882 Customer Service Representatives jobs in Chicago

Join to apply for the Client Services Analyst role at Performance Trust Capital Partners Continue with Google Continue with Google Join to apply for the Client Services Analyst role at Performance Trust Capital Partners Description Headquartered in Chicago, Performance Trust Capital Partners, LLC is the largest independent full-service investment bank focused on community depository institutions and a leading partner for banks, credit unions, insurance companies, hedge funds, and asset managers. As a 100% employee-owned company, we are unified under a singular purpose: helping our clients manage the full lifecycle of their institutions by making better, more confident decisions and expanding strategic alternatives through enhanced financial performance and good regulatory standing. Description Headquartered in Chicago, Performance Trust Capital Partners, LLC is the largest independent full-service investment bank focused on community depository institutions and a leading partner for banks, credit unions, insurance companies, hedge funds, and asset managers. As a 100% employee-owned company, we are unified under a singular purpose: helping our clients manage the full lifecycle of their institutions by making better, more confident decisions and expanding strategic alternatives through enhanced financial performance and good regulatory standing. Performance Trust Capital Partners is seeking an Analyst to join our Client Services team. We are looking for an innovative self-starter who is comfortable in a complex role that interfaces regularly with sales members, trade support teams, and clients. This individual will collaborate with multiple departments, working on onboarding new clients, account opening, updating client information, and participating in projects and initiatives aimed at enhancing and improving processes on behalf of a multifaceted and growing sales and trading organization. The role will report directly to our Director of Client Services and will offer exposure across the firm. Requirements The Client Services Analyst will work with Sales teams and Clients to ensure data and information is in good working order. In addition, this person will: Prepare and send required documentation to clients for the establishment of new accounts; review completed docs and work with clients to ensure all forms are completed accurately and in good order. Open accounts for new and existing clients by entering data in internal and external systems, ensuring accuracy is maintained Process and assist with the reconciliation of client documentation and returned mailings Work with internal Sales teams and Clients to update account information: addresses, authorized individuals, settlement instructions, wiring instructions, name/title changes, electronic delivery, etc. Collaborate with various departments to answer Due Diligence / Audit requests Support sales teams and clients with DocuSign and Pershing’s NetXinvestor website access and navigation inquires. Work on various projects and initiatives aimed to enhance efficiencies and regulatory compliance. Skills, Experience & Qualifications Detail-Oriented, excellent communication, problem solving and prioritization skills Ability to work in a fast paced “remote” team collaborative environment Experience working in financial services at a broker dealer Client-facing experience, prior experience working with Sales team members is a plus Experience in a Client Services, Middle Office, (or) Operations capacity assisting with new client account opening/onboarding and maintenance of existing accounts is a plus FINRA Series 7 licensed (if not currently licensed, must obtain license within reasonable time of employment) Proficient in Microsoft Excel (sorting and filtering data, V-Lookups, Pivot Tables)(DL1) Bachelor’s Degree Salary Description 70,000 - 90,000 Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Information Technology Referrals increase your chances of interviewing at Performance Trust Capital Partners by 2x Get notified about new Client Services Analyst jobs in Chicago, IL . Chicago, IL $112,700 - $04,000 3 days ago Greater Chicago Area 95,000 - 105,000 1 week ago Chicago, IL 70,324.00 - 71,866.00 1 month ago Analyst, Guideline Monitoring & Client Order Management Chicago, IL 62,000.00 - 70,000.00 3 weeks ago Chicago, IL 90,000.00 - 105,000.00 3 weeks ago Chicago, IL 60,000.00 - 75,000.00 2 months ago Downers Grove, IL 54,000.00 - 72,000.00 1 week ago Chicago, IL 61,087.00 - 104,364.00 3 days ago Business Analyst, Pharmacy Services Product Innovation Deerfield, IL 63,100.00 - 101,200.00 1 month ago Oakbrook Terrace, IL 66,000.00 - 88,000.00 2 weeks ago Business Analyst/Enterprise Data Management Business Analyst Pharmacy and Retail Ops Business Analyst, Product Excellence and Renewal Lab Chicago, IL 180,000.00 - 200,000.00 1 week ago Tinley Park, IL 120,000.00 - 150,000.00 3 days ago Business Analyst (Bank Deposits Operations) Chicago, IL 120,000 - 150,000 6 days ago Chicago, IL 112,200 - 209,000 2 hours ago Hammond, IN 120,000 - 150,000 6 days ago Chicago, IL 67,500 - 125,000 2 weeks ago We’re unlocking community knowledge in a new way. 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Job Description

