Customer Specialist jobs at Principal Financial Group - 7100 jobs

Working at Advance Financial is more than just another job. We pride ourselves on creating a world-class experience for our customers and employees. Our call center is open 365 days a year, including weekends and holidays, while still providing flexible working hours. You will work at the office during training. After your training is complete, you may be eligible for our work-from-home program, based on individual performance qualifications and business needs. Benefits We Offer $18-$22 per hour $500 Sign-on Bonus paid after 90 days of employment 100% company-paid health insurance 401k with 5% company match Student Loan Repayment Plan Paid Parental Leave On-site gym Generous PTO plan including a Paid Birthday holiday What You'll Do Manage mostly inbound calls for current and potential customers Answer questions about our products and services, take payments and offer outstanding customer support Verify and update customer account information as necessary Meet daily, monthly and quarterly metrics based off customer service-related measures Identify and escalate customer calls with complex issues Work cross-functionally with internal teams to ensure a seamless customer experience Happily complete other responsibilities assigned What We're Looking For High School Graduate or equivalent (some higher education preferred) 2+ years of experience in a service-related field (call center preferred) Must show a "Happy to Help" attitude at all times Excellent communication skills in-person and over-the-phone Well versed in Microsoft Office, and Google Suite Quick to change and willing to ask questions rather than wait to be instructed Incredible with time management and organizing yourself Ability to retain a large amount of information at once Physical Demands Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. He or she must be able to work with a computer screen that is quickly changing and flashing the user to be alert of specific information. Must be available to work all shifts, days, evenings, nights and weekends. Must be able to remain in a stationary position for 50% of the time. Work Environment Fast-paced retail service environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. AAP/EEO Statement In order to provide equal employment and advancement opportunities to all individuals, employment decisions at the Company will be based on merit, qualifications, and abilities. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, or any other characteristic protected by law. This policy governs all aspects of employment, including selection, job assignment, compensation, discipline, termination, and access to benefits and training. Any employees with questions or concerns about any type of discrimination in the workplace are encouraged to bring these issues to the attention of their immediate supervisor and/or the VP, Human Resources. Employees can raise concerns and make reports without fear of reprisal. Anyone found to be engaging in any type of unlawful discrimination will be subject to disciplinary action, up to and including termination of employment. #JCCCA

