136 client services manager jobs at 30 companies in Lena, IL
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Client Services Specialist
Dubuque, Iowa, United States
$26-$33/hrHybridFull Time
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.
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
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.
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
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
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.
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%.
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.
J.P. Morgan Wealth Management - Private Client Advisor - Rockford, IL
Rockford, Illinois, United States
$48k/yrOnsiteFull Time
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.
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.
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/yrFieldFull Time
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.
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.
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.
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.
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
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.