
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Client Relationship Coordinator - Private Wealth
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
$34k-$60k/yr HybridFull Time
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.
Salesforce CRM
3w
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Client Success Manager
California or Idaho or Wyoming or West Virginia or Wisconsin or Washington or Virginia or Utah or Texas or Tennessee or South Dakota or South Carolina or Pennsylvania or Oregon or Oklahoma or Ohio or New York or Nevada or New Mexico or New Jersey or New Hampshire or Nebraska or North Carolina or Mississippi or Missouri or Minnesota or Michigan or Maine or Maryland or Massachusetts or Louisiana or Kentucky or Kansas or Indiana or Illinois or Iowa or Georgia or Florida or Delaware or District of Columbia or Arizona or Arkansas or Alabama or Nashville or Atlanta or Sioux Falls or Machesney Park
RemoteFull Time
N/A
1w
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Client Services Associate
Mt. Carroll, Illinois, United States
$17-$23/hr OnsiteFull Time
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.
1w
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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.
1mo
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Client Support Manager
Waunakee or Evansville
OnsiteFull Time
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
1mo
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Client Service Associate
Madison or Rockford
OnsiteFull Time
3+ YOE2-year degree in a related field; 3+ years in Wealth Management or Financial Services; strong communication, detail orientation, compliance; proficient Microsoft Office; ability to work independently.
Microsoft Office, CRM, Charles Schwab, Fidelity, Schwab Institutional, Black Diamond, eMoney Advisor, Microsoft Dynamics CRM
1d
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Client Services Representative
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
2+ YOEHigh school diploma required, 2 years customer service experience, ability to work remote contact center, strong communication, data entry, de-escalation, and familiarity with health insurance terminology preferred.
1w
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Financial Operations and Client Relationship Coordinator
Maquoketa, Iowa, United States
OnsiteFull Time
2+ YOEMaintain client databases and Laserfiche files, process securities transactions, prepare client review materials, provide client service, and ensure regulatory compliance. Associate degree or equivalent and 2+ years experience.
Laserfiche, Microsoft Office
2d
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Client Service Representative at River Ridge Animal Hospital
Dixon, Illinois, United States
$16-$17/hr OnsiteFull Time
High school diploma or equivalent; ability to work weekends; previous veterinary experience and client satisfaction references preferred; practices OSHA safety techniques and proper PPE.
1mo
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Client Transport Specialist - PRN
Dodgeville, Wisconsin, United States
$17-$19/hr FieldPart Time, Temporary
Valid driver's license and clean driving record, pass background check and drug screen, basic vehicle safety knowledge, flexible availability for as-needed scheduling; prior driving experience and GPS/navigation comfort preferred.
GPS
1mo
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Institutional Client Services Associate
Iowa or Des Moines or Dubuque
$29-$34/hr OnsiteFull Time
Previous experience with retirement plan (401k/403b) administration, proficiency with CRM (Salesforce) and Microsoft Office, strong communication and attention to detail. ASPPA/CEBS/QPA/CPC/NIPA designations a plus; credit and criminal history check required.
Salesforce, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1mo
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Client Support & Benefits Representative
Rockford, Illinois, United States
RemoteFull Time, Part Time
Requires (or willingness to obtain) an insurance license, strong communication and interpersonal skills, self-motivation, basic CRM/computer skills, and the ability to work independently in a remote environment.
CRM
4d
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J.P. Morgan Wealth Management - Private Client Advisor - Roscoe, IL
Roscoe, Illinois, United States
$48k/yr OnsiteFull Time
2+ YOE2+ years financial advisor experience, demonstrated client acquisition and relationship skills, Series 7 and Series 66 required (or obtained within 60 days), life/health/long-term care insurance license required (or obtained within 60 days); CFP and bachelor’s degree preferred.
1mo
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Client Relationship Consultant 1-4 (Banker) Dubuque, IA (Sign-On Bonus $1,500)
Dubuque, Iowa, United States
$20-$22/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent; 1+ years retail banking experience typical (varies by level); NMLS registration required for role; strong client communication, sales orientation, and familiarity with digital banking tools.
E-Verify, National Mortgage Licensing System (NMLS)