Allen County Job Descriptions COURT SERVICES REPRESENTATIVE Department: Superior Court - Family Relations Division FLSA Status: Nonexempt Classification/Level: B4 Date Last Reviewed: 5/2023 Under the direction of the Administrator of CHINS, the Court Services Representative is responsible for facilitating, scheduling, and executing essential functions of the Family Relations Division, in particular the intake and resolution of domestic relations, adoption and Children in Need of Services (CHINS) abuse/neglect cases. This position is covered under the Superior Court Employee Handbook. This is an employee-at-will position. ESSENTIAL FUNCTIONS: Responsible for receiving pleadings and issuing court orders as authorized by the Judge on domestic relations and adoption cases. Reviews adoption cases for accuracy and completeness of paperwork to ensure that files are ready for final hearing. Enters orders related to cases filed in the Family Relations Division, including findings, notices, letters and related correspondence into statewide software applications. Responsible for conducting abuse and neglect case facilitations in compliance with local trial rules and in coordination with initial and dispositional hearing schedules. Coordinates Alternative Dispute Resolution services in Domestic Relations cases, including the development and maintenance of the court's civil arbitration program. Coordinates self-represented litigant services in Domestic Relations cases, including operational coordination of the court's self-represented litigant clinic. Assists in scheduling dependency/domestic relations and adoption cases for three judicial officers. Prepares memos, letters, statistical reports and other department correspondence. Responsible for assisting the public, answering telephones and returning calls, performing scheduling tasks, and accessing court case files. Coordinates the court's Mental Health Track, Family Court Project and other court improvement programs. Participates in special events that contribute toward public awareness of and utilization of Court services, including Adoption Day, pro se days, mediation days, CLE training and Conference on Youth. Performs all other duties as assigned, including overtime as required. REQUIREMENTS: High School Diploma or GED with specialized training beyond High School in Paralegal or Criminal Justice Fields and more than one year of court related experience Ability to pass applicable Indiana Supreme Court and case management certifications in order to use INCite, Odyssey, and Quest Case Management Systems Familiarity with intake of pleadings and issuance of notices, pleading and certain court orders in order to assist litigants and attorneys with the filing and processing of accurate pleadings Familiarity with Indiana Code Title 31/CHINS, adoption, paternity, dissolution and child support, as well as court policies and procedures governing domestic relations filings REQUIREMENTS: (continued) Understanding of federal, state, and local trial rules and statutes governing CHINS and domestic relations case processing and scheduling Strong computer skills with the ability to use Microsoft Office and other job related software Ability to use computer, court recording equipment, copier, scanner, fax and other job related equipment Familiarity with electronic document production and filing techniques Ability to type at least 40 WPM DIFFICULTY OF WORK: The Court Services Representative performs work that is moderately complex when receiving pleadings and issuing court orders as authorized by the judge. Understanding of court policies, procedures and federal and state statutes related to CHINS, domestic relations and adoption cases in order to review cases for accuracy and completeness of paperwork. RESPONSIBILITY: The Court Services Representative performs work that requires some analysis and judgment when conducting abuse and neglect case facilitations and reviewing domestic relations cases. Errors in work are not immediately apparent, but are revealed through adverse effects on subsequent operations. PERSONAL WORK RELATIONSHIPS: The Court Services Representative maintains frequent contact with other County employees, personnel from related government and social agencies, and members of the general public when facilitating, scheduling and executing essential functions of the Family Relations Division. WORKING CONDITIONS: The Court Services Representative works in and out of an office setting with frequent sitting and the ability to move about freely. Frequent lifting of up to forty pounds and some bending, pushing/pulling loads, reaching overhead and kneeling is required. Frequent mental/visual effort and detailed inspection exist and very frequent typing, attention to detail, monitoring of equipment and proofreading is to be expected. SUPERVISION: None LICENSING: None IMMEDIATE SUPERVISOR: Administrator of CHINS HOURS: 8:00 am - 4:30 pm; 37.5 hours/week; overtime as required EEO CATEGORY: 0106 WORKERS'S COMP CODE: 8820

A leading investment bank in Chicago is seeking an experienced Investment Banking Associate to join their Services & Industrials team. This role involves financial analysis, M&A execution, and fostering relationships within an inclusive environment. The candidate should have a bachelor's degree and 2+ years of relevant experience. The position offers a competitive salary range of $135,000 - $225,000 with additional incentive compensation. #J-18808-Ljbffr

A leading financial institution is seeking a Senior Client Associate in Boston to provide dedicated support to Financial Advisors and clients. The role requires a Bachelor's degree and the ability to handle client onboarding, and interactions while delivering excellent service. Preferred skills include effective communication and proficiency in Microsoft Office tools. Competitive compensation and benefits are included, with a focus on diversity and inclusion in the workplace. #J-18808-Ljbffr

J.P. Morgan Advisors - Senior Client Associate - Boston, MA Job Information Job Category Client Advisory Business Unit Consumer & Community Banking Posting Date 01/09/2026, 10:32 PM Job Schedule Full time Job Shift Day Job Description J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client contact and will be involved in all activities that touch prospective or existing clients. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account‑specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings Required qualifications, capabilities, and skills: Bachelor's degree or equivalent experience Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date Proven ability to be a self‑starter, act as an end‑to‑end owner of tasks and work independently in a fast‑paced environment Proactively identify and deliver appropriate solutions that address the needs of our clients Ability to communicate effectively clients and team members while maintaining professionalism in difficult situations Preferred qualifications, capabilities, and skills: Able to adapt and stay abreast of changing technology and regulatory policies Highly proficient user of Word, PowerPoint, and Excel About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. #J-18808-Ljbffr

