124 client services specialist jobs at 84 companies in Broadview, IL
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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.
3w
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Client Financial Services Specialist
Chicago or Cleveland
HybridFull Time
2+ YOEMinimum 2 years collections/accounts receivable experience; proficiency with Microsoft Excel/Outlook/Word and collections software; familiarity with SurePoint or Aderant preferred; some college in accounting preferred; strong communication and negotiation skills.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Zoom Workplace, SurePoint Legal Management System, Aderant
3mo
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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
3w
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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
1mo
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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
3mo
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Premier Client Specialist
Darien, Illinois, United States
$58k-$107k/yr OnsiteFull Time
3+ YOE3+ years in financial services; SIE/Series licenses; knowledge of banking products; ability to meet sales targets and manage client relationships.
2w
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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
2w
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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
2mo
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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.
1d
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Client Account Specialist
Chicago or Denver or Houston or Washington or United States
$60k-$98k/yr HybridFull Time
Prior law firm billing experience, financial systems and electronic billing experience, advanced Excel and reporting skills, analytical ability, strong organization, communication, and client service skills.
Microsoft Excel, Electronic billing platforms, Financial management systems
2mo
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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
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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
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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
1mo
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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
1mo
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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.
1w
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Sr Client Accounts Specialist
Chicago or Austin or Dallas or Houston or Los Angeles or Minneapolis or Palo Alto or Phoenix or San Diego or San Francisco or Seattle
$37-$58/hr HybridFull Time
5+ YOEHigh school diploma or GED and five years of direct billing or client accounts experience in law or professional services, including domestic, global, and electronic billing; advanced Excel and accounting systems proficiency required.
Microsoft Excel, Elite, Aderant, eHub, Bill Blast, LEDES
1mo
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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
2w
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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
1w
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Advisor Services Specialist
Wheaton, Illinois, United States
OnsiteFull Time
Bachelor's degree in finance/business, prior client-facing financial services experience, strong communication and detail orientation, proficiency with Microsoft Office and CRM; Salesforce preferred.
Microsoft Office, CRM, Salesforce
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