Client Service Advisor jobs in Chicago, IL

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FINANCIAL & CLIENT SERVICE ASSOCIATE

Work with the Advisor in preparing for client review meetings. Prepare client portfolio analysis. Run investment illustrations. Work with financial planning software and Microsoft office products. Handle after meeting follow-up an...

CompanySterling Wealth Partners
AddressTustin, CA
CategoryAccounting/Finance
Salary$23 - $33 an hour
Job typeFull-time
Date Posted yesterday See detail

Financial & Client Service Associate

Sterling Wealth Partners

Tustin, CA

$23 - $33 an hour

Work with the Advisor in preparing for client review meetings. Prepare client portfolio analysis. Run investment illustrations. Work with financial planning software and Microsoft office products. Handle after meeting follow-up an...

Associate, Private Client Services

Lido Advisors, Llc

United States

$60,000 - $75,000 a year

Manage the onboarding of new client accounts which includes collecting required documents and client information through in person meetings or on calls with clients. Liaise with custodian partners and internal departments. Assist...

Client Services Administrator - Sun City, United States - Advisor Employee Services

Advisor Employee Services

United States

Strong organizational skills. Excellent communication; written and verbal. Attention to detail and accuracy. Fun, kind, and caring attitude. Team player. Proactive management style and consistent followthrough. Bachelor's Degree p...

Service Advisor

Astro Ford

Mississippi, United States

$2,000 - $6,000 a month

Medical, Dental, and Vision. Paid time off and vacation. Growth opportunities. Paid Training. Employee vehicle purchase plans. Family owned and operated. Long term job security. Health and wellness. Flexible Work Schedule. Saturda...

Customer Service Advisor

Omnie

Remote

Respond to customer inquiries promptly and professionally through various channels, including email, live chat, and phone calls. Assist customers with order inquiries, product information, shipping status, and returns/exchanges. P...

Client Services Representative

Wealthfront

United States

Provide exceptional customer service through email and phone communication. Help our clients use our product better through online tools and resources. Work with our operations teams to resolve client issues. Be the voice of the c...

Client Service Rep

Iqvia

Remote

Primary Call Center contact for patients, pharmacies and medical professionals utilizing an Opus Health program. Call Center Representatives are responsible for fielding requests such as: card activation, program eligibility, expl...

Analyst, Health & Benefits, Client Service Team

Willis Towers Watson

Minnesota, United States

Contribute to core health and benefits projects involving the design and management of group medical, dental, life, disability and time off benefits for large, complex clients, including:. Conduct benchmarking studies and other re...

Manager, Client Services

Rxbenefits, Inc.

Iowa, United States

Supervises, plan, forecast and manages functions related to Client Service work area. Oversees and directs the day-to-day activities of Client Service Associates. Manages, analyzes, improves, and maintains service procedures, poli...

Corporate Action Specialist - Prime Client Service

Hsbc

United States

Dedicated point of Contact with Prime Brokerage clients and Front Office Ensure the team have communicated all Corporate Actions to stakeholders in a timely fashion Monitor Ex Date / Pay Date Bookings to ensure entitlement posted...

Analyst, Health & Benefits, Client Service Team

Willis Towers Watson

Michigan, United States

Building strong relationships with clients by effectively addressing questions and needs. Supporting preparation for client meetings (prepare agendas and materials, coordinate resources, etc.). Supporting program vendor procure...

Senior Associate, Health & Benefits, Client Service Team

Willis Towers Watson

Michigan, United States

Materially contribute to core health and benefits projects involving the design and management of group medical, dental, life, disability and time off benefits for large, complex clients including: Benefit plan analysis, design,...

Client Advisor - Sawgrass

Moncler

Florida, United States

$20 - $23 an hour

Engage with clients in accordance with the Moncler Selling and Service standards. Achieves and exceed sales goals and key retail KPIs (Average Dollar Transaction - ADT, Units per Transactions - UPT, Data Capture, Repurchase Rate,...

Technical Customer Service Advisor, Remote

Conduent

Tennessee, United States

$17.31 an hour

How do I reconnect my Wi-Fi on my smartphone? Why cant I sign into my account? My device is unresponsive, how can I get it to power on? Be at least 18 years or older. Have a High School Diploma, or equivalent. Be able to successf...

