38 client operations specialist jobs at 27 companies in Illinois
2mo
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Client Operations Specialist
Chicago, Illinois, United States
OnsiteFull Time
1+ YOE1+ year customer-facing experience; strong communication and problem-solving; team and independent work; focus on client satisfaction and operational excellence.
4w
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Client Arrangements Specialist
Chicago or Austin or Atlanta or Wilmington or San Francisco or Dallas or Houston or Silicon Valley or New York City or Los Angeles or Boston or Washington or Miami
$59k-$90k/yr OnsiteFull Time
Bachelor's degree required. Proficiency with Microsoft Office, experience with electronic billing systems preferred. Strong communication, analytical, client service, organizational skills and attention to detail.
Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Aderant Expert, Rate Hierarchy
3w
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Client Onboarding Specialist
Northbrook, Illinois, United States
$36-$41/hr HybridFull Time
2+ YOE2+ years RIA or financial services operations experience; Series 65/66 preferred; familiarity with custodial and advisory documentation; strong attention to detail and communication.
Schwab, Fidelity, LPL Financial, Envestnet, SEI, AssetMark, Orion Portfolio Solutions, Orion, Dispatch, Microsoft Dynamics CRM
3w
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Client Financial Specialist
Chicago or San Antonio or Houston or Dallas or Cleveland or Grand Rapids or St. Louis or Austin or Columbus or New Orleans or Minneapolis or Pittsburgh
HybridFull Time
Experience in client invoicing or financial operations in insurance/financial services; strong Excel and Outlook skills; analytical, organizational, and communication abilities; bachelor’s degree preferred.
Microsoft Office, Microsoft Excel, Microsoft Outlook
3w
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Client Service Specialist
Deerfield, Illinois, United States
$53k-$71k/yr HybridFull Time
1+ YOEAssociate degree or equivalent,1-3 years relevant experience,confidentiality,strong written and oral communication,ability to multitask in fast-paced environment,and understanding of a financial advisor practice.
3w
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Market Operations Specialist
Chicago, Illinois, United States
$60k-$90k/yr HybridFull Time
1+ YOE1–2 years in client-facing operations or market monitoring; experience with prediction markets, sports betting or financial exchanges; familiarity with binary options and CFTC basics; strong communication and composure under pressure.
2d
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Client Solution Specialist - Corporate Banking
Chicago or Illinois or United States or California
$38k-$63k/yr RemoteFull Time
3+ YOEAssociate degree or equivalent and 3+ years of related experience or product knowledge. Comparable education, certification, and experience may substitute. Strong client service, communication, accuracy, and risk management skills required.
3w
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Client Data Specialist, Services and Onboarding
Chicago or Denver or Indianapolis or Austin
$65k-$80k/yr RemoteFull Time
1+ YOE1+ year working with financial/operational data, bachelor’s in finance/accounting/economics or related, strong Excel/Google Sheets skills, excellent communication, self-starter, experience with AI tooling or VC/PE is a plus.
Microsoft Excel, Google Sheets, Visible
1w
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Client Onboarding Specalist
Chicago, Illinois, United States
$61k-$100k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience; 3+ years in financial services, operations, onboarding, client service, or project management; strong organization, communication, problem-solving, accuracy, and stakeholder presentation skills.
dashboards
2w
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Cybersecurity Client Relationship & Sales Support Specialist
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$54k-$155k/yr HybridFull Time
3+ YOERequires 3+ years each in sales, cybersecurity, and project management, strong communication and executive presence, and a bachelor's degree or equivalent work experience.
Customer Relationship Management (CRM), Quarterly Business Review (QBR)
1mo
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Deposit Operations Specialist I
Byron, Illinois, United States
$17-$19/hr OnsiteFull Time
1+ YOE1-2 years banking or teller experience; high school diploma; strong math, problem-solving, written communication, and customer service skills; familiarity with federal/state banking rules; proficiency with Microsoft applications and FISERV Client 360.
Microsoft applications, FISERV Client 360, Navigator, Director
1w
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Trading Specialist
Chicago or Detroit or Toronto
$60k-$80k/yr OnsiteFull Time
3+ YOERequires 3+ years in ad operations, campaign management, or programmatic trading; DSP experience; Excel/Google Sheets proficiency; client communication; troubleshooting; programmatic ecosystem familiarity; basic SQL preferred.
Microsoft Excel, Google Sheets, Omni, SQL
2mo
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Scheduling Specialist
Elgin, Illinois, United States
OnsiteFull Time
Detail-oriented scheduling professional with strong analytics, Excel, logistics, and client communication; able to manage high-pressure scheduling with DOT considerations and client demands.
Microsoft Excel, Microsoft Outlook, Microsoft Word
3w
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Client Training and Adoption Specialist
Royal Oak or Chicago or San Francisco
$23-$33/hr OnsiteFull Time
2+ YOE2+ years restaurant operations or implementation experience; 1+ year SpotOn POS experience; 1+ year delivering training; strong communication, presentation, and organizational skills; HS diploma required, bachelor's preferred.
Zoom, Microsoft Teams, WebEx, SpotOn POS
1mo
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Account Operation Specialist
Skokie, Illinois, United States
$50k-$55k/yr HybridFull Time
2+ YOE2+ years client service experience, strong attention to detail, cross-functional communication, analytical and problem-solving skills, proficiency in Microsoft Office and data/reporting tools, bachelor’s degree or equivalent experience.
Microsoft Word, Microsoft Excel, Power Point, Adobe, Power BI, Salesforce, EDI, API
4w
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Senior Trading Specialist, Advertiser
Chicago, Illinois, United States
$79k-$146k/yr OnsiteFull Time
4+ YOE4+ years client-facing consultative experience, strong quantitative and technical skills, DSP/ad tech fluency, Excel/Vertica/Power BI proficiency, client management and presentation ability.
Microsoft Excel, Tableau, Power BI, Vertica, DSP
3mo
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Business Specialist I
Orland Park, Illinois, United States
$66k-$88k/yr OnsiteFull Time
3+ YOEDevelop and manage profitable small business banking relationships; provide deposit, treasury, and loan products; coordinate loan closings; manage client portfolios; coach districts; meet sales goals.
6d
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Sr. Onboarding Specialist - SaaS (Remote)
Oak Brook or Alabama or Arizona or Florida or Georgia or Iowa or Illinois or Indiana or Michigan or Minnesota or Missouri or North Carolina or Nebraska or Pennsylvania or South Carolina or Tennessee or Texas or Utah or Virginia or West Virginia
$80k-$100k/yr RemoteFull Time
5+ YOERequires 5 years of client service or relationship management experience, strong communication and problem-solving skills, Microsoft Office proficiency, and Consumer Directed Health Benefits experience. College degree preferred.
Microsoft Excel, Microsoft Word, Microsoft Outlook
3w
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Contracts and Services Specialist
Morton Grove, Illinois, United States
OnsiteFull Time
Experience in contract management, negotiation, administration, contract database management, invoice auditing, and client-facing customer service.
2w
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Garnishment Services Specialist I
Schaumburg, Illinois, United States
$34k-$55k/yr OnsiteFull Time
PaylocityNASDAQ: PCTY: Provides cloud-based software for payroll, HR, and workforce management.
1+ YOEBachelor's degree required; minimum 1 year client-facing or payroll/accounting experience; strong communication, attention to detail, ability to interpret garnishment laws; proficiency with Microsoft Office.
Microsoft Office, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint
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