If you're a cheerful, outgoing person who loves helping others and supporting a great team, you could be the next full-time Client Services Host at Floyd's 99 Barbershop ! Our Vernon Hills, IL barbershop is looking for someone to keep workdays smooth and seamless.

GREAT PAY

We offer a competitive wage of $16.00/hour .

EXCELLENT BENEFITS

• Bonus potential
• Employee assistance program offering discounted or free counseling, financial planning, child and elderly care assistance, legal assistance, and more
• Ongoing opportunity for growth
• Free monthly services and product discounts
• Health benefits for full-time employees, including medical, dental, and vision
• Fun and relaxed environment where you can truly be yourself
• Nationwide locations, making it easy to relocate while continuing your professional journey

At Floyd's, we're more than a barbershop-we're a national leader in modern grooming, known for our expert services, strong culture, and top-tier talent. We'd love to have you if you're interested; apply today!

YOUR NEW ROLE AS OUR CLIENT SERVICES HOST

To appropriately meet our clients' needs, you need to be able to work weekends and evenings.

You keep our shop running smoothly and ensure we efficiently serve our customers. With an upbeat and professional attitude, you answer phone calls, schedule treatments, and respond to questions. You promote our extensive range of services and upsell treatments or products when possible. As clients inquire about services, you provide cost estimates and wait times before scheduling an appointment. You also help with general cleaning to keep our retail space looking great.

REQUIREMENTS

• 2+ years of customer service experience in the retail, hospitality, or beauty industries
• Experience working in a fast-paced environment
• Fantastic collaboration skills with an ability to communicate over the phone and in person
• Commitment to helping others and working with a team
• Organizational skills, attention to detail, and time management abilities
• Ability to maintain confidentiality
• Ability to work a flexible schedule, including nights and weekends

WHAT SETS US APART

Floyd's 99 Barbershop in Vernon Hills is where skill meets style in a fun, high-energy atmosphere. Located in a bustling area near Hawthorn Mall, our shop is surrounded by great restaurants, coffee spots, and local hangouts, making it easy to grab a bite or recharge before or after your shift. We're all about precision cuts, creative styles, and an unbeatable client experience, with a team that brings passion and personality to every appointment. No egos here-just a supportive crew that hypes each other up and works hard to keep improving. We take our craft seriously but know how to have a good time while doing it. If you're looking for a place where your skills are valued, your growth is encouraged, and every day is a new opportunity to create something great, we're calling your name!

Become a critical part of our barbershop and retail operations by filling out our initial application! We're excited to meet our new Client Services Host.

Gallagher Bassett is the premier provider of global claims services, dedicated to exceptional customer service and demonstrably superior outcomes. GB helps people, teams and businesses overcome adversity and loss through the guiding expertise of over 5,000 claims professionals, all committed to going beyond expectations in the continuous pursuit of a better way.

Position Summary:

Incumbent may manage anywhere from 1 to 10 accounts, many among companys larger and most demanding clients. Often travels for client needs (e.g., claim reviews, stewardship discussions). Acts as a single point of contact with many of the companys more sophisticated/demanding clients. Always responsive to requests and consistently identifies and resolves issues/challenges facing the client.

+ Able to identify when/where to escalate issues. Brings the right people and resources together to solve challenges.

+ Thorough understanding of what client is trying to accomplish in their program and understands how the company can contribute to these goals.

+ Aligns self and external resources around clients goals.

+ Develops consistent, high-quality service plans to capture goals and ensure progress.

+ Presents client context and interests in a compelling way to motivate others.

