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.
Western & Southern Life
Skokie, IL, United States
Overview : Provides timely and courteous service to internal and external clients by researching, analyzing and resolving service requests and complaints. Effectively answers questions related to existing contracts and products providing accurate, detailed and complete information. Accepts and processes payments and other policy transactions accur
Job Source: Western & Southern LifeRobert W. Baird & Co.
Elgin, IL, United States
As a Client Specialist, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation,
Job Source: Robert W. Baird & Co.ROBERT W. BAIRD & CO. INCORPORATED
Elgin, IL, United States
As a Client Specialist, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, p
Job Source: ROBERT W. BAIRD & CO. INCORPORATEDWintrust
Schiller Park, IL, United States
Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen commu
Job Source: WintrustCreative Financial Staffing
Northbrook, IL, United States
IT Support Specialist CFS Technology has been contacted by a longtime client that has a long term need for a talented IT Support Specialist. CFS Technology works hard and diligently on your behalf to make certain that your next career move is the best choice you have made. This is a unique position working alongside a tight knit team. Each day wi
Job Source: Creative Financial StaffingEdgewater Actuarial Insights LLC
Itasca, IL, United States
Provide day to day installation and maintain the company's computer hardware, software and support for network infrastructure. Schedule and perform hardware and software installations, configurations, upgrades and maintenance to operating systems, and layered software packages. Ongoing liaison with user groups to implement programs, determine needs
Job Source: Edgewater Actuarial Insights LLCARMStrong Receivable Management
Itasca, IL, United States
ARMStrong Receivable Management is the leading and most trusted name in the world of debt recovery and financial solutions. With a track record of excellence and reliability, we have proudly served businesses across various industries for decades, ensuring efficient B2B collections and tailored debt recovery solutions. As the parent company, ARMStr
Job Source: ARMStrong Receivable ManagementCaptive Resources
Itasca, IL, United States
Provide day to day installation and maintain the company’s computer hardware, software and support for network infrastructure. Schedule and perform hardware and software installations, configurations, upgrades and maintenance to operating systems, and layered software packages. Ongoing liaison with user groups to implement programs, determine needs
Job Source: Captive ResourcesBuffalo Grove, IL, United States
Onbe, a fast-growing FinTech, bringing innovation to a rapidly growing global marketplace, stands for "on behalf." Because that's exactly how we work: on behalf of our clients, as their comprehensive payments partner. We transform the way payments are imagined - as an opportunity for innovation, a source of insight to customers, and a way to connect with partners around the globe!
Summary: The Client Support Specialist (CSS) collaborates with the Client Support Management team to ensure the success of our client programs! The Specialist role works closely with Client Support Managers to develop positive relationships with their clients and become product experts, trusted advisers, strategists, and problem solvers. In this highly collaborative role, the Specialist focuses on improving the overall health and satisfaction of our clients!
This role is a hybrid role that will work onsite 1-2 days per week at our Buffalo Grove, IL location. Occasional travel may be required as part of this position. #LinkedIn-Hybrid
Responsibilities:
Fields troubleshooting emails and calls from the client and responds to issues and inquiries.
Ensures first-order health for new clients and/or programs.
Pulls key reports, metrics, and data and analyzes to promote program success.
Acts as a product expert and serves as an advocate for the client and Onbe.
Works with Client Support Managers to prepare for Business Reviews and client meetings.
Demonstrates client knowledge to advise quarterly client budgeting exercises and reviews numbers monthly for variances to actual analysis.
Collaborates on the integration of new programs for new and existing clients.
Works on internal development projects as assigned and proactively created from their own identified business needs.
Qualifications: Bachelor's degree preferred.
1-3 years of experience working in a client support and/or operations role with direct client interaction.
Proficiency with Microsoft Excel, Word, and PowerPoint.
Ability to travel for company and client-related meetings.
The base salary range for this position is between $49,860 to $73,500 with eligibility for an annual bonus. The actual base salary offered depends on a variety of factors, including but not limited to the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, business needs, and market demand. Our competitive benefits include medical, dental, vision, wellness, 401(k) matching, unlimited PTO, work from anywhere, generous parental leave, and more! Our job titles may span more than one career level. All candidates are encouraged to apply.
At Onbe, a diverse group of people, ideas, and perspectives are key to achieving phenomenal things. For over 25 years, our focus has remained on building a culture of openness and ingenuity, where employees come together to innovate and build disbursement solutions that make the lives of our clients and their consumers and workforces easier and better. Our definition of success includes celebrating differences and affirming belonging. To that end, we ask employees to come to Onbe as they are and contribute their diverse perspectives, identities, and experiences.
We believe that the recruiting phase is only the very beginning of diversity and inclusion. At Onbe, we're constantly evolving the way we celebrate diversity every day and in everything we do. With several internal committees that are dedicated to mental and physical wellness, diversity, inclusion, and community outreach, we are committed to making a culture that is inclusive to all.
Onbe is proud to be an equal opportunity employer. We seek out ways to create a mindful workforce that embraces diversity and celebrates a culture of inclusion. We do not discriminate against employees or job applicants on the basis of race, color, ancestry, national origin, sex (including pregnancy), gender identity, sexual orientation, marital or family status, religion, age, disability, genetic information or military service. Our equal opportunity policy applies to all decisions of employment including hiring, placement, promotion or advancement, termination, layoff, recall, transfer, compensation, training and leaves of absence
Email Alert for Client Support Specialist jobs in Buffalo Grove, 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.