Client Specialist Key
Customer Service Specialist Job 18 miles from Streamwood
About us
Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories. Established in 1947, we are known for modern classic style that's both timeless and timely, fine quality craftsmanship and gracious service. At Talbots relationships are the key to our business, we hire individuals who bring new ideas to the table, understand smart risk taking and can enhance an already thriving culture. With a commitment to offer modern classic style for every body type, through a full range of sizes, inclusive to every woman in your life.
What We Offer:
Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next.
Incentive Opportunities
Benefits: Comprehensive benefits packages accessible to both full time and eligible part time employees. To learn more, visit our We Care page.
Generous Discount: 50%, 60% & 70% Merchandise Discount off Talbots and Haven Well Within.
Other Perks: Referral Incentive Program, discounts on travel, shopping, concerts and more.
What we Value “WE CARE”:
We Win as a team and are dedicated to ensuring and applauding each other's success.
We Encourage creativity, innovation and smart risk-taking.
We are Committed to building relationships with our customers and associates by knowing, serving, and delighting them.
We Act with integrity, transparency, candor, and respect.
We Respect, honor and value diversity and are invested in cultivating a dynamic and inclusive culture.
We Embrace community by bringing positive change to those we live and work in.
Who You Are:
Driven to create, build and cultivate relationships with customers and the community with a focus on prospecting and establishing a strong clientele from existing and new customers.
Possesses a strong ambition and passion for achieving goals, both as an individual and as a member of the store team and thrives working in a team environment.
Able to work cooperatively in a diverse work environment
Passionate about selling and seeks organized and thoughtful ways to drive new traffic into the store.
Possess excellent written and verbal communication skills and a high level of integrity.
Demonstrates strong planning and organizational skills to proactively contact clientele with the intent to sell in a way that is relevant, timely and meaningful for her.
Professional, assertive, and friendly with the ability to make decisions independently.
Possess the technological aptitude to navigate POS/computer/iPad/handheld systems.
Available at least (20) hours per week.
Able to work a flexible schedule based on the needs of the business including evenings, weekends, and holidays.
Comfortable climbing ladders, moving around regularly, and standing for extended periods of time.
Able to bend, reach, stretch for product as well as lift, carry, and move at least 40 lbs.
What You'll Do:
Create and foster a culture of hospitality through exceptional customer experiences and build enduring relationships both internally and externally.
Support all service enhancers to build strong relationships including active use of Concierge.
Achieve sales and service metrics in key measurable areas including: Clientelling/Outreach, Appointment Setting, Talbots Classic Awards etc.
Plan and prioritize tasks and responsibilities to meet the needs of the customer and business.
Seek to understand customer needs & wants with curiosity and confidence through intentional conversation.
Share current products and fashion trends with customers to appropriately wardrobe, inspire and build trust.
Actively participate in community/store activities and events that promote the Talbots Brand.
Responsible for leading/supervising others on occasion and opening the store for business and/or closing the store.
Professionally represent the brand image.
Note: This position description is intended to describe the general nature of work being performed by associates assigned to this job. It is not intended to be inclusive of all duties and responsibilities and is subject to change.
Location:
Store 00633 Vernon Hills, IL-Lincolnshire,IL 60069Position Type:Regular/Part time
Equal Employment Opportunity
The Company is an equal opportunity employer and welcomes applications from diverse candidates. Hiring decisions are based upon a candidate's qualifications as they relate to the requirements of the position under consideration and are made without regard to sex (including pregnancy), race, color, national origin, religion, age, disability, genetic information, military status, sexual orientation, gender identity, or any other category protected by applicable law. The Company is committed to providing reasonable accommodations for job applicants with disabilities. If you require an accommodation to perform the essential duties of the position you are seeking or to participate in the application process, please contact my ***************************. The Company will make reasonable accommodations for otherwise qualified applicants or employees, unless such accommodations would impose an undue hardship on the operations of the Company's business. The Company will not revoke or alter a job offer based on an applicant's request for reasonable accommodation.
Information for Illinois Applicants: ***********************************************************
(WFH) Customer Support Specialist
Customer Service Specialist Job 28 miles from Streamwood
Gig Description
GigCX Marketplace is partnering with Teleperformance TurboTax, to help millions of people file their taxes smarter each year. A big part of our success comes from our customers' positive experiences with our dynamic product experts. As the voice of our company, the product expert must possess excellent written and verbal communication skills, a desire to learn, and enthusiasm for delighting customers.
