137 client service manager jobs at 32 companies in Lena, IL
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Client Service Associate
Rockford, Illinois, United States
OnsiteFull Time
Merit Financial Advisors: National wealth management firm providing financial planning, investment management, retirement, estate, and insurance advice to affluent clients.
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
Lake Ridge Bank: Wisconsin community bank serving individuals, families, farmers, and businesses with personal, commercial, lending, wealth, and advisory 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: Family-owned engineering and manufacturing provider of custom sealing products and value-added services for manufacturers worldwide.
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.
Ohnward Bancshares: Locally owned Iowa bank holding serving Eastern Iowa through banks, insurance, trust, farm, and wealth services.
4+ YOEAssociate degree in business, accounting, or related field, plus 4–6 years of related experience or equivalent education and experience. Requires banking regulations knowledge, accuracy, communication, organization, and leadership skills.
PeopleSoft, Application Interface, Asset Management, Business Intelligence Center (BIC), Microsoft Excel
Cetera Financial Group: Private U.S. wealth-management network that supports independent financial advisors, financial institutions, tax professionals, and their clients.
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.
Waggin' Tails Doggie Dude Ranch & Pet Lodge: Private veterinary practice management group operating community hospitals and supporting independent practices with education and consulting.
1+ YOERequires 1–2 years of veterinary or pet care experience, strong client communication, organization, multitasking, digital systems proficiency, and comfort managing appointments, records, payments, and front-desk tasks.
Quest Food Management Services: Provides food service management for schools, universities, and businesses.
3+ YOE3+ years food service management experience, budget and food safety leadership, MS Office proficiency, strong client relations and team leadership, ability to meet state/local food service manager certification.
J.P. Morgan Wealth Management - Private Client Advisor - Rockford, IL
Rockford, Illinois, United States
$48k/yrOnsiteFull Time
ChaseNYSE: JPM: U.S. consumer and commercial bank serving individuals, families and businesses with banking, lending, cards and investment services.
2+ YOERequires 2+ years of financial advisory or equivalent financial services experience, Series 7, Series 66 or 63/65, and life, health, and long-term care insurance licenses. CFP and bachelor's degree preferred.
Rosecrance: Nonprofit behavioral health provider serving children, adolescents, adults, and families with mental health and addiction treatment.
High school diploma/GED and CNA, CMA, or EMT certification required; RN/LPN students may qualify. Requires Illinois RSA eligibility, CPR/BLS, First Aid, behavioral management skills, Illinois driver's license, and client-care abilities.
CareVet: Network of veterinary hospitals providing comprehensive animal care.
Manage hospital operations including staff, finances, and client service; Bachelor’s in business or related field; Certified Veterinary Practice Manager desirable.
Cottingham & Butler: Privately held U.S. insurance broker providing property, casualty, risk management, and employee benefits services to organizations.
Client-facing account management with strong verbal/written communication, Excel proficiency, responsiveness, presentation delivery, problem-solving, and renewal/reporting experience.
SISCO: Privately held U.S. third-party benefits administrator serving employers and plan members with health-plan and claims services.
Serve as primary contact for brokers/clients, respond to inquiries, prepare reporting for renewals, lead client meetings, strong communication, Excel proficiency, presentation and problem-solving skills.
TRICOR Insurance: Privately held independent insurance agency serving businesses, individuals, schools, and municipalities.
Provide client-facing account service, assess client risk and needs, design and recommend insurance coverages, maintain accurate client files, and mentor/coaching colleagues.
Extreme Engineering Solutions: Employee-owned U.S. manufacturer of rugged embedded computing boards and systems for military and commercial customers.
2+ YOEBachelor's degree in Business or related field, or Associate's degree plus 2 years' relevant office experience. Requires critical thinking, organization, communication, Microsoft Office skills, and client-facing experience preferred.
Johnson Financial Group: Family-owned Wisconsin financial institution serving individuals, families, and businesses through banking, mortgage lending, and wealth management.
3+ YOE3+ years business banking experience (levels vary 3–8+ years), strong credit analysis and prospecting skills, proven sales track record, BA preferred, ability to develop and service business client relationships.
Lutheran Social Services of Illinois: Providing healing, justice, and wholeness to people and communities.
1+ YOEBachelor's in social work or related field required, 1+ year related experience, Illinois state licensure/CWEL and CERAP required (or ability to obtain), completion of CCS Bootcamp and client-centered trainings, background/CANTS clearance, valid driver\u0002s license and reliable transportation, Microsoft Office skills.
Microsoft Outlook, Microsoft Teams, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Dayforce Wallet
Fitchburg or Clayton County or Cobb County or DeKalb County or Douglas County or Fayette County or Fulton County or Gwinnett County or Henry County or Jackson County or Rockdale County
$63k-$100k/yrFieldFull Time
Hope Inspired: Female-owned Wisconsin outpatient mental health, substance-use, and human services agency serving clients across southern Wisconsin.
Requires a mental health PhD or master's degree, or bachelor's degree with Wisconsin CSW license; valid Wisconsin driver's license, vehicle and insurance; English proficiency, computer literacy, and client-care experience.
Mission Pet Health: Veterinarian-led, people-focused, pet-obsessed.
Provide excellent customer service, manage multi-line phone, maintain medical records, schedule appointments, handle financial transactions, educate clients, and work flexible schedule including weekends and holidays.