1w
Save
Mark Applied
Hide
Client Services Specialist
Chicago, Illinois, United States
$90k-$100k/yr HybridFull Time
3+ YOE3+ years in financial services/fintech with clearing experience, Series 24 or ability to obtain, bachelor’s degree or equivalent, strong client orientation, cross-functional collaboration, and high integrity.
2mo
Save
Mark Applied
Hide
Client Support Specialist - Financial Services, Chicago
Chicago, Illinois, United States
$55k-$70k/yr OnsiteFull Time
0+ YOEEntry-level client support role; strong communication, problem solving, CRM and support tools familiarity.
CRM, Salesforce, RedTail, HubSpot, Jira, APIs
1w
Save
Mark Applied
Hide
Client Support Specialist
Orland Park, Illinois, United States
$47k-$58k/yr OnsiteFull Time
Provide timely client service, research and resolve policy inquiries, process payments and transactions, support recruiting/marketing, and maintain accurate records in company systems.
I3 phone systems, Customer First Platform
1w
Save
Mark Applied
Hide
Client Delivery Specialist
Chicago, Illinois, United States
$54k-$100k/yr OnsiteFull Time
3+ YOE3–5 years client relationship or financial services experience preferred; bachelor’s degree preferred; specialized knowledge of letters of credit, regulatory compliance, data analysis, and Microsoft Office.
Microsoft Office
3w
Save
Mark Applied
Hide
Regional Client Partnership Specialist, Educational Services - Chicago
Chicago, Illinois, United States
$29-$38/hr FieldFull Time
1+ YOEBachelor's degree or equivalent experience; direct experience in educational services & therapy staffing sales; metrics-driven with proven top-producer sales record; strong client relationship and communication skills.
HubSpot, LotusOne
3d
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
Client Arrangements Specialist
Chicago or Austin or Atlanta or Wilmington or San Francisco or Dallas or Houston or Silicon Valley or New York City or Los Angeles or Boston or Washington or Miami
$59k-$90k/yr OnsiteFull Time
Bachelor's degree required. Proficiency with Microsoft Office, experience with electronic billing systems preferred. Strong communication, analytical, client service, organizational skills and attention to detail.
Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Aderant Expert, Rate Hierarchy
3w
Save
Mark Applied
Hide
REMOTE - Client Service Specialist
Rolling Meadows, Illinois, United States
$37k-$71k/yr RemoteFull Time
1+ YOEBachelor's (1+ year client service/insurance) or HS/GED (3+ years), active property and casualty license, dependable internet, strong phone and written communication, multitasking, Microsoft Office; EPIC preferred.
EPIC, Microsoft Office
1mo
Save
Mark Applied
Hide
Client Relations Specialist
Peoria or Arizona or Chicago or Michigan
$18-$21/hr OnsiteFull Time
Front-desk reception role: greeting clients, answering questions, processing payments, updating patient records, basic office skills, comfortable with animals; high school preferred.
1mo
Save
Mark Applied
Hide
Client Service Specialist
Vernon Hills, Illinois, United States
$26-$31/hr HybridFull Time
2+ YOEBachelor's degree or commensurate experience; 2+ years customer-facing service experience; intermediate Microsoft Office (Word/Excel/Outlook); proficient with data entry and order/fulfillment processes, including EDI and case management.
EDI, Microsoft 365 Customer Experience module, Microsoft Word, Microsoft Excel, Microsoft Outlook
2w
Save
Mark Applied
Hide
Client Specialist I
Chattanooga or Columbia or Portland or Chicago
$73k-$75k/yr OnsiteFull Time
3+ years group benefits/customer-facing experience preferred; strong interpersonal, problem-solving, and organizational skills; proficiency in Microsoft Office and voluntary benefits lifecycle knowledge; 4-year degree preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
4d
Save
Mark Applied
Hide
Client Data Specialist, Services and Onboarding
Chicago or Denver or Indianapolis or Austin
$65k-$80k/yr RemoteFull Time
1+ YOE1+ year working with financial/operational data, bachelor’s in finance/accounting/economics or related, strong Excel/Google Sheets skills, excellent communication, self-starter, experience with AI tooling or VC/PE is a plus.
Microsoft Excel, Google Sheets, Visible
1w
Save
Mark Applied
Hide
Bilingual Client Access Specialist
Waukegan, Illinois, United States
$18-$19/hr OnsitePart Time
2+ YOEFront‑desk client-facing role requiring EMR proficiency, check-in/onboarding, payment processing, HIPAA-compliant record handling, strong communication and organizational skills.
Electronic Medical Records (EMR), Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, Zoom
3w
Save
Mark Applied
Hide
Client Relations Specialist
Waukegan, Illinois, United States
$40k-$43k/yr OnsiteFull Time
0.5+ YOE6+ months customer service/administrative experience, high school diploma/GED required, intermediate MS Office and Outlook skills, database and spreadsheet proficiency, ability to lift up to 30 lbs, 15 hours annual early childhood training.
MS Office, Outlook
3w
Save
Mark Applied
Hide
Sr. Specialist Client Support
Chicago, Illinois, United States
$80k-$90k/yr HybridFull Time
Provide high-quality client support for commercial banking, use knowledge of cash management, loans and portfolio management; strong communication, critical thinking, multitasking, and organizational skills.
Microsoft Office
2w
Save
Mark Applied
Hide
Client Management Specialist II
Oak Brook, Illinois, United States
$50k/yr OnsiteFull Time
1+ YOEProven client management with knowledge of inventory reconciliation, retailer compliance, EDI and Microsoft Office; bachelor\u0002s preferred and ~1 year transportation or CMS I experience preferred.
EDI, Web Tender Portals, Microsoft Outlook, Microsoft Excel, Microsoft Word
1mo
Save
Mark Applied
Hide
Client Relationship Specialist - Northbrook, IL
Northbrook, Illinois, United States
$56k-$88k/yr OnsiteFull Time
1+ YOE1+ years client/customer service experience; preferred financial services experience; strong written and oral communication, diplomacy, teamwork; basic understanding of brokerage regulations; licensing (Series 7, 63/66) supported; may be asked to become a notary.
1mo
Save
Mark Applied
Hide
Client Service Specialist II
Chicago, Illinois, United States
$60k-$85k/yr HybridFull Time
1+ YOEBachelor's degree or equivalent experience, 1-3 years experience, proficiency with Salesforce, Portfolio Accounting Software, DocuSign, and Microsoft Suite; strong communication, analytical and organizational skills; customer service background preferred.
Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite
2d
Save
Mark Applied
Hide
Client Onboarding Specialist
Northbrook, Illinois, United States
$36-$41/hr HybridFull Time
2+ YOE2+ years RIA or financial services operations experience; Series 65/66 preferred; familiarity with custodial and advisory documentation; strong attention to detail and communication.
Schwab, Fidelity, LPL Financial, Envestnet, SEI, AssetMark, Orion Portfolio Solutions, Orion, Dispatch, Microsoft Dynamics CRM
Explore Jobs