136 client services manager jobs at 30 companies in Lena, IL

1mo
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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
1w
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Team Leader Client Services
Sycamore or Janesville
$68k-$102k/yr HybridFull Time
Compeer Financial
Compeer Financial: Provides financial services and crop insurance to agricultural producers.
2+ MgmtBachelor's degree or equivalent experience, advanced lending, compliance, and underwriting experience, and 2+ years supervisory experience. Requires financial regulations knowledge, agriculture knowledge, leadership, communication, and computer skills.
Microsoft Office, Customer Relationship Management (CRM), client databases
2mo
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Client Support Manager
Waunakee or Evansville
OnsiteFull Time
Lake Ridge Bank
Lake Ridge BankOTC: LRBI: Community bank providing commercial, personal, and wealth management services.
5+ YOEAssociate's degree or equivalent experience, 5+ years in banking/financial services with leadership experience; strong knowledge of retail banking products, digital services, KPIs, and advanced computer skills (Word, Excel, Outlook).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Internet, AI
1w
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Client Partnership Manager
Loves Park or Rockford
$75k/yr OnsiteFull Time
Great Lakes Industrial
Great Lakes Industrial: Provides custom sealing solutions and distribution for equipment manufacturers.
5+ YOEBachelor's degree or equivalent practical experience; 5–7 years in inside sales, account management, customer service, or sales support, preferably in manufacturing, industrial, or distribution settings.
Zoho, ERP, Microsoft Office, Microsoft Outlook
2mo
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Client Service Associate
Rockford, Illinois, United States
OnsiteFull Time
Merit Financial Advisors
Merit Financial Advisors: Independent wealth management and financial advisory services firm.
1+ YOEAssociate's or Bachelor's degree, 1–2 years client service in wealth management, experience on Fidelity or Schwab platforms, strong securities knowledge, Microsoft Outlook/Word/Excel and Salesforce proficiency, excellent communication and teamwork.
Fidelity, Schwab, Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, Orion
2mo
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Client Relationship Coordinator - Private Wealth
Rockford or California or District of Columbia or New Jersey or New York or Colorado or Connecticut or Delaware or Illinois or Massachusetts or Maryland or Minnesota or Pennsylvania or Rhode Island or Texas or Washington or Wisconsin
$34k-$60k/yr HybridFull Time
UMB Financial
UMB FinancialNASDAQ: UMBF: Provides banking, wealth management, and institutional financial services.
Bachelor's degree or equivalent; strong communication, organization, and attention to detail; experience in financial services preferred; ability to manage client engagement and maintain Salesforce CRM.
Salesforce CRM
1mo
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Service Agreement Manager
Atlanta or Beloit
FieldFull Time
Valmet
ValmetNasdaq Helsinki: VALMT: Provides process technologies and automation systems for industrial manufacturing.
4+ YOEBachelor's in business or engineering preferred; 4+ years related experience (or 10+ years equivalent); client and project management skills; ability to travel 30–50%.
3w
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Chef Manager
Dixon, Illinois, United States
$60k-$65k/yr OnsiteFull Time
Quest Food Management Services
Quest Food Management Services: Provides on-site dining and catering services for schools.
3+ YOE3+ years food service management experience, budget and food safety leadership, MS Office proficiency, strong client relations and team leadership, ability to meet state/local food service manager certification.
Microsoft Office
2w
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J.P. Morgan Wealth Management - Private Client Advisor - Rockford, IL
Rockford, Illinois, United States
$48k/yr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOERequires 2+ years of financial advisory or equivalent financial services experience, Series 7, Series 66 or 63/65, and life, health, and long-term care insurance licenses. CFP and bachelor's degree preferred.
digital technology
1mo
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Business Account Manager (81978)
Dubuque, Iowa, United States
OnsiteFull Time
TRICOR Insurance
TRICOR Insurance: Independent agency providing personal and commercial insurance solutions.
Provide client service and retention, manage client relationships, maintain accurate account documentation, complete applications, and update coverage; insurance knowledge and strong organizational and communication skills.
