23 client services administrator jobs at 7 companies in Lena, IL
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Client Services Specialist
Dubuque, Iowa, United States
$26-$33/hrHybridFull Time
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
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.
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.
First Community Trust: Provides investment and trust services for credit union members.
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
Edward Jones: Financial services firm providing wealth management and investment advice.
Client service, account management, administrative support, analytical thinking, attention to detail, adaptability, conversational skills, and digital tool use (MoneyGuide, Salesforce, Microsoft Office).
Skyline Center: Non-profit provider of support services for individuals with disabilities.
Provides personal care and related services in clients' homes under the assignment and supervision of a registered nurse and Home Health Administrator.
Health Conservation: Mobile occupational health screening and safety compliance services.
Schedule on-site occupational health visits, manage client communication, coordinate with mobile van technicians, strong attention to detail, Excel/Outlook/Word proficiency, customer service and math skills, willing to work overtime.
Microsoft Excel, Microsoft Outlook, Microsoft Word
Sevita: Specialized home and community-based healthcare and rehabilitation provider.
1+ YOEHigh school diploma or equivalent, 1 year related experience, 18+, current driver's license/registration/insurance, ability to implement ISPs, supervise staff, support clients with daily activities, medication administration, and community transport.