19 client services specialist jobs at 16 companies in Roscoe, IL
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Client Specialist
Madison, Wisconsin, United States
OnsiteFull Time
Baird: Global employee-owned firm providing wealth management and investment banking.
2+ YOE2+ years industry or administrative experience; SIE, Series 7 and Series 66 or Series 63+65 required or to be obtained within 18 months; proficient with Microsoft Word, Excel, PowerPoint and CRM; bachelor’s preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
Baird: Employee-owned financial services firm providing wealth and asset management.
2+ YOERequires 2+ years of industry or administrative experience, active SIE and securities licenses or willingness to obtain them within 18 months, Microsoft Office proficiency, communication, organizational, analytical, and compliance skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Customer Relationship Management (CRM), LinkedIn, X
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.
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.
Chinese Mutual Aid Association: Provides social services and advocacy to immigrant and refugee communities.
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.
M3 Insurance: Independent insurance brokerage and risk management firm.
1+ YOEHigh school diploma, 1+ year administrative experience, P&C license preferred or willing to obtain, proficiency with Epic and Microsoft Word/Excel/PowerPoint, strong written and verbal communication.
Epic, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Windows
Josselyn: Community-based provider of outpatient mental health and psychiatric services.
High school diploma or equivalent (or 2-4 years relevant experience), patient-facing/front-desk experience, EMR proficiency, Microsoft Office 365 and Zoom, handling confidential information, strong communication and organizational skills; bilingual English/Spanish preferred.
Electronic Medical Records (EMR), Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, Zoom
Austin or Boston or Chattanooga or Chicago or Dallas or Denver or Houston or Jefferson City or Kansas City or Los Angeles or Madison or Milwaukee or Minneapolis or Nashville or Oakland or Omaha or Phoenix or Providence or Springfield or Saint Louis or Washington or Multiple Locations or Virtual Office
$54k-$120k/yrHybridFull Time
Husch Blackwell: A nationwide firm providing industry-focused legal and litigation services.
5+ YOE5+ years accounting experience in professional services preferred, bachelors degree preferred, strong accounting/analytical skills, high attention to detail, Microsoft Office, ARCS Collections Software and Elite proficiency.
Microsoft Office Suite, ARCS Collections Software, Elite
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/yrRemoteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
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.
Client Support Specialist - Greater Minneapolis, MN Area (REMOTE)
Minneapolis or Minnetonka or Edina or Middleton or Oakdale or Brookfield
$44k-$80k/yrRemoteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
2+ YOERequires Series 7, Series 63 or ability to obtain within 90 days, 2–3 years of financial services experience, financial planning knowledge, customer support, problem resolution, communication, and organizational skills.
Comprehensive Community Services Benefit Specialist
Madison, Wisconsin, United States
$50k-$55k/yrHybridFull Time
Employment Resources, Inc.: Provides disability employment services and benefit counseling.
Assist clients with public benefits applications and reports, communicate with agencies, maintain documentation, problem-solve benefit issues, and travel within Dane County; strong advocacy and organizational skills required.
Winnebago County or Boone County or Stephenson County or Jo Daviess County or Carroll County
$45k-$47k/yrFieldFull Time
TASC: Providing behavioral health and justice system clinical case management.
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.
Health Conservation: Mobile occupational health screening and safety compliance services.
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
Frisco or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Madison or Janesville or Milwaukee or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$22-$41/hrOnsiteFull Time
Baker Tilly: Provides audit, tax, and consulting services to business clients.
1+ YOEPayroll experience, ADP platform experience desirable, Associate degree preferred, proficiency with Outlook and Microsoft Office (Word, Excel, PowerPoint), strong client service and communication skills.
ADP, Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Pittsburgh or Williamsport or State College or Eau Claire or Lancaster or Appleton or Pittston or Frisco or Madison or Philadelphia or Janesville or Milwaukee or Dallas or Lehigh Valley or New Castle or Huntingdon Valley or Clarks Summit
$20-$49/hrRemoteFull Time
Baker Tilly: Provides audit, tax, and consulting services to business clients.
3+ YOE3+ years payroll experience, ADP RUN experience, bachelor\u0002s degree required, CPP preferred, proficiency with Microsoft Outlook and Office, strong detail and client-service skills.
Sinnissippi Centers: Provides community behavioral and mental health services.
Supervise residents in recovery housing, implement therapeutic activities, maintain records, transport clients, assist with household tasks; IAODAPCA certification preferred (may be obtained within 2 years).
Attic Correctional Services: Provides residential and behavioral treatment for individuals in correctional systems.
High school diploma, valid driver\u0019s license, reliable personal vehicle and insurance, smartphone, ability to travel frequently, successful criminal background screening, dependable and self-motivated.
Byron Bank: Community bank providing personal, mortgage, and business financial services.
1+ YOE1-2 years banking or teller experience; high school diploma; strong math, problem-solving, written communication, and customer service skills; familiarity with federal/state banking rules; proficiency with Microsoft applications and FISERV Client 360.
Microsoft applications, FISERV Client 360, Navigator, Director