363 Customer Service Representatives jobs in Mchenry

Are you a proven detail oriented administrative professional with strong organizational skills? Do you enjoy the fast-paced environment of wealth management and financial services?M&S Wealth Management is seeking a driven, client-centric administrative professional who is looking to use their excellent service and support skills in a fast-growing team. In this role, you'll work closely with, and report directly to the Senior Client Service Manager, while also being a team player for the wealth management department as a whole. You will be expected to provide high quality service to clients and cross-departmental colleagues alike.The ideal candidate will be on-site a minimum of 3 days per week and focus on client needs and support. We are seeking someone with excellent attention to detail skills, outstanding customer service support, and past experience working with high-net-worth clients. If you've previously worked in the financial services industry and are motivated by your desire to build relationships with clients, then this role may be for you!Responsibilities:Deliver superior client service by overseeing the client onboarding experience and prepare documents for client execution throughout the client relationship.Prepare client meeting materials, such as: account in-flow/out-flow catalogs, RMD/QCD transaction summaries, and account beneficiary designations infographics.Process ad-hoc money-movement requests and oversee recurring deposits & withdrawal plans.Process 529 contributions and qualified withdrawals.Process charitable contributions and donations.Assist advisors with scheduling internal and external meetings, answering calls, and other like administrative duties.Process daily report for new accounts opened. Consistently monitor custodial alerts and troubleshoot any account management items that need further attention.Assist Team with setting up clients in Portal management system, and sending Portal enrollment invitations.Develop and maintain internal and external relationships focused on enhancing the client experience.Bachelor's degreeStrong desire to work in wealth management, financial service or other related industryOutstanding communication skills both verbal and writtenExtremely motivated and able to work both independently and collaboratively with a teamExceptional organization and project management skills with excellent attention to detailExperience working with custodial platforms (i.e. Fidelity & Schwab) highly preferredMowery & Schoenfeld, LLC is an accounting, advisory, and IT services firm headquartered in Lincolnshire, Illinois, with satellite offices in the Chicago Loop, Downtown Miami, and the Philippines. Our organization is focused on providing personalized service to each client, building a lasting and trusted relationship. Made up of 20 partners and over 200 total employees, Mowery & Schoenfeld ranks among the top ten firms in Illinois and recently named one of the largest accounting firms in Chicago by Crain's Chicago Business.We take culture seriously by providing a supportive environment focused on growth. Our Firm has been named a Best Firms to Work For by Accounting Today, a Best Firms for Women by Accounting Today, and a Best Place to Work in Chicago by Crain's Chicago Business. Mowery & Schoenfeld offers comprehensive tax, assurance, transaction advisory, outsourced accounting, wealth management, international onboarding, business advisory services, as well as managed IT services through our partnership with Xamin, Inc.Through our M&S Cares program, we prioritize giving back and provide opportunities for our team to support our larger community. We are grateful to be recognized with the Illinois CPA Society's Time and Talent Public Service Volunteerism Award, awarded to only one firm each year.We are always looking for employees with a focus on growth, community, and superior client service to join our team.Mowery & Schoenfeld is an equal opportunity employer. We do not discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.

IntroductionJoin 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. OverviewSupports Account Managers, Executives, Producers, and Brokers in servicing a designated client group, focusing on marketing, claims, administration, and sales for accounts with less complex needs. Responsibilities include preparing renewals and presentations, responding to client inquiries, assisting with RFPs, and providing administrative support under the guidance of senior staff. How you'll make an impactAssists Account Manager, Account Executives, Producers, Brokers in servicing designated group of clients or book of business as it relates to marketing, claims, administration, and sales. Typically assigned to accounts having less complex needs with no renewal goals associated with assigned accounts. Under direction of more senior staff, provides administrative support to an assigned group of clients. Resolves customer service inquiries that require research and interactions with carriers or agents. Generally requires assistance when resolving more complex problems. Day-to-day client contacts are generally mid- or lower-level client staff and contact with clients. Responds to client questions and maintains a log of conversations. Markets new and renewal accounts according to company procedures. Evaluates all proposals to include in spreadsheets. Prepares renewals and client information presentations and assists in preparing RFP responses. May provide guidance and direction to Customer Service Reps or administrative support.#LI-SD1 About YouRequired: High School Diploma/GED and 1+ years of related experience. Preferred: Appropriate license Behaviors: Understanding of the insurance brokerage business and customer service processes/tasks Compensation and benefitsWe offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. 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 insurance401(K) and Roth optionsTax-advantaged accounts (HSA, FSA)Educational expense reimbursementPaid parental leaveOther benefits include:Digital mental health services (Talkspace)Flexible work hours (availability varies by office and job function)Training programsGallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeingCharitable matching gift programAnd more.We value inclusion and diversityClick Here to review our U.S. Eligibility RequirementsInclusion 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.