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** American Express is proud to make available a set of on-line deposit products provided by American Express National Bank. In support of these products for both consumer and commercial customers, Enterprise Bank Servicing within the Banking Servicing Network is hiring Rep-Cash Management - CCP Operations Roles. This role is a member of the Monetary Operations Teams where you will deliver a world-class experience for American Express National Bank, assisting consumer and commercial customers. You'll provide personalized customer service of the highest level by supporting our customers with a positive and professional attitude while ensuring their accounts are handled accurately within service level agreement and regulatory guidelines. As a Banking Operations Colleague you may be responsible for handling inbound/outbound calls on accounts while maintaining a professional working relationship between American Express, the customer and external banks. You will service our customer requests by gathering and analyzing critical data to determine the appropriate course of action. As a member of this team, you must possess resilience, accountability and passion to work in this fast-paced, high-performing team environment while managing competing demands. You will be part of a team that is responsible for the daily processing of all monetary transactions, such as wire transfers, ACH and Check Processing transactions amongst any other required monetary or servicing requests. All Monetary Operations processes are highly regulated and scrutinized by compliance requiring colleagues to ensure a high level of organization and ability to quickly pivot to meet needs. Colleagues may partner with leadership on projects, data validation and supporting exam management efforts for all of Banking Servicing Networks. We must ensure proper due diligence is performed prior to the movement of any monetary transactions. **In this role you will be required to:** + Be extremely detail oriented and the ability to analyze and understand banking, financial and servicing processes from numerous sources + Possess intuitive and deductive reasoning skills + Comfortable making decisions and recommendations in unclear circumstances + Willingness to be involved in business initiatives that drive career development and team engagement + Communicate effectively with customers and all levels of leadership + Come with resilience and dedication for delivering top notch service + Ensuring quality and compliance metrics are maintained + Accuracy and efficiency is key in managing all processes and tracked for productivity metric + Take on additional responsibilities within Operations based on overall business needs to drive business initiatives and support career development and team engagement **Minimum Qualifications:** + 2 years' experience in Operations or Banking preferred + Must have excellent analytical, written, and verbal communication skills + Must have strong time management skills + Ability to work under pressure while managing multiple tasks effectively + Strong computer literacy with a solid working knowledge of current internet technology, the ability to research information for business related purposes and proficiency with Microsoft Office products + Proven adaptability to a quickly changing environment + Thought Leadership and ability to see impacts uphill, downhill and end to end impacts from an enterprise perspective + The drive to continually improve personal performance, customer satisfaction, operational goals, and business brand + Must be team oriented and come with a collaborative attitude and approach **Additional Requirements:** + This role is hybrid role. Candidates must work in the office a minimum of 3 days a week based on predetermined scheduling + Flexibility to work anytime between the hours 6:00am-9:00pm **Qualifications** Salary Range: $20.00 to $24.05 hourly bonus benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for this position. **Job:** Banking **Primary Location:** US-Utah-Sandy **Other Locations:** US-Arizona-Phoenix **Schedule** Full-time **Req ID:** 25021316