Client Director- Central Region (ECM Services Sales)

Opentext

United States

Lead the sales and delivery of Professional Services across the North America Central Region, driving revenue and ensuring client success.. Collaborate with sales, technical pre-sales, and other teams to develop tailored solutions...

Client Accounting Services Manager

Adavico Inc

Remote

401(k). 401(k) matching. Dental insurance. Health insurance. Vision insurance. Foster a culture of excellence, collaboration, innovation, and continuous improvement. Serve as a thought leader and expert on endowments to drive succ...

Client Service Representative Supervisor

Vca Animal Hospitals

Arlington, MA

Excellent knowledge of Client Service and communication center operations.. Strong organizational skills.. Strong client relations and interpersonal skills.. Intermediate to expert computer skills.. Excellent oral and written comm...

Client Service Investment Operations Consultant

Northern Trust

Chicago, IL

Unspecified

Manage and strengthen daily recordkeeping relationships for assigned book of business. Oversee the daily participant investment activity. Works closely with Institutional Fund Accounting and Daily Valuation operations teams to res...

Liaison Supervisor / Veterinary Client Service

Vca Animal Hospitals

South Weymouth, MA

With every opportunity, we aim to exceed each pet owners expectations.As the face of VCA, the Client Liaison Supervisor sets the tone for the practice as we build and maintain each customer's trust and confidence in ourabilities...

Billing & Technical Customer Service Advisor

Conduent Commercial Solutions, Llc

United States

Why cant I sign into my account?. I dont recognize a charge on my account, can you assist?. My device is unresponsive, how can I get it to power on?. Flexibility to receive a full-time, five-day work schedule between Monday Su...

HYBRID Customer Service Advisor

Cornerstone Staffing

Texas, United States

Following established procedures and guidelines to answer a wide variety of inbound calls from new and existing customers with the highest degree of courtesy and professionalism Listens attentively to customer needs and concerns...

Service Advisor

Tesla

Minnesota, United States

Tesla Motors is seeking a Service Advisor dedicated to advancing one of the most innovative vehicle brands globally. This role demands a substantial degree of engagement with both customers and internal teams. Members of our servi...

Service Advisor

Bergeys Inc

Pennsylvania, United States

Up to $25 an hour

Vacation and PTO time. Paid Holidays. 401k with profit sharing. Medical, Dental and Vision insurance. Employee Assistant Program. FSA and HSA Plans. Life Insurance. Opportunities for Advancement. Employee Referral Program. Employe...

Manager of Client Services & Operations

Sunset Lighting

Irvine, CA

$85,000 - $100,000 a year

401(k). 401(k) 3% Match. Dental insurance. Employee discount. Health insurance. Paid time off. Vision insurance. Bonus opportunities. Performance bonus. Yearly bonus. 8 hour shift. Monday to Friday. Management and coordinate speci...

Client Service Lead

Ansira Partners

Missouri, United States

United States, Missouri

Apply lean daily management principles, to achieve and maintain productivity and quality standards. Closely monitor that goals and SLAs are met.. Anticipate internal hurdles and course-correct to prevent inefficiency in workflow....

Denver Client Banking Services Professional - Class date June 3, 2024

Charles Schwab

Lone Tree, CO

$51,313 a year

Minimum of 1 year of work experience, which may include unpaid work, volunteer experience, internships, or other roles Ability to work in the office up to 75% - 100% of the time, as required Outstanding client service skills with...

Client Services Representative I

Capital Group Companies

Irvine, CA

$44,350 - $70,960 a year

You have 2+ years of proven customer support or client service experience. You are a skilled communicator; your verbal and written communication is effective and appropriate. You place a high value on being authentic, respectful,...

Client Service Representative

Animal Medical Center

Pennsylvania, United States

$15 - $18 an hour

Answers telephone calls quickly, efficiently and in a professional and friendly manner Warmly greets clients and provide exceptional service Entering new client information into the computer system Scheduling appointments for exam...

Analyst, Health & Benefits, Client Service Team

Willis Towers Watson

Wisconsin, United States

Contribute to core health and benefits projects involving the design and management of group medical, dental, life, disability and time off benefits for large, complex clients, including:. Perform financial analyses including deve...

Service Advisor

Tesla

Tennessee, United States

Tesla Motors is seeking a Service Advisor dedicated to advancing one of the most innovative vehicle brands globally. This role demands a substantial degree of engagement with both customers and internal teams. Members of our servi...