****Program will run from Jan 13th, 2025 to April 15th, 2025. Preference will be given to Service Providers (SP) who can commit and work all 14 weeks of the program****
Experience/Skills
TEAM / LEADERSHIP SKILLS:
You demonstrate a sincere desire for a quality customer experience
You have a team player attitude
You promote a positive work environment
You thrive in a fast-paced environment and handle change well
You have a collaborative approach to problem solving and like sharing feedback
You understand the value of your individual impact on the team and company's success
TECHNICAL / FUNCTIONAL SKILLS:
You have excellent written and verbal communication skills with ability to effortlessly display empathy with customers over the phone
Computer skills: You exhibit an intermediate level of knowledge in the relevant operating systems and software environment
You have experience with software troubleshooting abilities
You know how to modify your communication style to meet customer needs and tone
You possess customer service skills
You are able to simplify and communicate complex ideas to customers
You have the ability to diffuse situations with angry customers
You are comfortable in a training environment that includes watching self-paced training module videos
You are committed to staying up-to-date on changes to the product and changes that occur within tax season to be knowledgeable for our customers via product alerts
You are willing to step-in as needed including answering questions from customers via chat
ANALYTICAL SKILLS:
You are able to research, analyze and determine an appropriate course of action in a variety of situations
You can solve complex problems while exercising good judgment
You have critical thinking and problem solving skills
ORGANIZATIONAL SKILLS:
You demonstrate initiative and the ability to multitask.
You work well under pressure of meeting team productivity goals.
Successful candidates must be willing to meet service level and contact per hour commitments.
You understand and accept schedule adherence in a call center environment
You have excellent time management skills and understand the value of circling back with a customer even just to let them know you are still looking into their issue
KNOWLEDGE / BACKGROUND EXPERIENCE:
You are a High School graduate
Preferably, you have basic knowledge of tax laws and tax concepts
Preferably, you have experience providing support in a call center environment and are comfortable using chat if necessary
BEHAVIORAL COMPETENCIES
You have the ability to adhere to work schedules, as well as the flexibility to work extra shifts when needed.
You are comfortable being on camera with your customers and understand the value of humanizing the interaction
You make customers and their needs a primary focus of your actions; developing and sustaining productive customer relationships
You demonstrate a positive/understanding attitude in the face of difficult or challenging customer interactions
You possess active listening skills and know how to ask probing questions to arrive at answers quicker
Operating Hours
Operating Hours: 8am to midnight EST ; Monday to Sunday
Required Minimum Hours: 30 hours per week
Peak Period:
April 9th , 10th, 11th, 12th, 13th, 14th: 8am-midnight EST/EDT
April 15, 2025: 8am-3am EST/EDT
$5 Turbo Bonus Boost per hour.
Applicable to all hours worked from April 9th to 15th.
Service Providers (SPs) must meet the required minimum of 30 hours per week.
Schedule yourself and work a minimum of 8 hours each day on April 13th, 14th, 15th
*These times may be revised periodically based on business needs
MINIMUM HOURS TO BE WORKED EACH WEEK
You must work a minimum of 30 hours each week on all schedules
Mandatory Requirements
Must reside in the USA
Must have passed background check and pass tech check in order to attend certification.
Must be on camera during certification.
Program will run from Jan 13th, 2025 to April 15th, 2025. Preference will be given to Service Providers (SP) who can commit and work all 14 weeks of the program.
Service Provider (SP) must have the following Hardware Requirements.
Windows Computer (Mac and Chromebooks are not permitted)
Windows 10 or 11
AMD or Intel Core Series (I3-I9)
At least 8gb of RAM
Webcam
Wired Mouse
USB Headset
Wired Internet Connection
Conflict of Interest
Cannot hold Gigs with Column Tax or any Intuit Vendors
Training Information
Duration
20 Hours
Price
$79.99 USD
Course Details
Customer Communications Representative I - PT
Customer Service Specialist Job 8 miles from Streamwood
US-IL-Itasca Type: Part-Time # of Openings: 1 CUSA Itasca - Bruning Dr About the Role
Responsible for ensuring all service calls are answered and entered into company systems in a timely and accurate manner. Responsible for providing the best possible customer service to internal as well as external customers. Must be able to handle level 1 call types.
Your Impact
- Provides outstanding service to customers calling the dispatch team for service.
- Responds to routine customer inquiries via live call or Email as needed.
- Provides follow through on any special customer needs in a timely manner.
About You: The Skills & Expertise You Bring
HS Diploma, GED, or equivalent experience required, plus 1 to 2 years of related experience.
- High School diploma or equivalent required.
- Strong verbal and written communication skills.
- Proficient in MS Office, strong attention to detail, organized and able to multitask.
- Successful completion of Call Taker New-Hire training and introductory period.
- Must be able to work wide variety of work shift/schedules with short notice
In accordance with applicable law, we are providing the anticipated hourly rate for this role: $17.20 to 21.84 hourly.
Company Overview
About our Company - Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions to the United States and to Latin America and the Caribbean markets. With approximately $29.4 billion in global revenue, its parent company, Canon Inc. as of 2023 has ranked in the top-five overall in U.S. patents granted for 38 consecutive years. Canon U.S.A. is dedicated to its
Kyosei
philosophy of social and environmental responsibility. To learn more about Canon, visit us at ***************** and connect with us on LinkedIn at ******************************************
Who We Are
Where Talent Fosters Innovation.
