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Client Support Associate

Illinois

1761 Client Support Associate jobs in Illinois

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Premier Client Specialist

BMO Financial

Libertyville, IL 60048

OnsiteEducation AssistanceHealth InsuranceRetirement Benefit

  • Proven experience in a financial services organization demonstrating knowledge of banking products, associated services, pricing strategies, and profitability management.
  • SIE Exam
  • State Life and Health insurance and,
  • Series 6, 63 and 65 OR Series 7 and 66.
  • If licenses are not currently held, they are required within 120 days of the role start date.
  • Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies.
  • In-depth understanding of brokerage and insurance products.
  • In-depth knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning.
  • In-depth understanding of personal trust and investment management.
  • In-depth knowledge of client portfolio management.
  • Technical proficiency gained through education and/or business experience.
  • U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the S.A.F.E. Act.
  • This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry.
  • A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
  • Intermediate level of proficiency: Financial Needs Discovery
  • Intermediate level of proficiency: Product & Solution Design
  • Intermediate level of proficiency: Investment, Insurance & Advisory Products
  • Advanced level of proficiency: Deposit & Cash Management
  • Advanced level of proficiency: Lending & Credit
  • Advanced level of proficiency: Prospecting & Acquisition
  • Advanced level of proficiency: Sales Strategy & Execution
  • Advanced level of proficiency: Advisory & Communication
  • Advanced level of proficiency: Client Onboarding, Experience & Retention
  • Advanced level of proficiency: Portfolio & Relationship Management
  • Advanced level of proficiency: Risk & Compliance
  • Advanced level of proficiency: Learning Agility
  • Advanced level of proficiency: Collaboration
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New, Posted 9 hours ago
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Experienced Tax Expert – In-Store

Intuit

Cicero, IL 60804

OnsiteUrgently HiringBilingual PreferredHealth InsurancePaid Time OffRetirement Benefit

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
  • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
  • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
  • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
  • Familiarity with Circular 230
  • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.
  • Must reside within the United States.
  • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
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Director of Firm Operations & Client Services

Almeida Law Group LLC

Forest Park, IL 60130

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Hair Stylist - 6th Street Walmart

Great Clips

Springfield, IL 62703

OnsiteUrgently HiringFlexible ScheduleHealth InsurancePaid Time Off

  • A valid Cosmetology or Barber License (requirements vary by state/province)
  • Do I need a license to work at Great Clips? Yes. You'll need a valid Cosmetology or Barber License. Licensing requirements vary by state or province.
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New, Posted 1 day ago
Retail Sales Associate

Verizon Wireless

Buffalo Grove, IL 60089

$16-$21/hr
Assistant Manager

Sonic Drive In

Springfield, IL 62791

$17/hr
Urgently Hiring
New, Posted 15 hours ago
Caregiver

2nd Family of Glen Ellyn

Downers Grove, IL 60515

$20/hr
Flexible Schedule
New, Posted 13 hours ago
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Executive Chef 2

Sodexo

Lincolnshire, IL 60069

$70,975/yr
OnsiteEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

  • Education Requirement: Associate's degree or Bachelor's degree or equivalent experience
  • Management Experience: 1-3 years
  • Related Experience: 1-3 years
  • ServSafe certification and solid working knowledge of HACCP principles to ensure food safety and compliance
SmartExplore AI is experimental.
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New, Posted 7 hours ago
Caregivers-Immediate Hours & Great Pay

AMADA SENIOR CARE

Evanston, IL 60201

Flexible Schedule
New, Posted 5 hours ago
Immediately hiring caregiver

Hibernian Home Care

Chicago, IL 60655

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