39 client services coordinator jobs at 25 companies in O'Fallon, IL
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Client Services Coordinator - Wealth Advisory - Shared Services Center
Minneapolis or Spokane or Orlando or Milwaukee or St Louis or King of Prussia
$25-$32/hrOnsiteFull Time
CliftonLarsonAllen: Professional services firm providing audit, tax, and consulting services.
2+ YOE2 years experience (financial industry preferred); high school diploma or equivalent; strong computer skills with Tamarac CRM, Laserfiche, Microsoft Office, Adobe, DocuSign, MoneyLink, Schwab; ability to process client paperwork and handle client service tasks.
Tamarac CRM, Laserfiche, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Adobe, DocuSign, MoneyLink, Schwab
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
1+ YOEProvide exceptional client service, manage client/pet flow, perform administrative tasks, educate clients on wellness plans, handle finances, and use practice software; 1 year related experience required.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
1+ YOE1+ year related experience; strong customer service, communication, computer, math, and organizational skills; comfortable with pets; high-school diploma preferred; ability to lift up to 50 lbs and work weekends/evenings.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
Northwestern Mutual: Provides life insurance, disability insurance, and financial planning services.
Life and Health licensing within 3 months, bachelor's degree preferred, administrative or customer service experience preferred, strong communication, organizational skills, CRM familiarity, and Microsoft application familiarity.
CCA Global Partners: Empowering independent businesses through cooperative scale and shared services.
2+ YOE2+ years customer service or insurance experience; strong de-escalation and communication skills; intermediate Microsoft Office (Word, Excel, Access, Outlook); familiarity with Xactware, Mica, Symbility, ITEL; basic math and keyboard proficiency.
Xactware, Mica, Symbility, ITEL, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
ACERTUS: Provides end-to-end logistics and lifecycle solutions for finished vehicles.
High school diploma or equivalent; some order-entry or customer service experience preferred; proficient with Microsoft Office and intermediate data entry; strong communication and attention to detail.
NFP: Provider of insurance brokerage, benefits, and wealth management services.
1+ YOEBachelor's or equivalent preferred, 1-3 years pharmacy/benefit/healthcare experience preferred, CPhT preferred, strong communication, critical thinking, Microsoft suite and CRM familiarity, HIPAA compliance.
Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Zoho, BI
AonNYSE: AON: Global professional services firm providing risk and people solutions.
1+ YOEBachelor's or equivalent experience, CPhT preferred,1-3 years pharmacy/benefits experience preferred, proficiency with Microsoft Teams/Excel/Word/Outlook/PowerPoint and Zoho CRM, HIPAA knowledge.
Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Zoho
Provide high-level client service supporting financial planners: coordinate meetings, supervise account activity, prepare and review account paperwork, research and resolve issues; financial services experience and strong attention to detail required.
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
3+ YOE3+ years in welfare benefits plan industry (employer, insurer/administrator, consultant, or broker). Bachelor’s degree preferred. Client/account management and service coordination experience.
Matter Family Office: Provides investment management and wealth planning for families.
7+ YOEMinimum 7 years in financial services with client-facing experience; financial planning and coordination skills across investments, insurance, estate planning, and cash flow; BA/BS required; CFP/CFA/CPA/MBA preferred.
Interim HealthCare: Provides home health, hospice, and medical staffing services.
Managing schedules and staffing, confirming caregiver attendance, completing in-home assessments, documenting in AxisCare, coordinating first shifts, and communicating with clients and caregivers.
Cushman & WakefieldNYSE: CWK: Global commercial real estate and property services firm.
Provide client service and operational support for real estate transactions; prepare and process transaction documents, track critical dates, and produce portfolio reports. High school diploma required; bachelor\u0002s preferred (finance/real estate ideal).
Centerstone: Provides behavioral health and addiction recovery treatment services.
2+ YOE1+ MgmtMaster's in Human Services, clinical license (LCPC or LCSW), minimum 2 years working with substance use clients, 1 year supervisory experience, ability to conduct intake, assessments, and provide clinical supervision.
Community Outreach Coordinator -DM (St Louis, MO, US, 63108-2707)
St. Louis, Missouri, United States
FieldFull Time
Archdiocese of St. Louis: Providing religious leadership, education, and community social services.
Proven community outreach or client engagement experience; ability to enroll Medicaid-eligible clients, coordinate transportation, assist with metabolic screenings, record health data, and maintain accurate documentation. Valid driver's license required. Bachelor's degree preferred.
Product and Implementation Specialist- Fintech Services
Maryland Heights or Chicago
$60k-$80k/yrOnsiteFull Time
Midland States BankNasdaq: MSBI: Provides personal and commercial banking and wealth management services.
2+ YOEBachelor's required,2+ years fintech/BaaS/product/operations/client success or related experience; strong project coordination, communication, and cross-functional collaboration; ability to analyze data and manage priorities.
Lutheran Child and Family Services of Illinois: Provides child welfare, adoption, and mental health services.
Provide in-home and community-based support to foster families and clients, conduct supervised visitations, maintain SACWIS records, transport clients, and coordinate community resources.