Do you want your next professional experience to be filled with purpose and opportunity, world-class team members, and impactful work? Driven by our mission of exceeding customer expectations with our technologies and enriching the lives of our local communities and staff, we are a phenomenal team working collaboratively toward common goals. Our employees have a strong work ethic, creativity, and a cooperative spirit. We believe in integrity, respect, empowerment, and making a difference in the communities we serve. There is a strong sense of pride in what we do individually and together as a team. Join us and discover what it means to work for a global digital imaging leader with an unparalleled reputation for quality and innovation.
What We Offer
Youll be joining a leader in digital imaging and innovation with an immense opportunity to make an impact and create your own rewarding career. We demonstrate commitment to our employees by offering a full range of rewards, including competitive compensation and benefits.
And Even More Perks!
-Employee referral bonus
-Employee discounts
-Dress for Your Day attire program (casual is welcome, based on your job function)
-Volunteer opportunities to give back to our local community
-Swag! A Canon welcome kit and official merch you cant get anywhere else
Based on weekly patent counts issued by United States Patent and Trademark Office.
All referenced product names, and other marks, are trademarks of their respective owners.
Canon U.S.A., Inc. offers a competitive compensation package including medical, dental, vision, 401(k) Savings Plan, discretionary profit sharing, discretionary success sharing, educational assistance, recognition programs, vacation, and much more. A more comprehensive list of what we have to offer is available at https://*****************/about-us/life-at-canon/benefits-and-compensation
We comply with all applicable federal, state and local laws, regulations, orders and mandates, including those we may be required to follow as a federal government contractor/subcontractor.
You must be legally authorized to work in the United States. The Company will not pursue or support visa sponsorship. All applicants must reside in the United States at the time of hire.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
If you are not reviewing this job posting on our Careers site https://*****************/about-us/life-at-canon, we cannot guarantee the validity of this posting. For a list of our current postings, please visit us at https://*****************/about-us/life-at-canon.
#CUSA
Posting Tags
#LI-KG1 #LI-HYBRID #PM19
PI1236e372bcf8-26***********1
Customer Service Advisor
Customer Service Specialist Job 3 miles from Streamwood
Customer Service Advisor
Type: Permanent
Salary: $40,000 - $46,000
Are you passionate about providing top notch customer service? If so, we have an exciting opportunity for you! We are currently seeking a dedicated and friendly individual to join our client's team as a Customer Service Advisor at their Illinois site. This is a really excellent time to join my client's Customer Service team due to the huge growth they've seen in the last few years. There is real, tangible opportunity for progression in both your position and your salary.
Role Overview: As a Customer Service Advisor, you will be an integral part of the team, responsible for addressing customer inquiries, resolving issues, and ensuring customers have a positive experience. Your role will involve:
Assisting customers via phone, email, and chat.
Providing information about our products and services.
Resolving customer queries and concerns in a timely and professional manner.
Maintaining accurate customer records and data.
Collaborating with colleagues to ensure excellent service delivery
We're looking For:
Have 1-2 years of experience in customer service.
Ability to occasionally travel across the USA.
Possess excellent communication and interpersonal skills.
Be a problem solver with a positive attitude.
Enjoy working in a team-oriented environment.
Technical support experience is advantageous but not essential.
What's in it for you?
Competitive salary bracket with regular reviews based on hard work and performance.
Annual performance-based bonus
Company pension and discount on company products
Free parking, discounted canteen
Progression. This is a fast growing company where you will grow too.
If interested, please apply or send your CV direct to *********************
Customer Service Supervisor
Customer Service Specialist Job 22 miles from Streamwood
Pactiv Evergreen Inc. (NASDAQ: PTVE) is a leading manufacturer and distributor of fresh foodservice and food merchandising products and fresh beverage cartons in North America and certain international markets. It supplies its products to a broad and diversified mix of companies, including full service restaurants and quick service restaurants, foodservice distributors, supermarkets, grocery and healthy eating retailers, other food stores, food and beverage producers, food packers and food processors. To learn more about the company, please go to the company website at pactivevergreen.com.
Our Social Responsibility platform features a robust, employee-led Give Back program, which includes a matching gifts plan, community grants initiative, and our annual Company-wide Month of Action campaign. With each of these initiatives, our employees are empowered and equipped to give back to their communities and support the non-profits important to them and their families. Through our Give Back program, we own our commitment to Social Responsibility and live our purpose of Packaging a Better Future.
**Hybrid schedule. Required to be onsite on Tuesdays and Wednesdays.**
GENERAL SUMMARY:
The Supervisor, Customer Service 3 will lead and oversee a team of customer service representatives, ensuring high-quality customer interactions by monitoring performance, resolving escalated issues, providing coaching and training, and implementing process improvements to maintain customer service standards.
