132 client services specialist jobs at 92 companies in Lindenhurst, IL
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Client Services Specialist
Wellesley Hills or Hartford or Baltimore or Portland or Milwaukee or Kansas City or Nashville
$49k-$66k/yrOnsiteFull Time
Sun LifeNYSE: SLF: Provides insurance, wealth, and asset management solutions globally.
1+ YOERequires 1+ year of customer service or call center experience, excellent verbal and written communication, problem-solving, multitasking, adaptability, and client-focused interpersonal skills.
DriveWealth: Provides API-based brokerage infrastructure for fractional stock trading.
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.
Wellesley Hills or Hartford or Baltimore or Portland or Milwaukee or Kansas City or Nashville
$49k-$66k/yrOnsiteFull Time
Sun LifeToronto Stock Exchange: SLF: Provides insurance, retirement, and asset management services globally.
1+ YOERequires 1+ year of customer service or call center experience, strong verbal and written communication, problem-solving, multitasking, adaptability, empathy, and availability for flexible shifts and overtime.
Baird: Employee-owned financial services firm providing wealth and asset management.
2+ YOEBachelor's degree, 2+ years of industry or administrative experience, strong client service and communication skills, Microsoft Office proficiency, analytical ability, and required securities licenses or willingness to obtain them.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Customer Relationship Management (CRM), LinkedIn, Twitter, PowerPoint
Baird: Global employee-owned firm providing wealth management and investment banking.
2+ YOE2+ years industry or administrative experience; obtain SIE and Series 7 and 66 (or Series 63 and 65) within 12 months; proficient in Microsoft Office and CRM; strong client service, communication, compliance, and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Client Relationship Management (CRM), LinkedIn, Twitter
1+ YOE1+ years in client service or financial services; strong organization, communication, and time management; detail-oriented; proficient with Google Workspace; quick learner.
Expert Institute: Provides an expert witness platform and AI-driven litigation tools.
Relationship-focused professional with strong client service, onboarding, product adoption, and cross-functional collaboration; able to manage multiple accounts and lead strategic outreach.
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.
Regional Client Partnership Specialist, Educational Services - Chicago
Chicago, Illinois, United States
$29-$38/hrFieldFull Time
Aya Healthcare: Provides healthcare staffing and workforce management software solutions.
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.
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
3+ YOE3+ years in financial services; SIE/Series licenses; knowledge of banking products; ability to meet sales targets and manage client relationships.
United States or San Francisco or New York City or Los Angeles or Boston or Seattle or Washington or San Diego or Chicago or Austin or Dallas or Portland or Denver or Philadelphia or Baltimore or Sacramento or Minneapolis or Miami or Atlanta or Phoenix or Orlando or Las Vegas or Salt Lake City or Madison or Birmingham or San Antonio or Spokane or Toronto
$18-$28/hrRemoteFull Time
Roo: Digital marketplace connecting veterinary professionals with animal hospital shifts.
2+ YOE2+ years in client or customer support; strong communication, organization, accuracy, troubleshooting, flexibility, process improvement, and familiarity with customer support tools.
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
Marsh McLennanNYSE: MRSH: Provides global insurance brokerage, risk management, and professional consulting services.
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
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/yrOnsiteFull Time
McDermott Will & Schulte: Global law firm providing legal and transactional advisory services.
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
Chicago or Denver or Houston or Washington or United States
$60k-$98k/yrHybridFull Time
Arnold & Porter: Global law firm providing legal and regulatory counsel.
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
Aras Global Inc: A sustainable energy focused on optimism, teamwork, results, and employee growth.
Experience in client relations or customer service, ideally in sustainable energy; strong communication, account management, problem-solving, and client relationship skills.
Valley National BankNASDAQ: VLY: Provides commercial and retail banking services to customers.
3+ YOEHigh school diploma or GED and 3+ years of banking experience in customer service or treasury management. Requires bank product knowledge, analytical ability, communication, organization, and Microsoft Office proficiency.
Learning Resources: Designs and sells educational toys for children and pets.
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
Visible: Software platform for startup fundraising and investor relationship management.
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.