45 client services specialist jobs at 31 companies in DeKalb, IL
4d
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Client Service Specialist
Barrington, Illinois, United States
$48k-$65k/yr HybridFull Time
1+ YOEAssociate degree or equivalent and 1–3 years of relevant experience required. Requires professionalism, confidentiality, client communication, multitasking, and understanding of financial advisor practices.
Ameriprise Client Experience
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.
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
3d
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Client Access Specialist
Northbrook, Illinois, United States
$18-$19/hr OnsitePart Time
High school diploma or equivalent, or 2-4 years relevant experience; front-desk, patient-facing, customer service, payment, documentation, confidential information, EMR, HIPAA, and communication experience preferred or required.
Electronic Medical Record (EMR), Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, Zoom
4d
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Remote Client Succes Specialist
Naperville, Illinois, United States
$22-$34/hr RemoteFull Time
Client success or account management experience, strong communication, technical aptitude, problem-solving, organization, and ability to manage multiple accounts remotely; ERP or BI experience preferred.
Agentic AI, Generative AI, IDP, RPA, Big Data, ERP, BI, AI
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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Client Relationship Specialist
Chicago or Naperville or North America or Europe or Asia
$56k-$91k/yr HybridFull Time
2+ YOERequires 2+ years in wealth management, securities, or financial planning; strong organization, problem-solving, analytical, communication, confidentiality, and Microsoft Office skills. Bachelor's degree and Series 65 are preferred.
Schwab, Redtail CRM, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
3d
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Client Access Specialist
Northbrook, Illinois, United States
$18-$19/hr OnsitePart Time
High school diploma or equivalent, or 2–4 years of relevant experience; front-desk or patient-facing experience, EMR, HIPAA, Microsoft Office 365, Zoom, communication, and organizational skills.
Electronic Medical Record (EMR), Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, Zoom
4d
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Client Intake Specialist- Elgin
Elgin, Illinois, United States
$38k-$42k/yr OnsiteFull Time
Bachelor’s degree preferred, strong written and verbal communication, compassion, and ability to work in a fast-paced environment. Social services experience and English-Spanish bilingual ability preferred.
Microsoft Office
1w
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Garnishment Services Specialist I
Meridian or Rochester or Schaumburg
$34k-$55k/yr OnsiteFull Time
PaylocityNASDAQ: PCTY: Provides cloud-based software for payroll, HR, and workforce management.
1+ YOEBachelor's degree and 1+ year client-facing or payroll/accounting/tax experience; strong written/verbal communication, attention to detail, ability to interpret garnishment laws, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Paylocity
3w
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Credit Services Specialist
Rosemont, Illinois, United States
$42k-$55k/yr OnsiteFull Time
1+ YOEProcess financial reporting and covenant tracking, upload and classify credit documents, verify documentation and approvals, and provide client support; attention to detail required; 1-3 years banking experience preferred; high school required.
ImageCentre/FCM, nCino/Document Manager, Moody's CreditLens
3w
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Client Support Manager
Buffalo Grove, Illinois, United States
$79k-$89k/yr HybridFull Time
3+ YOE3+ years experience managing client relationships, bachelor’s degree preferred, excellent communication and analytical skills, ability to develop account plans and mentor specialists.
3w
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Client Support Specialist- Greater Chicago, IL Area (REMOTE)
Chicago or Highland Park or Oak Brook or Orland Park or Schaumburg or Naperville or Geneva
$44k-$80k/yr RemoteFull Time
2+ YOERequires Series 7, Series 63 or ability to obtain within 90 days, 2–3 years of financial services experience, customer support and problem-resolution skills, and strong communication and organizational abilities.
2mo
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Client Service Specialist- Itasca, IL (Itasca, IL, US, 60143)
Itasca, Illinois, United States
$63k/yr OnsiteFull Time
Bachelor’s degree or higher; proficiency in Microsoft Office; detail-oriented; multitask with urgency; 50 WPM; prior administrative or customer service experience helpful.
Microsoft Office, Excel, Outlook
2mo
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Deflection Specialist - NWIDI
Winnebago County or Boone County or Stephenson County or Jo Daviess County or Carroll County
$45k-$47k/yr FieldFull Time
1+ YOEHigh school diploma/GED, 1+ year outreach or direct client services, CADC preferred, knowledge of substance use disorders, training/presentation experience, Microsoft Office proficiency, strong communication and organizational skills.
Microsoft Office
3w
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Staffing Specialist
Berwyn, Illinois, United States
$20-$26/hr OnsiteFull Time
1+ YOE1+ year supervisory experience in customer service or sales, excellent written and verbal communication, Microsoft Office proficiency, reliable transportation for client visits; training provided.
Microsoft Office
6d
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Scheduling Specialist
Rolling Meadows, Illinois, United States
OnsiteFull Time
High school diploma/GED and preferred comparable experience in medical or therapeutic client services. Requires organization, multitasking, communication, phone-system, HIPAA, confidentiality, and administrative skills.
fax machine, multi-line phone systems, copiers, postage machines
1mo
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Program Specialist- Information & Benefits
Oak Park, Illinois, United States
$40k-$48k/yr HybridFull Time
1+ YOEMinimum 1 year social services/public benefits experience; knowledge of Medicare, Medicaid, SNAP and other senior benefits; experience with outreach, presentations, and client assistance; familiarity with iCarol and AgingIS.
iCarol, AgingIS
2mo
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Scheduling Specialist
Rockford or Elgin
OnsiteFull Time
Schedule on-site occupational health visits, manage client communication, coordinate with mobile van technicians, strong attention to detail, Excel/Outlook/Word proficiency, customer service and math skills, willing to work overtime.
Microsoft Excel, Microsoft Outlook, Microsoft Word
2w
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Block Advisors Accounting Specialist
Aurora, Illinois, United States
$16-$24/hr OnsiteFull Time
H&R Block: A tax and financial services providing tax preparation and advisory services.
Perform bookkeeping and payroll for small business clients, enter financial data, reconcile accounts, prepare reports, and support tax advisors; familiarity with bookkeeping practices and client service required.
Microsoft Word, Microsoft Excel, Open Office
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