+ Has an in-depth knowledge of client.

+ Possesses significant and meaningful depth of knowledge in select industries. Understands drivers of risk, key individuals within the company and industry/competitor developments.

+ Understands how cost of risk impacts a companys financials. In-depth understanding of risk, insurance and claim industry information and trends.

+ Understands dynamics of exposure, coverages, carrier and broker dynamics.

+ Thorough knowledge of Company products and services.

+ Is able to describe and discuss attributes and benefits, and knows when to introduce them to address business needs.

+ Is able to think outside the box to address specific client concerns, engaging the appropriate internal company resources to coordinate.

+ Is able to communicate/coordinate client specific initiatives, i.e. closure projects, cost-reduction projects, performance warranty compliance and communicate results to senior internal and client contacts.

+ Proactively works to plan for and ensure maximum retention, often producing renewal by self.

+ Identifies and rectifies issues early.

+ Viewed by client as their advocate.

+ Leads group meetings across audiences (e.g., claim reviews, stewardship meetings, partnership meetings) with minimal support.

+ Sets and communicates roles for all internal participants prior to critical meetings.

+ Ensures appropriate pre-brief and de-brief communication to drive successful client interactions.

+ Viewed as companys focal point in the room.

+ Works with minimal supervision, with complete understanding of when to engage supervisor.

+ Identifies when to use supervisor skills/talents to improve outcomes (e.g., in client meetings) and clearly communicates expected role for supervisor. Is able to quickly determine those tasks/issues that are most important, bring the greatest ROI or that require the most lead time.

+ Engages necessary resources as needed. Has complete understanding of program pricing.

+ Understands the basics of program profitability to the company.

+ Able to make appropriate trade-offs between pricing levers to reach best outcome for company (e.g. multi-year deals, LOP, etc.).

+ Thinks creatively about potential win-win opportunities for company and client.

#LI-SD1

Required:

+ Bachelor's degree

+ 5 years related experience.

+ Insurance license required

Desired:

+ Applicable industry designations preferred.

Work Traits:

+ Delivers all messages (written or verbally) in a concise, logical manner with focus on insights and decisions/action.

+ Confident when communicating and presenting, always gets point across and anticipates questions from supervisors and clients.

+ Proficient in Excel and PowerPoint.

+ Able to structures and use data to tell a compelling story.

+ Incorporates potential nuances (outliers, benchmark data) to reach better conclusions.

+ Able to engage with more sophisticated clients and brokers.

U.S. Eligibility Requirements:

+ Interested candidates must submit an application and resume/CV online to be considered

+ Are you 18 years of age or older or can you demonstrate legal capacity to enter a contract?

+ Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation

+ Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Gallagher hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with non-immigrant work authorization (F, J, H or L visas), such as students in practical training status. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Gallagher will require proof of work authorization

+ Must be willing to execute Gallagher's Employee Agreement or Confidentiality/Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality and non-disclosure

Gallagher offers competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function) training programs, matching gift program, and more.

_Gallagher believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, sex, color, disability, national origin, religion, creed, age, marital status, citizenship, veteran status, gender, gender identity / expression, actual or perceived sexual orientation, or any other protected characteristic. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business._