Job Duties and Responsibilities:
● Responsible for the day-to-day operations of a team of Customer Service Representatives that manage and process customer service orders
● Responsible for escalated customer service issues
● Collaborate and/or assist cross-functional areas with inquiries related to servicing customers, such as but not limited to properly directing inquiries to the appropriate party, mediating conversations between parties, and creating reports for analysis
● Represent Customer Service in meetings with key customer accounts or within departmental meetings.
● Recognize and recommend operational improvements
● Responsible for the day-to-day application of organizational policies and procedures
● Communicate information and announcements to direct reports
● Evaluate, plan, and execute workload volume for direct reports
● Monitors performance of direct reports according to established monitoring standards
● Responsible for hiring decisions, onboarding, employee training, development and performance including disciplinary actions
Qualifications:
● Significant customer service experience
● Strong leadership, communication and problem-solving skills
● Ability to prioritize and meet deadlines
● Ability to translate business objectives into tactical actions and make sound business decisions under time pressure
Education and/or Experience:
● BA/BS preferred in business or 5+ years of customer service and/or sales support in lieu of degree
● 2-3 years of supervisory experience highly desirable
Pactiv Evergreen is required by laws in many locations to include a reasonable estimate of the compensation range for this role. The compensation range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At Pactiv Evergreen, it is not typical for an individual to be hired at the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $71,300- $118,800.
Pactiv Evergreen is committed to a diverse and inclusive workforce. Pactiv Evergreen is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, sex (including pregnancy), sexual orientation, religion, creed, age national origin, physical or mental disability, genetic information, gender identity and/or expression, marital status, veteran status or other characteristics or statuses protected by law. For individuals with disabilities who would like to request an accommodation, please call ************** or email *********************.
All information will be kept confidential according to EEO guidelines and applicable laws.
Customer Service / District Executive
Customer Service Specialist Job 31 miles from Streamwood
Seeking energetic & self-motivated individuals to serve as a District Executive. This is a sales & management career opportunity that demands growth in all areas - recruiting youth, raising sustainable finances and working with top community leaders.
Today's professional Scouters are diverse men and women sharing a dynamic career offering independence, achievement, and stability. This is work that makes a difference... work that calls one to continual learning and challenge... work that offers solid compensation, benefits, and advancement.
Compensation and Benefits
The Rainbow Council of the Boy Scouts of America offers team members a competitive package of benefits. The benefits offered are among the best in the nonprofit sector. The package includes major medical, dental, vision, and prescription coverage in addition to long-term disability, accident, and life insurance, and retirement plans. The starting salary for a District Executive is $40,000. Annual salary adjustments are based on an individual's contributions and overall performance. An allowance for both vehicle and mobile phone is provided.
Training
Comprehensive professional training opportunities are provided during the first three years of tenure. Annual training and development opportunities continue throughout the career.
Qualifications for Employment
Do you have the background needed for a career as a Scouting professional? To succeed, our team members must multi-task and combine many skills to complete the job. The basic qualifications are:
Bachelor's degree from an accredited college or university
United States citizenship or declared intention to become a U.S. citizen
Adult - 21 years of age
People-oriented, having the ability to work well with adult volunteers, community and business leaders, and representatives of other organizations
Sales and marketing
Able to work varied hours when necessary to achieve positive objectives / willing to work evenings and 1 - 2 weekends per month
Must live in the geographical territory that you serve
Proficient in Microsoft Office (Word, Excel, Outlook, and PowerPoint)
Believe in the Boy Scouts of America and willing to subscribe to its principles and standards
Eligible to receive a professional Scouting commission - a criminal background will be performed
Bilingual skills are a plus!
Benefits:
403(b) matching
Dental Insurance
Employee assistance program
Employee discount
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance
Customer Service - Merchant Services
Customer Service Specialist Job 18 miles from Streamwood
We are seeking a dedicated and customer-focused Customer Service Representative to join our clients team at their Downers Grove, IL office. As a crucial part of their support team, you will assist their current customers with their inquiries, concerns, and issues related to their merchant service products and other offerings. This role does not involve any sales activities; your primary focus will be on providing exceptional service and support to ensure customer satisfaction.
Key Responsibilities:
Respond promptly and professionally to customer inquiries via phone, email, and in-person.
Assist customers with troubleshooting and resolving issues related to POS products and services.
Document customer interactions and follow up to ensure resolution and customer satisfaction.
Collaborate with other departments to address and resolve complex customer issues.
Maintain a thorough understanding of our products and services to provide accurate and comprehensive support.
Communicate effectively in both English and Spanish to assist our diverse customer base.
Handle customer complaints with empathy and ensure they are resolved efficiently.
Maintain customer records and update account information as necessary.
Qualifications:
High school diploma or equivalent required; additional education or certifications in customer service or related fields are a plus.
Minimum of 3 years of experience in a customer service role preferred.
Excellent verbal and written communication skills.
Strong problem-solving abilities and attention to detail.
Ability to work independently and as part of a team.
Proficient in using customer service software, databases, and tools.
Friendly and professional demeanor with a focus on customer satisfaction.
