1001 Customer Service Representatives jobs in Norridge

Description About Us: Headquartered in Chicago, Performance Trust Capital Partners, LLC is an institutional fixed income broker/dealer, specializing in highly analytical, performance driven strategies. Our core clients include community and middle-market banks, credit unions, and insurance companies. Our unique and customized approach to strategic advisory, mergers and acquisitions, and balance sheet solutions provides financial institutions the confidence to manage the full lifecycle of their institution, earn their independence, and expand strategic alternatives through enhanced financial performance and good regulatory standing. About the Position: 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. This role will have a hybrid schedule (2x a week in office), and you must be able to commute to either our Chicago or New York office. Relocation is not provided. 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 be responsible for the following: 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. We are seeking candidates with the following qualifications: Bachelor's degree 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) Featured Benefits Medical Dental Vision Health and Wellbeing Prescription Drug Plans Voluntary Life Insurance + Long term disability insurance PT Retirement Mission Driven Employee Stock Ownership Plan Stability Pre-Tax Commuter benefits – Transit & Parking Lifestyle Discounted Fitness memberships Lifestyle Management – Tobacco Cessation & Weight Management Vacation/Personal Days + Holidays Pre-tax Flex Spending Account (FSA) and Health Savings Account (HSA) Compensation: The base salary range for this position is $70,000 - 90,000. This is an estimated range based on the circumstances at the time of posting, however, may change based on a combination of factors, including but not limited to skills, experience, education, market factors, geographical location, budget, and demand. This position is also eligible for a bonus component that would be dependent on pre-defined performance factors. All compensation determinations are based on the skills and experience required for the position and commensurate with experience of selected individuals, which may vary above and below the stated amounts. #J-18808-Ljbffr

This position qualifies for bonus.

DEP is looking for a motivated, experienced, full-time, team-oriented Account Executive ( Client Services Coordinator) with exceptional written and verbal communication skills and strong analytical abilities. Experience in the automotive industry is a plus!

Responsibilities:

• Maintaining and building client relationships
• Provide professional support to enhance the customers' experience
• Train/Educate clients on Dealer eProcess products
• Staying on top of industry trends
• Conduct dealer training
• Work closely with various departments to ensure dealer satisfaction
• Remain in frequent contact with the clients in your responsibility to understand their needs

• Excellent presentation, communication, and customer service skills
• Must be organized, detail-oriented, and punctual
• Ability to manage multiple accounts
• The ability to remain cool under pressure
• Proficiency with Microsoft Office Suite and Google Suite

• Medical, Dental, Vision
• 401K with company match
• 10 Paid Holidays
• PTO and Vacation time off
• Paid Paternal Leave

• Great benefits
• Collaborative company culture
• Numerous areas for growth
• Engaging work environment
• In-person company/team events

The below outlines the core job responsibilities of the position. The employer reserves the right to amend and modify these responsibilities should alternate needs arise. The employee must be able to perform the essential functions of the position satisfactorily and if requested, reasonable accommodations will be made.

REQUIRED AND DESIRED SKILLS

• Must be able to work a flexible, part-time work schedule, averaging 15 25 hrs weekly, up to 120 hours per month.
• Must exhibit excellent people skills, with a friendly, welcoming personality.
• Must have the ability to work well with others and be a team player.
• Computer experience, including Microsoft Office and Google Suite, is a plus.

RESPONSIBILITIES AND DUTIES

• Serve as part of a team taking care of the needs of a corporate client conducting market research in our facility. Directly interacting with clients from a variety of companies.
• Handle the reception desk, greet all visitors to L&E facilities, determine reason for visit, and direct accordingly.
• Answering telephones, answer general respondent questions, provide directions, transfer calls to appropriate staff members as needed.
• Using computers for a variety of tasks, including Microsoft Office, Google Suite and email.
• Will learn to use various equipment/technology, including copier, printers, laptops, telephones, recording equipment, L&E video streaming, laptop & desktop computers, Focusvision internet streaming, internet access, projectors/screens, TV monitors, Polycom speaker phone.
• Typical CSR duties include emails, printing, copying, use of the internet, setting up audio-video recordings, food ordering, re-plating food, serving clients and cleanup. Also, setting up the facility for client studies; arranging tables and chairs as needed.
• Assist with shopping for client and respondent food, project supplies and facility needs, using your own vehicle (mileage will be paid).
• Keeping client rooms clean, neat and fully stocked, during and after a study.
• Other duties as required by the Client Services Manager or Client Services Assistant.