2w
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SF/Array Provider: Mental Health/Substance Use/Human Services/Social Worker/Clinical Provider/Case Manager
Fitchburg or Clayton County or Cobb County or DeKalb County or Douglas County or Fayette County or Fulton County or Gwinnett County or Henry County or Jackson County or Rockdale County
$63k-$100k/yr FieldFull Time
Hope Inspired
Hope Inspired: Provides outpatient mental health, substance use, and human services.
Requires a mental health PhD or master's degree, or bachelor's degree with Wisconsin CSW license; valid Wisconsin driver's license, vehicle and insurance; English proficiency, computer literacy, and client-care experience.
Google Suites, Adobe, DocuSign
3mo
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Veterinary Hospital Manager
Reeseville, Wisconsin, United States
OnsiteFull Time
CJ Haase Veterinary & Immunology Services
CJ Haase Veterinary & Immunology Services: Provides comprehensive veterinary medical and immunology services for animals.
Manage hospital operations including staff, finances, and client service; Bachelor’s in business or related field; Certified Veterinary Practice Manager desirable.
1mo
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Account Manager - SISCO
Dubuque, Iowa, United States
RemoteFull Time
Cottingham & Butler
Cottingham & Butler: Providing insurance brokerage and specialized risk management services.
Client-facing account management with strong verbal/written communication, Excel proficiency, responsiveness, presentation delivery, problem-solving, and renewal/reporting experience.
Microsoft Excel
1mo
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Account Manager
Dubuque, Iowa, United States
RemoteFull Time
SISCO
SISCO: Provides third-party benefit administration and health management for employers.
Serve as primary contact for brokers/clients, respond to inquiries, prepare reporting for renewals, lead client meetings, strong communication, Excel proficiency, presentation and problem-solving skills.
Microsoft Excel
2mo
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Claims Account Manager
Des Moines or Dubuque or United States
RemoteFull Time
Cottingham & Butler
Cottingham & Butler: Provides insurance brokerage and third-party claims administration services.
3+ YOE3+ years TPA/insurance/claims experience; strong auto/general liability or workers' comp knowledge; client-facing account management, analytical and presentation skills; bachelor’s degree preferred; AIC/CPCU a plus.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint
2mo
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Business Banking Relationship Manager (RM)
Janesville, Wisconsin, United States
OnsiteFull Time
Johnson Financial Group
Johnson Financial Group: Provider of banking, wealth management, and insurance solutions.
3+ YOE3+ years business banking experience (levels vary 3–8+ years), strong credit analysis and prospecting skills, proven sales track record, BA preferred, ability to develop and service business client relationships.
2mo
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Family Case Manager, Foster Care
Nachusa, Illinois, United States
$60k-$67k/yr HybridFull Time
Lutheran Social Services of Illinois
Lutheran Social Services of Illinois: Provides social and human services to residents of Illinois.
1+ YOEBachelor's in social work or related field required, 1+ year related experience, Illinois state licensure/CWEL and CERAP required (or ability to obtain), completion of CCS Bootcamp and client-centered trainings, background/CANTS clearance, valid driver\u0002s license and reliable transportation, Microsoft Office skills.
Microsoft Outlook, Microsoft Teams, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Dayforce Wallet
1mo
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Veterinary Receptionist - Colonial Terrace Animal Hospital
Dubuque, Iowa, United States
$16-$18/hr OnsiteFull Time
Mission Pet Health
Mission Pet Health: Operates a national network of veterinary hospitals and clinics.
Provide excellent customer service, manage multi-line phone, maintain medical records, schedule appointments, handle financial transactions, educate clients, and work flexible schedule including weekends and holidays.
veterinary software, Teladoc
2w
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Non-Reg On-Caller
Rockford, Illinois, United States
$20/hr OnsitePart Time
Edward Jones
Edward Jones: Provides personalized financial advice and wealth management services.
Provides client service, account management, administrative support, scheduling, correspondence, marketing coordination, and technology assistance for financial advisors.
MoneyGuide, Salesforce, Microsoft Office
1w
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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