Benefits:
Competitive hourly wage ($18-$20 per hour).
Paid time off and holidays.
Benefits - 401K, Healthy, Dental, and Vision insurance
Comprehensive training and ongoing professional development opportunities.
Supportive and collaborative work environment.
Client Services Associate
Customer Service Specialist Job 28 miles from Streamwood
Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by providing full suite of family office services.
Act as the daily point of contact for receiving/responding to client communications
Support advisors in all aspects of client service
Manage the administration of custody accounts for ultra-high net worth clients
Monitor cash, execute money/asset transfers, wires, gifting, and investment trading activities
Coordinate account openings/closings/transitions
Ensure proper set-up of client accounting statements and access to online systems
Position offers excellent work/life balance, and comprehensive benefits,
Hybrid model: 2 days in office
Requires 2+ years' related experience. Income tax experience a plus
Very open to train public accounting professionals from audit or tax
Great potential for growth in a team oriented, non sales environment
Provides training and career path to senior advisor level
Customer Service Trainer
Customer Service Specialist Job 10 miles from Streamwood
Mauser is one of the largest manufacturers of rigid metal and plastic containers in North America. Our diverse products and broad geographic reach have made us a market leader in the general line packaging industry. Mauser offers comprehensive packaging for a wide variety of applications. Mauser is an Equal Opportunity Employer of minorities/females/vets/disability.
Customer Service Trainer assists the Director of Customer Service with designing and delivering training programs for customer service staff including new hires and existing team members. Working with the Customer Service Managers, the Customer Service Trainer will track employee performance to assess training effectiveness and ongoing needs. They will ensure all Customer Service Representatives understand and grasp the required concepts comprehensively. The Customer Service Trainer will create and implement a Training Roadmap for the Customer Service team and other support departments. They will help contribute to the continuous learning culture at Mauser Packaging Solutions.
Responsibilities:
Design and create training and development curriculum for the Customer Service team and other support departments.
Develop educational material, develop and maintain documents for customer service processes, assist in preparing appropriate development plans for same.
Lead on-the-job coaching, facilitate in organizing and providing training sessions (live and virtual) for new and existing CSRs, developing appropriate objectives and ensuring achievement.
Create and conduct surveys to assess and address training gaps.
Audit available data to ensure departmental accuracy.
Support continuous activities to achieve goals.
Review and addresses customer service reporting opportunities within the department and with Customer Service Managers.
Develop and maintain Mauser's ‘library' of training material and documentation
Requirements:
2+ years' experience in designing, implementing and delivering effective training programs.
2+ years' experience in conducting root cause analysis investigations
2+ years' experience training others to new processes or procedural updates
Demonstrated proficiency in Microsoft Office applications (Excel, Word), Outlook, and learning management systems (LMS);
Experience with Enterprise Resource Planning (ERP) and Reporting systems
Professional verbal and written communication; strong listening skills
Possess proven leadership experience and ability to motivate employees and create a positive team environment
Strong customer service advocacy, positive nature and must enjoy working with people
Associate or Bachelor's Degree preferred but not required
Some Travel required 10 - 25%
Customer Sales Representative Logistics
Customer Service Specialist Job 28 miles from Streamwood
Looking for carrier or customer sales reps with 1 or more years of experience who are looking to join an up and coming customer sales team in the 3PL space.
Customer Service Representative
Customer Service Specialist Job 16 miles from Streamwood
Customer Service Rep
Type: W2, Contract, FT
Pay: $23/hr
Summary: We are seeking an experienced Customer Service Professional to join the team of our client is Lisle, IL. Candidates need to be local to Lisle, IL and available to go onsite 3x a week. This is a contract role set until the end of August, with the possibility of extension. Interviews will be ONSITE.
Pay is $23/hr
Responsibilities: Maintains direct contact with customers before and/or after the sale.
Supports sales team by developing and maintaining positive customer relations (CRM) with clients/customers, which can substantially affect service and/or product revenue(s).
Works with various departments to meet maintenance services sales goals.
Works with customers and/or distributors to receive accurate account of equipment failures and provides reports to management. Focus of work may be in pre-sale or post-sales or both.
Key requirements:
Bachelors degree
At least 2 years of customer service experience
Excellent communication skills
Local candidates
Ideal candidate:
An ideal candidate for the Customer Service Representative position is a local resident of Lisle with excellent communication skills, a stable work history, and at least 2 years of customer service experience. They should be adaptable, professional, and able to work both independently and collaboratively within the organization.
Client Services Associate
Customer Service Specialist Job 28 miles from Streamwood
Client Services Associate - Independent Investment & Wealth Management Firm
My client, a prestigious independent investment and wealth management firm, is seeking a Client Services Associate to join their growing team. This role involves working alongside associates and analysts to provide critical support to multiple Advisors in delivering top-tier client service.
