25 client services administrator jobs at 7 companies in Loves Park, IL

2w
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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
3w
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Branch Office Administrator
Lake Geneva, Wisconsin, United States
$21-$23/hr OnsiteFull Time
Edward Jones
Edward Jones: Provides personalized financial advice and wealth management services.
Provides client service, account management, administrative support, scheduling, correspondence, marketing assistance, and technology use while supporting financial advisors and client accounts.
MoneyGuide, Salesforce, Microsoft Office
2d
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Branch Office Administrator - Rockton, IL
Rockton, Illinois, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
Strong client service, administrative, analytical, communication, teamwork, and computer skills; ability to learn financial services, manage accounts, support advisors, and use firm technology.
MoneyGuide, Salesforce, Microsoft Office
3w
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Client Service Associate
Clinton, Wisconsin, United States
$20-$25/hr OnsiteFull Time
Wealth Enhancement Group
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
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
1w
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Client Service Associate
Crystal Lake, Illinois, United States
$55k-$75k/yr OnsiteFull Time
WestPoint Financial Group
WestPoint Financial Group: Financial services firm providing wealth management and insurance planning.
2+ YOERequires 2+ years of administrative and financial services experience, strong communication and organizational skills, and proficiency with Microsoft Office. Financial licenses and named financial tools preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Wealthscape, Envestnet, DocuSign, CRM
3d
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Client Service Professional - Retail Focus
St. Charles, Illinois, United States
$39k-$55k/yr OnsiteFull Time
RRD
RRD: Provides marketing, packaging, print, and supply chain solutions globally.
3+ YOEHigh school diploma or equivalent and 3+ years of relevant administrative or operational support experience. Requires advanced computer and software knowledge, communication, organization, and deadline-management skills.
Microsoft Office, MAC, spreadsheets
1w
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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
2mo
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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
1w
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Direct Support Professional (DSP)
Whitewater, Wisconsin, United States
$16-$18/hr OnsitePart Time
Productive Living Systems
Productive Living Systems: Provides residential care and mental health services for adults.
Must be 21+, high school diploma/GED, valid Wisconsin driver's license/clean record, completion of pre-employment physical/TB/background check and required trainings; able to provide transportation, medication administration, light housekeeping, and client support.