360 client services jobs at 149 companies in Litchfield, IL
1d
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Monitor, Client Services
St. Louis, Missouri, United States
$20/hr OnsitePart Time
1+ YOEHigh school diploma or GED, one year of related client services monitor experience, and a valid Missouri driver's license; law enforcement background preferred.
1mo
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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/hr OnsiteFull Time
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
1mo
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Client Services Representative
Glen Carbon, Illinois, United States
$39k-$50k/yr OnsiteFull Time
Entry-level wealth management support role. Associates degree preferred or equivalent experience, strong communication and organization, Microsoft Office proficiency, ability to complete required LPL/insurance registrations.
LPL ClientWorks, Redtail CRM, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
1mo
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Client Services Support Representative
St. Louis, Missouri, United States
$19-$25/hr OnsiteFull Time
High school diploma or equivalent required; proficiency with Microsoft Excel/Outlook/Word and data-entry systems; prior client services or account review experience preferred; strong attention to detail and communication skills.
Microsoft Excel, Microsoft Outlook, Microsoft Word
3w
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Client Reporting Services Specialist
Saint Louis, Missouri, United States
OnsiteFull Time
1+ YOEBachelor's degree in business,1-3 years investment services experience,knowledge of investment products and performance reporting,proficiency with Microsoft Office,strong communication and analytical skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
3w
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Client Reporting Services Specialist
Saint Louis, Missouri, United States
OnsiteFull Time
1+ YOEKnowledge of wealth management products and reporting, 1-3 years investment services experience, strong communication, organization, analytical problem-solving, and ability to perform data entry and report generation.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2mo
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Work From Home - Client Services Associate
Saint Charles, Missouri, United States
RemoteFull Time
Genuine desire to help others; strong communication; independent and team work; integrity.
4w
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Associate, Core Service - International Client Services (Mandarin/Cantonese)
Saint Louis, Missouri, United States
$50k-$57k/yr OnsiteFull Time
Bilingual English and Mandarin/Cantonese; Series 7 & 63 required or must obtain; strong verbal/written communication; ability to work structured schedule including early mornings, evenings, and overnights.
3w
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System Director, Client Financial Services
Kirksville or Columbia or Springfield or Jefferson City or Kansas City or St. Louis
RemoteFull Time
2+ YOEBachelor's degree, minimum 2 years leadership in healthcare revenue cycle or billing, expertise in reimbursement and billing, knowledge of medical terminology and coding, strong analytics and communication, proficiency with Microsoft Office.
Microsoft Office
2mo
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Client Relationship Executive - RCMS Managed Services
Kansas City or Indianapolis or Grand Rapids or Raleigh or Charlotte or Jacksonville or Chicago or Cincinnati or Cleveland or Dallas or Las Vegas or Little Rock or Los Angeles or Baltimore or Louisville or Boston or St. Louis or Salt Lake City or San Diego or Seattle or Spartanburg or Albany or Stamford or Tampa or Atlanta or Austin or Washington or Miami or Milwaukee or Denver or Nashville or Detroit or New Orleans or Florham Park or New York or Oklahoma City or Fort Worth or Orlando or Greensboro or Philadelphia or Phoenix or Hartford or Pittsburgh or Houston
$123k-$424k/yr OnsiteFull Time
8+ YOEHigh school diploma and 8 years of sales, marketing, or PwC experience; experience building client relationships, leading projects, mentoring teams, and selling professional services; executive presence and thought leadership.
2mo
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Client Service Specialist
St. Louis or Atlanta or St. Petersburg
HybridFull Time
2+ YOE2–3 years in client service and business analysis (healthcare/financial services preferred); experience with requirements gathering, root cause analysis, and software configuration testing; Jira or Salesforce preferred; bachelor's degree preferred.
Jira, Salesforce
1mo
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Client Service Associate
Saint Louis, Missouri, United States
$54k-$65k/yr OnsiteFull Time
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.
3w
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Client Service Advisor
St. Louis, Missouri, United States
$70k-$90k/yr OnsiteFull Time
3+ YOE3+ years client service/sales experience in insurance or securities, Series 65 or 66 required, college degree preferred, strong communication and organizational skills.
HubSpot, Right Capital
1mo
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Associate - Client Service
St. Louis, Missouri, United States
OnsiteFull Time
4+ YOE4+ years in financial services with client-facing responsibilities; bachelor’s degree; strong investment, estate, insurance, and cash flow knowledge; CFP/CFA/CPA/JD/MBA preferred; ability to manage priorities and collaborate across teams.
1w
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Client Financial Specialist
Chicago or San Antonio or Houston or Dallas or Cleveland or Grand Rapids or St. Louis or Austin or Columbus or New Orleans or Minneapolis or Pittsburgh
HybridFull Time
Experience in client invoicing or financial operations in insurance/financial services; strong Excel and Outlook skills; analytical, organizational, and communication abilities; bachelor’s degree preferred.
Microsoft Office, Microsoft Excel, Microsoft Outlook
2w
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Client Intake Specialist
Chicago or Dallas or St. Louis or Washington
$58k-$68k/yr HybridFull Time
1+ YOE1+ year scrubbing/mining/analyzing data and prior legal services experience; knowledge of conflicts and client intake; strong customer service, communication, attention to detail, and Microsoft Office skills; associate degree preferred.
Microsoft Office Suite, Aderant, Intapp
3mo
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Client Intake (64008)
St Louis, Missouri, United States
$39k-$49k/yr OnsiteFull Time
0+ YOEHigh school or equivalent; 2 years Microsoft Office; 2 years customer service; 2 years phone etiquette; fluent in Spanish.
Microsoft Office
6d
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Client Relations Representative
Saint Louis, Missouri, United States
OnsiteFull Time
Customer-facing technical support using ticketing systems; strong verbal/written communication, multitasking, Microsoft Office, basic CRM skills, familiarity with iOS; 1+ year client/support experience preferred.
Zendesk, Microsoft Office
4w
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Client Associate - St Louis MO
St. Louis, Missouri, United States
$15/hr OnsitePart Time
1+ YOEMinimum 1 year client-service experience; proficient with Microsoft applications and POS systems; strong communication; able to work weekends, evenings, and holidays.
Microsoft Applications, point-of-sale (POS) systems
1w
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Wealth Management Client Associate
St. Louis, Missouri, United States
OnsiteFull Time
Provide client service support to Financial Advisors, educate clients on banking offerings, follow procedures, and deliver timely, accurate client materials; SIE/Series licenses desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce