86 client services specialist jobs at 64 companies in Lowell, IN
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Client Services Specialist
Chicago, Illinois, United States
$90k-$100k/yrHybridFull Time
DriveWealth: Private B2B financial technology platform providing brokerage infrastructure to banks, brokers, asset managers, wallets, and brands.
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.
The Western and Southern Life Insurance Company: A financial services agency office supporting clients, policy processing, and agent business needs.
Provide timely client service, research and resolve policy inquiries, process payments and transactions, support recruiting/marketing, and maintain accurate records in company systems.
BMOTSX: BMO: Diversified North American financial services provider.
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.
Regional Client Partnership Specialist, Educational Services - Chicago
Chicago, Illinois, United States
$29-$38/hrFieldFull Time
Aya Education: A workforce solutions provider delivering tech-enabled staffing services to healthcare organizations.
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.
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
MarshNYSE: MRSH: Marsh Risk is a private global insurance broker and risk advisor serving businesses, governments, professional organizations, and individuals.
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 & Emery: Global law firm advising businesses, institutions and individuals on complex commercial, tax, healthcare and private-capital matters.
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
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: U.S. veterinary staffing marketplace connecting veterinarians and technicians with animal hospitals for relief and hiring work.
2+ YOERequires 2+ years of client or customer support experience, strong communication and organizational skills, accuracy, flexibility, process improvement ability, and familiarity with customer support software.
Chicago or Denver or Houston or Washington or United States
$60k-$98k/yrHybridFull Time
Arnold & Porter: Global law firm serving businesses and other clients with regulatory, litigation, and transactional legal services.
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
Valley National BankNASDAQ: VLY: Regional bank providing commercial, retail, and wealth financial services.
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.
Baird: Privately held, employee-owned financial firm serving clients with wealth management, investment banking, asset management and capital markets.
5+ YOERequires 5+ years of industry experience, active SIE, Series 7, and Series 66 or Series 63 and Series 65 licenses. Microsoft Office proficiency, communication, analytical, compliance, and problem-solving skills required; bachelor's preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Client Relationship Management (CRM), LinkedIn, X
Gateway Services: Privately held pet aftercare provider offering cremation, burial, memorial, and grief-support services to families and veterinary clinics.
Compassionate customer service professional with strong communication, organization, attention to detail, and teamwork skills. Previous customer service experience preferred; training provided.
Visible: B2B SaaS platform helping startup founders and venture capital investors raise capital, manage relationships, and monitor portfolios.
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.
Aromas or California or New York City or Chicago or Portland
$24/hrHybridFull Time
Fireclay Tile: Employee-owned American tile manufacturer and retailer serving homeowners, designers, architects, and commercial customers.
1+ YOERequires 1+ year of customer service experience, strong written and verbal communication, high-volume phone and email skills, strong computer skills, tile and installation knowledge or willingness to learn, and AI experience.
Qureos: AI-powered recruitment platform connecting talent with employers.
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
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/hrHybridFull Time
DLA Piper: A global law firm providing comprehensive legal and business services.
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
Charles SchwabNYSE: SCHW: Financial services firm providing brokerage, banking, and advisory services.
1+ YOEBachelor's degree or equivalent experience, active Series 7 and Series 63 licenses, 12+ months in client service, brokerage regulations knowledge, strong communication, diplomacy, multitasking, and relationship-building skills.
Corient: Private fee-only wealth management firm serving ultra-high- and high-net-worth individuals, families, and businesses.
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