💰 Compensation: $100,000 + 10% bonus
📍 Schedule: Hybrid (Chicago-based)
📜 Preferred Experience: 3+ years in a wealth management firm; CFP is a plus but not required
Key Responsibilities:
Prepare client meeting materials and ensure all documentation is up-to-date
Attend client meetings, take detailed notes, and draft follow-up correspondence
Track and execute client action items, coordinating directly with clients to ensure seamless processing of investment documents
Oversee quarterly client reports and participate in calls to discuss financial updates
Support the development and execution of tailored asset allocation and wealth transfer strategies
Collaborate with clients' external advisors, such as tax professionals and estate attorneys, to implement financial planning solutions
Assist with creating presentations for new business development opportunities
Contribute to internal initiatives that enhance efficiency and client service
Who You Are:
✔️ Highly detail-oriented with a proactive approach to client service
✔️ Strong analytical and problem-solving skills
✔️ Exceptional written and verbal communication abilities
✔️ Proficient in Microsoft Office, particularly Excel
✔️ Familiar with investment concepts and asset classes, including alternative investments
✔️ Experienced in financial planning, tax, investment, or family office work with high-net-worth clients (minimum 3 years)
✔️ A CPA, CFP, or MBA is a plus but not required
This is an excellent opportunity to join a well-established firm that values client relationships and provides long-term career growth.
Client Services Associate
Customer Service Specialist Job 28 miles from Streamwood
We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families in a Family Office atmosphere.
RESPONSIBILITIES:
Organize and prepare materials for regular client meetings
Attend and participate in client meetings, prepare follow-up letters and action lists
Monitor and implement client-agreed action items, working directly with clients to ensure proper execution of all investment documents
Review quarterly client reporting and participate in calls to review the materials
Assist in developing and implementing customized asset allocation and wealth transfer strategies
Collaborate with clients' outsourced tax, legal, and other experts to facilitate planning goals
Assist in preparing new business development presentations as needed
Participate in other internal firm initiatives
QUALIFICATIONS:
Bachelor's degree in financial services or relevant field
Minimum 3 years of experience in financial services, tax, family office, or investment with high net-worth families
CFP, CPA or MBA a plus
Strong commitment to providing exceptional client service in a team-oriented environment
Consistently high attention to detail, accuracy, and thoroughness
Strong analytical skills
Outstanding written and oral communication skills
Proficiency in Microsoft Office, particularly Excel
Client Success Associate
Customer Service Specialist Job 28 miles from Streamwood
Client Success Associate - Hybrid (Chicago, IL)
At Becker's Healthcare, we are committed to delivering trusted news and insights to healthcare executives and clinicians every day. As a rapidly growing multimedia and events firm, we bring the healthcare industry together through cutting-edge digital content and immersive live and virtual event experiences.
We're expanding and looking for a driven, resourceful, and customer-obsessed professional to ensure our healthcare partners/clients achieve outstanding results through our media and event platforms.
As a Client Success Associate, you'll play a vital role in supporting and engaging with our partners, ensuring they maximize their experience with our portfolio of offerings. If you're gritty, independent, and take pride in delivering white-glove service, this is your opportunity to grow with a dynamic, fast-growing organization!
Key Responsibilities:
Client Management & Execution
● Own the execution of multimedia campaigns across hundreds of healthcare industry clients.
● Deliver exceptional client service, ensuring seamless campaign execution and strong relationship management.
● Analyze and report on campaign performance, metrics, and KPIs to optimize outcomes.
● Maintain an understanding of client goals and align our offerings to drive success.
● Build relationships with multiple decision-makers to enhance long-term client partnerships.
● Maintain a one-hour response time for client communication.
Client Retention & Growth
● Hit monthly execution goals and year-over-year retention targets through strategic relationship-building and upselling.
● Achieve client retention and revenue growth by identifying expansion opportunities.
● Drive upselling and cross-selling efforts, working closely with the sales team to connect execution insights to new opportunities.
● Implement feedback from clients to continuously improve their experience.
Insights & Market Intelligence
● Use data-driven insights to inform strategies and identify opportunities for improvement.
● Share wins, obstacles, and execution best practices within the team.
● Stay curious about competitors, market trends, and client needs to enhance our approach.
What Success Looks Like in This Role:
● Meets or exceeds monthly execution goals, demonstrating urgency, problem-solving, and proactive thinking with clients.
● Meets or exceeds retention targets, showing a growth mindset and data-driven approach.
● Builds deep, lasting client relationships, leading to high retention and expansion rates.
● Clients consistently provide positive feedback on service, execution, and partnership value.
Qualifications:
Bachelor's degree in a relevant field.
1-2 years of proven success in client success, sales, or a related role.
Strong academic background and demonstrated work ethic in both college and high school.
Highly detail-oriented, independent, and goal-driven, with an ability to thrive in a fast-paced environment.
Passionate about delivering great client experiences and achieving measurable results.