**Job:** _Sales/Production_

**Organization:** _North America Operations_

**Title:** _Sr. Client Services Manager_

**Location:** _Illinois-Rolling Meadows_

**Requisition ID:** _83415_

• May manage up to 25 dedicated clients, depending on complexity and/or client requirements.
• Book of business may cover multiple industries, but with focus in select industry (or industries).
• Serves as single point of contact for clients; highly responsive to requests and often identifies issues/challenges before client.
• Works with minimal supervision, and knows when to engage supervisor and/or peers throughout the company.
• Aligns self and external resources around client's goals by understanding of what client is trying to accomplish in their programs and how we can contribute to these goals.
• Develops service plans to capture goals and ensure progress.
• Structures and uses data to tell a compelling story.
• Presents data confidently and anticipates questions from supervisor and clients.
• Significant knowledge of product and service capabilities.
• With some assistance can implement and oversee client specific initiatives, i.e. closure projects, cost reduction projects, performance guarantee compliance.
• Perceived as critical link between client, management and claims operations.
• Proactively works with supervisor to plan for and ensure maximum retention rate.
• Limits downside surprises by identifying and rectifying issues early.
• Leads group meetings across audiences (e.g., claim reviews, stewardship meetings, and partnership meetings) with modest support.
• Sets and communicates roles for all internal participants prior to critical meetings.
• Ensures appropriate pre-brief and de-brief communication to drive successful client interactions.
• Can scope out work-related projects, including time and resources needed to complete.
• May assist in orienting and mentoring lower level employees.
• Has complete understanding of program pricing.
• Understands the basics of program profitability to the company. Able to make appropriate trade-offs between pricing levers to reach best outcome (e.g. multi-year deals, LOP, etc.).

• Bachelor's degree and 5 years related experience.
• Insurance license required.
• Often travels for client needs (e.g., claim reviews, stewardship discussions).

• Able to create success stories and capture learning's within own book of business and that of team members.
• Able to provide synthesized summaries to senior leadership within AM team.
• Focuses on what matters most, where there is risk and where senior management intervention may be required. Always gets his/her point across in interactions.
• Frequently able to lead group meetings and/or provide value-added input where not the primary presenter.
• Is accessible by team members when they encounter roadblocks with their work.
• Able to provide value-added suggestions and approaches to make the team more successful.
• With supervisors, understands what matters most and where/when to escalate issues.
• Consistently delivers direct, honest feedback to team members regarding performance against the AM skill continuum.

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave

• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program
• And more.

May manage up to 25 dedicated clients, depending on complexity and/or client requirements. Book of business may cover multiple industries, but with focus in select industry (or industries). Serves as single point of contact for clients; highly respon Client Service, Manager, Senior, Technology, Client, Program, Benefits

Introduction Join our growing team of dedicated professionals at Gallagher Bassett, who guide those in need to the best possible outcomes for their health and wellbeing. You'll be part of a resilient team that works together to redefine the boundaries of excellence. At our organization, we value collaboration and making a positive impact in the lives of our clients and claimants, offering you the opportunity to join a team where your skills and dedication can truly make a difference. GUIDE. GUARD. GO BEYOND. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. Overview Manages a portfolio of clients, serving as the primary point of contact and aligning internal resources to support client goals through strategic planning, data-driven insights, and proactive issue resolution. Demonstrates deep product knowledge, leads key client meetings, and contributes to retention, profitability, and mentoring initiatives with minimal supervision.Will requrie travel. How you'll make an impact May manage up to 25 dedicated clients, depending on complexity and/or client requirements. Book of business may cover multiple industries, but with focus in select industry (or industries). Serves as single point of contact for clients; highly responsive to requests and often identifies issues/challenges before client. Works with minimal supervision, and knows when to engage supervisor and/or peers throughout the company. Aligns self and external resources around client’s goals by understanding of what client is trying to accomplish in their programs and how we can contribute to these goals. Develops service plans to capture goals and ensure progress. Structures and uses data to tell a compelling story. Presents data confidently and anticipates questions from supervisor and clients. Significant knowledge of product and service capabilities. With some assistance can implement and oversee client specific initiatives, i.e. closure projects, cost reduction projects, performance guarantee compliance. Perceived as critical link between client, management and claims operations. Proactively works with supervisor to plan for and ensure maximum retention rate. Limits downside surprises by identifying and rectifying issues early. Leads group meetings across audiences (e.g., claim reviews, stewardship meetings, and partnership meetings) with modest support. Sets and communicates roles for all internal participants prior to critical meetings. Ensures appropriate pre-brief and de-brief communication to drive successful client interactions. Can scope out work-related projects, including time and resources needed to complete. May assist in orienting and mentoring lower level employees. Has complete understanding of program pricing. Understands the basics of program profitability to the company. Able to make appropriate trade-offs between pricing levers to reach best outcome (e.g. multi-year d eals, LOP, etc.). #LI-SD1 About You Required: Bachelor's degree and 5 years related experience. Insurance license required. Often travels for client needs (e.g., claim reviews, stewardship discussions). Work Traits: Able to create success stories and capture learning’s within own book of business and that of team members. Able to provide synthesized summaries to senior leadership within AM team. Focuses on what matters most, where there is risk and where senior management intervention may be required. Always gets his/her point across in interactions. Frequently able to lead group meetings and/or provide value-added input where not the primary presenter. Is accessible by team members when they encounter roadblocks with their work. Able to provide value-added suggestions and approaches to make the team more successful. With supervisors, understands what matters most and where/when to escalate issues. Consistently delivers direct, honest feedback to team members regarding performance against the AM skill continuum. Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: Medical/dental/vision plans, which start from day one! Life and accident insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational expense reimbursement Paid parental leave Other benefits include: Digital mental health services (Talkspace) Flexible work hours (availability varies by office and job function) Training programs Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more. We value inclusion and diversity Click Here to review our U.S. Eligibility Requirements and Pay Disclosure Statement Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #J-18808-Ljbffr