Mail Services Associate - (260000A0) The Operational Services Division (OSD) enables state government to obtain the goods and services it needs to serve the people of Massachusetts. OSD ensures that state procurements deliver best value and utilize fair, open, and competitive practices. The agency also helps thousands of businesses offer products and assistance to state agencies, local governments, and other public bodies - creating opportunities that contribute to economic growth and development. We work at the nexus between government and business and are privileged to make connections that support both sectors. Join Our Dynamic Team OSD's dynamic team is guided by the following values: SERVICE, PARTNERSHIP, CREATIVE‑PROBLEM SOLVING and RESPONSIVENESS. Our flexible, hybrid work environment fosters work‑life balance and collaboration, allowing us to effectively serve our state agency and local government partners so they can achieve their goals on behalf of the people of Massachusetts. You'll be a great fit for our team if you believe in making state government work better, are forever curious and love building relationships and knowledge with partners in the public and private sectors. We look for people who can take initiative with a strong sense of urgency and enthusiasm, stay current on evolving policies, practices, industry and market trends, and consistently bring fresh ideas that contribute to a culture of innovation. Role Summary OSD is seeking to hire a Mail Services Associate to join the Commonwealth Print and Mail Services Team. The Mail Services Associate will operate a mail inserter, catch from the sorter, and keep accurate logs of all postage. The Associate may operate the courier van and/or truck to deliver mail and packages to state agencies and the post office. The incumbent will perform accurate record‑keeping of postal meter logs and production reports. The primary work location is 200 Arlington Street Chelsea, MA 02150. The work schedule is Monday through Friday, 7:00 AM - 3:00 PM EST, with potential after‑hours support as required. All offers of employment are conditional upon passing a Massachusetts Criminal Background Check (CORI), a security clearance (fingerprinting) consistent with IRS and/or public safety requirements, and security training. Key Responsibilities Demonstration of flexibility in accepting assignments and taking initiative where needed Operating inserting equipment to ensure output is available in a timely manner Operating inserting equipment to ensure output is accurate and meets client expectations Operating all peripheral equipment in the print/mail shop to ensure all product output is accurate and meets quality requirements Verify jobs are produced in their entirety by comparing product to reports Breaking down jobs by hand or machine and arranging for distribution of output Arranging for distribution of output to subsequent processing functions or external points Document and report all problems with machinery to shift supervisor to minimize downtime and notify vendors if required Providing general support and assistance to other operators as needed to ensure jobs are produced in a timely manner Perform standard maintenance on machines to ensure maximum uptime Follow standard operating procedures Maintain prompt communication with both coworkers and clients, delivering information clearly and respectfully Maintain a clean work area and safe work area Perform detailed review of input/output data for completeness and accuracy Perform related duties as required Preferred Qualifications Basic knowledge of USPS requirements. Ability to operate various mail service equipment. Basic knowledge of the methods and techniques used in the operation, adjustment, and care of machines. Ability to operate computer equipment. Ability to uncover and report errors and correct them before distribution of output. Ability to maintain accurate records. Ability to make periodic reports on the status of work being performed. Ability to work in a team setting. Qualifications First consideration will be given to those applicants that apply within the first 14 days. Minimum entrance requirements: Applicants must have at least two years of full‑time, or equivalent part‑time, experience in electronic data processing work, with major duties including the operation of the console of a computer and/or peripheral devices used in support of computer operations, or any equivalent combination of the required experience and the substitutions below. An Associate's degree or higher with a major in the field of data processing may be substituted for one year of the required experience. A diploma for completion of a one‑year full‑time, or equivalent part‑time, program in a recognized non‑degree granting business or vocational/technical school above the high school level with a major in the field of data processing may be substituted for one year of the required experience. An official transcript from a recognized business or technical/vocational school as evidence of completion of a program consisting of at least 650 hours of instruction in computer programming/operation may be substituted for one year of the required experience. Graduation from the data processing course of a recognized vocational/technical high school may be substituted for one year of the required experience. Education toward such a degree or diploma will be prorated on the basis of the proportion of the requirements actually completed. Special Requirements: None. Comprehensive Benefits When you embark on a career with the Commonwealth, you are offered an outstanding suite of employee benefits that add to the overall value of your compensation package. We take pride in providing a work experience that supports you, your loved ones, and your future. Want the specifics? Explore our Employee Benefits and Rewards! Equal Opportunity / Diversity Statement An Equal Opportunity / Aff… (briefly keep the main statement) … The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC) may self‑select out of opportunities if they don't meet 100 % of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role. Contact If you have Diversity, Aff… questions or need a Reasonable Accommodation, please contact Diversity Officer / ADA Coordinator: Ashley Pierce - ************. #J-18808-Ljbffr

Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings Client Service, Associate, Registered, Service, Asset Manager, Financial Planning, Retail

Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings Client Service, Associate, Registered, Service, Asset Manager, Financial Planning, Retail

Basic Function: The principal responsibility of this position is to create a welcoming environment for all clients while providing client support to our New York Branch. This individual will be the first point of contact for clients and internal partners. Principal Responsibilities: Answer and direct incoming telephone calls, take messages and greet customers in a friendly and courteous manner. Assist customers with deposits, withdrawals, or payments and resolve client concerns. Process transactions per customer requests. Transactions could include cash and check deposits, cash withdrawals or check cashing, issuing bank checks, debit card services, check ordering, online banking assistance, stop payments and wire transfers. Open commercial and consumer accounts and assist customers with routine account related inquiries. Respond to emails from clients in a timely manner and confirm with client that their request has been processed to their satisfaction. Utilize Sales Force to track client interactions. Assist with branch vault opening, closing and balancing procedures. Inform customers about bank products and services. Always maintain a professional appearance and demeanor. Comply with all department Security, company policies, procedures, and regulations. Ensure that all activities are performed in compliance with federal, state and Bank Secrecy Act regulatory requirements. Background and Experience: High school diploma or equivalent required, and 1-3 years Teller/customer service experience. Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, and speak clearly to customers and employees. Excellent organizational and time management skills. Ability to work independently with little to no supervision. Cash handling experience preferred. High level of accountability, efficiency, and accuracy. Prior Customer Service experience. Microsoft Office and Excel skills. Salesforce experience preferred. Location: Esquire Bank, Jericho, NY (On-site) Full time - M-F 8:30 am - 5:30 pm Estimated Salary Range: $40,000 - $55,000 / year Compensation may vary based on education, skills, qualifications and/or expertise.

Job Title: Contract and Licensing Support Representative Department: Annuity Operations Reporting to: Contract and Licensing Follow-Up Manager As part of the Annuity Operations team, the Contract and Licensing Support Representative provides outstanding customer service when processing and handling requests from agents, carriers, and internal staff. This role requires timely feedback with any pending contracting requirements to assist in the processing of contracts. This is more than just a job-it's a chance to be part of a team that values your expertise and supports your growth. What you'll do: Follow up on pending contracts with a variety of insurance companies, ensuring nothing falls through the cracks Assist your team members with any outstanding contracting requirements, contributing to a seamless operation Provide agents with up-to-date contracting statuses, necessary codes, and training information to keep them in the loop Perform monthly cleanups of our contracting system, ensuring data is accurate and up to date Experience you'll bring: Previous customer service experience - you've got experience delivering top-notch customer service and know how to make clients feel valued Strong communication skills Ability to interact with all personality types and with all levels of staff Problem-solving and decision-making skills Time management with the ability to handle multiple tasks in a fast-paced environment You're comfortable navigating multiple systems and are proficient with PCs Bonus Points: * Bachelor's degree * Prior experience working in the financial services industry What you'll get: Amazing benefits, including medical, dental, vision, and 401k (with matching options) Generous PTO package upon your start date Access to an on-site café, gym, and primary care Continuous personal and professional development opportunities Recognition for hard work & exemplary performance Employee-sponsored events...and more! Who We Are: Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team! Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily. #LI-RH1