The pay range for this role is:

17.50 - 18.50 USD per hour (Chicago - Payroll)

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 . 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Client Services Coordinator Job Description- Hybrid- Chicago office The Stepping Stones Group is transforming the lives of children, families, and communities together through our exceptional therapeutic and behavioral health services. We believe our Core Values embody the culture of our organization: Trust, Integrity, Results, Quality, Community, and Inclusivity. The Stepping Stones Group is committed to diversity and inclusion. As a socially conscious employer driven by purpose, we welcome all people who have the heart to join us in our mission to transform lives together. We celebrate the diversity of our colleagues and believe by listening, learning, and empathizing with each other's life experiences we become a stronger organization. If you believe every day is an opportunity to make a difference, we would like to meet you! As a Client Services Coordinator, you will work closely with our experienced client services, recruiting and business development teams. In this position you will: * Provide support to your Client Services team by working with recruiters to generate candidates from a variety of methods to help build a robust pipeline * Support your Client Services team to maintain and grow headcount with current and inherited clients. Grow client headcount when the opportunity arises and work toward established headcount goals * Submit candidates for client openings with clear communication and setting effective expectations with the client * Help guide candidates through the interview process with necessary interview prep and effectively convey client expectations * While communicating with clients you will set expectations and communicate The Stepping Stones Group's policies and expectations * Work as part of the team to contribute to the overall success * Create a positive experience for the clients with effective communication. * Demonstrate a strong interest in learning departmental functions including timecard approval, familiarity with school district clients, special education requirements and licensing Qualifications: * Exceptional time management and prioritization skills * Enthusiastic and supportive collaborator * Champion of change and applying creativity * Detail orientated with the ability to meet projected timelines * Excellent written and verbal communication skills * Strong customer service experience required * Prior sales or recruiting experience is required. Base salary, bonus opportunities, medical benefits, paid time off, paid company holidays, 401K and much more! Remote or in person depending on location. #J-18808-Ljbffr

Join to apply for the Associate, Client Services role at Balyasny Asset Management L.P. Balyasny Asset Management (BAM) is a global, multi-strategy investment firm with over $21 billion in assets under management. We are a diversified business with global reach, committed to delivering uncorrelated returns across all market environments. BAM employs more than 160 portfolio managers and 1,200 investment professionals across 19 offices worldwide, focusing on strategies such as Equities Long/Short, Equities Arbitrage, Macro, Commodities, Systematic, and Growth Equity. We also have dedicated private investment and equities units, BAM Elevate and Corbets Capital, respectively. Role Overview As an Associate in Client Services within the Client Relationship Group, your responsibilities will include: Reviewing investor transactions (subscriptions, redemptions, transfers) booked by the administrator and reconciling them against expected transactions. Addressing investor inquiries regarding transactions, documentation requirements, and liquidity/redemption schedules. Guiding eligible employees through the investment process in BAM funds. Supporting larger investor projects, such as maintaining the investor portal, creating or improving marketing materials, and investor reporting. Maintaining data in our CRM system, uploading monthly investor balances and transactions, and performing reconciliations to ensure data accuracy. Preparing CRM reports on investor composition and fund AUM, creating new reports as needed, and automating manual reports. Qualifications & Requirements The ideal candidate will have: Excellent verbal and written communication skills. Dependability, strong attention to detail, and a hard-working attitude. Ability to work efficiently in a fast-paced environment and handle multiple tasks. Strong organizational skills with a focus on projects and deadlines. Knowledge of investment or hedge fund operations. Education, Training & Experience Candidates should possess: At least 3 years of experience in accounting, auditing, or client services/investor relations within the financial services or hedge fund industry. Intermediate Excel skills. Experience with hedge funds is a plus. Experience with CRM systems, particularly Dynamo Software, is a plus. Additional Details Seniority level: Associate Employment type: Full-time Job function: Other #J-18808-Ljbffr