Join to apply for the Strategic Analyst (Client Services) role at Digital Factory, Inc. This unpaid internship offers an exciting opportunity for a driven, future-focused individual with an inquisitive, articulate, and technically-minded approach, along with strong business acumen and interpersonal skills. As a Strategic Analyst at Digital Factory, you will play a key role in transforming data into valuable insights and presenting meaningful analytics. You will translate these analytics into actionable recommendations to inform business decisions. As part of our analytics team, the Analyst will provide advisory support to various departments by explaining the underlying reasons for business figures, offering root cause analysis, and proposing areas for improvement. The role involves strategizing, collecting, analyzing, and presenting organizational data to support advisory processes. The internship lasts 6 to 9 months, with the potential for a full-time position based on performance, job requirements, and the candidate's availability. Department: Client Services Location: Chicago, Illinois Who We Are Our team's digital inventiveness and mobile location expertise creates brand stories that produce results. We are seasoned professionals with experience in marketing, technology, mobile, and more. Our skills include Micro-fencing, mobile strategy, data analytics, and beyond. This Position Will Entail Conduct comprehensive strategic analyses, including identifying challenges, opportunities, and proposing solutions to support organizational goals. Examine organizational data to uncover underlying trends, patterns, and insights that provide clarity on performance and operations. Combine findings from data analysis and present data-driven recommendations to upper management through written and verbal communications. Stay informed about industry and business trends by engaging with customers, competitors, suppliers, professional organizations, and other stakeholders. Create impactful presentations using tools like PowerPoint, delivering clear and engaging presentations to various audiences. Build and maintain strong working relationships with diverse teams, including Senior Management, Finance, Technology, Client Services, Marketing, and Human Resources. Other duties as assigned Desired Skills and Qualifications Strong presentation skills and proficiency in using Microsoft PowerPoint to create and present data-driven reports. Proficiency in computer technology and various Microsoft Office applications. Expertise in systems analysis, including evaluating the ideal state of a functioning system and understanding how changes in conditions, operations, and the environment impact outcomes. Strong time management skills for efficient prioritization and task completion. Excellent verbal communication skills, with the ability to convey complex ideas clearly and effectively. Proven abilities in problem-solving and deductive reasoning. Required Education and Work Experience Bachelor's degree in a related field such as Accounting, Finance, Information Technology, or similar disciplines. Currently enrolled in or holding a graduate degree in a related field, such as Accounting, Business, Finance, Information Technology, or other relevant areas. Preferred Qualifications Experience in Product Management or Systems/Business Analysis. Background in data collection, analysis, and reporting. At least one year of experience in a B2B role focused on client success, technical support, or product support (B2C experience is a plus). Proven track record in leading and developing high-performing teams. Digital Factory is an equal opportunity employer, committed to recruiting, hiring, and promoting qualified people of all backgrounds, regardless of sex, race, color, creed, national origin, religion, age, marital status, pregnancy, physical disability, sexual orientation, gender identity, or any other basis protected by law. #J-18808-Ljbffr