Who We Are At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started. With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion dollars in assets. At Old Second we embrace values that foster an environment of community and growth. Recently, we've been voted a Forbes Best-In-State Bank for Illinois by our customers. Be a part of something big as we continue our growth story together! Position Overview This position is responsible for meeting sales and service goals by handling incoming customer calls, emails, web chats, and/or web cases, and resolving issues relating to new or existing accounts in a high-volume call center environment. The Senior Representative will have a proven track record of meeting and exceeding sales and service goals. Essential Job Functions - All Levels Meet and exceed sales and service goals by actively engaging in the referral and product generating process including maintaining and exceeding an industry standard service level, meeting individual sales referral goals and utilizing sales and customer service software. Handle customer calls, emails, web chats, and/or web cases efficiently and accurately regarding (but not limited to) balance and check inquiry, perform research when necessary, fund verifications, input customer account transfers, process check orders, work with various ATM transactional software, provide Online Banking support, and other misc. requests. Maintain advanced knowledge of Old Second products and services including both internal and legislated compliance and policy and procedures. Additional Responsibilities - Senior Level Maintain flexibility to resolve escalated Support Center issues including handling irate customers and complex operational or service issues. Maintain availability to assist in the training of new Support Center Representatives. Minimum Requirements - All levels High school diploma (or equivalent) and one year or more of related experience (banking, cash handling, customer service and/or sales, office, etc.); or equivalent combination of education and experience. Must work onsite to perform responsibilities of this position. As a condition of employment, employees are required to acknowledge and agree to, in writing, call monitoring and recording for customer quality and performance standards upon hire. Minimum Requirements - Senior Level High school diploma (or equivalent) and two years or more of related experience (banking, cash handling, customer service and/or sales, office, etc.); or equivalent combination of education and experience. Competencies Excellent phone skills including customer service and sales Professional oral, written and interpersonal skills Collaborative and team oriented; works well with others Strong computer skills Preferred, but not required Knowledge of the Jack Henry system a plus Some college a plus Previous Customer Service experience Bilingual a plus NOTE: This job description is not intended to be all-inclusive. Employee may perform other duties as assigned to meet the ongoing needs of the organization. Note: Job levels and hiring decisions are based upon both the business needs of the department and the qualifications of the incumbent. In some cases, an incumbent may meet the requirements of a Senior level but may be hired in at a lower level based upon business needs and staffing dynamics. Location Details This position is considered a hybrid role. With management approval, an incumbent may work a combination of remote and onsite work to perform the regular responsibilities of the role. Actual schedule requirements may vary based upon business needs. Onsite work may be performed at the following location(s) 75th - Darien , North Aurora, Oakbrook - 1515 W 22nd Street, Westmore - Lombard, IL Compensation & Benefits Customer Service Support Center Rep Base pay: $19.50 - $25.00 Senior Customer Service Support Center Rep Base Pay: $20.50 - $27.00 Variable Pay: Eligible to participate in the Retail Incentive Plan. Payment varies based upon sales/service performance. Old Second is committed to fair and equitable pay practices. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience. Benefits: How We Support You - Old Second Thanks for considering Old Second!

The CSAT Agent safeguards customer satisfaction during circuit discontinuance and migration activities across designated wire centers. You will proactively communicate, capture feedback, resolve issues, and drive CSAT improvements throughout the transition, partnering closely with Engagement Managers, Fulfillment Executors, and Data Analysts. The objective is to ensure continuity of service, transparent communication, and optimal customer satisfaction during migrations and disconnections. CSAT measurement & improvement: Run structured CSAT touchpoints (surveys, callbacks), log qualitative comments, and convert feedback into improvement actions. Collaborate with Data Analysts to segment dissatisfaction drivers and publish weekly insight summaries to pod leadership. Stakeholder collaboration Work hand‑in‑hand with Engagement Managers and client sales teams to align messaging and resolve customer concerns quickly. Maintain accurate case notes and status in program trackers/dashboards; contribute to governance and reporting cadences. Compliance & documentation Adhere to AT&T standards for data accuracy, privacy, and communication records; ensure inventory disposition is reflected in the systems of record. Outcomes & KPIs (program‑aligned) Customer Satisfaction (CSAT): Achieve/maintain target CSAT for migration interactions; reduce escalations week‑over‑week across pods. (Program emphasis on “optimal customer satisfaction.”) First‑Contact Resolution (FCR): Resolve defined classes of issues without handoff; hit FCR targets agreed in pod runbooks. Communication Quality: 100% adherence to approved outreach scripts and compliance requirements; zero privacy incidents. Data Hygiene: 100% accurate case logging and disposition updates in trackers/dashboards. Qualifications: 2-4 years in customer success, enterprise care, or telecom migration projects with measurable CSAT outcomes. Excellent verbal/written communication; ability to simplify complex migration steps for enterprise stakeholders. Experience with ticketing/CRM tools and structured survey/feedback collection. Salary Range: $40,000 - $55,000 per year