We'd love to hear from you if…
You're highly driven and ambitious with team first approach
Proven ability to work under pressure and manage multiple priorities
Results-oriented mindset with strong attention to detail
Ability to make quick decisions in fast-paced environments
You possess a strong work ethic with desire to advance and take on greater responsibilities.
Benefits:
Health Insurance
Vision Insurance
Dental Insurance
401k
Generous PTO
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Long-term Disability Insurance (LTD)
Employee Assistance Program (EAP)
Customer Service Representative
Customer Service Specialist Job 4 miles from Streamwood
Who are we?
Fulcrum Digital is a leading IT services and business platform company. We partner with global companies from diverse industries, including banking and financial services, insurance, higher education, food services, retail, manufacturing, and eCommerce. With expertise in digital transformation, machine learning, and emerging technologies, we offer a consulting-led, integrated suite of enterprise-grade software products, services, and solutions.
The Role:
Setting: Hybrid (2 per week)
Full Time role
Location: Schaumburg, IL
We are seeking a Customer Service Representative (CSR) to support one of our key Insurance clients. In this role, you will be responsible for handling customer inquiries via phone and email, participating in team meetings to enhance communication strategies, and maintaining in-depth knowledge of company products and services to provide the best possible customer support.
Key Responsibilities:
Manage a high volume of inbound and outbound calls efficiently and professionally.
Follow established call center scripts while handling diverse customer inquiries.
Identify customer needs, clarify information, research issues, and provide effective solutions.
Maintain accurate and detailed records of all customer interactions in the call center database.
Gather and verify client information during calls.
Determine customer eligibility by comparing provided information against established requirements.
Inform clients about procedures, answer questions, and provide necessary information.
Escalate complex queries to managers or other relevant teams when needed.
Requirements:
Excellent communication skills, including professional email and phone etiquette.
1-2 years of experience working in a call center setting.
Proficiency in MS Office (Word, Excel, PowerPoint) and experience with calendar management.
Experience handling customer queries and providing resolutions in real-time (not limited to insurance).
Ability to interact with C-level executives and other senior professionals.
This role offers an exciting opportunity to work with a leading insurance client, enhance customer engagement, and develop problem-solving skills in a fast-paced environment.
Customer Service Representative
Customer Service Specialist Job 37 miles from Streamwood
The Icon Protection Customer Care Representative is primarily responsible for providing superior customer service for all internal and external Icon Protection customers through excellent communication utilizing in-depth knowledge of company products, services, policies, and procedures. This position would provide coverage to Domestic and International customer base.
CORE & ESSENTIAL FUNCTIONS:
Contribute to the outstanding reputation of the company by always putting the customer first, treating fellow associates with respect, and conducting business with the highest integrity.
Build, strengthen and maintain positive business relationships by establishing consultative rapport with customers.
Act as point of contact for customer orders, quotes, sample requests, complaints, and compliments.
Process customer sales orders, backorders and pick tickets timely and accurately.
Make customer recommendations to optimize product mix and increase sales in orders, including suggestive selling and upselling of add on items.
Make logistics and freight decisions based on cost and customer needs.
Determine appropriate outside warehouse to process orders.
Provide quick response to incoming customer order status and product knowledge requests.
Partner with sales, marketing, purchasing, production, and shipping/receiving teams relating to customer orders, forecasts, and inventory accuracy.
Perform outbound calls to customers to collect customer satisfaction information regarding promotional goods, services, or tradeshows.
Process customer returns according to established department policies and procedures.
Work closely with the credit department to resolve disputed credit items.
Address customer issues and ensure effective and long-term problem resolution.
Follow up to ensure that all requests and/or problems are resolved satisfactorily.
Provide timely feedback to the company regarding service failures or customer concerns.
Work closely with the Sourcing department to achieve appropriate and timely complaint resolution.
Assist accounting department, as needed, in processing of customer invoices and credits.
Maintain customer account information and communicate to other departments, as needed.
All other duties as assigned.
QUALIFICATIONS, KNOWLEDGE, AND SKILL REQUIREMENTS:
Must possess customer service experience. Possession of at least a high school diploma is required and a post-secondary degree is preferred. Demonstrated aptitude for problem-solving; ability to determine solutions for customers. Must be results-orientated and able to work both independently and within a team environment. Must possess excellent verbal and written communication skills. Must display a professional image in all settings. Proficiency in using Microsoft Office Suite applications required. Customer service experience in a manufacturing environment and with an independent sales team is preferred. Inside sales experience is valued. SAP, Great Plains, Infor, Salesforce or other CRM system experience preferred.
EQUAL OPPORTUNITY EMPLOYER
Icon Protection, Inc. as represented by Garland Surface Protection, Inc, Surface Shields, Inc, Ram Board, Inc., and Trimaco, Inc. are equal opportunity employers. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, national origin ancestry, military status, veteran status, marital status, gender identity or expression, transgender status, citizenship, sexual orientation, age (40 and older), disability (except where the disability prevents the individual from being able to perform the essential functions of the job and cannot be reasonably accommodated), protected veteran status, age, or any other protected characteristic under federal, state or local law.
