23 client services administrator jobs at 7 companies in Lena, IL

1mo
Save
Mark Applied
Hide
Client Services Specialist
Dubuque, Iowa, United States
$26-$33/hr HybridFull Time
Cetera Financial Group
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.
CRM
4w
Save
Mark Applied
Hide
Client Services Associate - Freeport, IL
Freeport, Illinois, United States
$57k-$76k/yr OnsiteFull Time
Savant Wealth Management
Savant Wealth Management: Independent fiduciary firm providing comprehensive wealth management and planning.
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
2mo
Save
Mark Applied
Hide
Institutional Client Services Associate
Iowa or Des Moines or Dubuque
$29-$34/hr OnsiteFull Time
First Community Trust
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
1w
Save
Mark Applied
Hide
Branch Office Administrator
Loves Park, Illinois, United States
$23-$24/hr OnsiteFull Time
Edward Jones
Edward Jones: Provides personalized financial advice and wealth management services.
Provides client service, account administration, scheduling, documentation, marketing support, and operational assistance while learning financial services and firm technology.
MoneyGuide, Salesforce, Microsoft Office
2w
Save
Mark Applied
Hide
Branch Office Administrator - Elizabeth, IL
Elizabeth, Illinois, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
Requires client service, account management, administrative support, strong computer literacy, analytical thinking, attention to detail, adaptability, and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
3w
Save
Mark Applied
Hide
Non-Reg On-Caller - Rockford, IL
Rockford, Illinois, United States
OnsiteFull Time
Edward Jones
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).
MoneyGuide, Salesforce, Microsoft Office
1d
Save
Mark Applied
Hide
Full-Time Home Health Aide
Clinton or Clinton
$15-$21/hr FieldFull Time
Skyline Center
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.
2mo
Save
Mark Applied
Hide
Scheduling Specialist
Rockford or Elgin
OnsiteFull Time
Health Conservation
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
1mo
Save
Mark Applied
Hide
Program Supervisor
Clinton, Iowa, United States
$20/hr OnsiteFull Time
Sevita
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.