Join TBK Bank!At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK means striving for excellence, while delivering with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.Position Summary:Responsible for providing prompt and accurate financial transactions in accordance with the Bank's policies and procedures. Contributes to the development and retention of customer relationships by providing exceptional customer service and identifying appropriate cross sell opportunities with professionalism and enthusiasm.Position Description:Essential duties and responsibilities include the following. Other duties may be assigned:Provides exceptional customer service by standing to welcome the customer, using the customer's name, taking responsibility for the customer, thanking the customer by name and exceeding the customer's expectations.Continues to build relationships with current customers to maintain goodwill and gain additional business.Capable of recognizing, responding and or referring sales opportunities. (Accounts, Credit Cards, Loans, etc.)Actively participates in meeting retail branch goals and events.Actively participates in daily branch huddles and weekly branch meetings.Performs all customer transactions and inputs them into the computer system in accordance with established procedures. Cashes checks, receives cash for deposit, verifies amounts, verifies customer balances and examines checks for appropriate signatures and endorsements.Places holds on accounts for uncollected funds in accordance with regulations.Monitors customer account activity and transactions in order to identify possible fraud.Responsible for balancing currency, coin, and checks in cash drawer at end of shift in comparison to computer totals. Maintains appropriate cash levels in teller drawer in accordance with the security policy. Complies with the Teller Over and Short Procedure.Processes savings bonds, branch capture, cashier's checks, and other items based on branch.Allows customers access to safe deposit boxes following specified procedures.Capable of assisting tellers with balancing daily transactions.May assist in balancing vault.Profiles new and existing customers to better serve their financial needs; informs and advises customers of appropriate bank products/services that will make their life easier, save them time, or save them money.Prepares and compiles new customer information in accordance with the banks CIP and Know your Customer policies.Opens new accounts; ensures completeness and accuracy of documentation including scanning into the system, and timely follow up on missing or incomplete documents.Successfully complete Account/File Maintenance with proper documentation.Help customers with items such as Stop Payments, Debit Card Orders/Reorders, Debit Card Disputes, IRAs, Heath Savings Accounts, Wire Transfers, Directo-a-Mexico, Online Banking and Mobile Banking.Takes initiative to answer customer phone calls/email, takes ownership of their issue, takes proper steps to resolve their issue and provides the customer with appropriate feedback in a timely manner.Promptly responds to customer's inquiries and requests regarding account and suggests resolutions on account disputes and other account activity.Professionally makes quality referrals to other areas of the bank and bank partners such as Commercial Lending, Consumer Lending, Treasury Management, Merchant Services, or the Mortgage Partner in your area, etc.Works professionally with, and generate goodwill between the retail banking department and other internal departments.Generates new business to assist in meeting established profitability goals.Protects and safeguards customer information and bank property.Adheres to all bank and regulatory requirements and participates in required training.Actively participates in local community and bank sponsoredOther duties as assigned.Qualifications:High school diploma or general education degree (GED) required.Must be 18 years oldSix to twelve months of bank teller experience requiredCustomer service or sales experience requiredCompensation RangeHourly: $16.06 - $22.01We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.Go on. Do it. Apply Today!

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Onsite 3x/week 540 West Madison, Chicago, IL 60661

Duration: 6 Month Contract to Hire

Must-haves

* 3+ years of experience, the more the better

* Strong markets experience, specifically with Futures & Options

* Prior experience coming from a large financial institution (FCM)

* Familiarity with trade allocation process

* GMI experience and/or exposure

Plusses

Series 3

Day-to-Day

Bank of America is looking for a Client Services Representative to join the Futures & Options team in Chicago, IL. This person will face off with their clients, and internal teams regarding trade commissions, client inquiries, trade breaks, incorrect trade allocations, brokerage commissions, etc. The business relies on this team for client relationships and client information so attention to detail, as well as client relations are very important. Each day will be different, based off the market and client requests, your job is to reduce market risk. This is a mid-level role, a backfill for a full time employee who left for an extended leave.

As a Client Relationship Manager/ you will be the main point of contact for Bank of America Merrill Lynch customers dealing in Futures & Options and OTC clearing. The primary functions of this role are to provide client support with trade/position management, relationship management, and field market/product inquiries across the derivatives space. This role will be supporting top tier institutional clients, which will require outstanding customer service to enhance the overall relationship.

Responsibilities :

* Subject matter expert for client queries regarding trades, positions, lifecycle events, commission, reporting, product offering

* Navigate the organization (central point of contact for client) by doing research and/or internal outreach to get responses to client queries and escalations

* Escalation point for clients as well as internal teams that are looking to drive resolution on critical initiatives

* Coordinate outreach and understand clients' intentions around last trade date, esp. on physically settled contracts, and options expiries

* Coordinate client requests for additional access to the Mercury portal

* Establish frequent dialogue with the Marketing team keeping them abreast of client concerns or product asks and tracking this via internal databases

* Establish regular meetings with priority clients to dri! ve discussions around metric trends, outstanding issues (OILs), and strategic industry focus areas.

o Meetings should encompass a holistic view of the operational side of the relationship (Product, Collateral, Brokerage, Clearing, etc.)

o Meetings should have set agendas, accompanied by presentations where applicable, and should be followed up with call reports

* Work with Client Service Relationship Managers to establish prioritization on priority client OILs, keep OILs updated in SharePoint, and ensure regular focus on moving solutions forward

* Work with clients to move them toward self-service opportunities on the portal, reduce client accommodations, and use etask/tableau metrics to look at opportunities for reducing manual processes

* Maintain client profiles, procedures and up to date contact information

• Seniority level Associate

• Employment type Contract

• Job function Finance
• Industries Banking

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