Team Lead - Private Client Services
Customer Service Specialist Job 28 miles from Streamwood
Hybrid - Chicago, IL
Our client is a financial planning, investment advisory, estate planning, and tax planning and execution entity - this unique combination of in-house, comprehensive services has led them to ranking in the top 30 advisories in the US, with over $20B AUM and growing. They have opened a VP/SVP Client Growth Strategy position to contribute and lead the growth and value creation of their tax advisory division. This includes creating processes, oversee the growth of our tax business, and support our Advisors with tools and resources to better support our clients.
The Team Lead, Private Client Services will lead a team of Associates while promoting best practices, evaluating performance, offering feedback, and demonstrating the desired skills and work ethic.
Duties and Responsibilities:
Responsible for management and oversight of Private Client Services Associates in a particular market.
Organizes and leads team meetings as needed and holds weekly 1:1 meetings.
Distributes information to team members from management and collects feedback to share with the Market Leader, Wealth Managers, and Advisors
Reinforces firm's processes and procedures and promotes a culture of innovation, process improvement and looks for ways to optimize and create efficiencies
Cultivate and enhance new and existing relationships with active communication with clients, processing client requests, and resolving inquiries.
Help prepare for client meetings by collecting financial information, completing various financial analysis, and creating presentation materials for meetings.
Liaise with custodian partners and internal departments.
Support the team's overall strategy by preparing regular or ad hoc reports, marketing, and other materials for client meetings.
Requirements
Bachelor's degree
5+ years of professional experience in finance or wealth planning; a minimum of 2 years leading a team
Possess leadership traits with superior verbal and written communication skills
Ability to organize, prioritize, manage multiple tasks including effective communication with the team
Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel
Strong attention to detail
Ability to adapt to a rapidly changing and fast paced business environment
Customer Service Representative
Customer Service Specialist Job 20 miles from Streamwood
A specialty services company in Illinois is actively seeking a new Customer Service Representative for a promising position with their team in the Greater Chicago area. In this role, the CSR will be responsible for managing customer queries & complaints as well as processing orders, modifications, and escalating complaints across a number of communication channels.
Responsibilities:
The Customer Service Representative will be responsible for:
Responding promptly to customer inquiries
Communicating with customers through various channels
Acknowledging and resolving customer complaints
Processing orders, forms, applications, and requests
Keeping records of customer interactions, transactions, comments, and complaints
Communicating and coordinating with colleagues, as necessary
Providing feedback on the efficiency of the customer service process
Managing a team of Jr. Customer Service Representatives, as needed
Ensuring customer satisfaction and providing professional customer support
Qualifications:
6+ months of Customer Service-related experience
High School Diploma / GED
Computer savvy
Solid problem solving skills
Exceptional phone etiquette
Great interpersonal skills
Excellent communication skills (written and verbal)
Strong attention to detail
Highly organized
Desired Skills:
Bachelor's Degree preferred
Associate's Degree required
Customer Service Representative
Customer Service Specialist Job 28 miles from Streamwood
** 2-3 month contract
*** onsite in Chicago IL 60606 Monday- Friday 9A-5P
An energy management and advisement organization is seeking contractors to support their utility bill management services. The primary responsibility of this role is to manage a daily list of utility bills to prevent aging and disconnection notices. This involves calling utility companies to gather data, entering the information into their system, and reporting back to management on potential delinquent bills.
Key Responsibilities:
Track customer utility bills to ensure timely payments.
Coordinate with internal teams regarding bill payments.
Make outbound calls to utility companies to confirm payments are made on time.
Top Requirements/Qualifications:
Experience in outbound customer service or collections.
Data entry experience.
Strong phone presence.
Organizational skills
Customer Service Representative
Customer Service Specialist Job 28 miles from Streamwood
Overview: Our customer support team is the cornerstone of our company, dedicated to meeting the needs of our valued customers. As a Customer Support Specialist, you will handle various tasks including responding to inquiries about product availability, pricing, order status, and more. You will also assist with quote preparation, coordinate quality and shipping issues, and initiate production orders when necessary. You are the right fit if you have strong problem-solving skills, have excellent reasoning skills, have strong mathematical skills, and are team-oriented.
Key Responsibilities:
Develop and maintain strong customer relationships
Understand and meet customer expectations for new and repeat orders
Clarify and resolve any discrepancies or unclear information in orders
Respond to inquiries about product types, inventory levels, and pricing
Process customer purchase requests and orders
Initiate orders for custom-made products
Follow up on high-value quotes
Manage order changes and returns in collaboration with other departments
Perform additional duties as assigned by the manager
Qualifications:
Minimum of 3 years of customer service experience, preferably with metal or technical products
Experience in manufacturing or B2B environments is preferred
Familiarity with processing B2B electronic orders is a plus
Previous supervisory experience is advantageous
High school diploma required; some college education is a plus