Email Alert for
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Entaracorp
Chicago, IL, United States
**Client Service Representative** **Wanted: A People-centric Service Conductor** **(commonly called a Client Service Representative)** **EMBARK ON YOUR JOURNEY** We invite you to join Entara and start your journey as one of our fully-remote, full-time Client Service Representatives! Our Client Service Representatives plug into our Managed Services
Job Source: EntaracorpNational Veterinary Associates
Chicago, IL, United States
Job Description Do you have a hydroflask and know what totchos are? Then you just might fit in with our family! At Portage Park Animal Hospital, we believe in teamwork, having each other's back, learning from your teammates and promoting from within. We are looking to hire a rock star for our client service representative position who is responsi
Job Source: National Veterinary AssociatesEntaracorp
Chicago, IL, United States
**Client Service Representative** **Wanted: A People-centric Service Conductor** **(commonly called a Client Service Representative)** **EMBARK ON YOUR JOURNEY** We invite you to join Entara and start your journey as one of our fully-remote, full-time Client Service Representatives! Our Client Service Representatives plug into our Managed Services
Job Source: EntaracorpVCA Animal Hospitals
Chicago, IL, United States
VCA Chicago North Animal Hospital seeks a Part-Time Client Service Representative to join our Front Desk Team! Why We Need You As the face of VCA Chicago North Animal Hospital , the Client Service Representative sets the tone for the practice as we build and maintain each customer's trust and confidence in our abilities. The Client Service
Job Source: VCA Animal HospitalsGoodVets
Chicago, IL, United States
GoodVetsis a community of animal hospitals co-owned with veterinarians. Sitting at the intersection of quality-first and people-first,GoodVetsprovides an environment of mentorship for all our employees while also providing the high quality of care and hospitality that today’s pet parents demand. At GoodVets, we seek to find professionals passionate
Job Source: GoodVetsVCA Animal Hospitals
Chicago, IL, United States
VCA Chicago North Animal Hospital seeks a Part-Time Client Service Representative to join our Front Desk Team! Why We Need You As the face of VCA Chicago North Animal Hospital , the Client Service Representative sets the tone for the practice as we build and maintain each customer's trust and confidence in our abilities.The Client Service Repre
Job Source: VCA Animal HospitalsVCA Animal Hospitals
Chicago, IL, United States
VCA Chicago North Animal Hospital seeks a Part-Time Client Service Representative to join our Front Desk Team! Why We Need You As the face of VCA Chicago North Animal Hospital , the Client Service Representative sets the tone for the practice as we build and maintain each customer's trust and confidence in our abilities.The Client Service Repr
Job Source: VCA Animal HospitalsMission Wealth
Chicago, IL, United States
As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a dynamic Client Services Representative to join our high-performing Operations department. This is an opportunity to work a hybrid schedule AND elevate your career in wealth m
Job Source: Mission WealthChicago, IL, United States
As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a dynamic Client Services Representative to join our high-performing Operations department. This is an opportunity to work a hybrid schedule AND elevate your career in wealth management, working with a team that will inspire your professional and personal best! As our Client Services Representative, your creative problem-solving skills and impeccable attention to detail are key to providing support to the Operations department as well as assisting the onboarding of new clients. With a knack for optimization, you will continually look for and recommend ways to improve systems and streamline functions. You promote open communication channels and an amicable team environment that benefits fellow employees, clients, vendors, and consultants. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.
Ranked one of the top RIAs in the country, Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their future.
Day-to-Day as Client Services Representative:
Provide professional and targeted support to the Central/East Coast Operations team, with this position being based in St. Charles, IL.
Prepare New Account paperwork, establishing various registration accounts utilizing our preferred custodial referral platforms (Fidelity, Schwab & TD), and prepare Alternative Investments paperwork
Facilitate account transactions, maintain account registrations, submit, and track account transfers, and assist in obtaining cost basis
Scan and upload registration documents to Salesforce CRM
Assist clients with accessing our client portal and uploading documents for clients to access
Perform administrative office duties including processing all incoming and outgoing mail
Provide client account information to other departments as required and assist with projects as needed
Speak your mind, have your voice heard, innovate, and streamline existing processes, and enjoy coming to work each day
What You Bring as Client Services Representative: Bachelor’s degree
2+ years’ proven experience in a client service role, within the financial industry
Curiosity and problem-solving ability
High emotional intelligence coupled with a passion for client service and experience
Demonstrated operational experience with Fidelity/Schwab/TD custodial referral platforms and the specialized paperwork that goes with linking to existing accounts (LPOA)
An impeccable eye for detail plus excellent multi-tasking and time management skills
Strong knowledge of modern office methods and procedures
Proficient with the full MS Office Suite
Proven working knowledge of Salesforce
Exceptional ability to read, analyze, interpret, and present information
Adept with mathematical concepts, writing reports, and business correspondence
For further consideration, please submit a brief cover letter and resume outlining your proven success in client services, supporting operations in a financial capacity. Mission Wealth offers competitive salary + team-based bonus plan | medical/dental/vision benefits | 401K | PTO and VTO.
Salary : $55k-$60k plus bonus
Email Alert for Client Service Representative jobs in Chicago, IL, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.