This person will support one Financial Advisor (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. This role can also be the first step of the career pathing program to future opportunities that require industry experience and licenses (Insurance, FINRA Series 7, & 66 or 63/65 combo). The office is located in Minnetonka and the expectation is they go into the office every day. What You Will Do: Act as a liaison between the registered representatives and their clients. Answer phones, schedule appointments, and prepare materials for client meetings. Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients. Prepare and complete client paperwork and follow up tasks to support registered representative. Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met. Organize client events and follow up tasks. Maintain client records and retention management within corporate requirements. Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client's Quarterly/Annual Reviews). Assume ownership of inquiries and requests; communicate with internal Cetera departments to ensure clients' expectations for timely service delivery are met. Educate clients on account services, capabilities, and new technology. Complete required corporate training on new technologies and follow implementation guidelines. Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner. Work with Advisor(s) through weekly meetings to help maintain Advisors Business Plan process, tasks, marketing, and client communication expectations and follow up processes. What You Will Have: High School Diploma or GED Experience in an administrative or customer service role Strong time management skills Excellent written and verbal communication skills Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs What is Nice to Have: Previous experience in assisting Registered Representatives/Financial Advisors Financial services and/or banking background Bachelor's degree in Finance, Business, Marketing, or Communications Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors Compensation: This is a non-exempt hourly role that ranges from $25-$31/ hr., plus competitive performance-based compensation package. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations. #LI-Onsite About Us What we give you in return: Not many teams can say that they support people's dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. Easy access to mental health benefits to meet our team members and their families where they are. 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. Paid parental leave to support all team members with birth, adoption, and foster. Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. "Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

As a Sales Enrollment Representative, you will play a key role in helping individuals access essential telecommunications services through compelling, relationship-focused sales campaigns. This entry-level position offers comprehensive training, empowering you to build your skills while connecting people to custom telecommunications solutions that enhance their lives! Due to increased demand from our telecommunications client partner, we are in need of a Sales Enrollment Representative with an unrelenting work ethic, tenacious attitude, and a reputation as a dependable team player. The Sales Enrollment Representative will play a key role in acquiring new customers through the execution of residential sales campaigns. Their primary responsibility is to guide prospective customers through the sales process and help them enroll in internet, TV, and phone plans. Sales Enrollment Representative Responsibilities: Interact with customers directly through residential sales campaigns in an effort to drive and achieve new customer acquisition targets Establish genuine relationships with customers, identify their pain points and needs, and clearly explain the value and benefits of telecommunications products and services Close sales and facilitate the enrollment process by completing orders using CRM software, and ensure all necessary information is collected for successful account set up Promote and upsell services to meet customer needs and achieve sales growth Track sales metrics and report directly to Senior Managers regularly to ensure personal success Keep up-to-date with changes in pricing, product offerings, and company policies. Professionally represent the company at all times. Benefits of Being a Sales Enrollment Representative: Competitive compensation package with industry-leading commission incentives Help connect people to the newest & top telecommunication products and services Learn valuable techniques in sales, customer service, and program enrollment Work in diverse settings, meeting with various consumers directly Collaborate with the Sales Enrollment Representative team to achieve company-wide goals while also progressing your career What We Look For Sales Enrollment Representative: Previous experience as a Sales Enrollment Representative, customer service, or marketing is preferred but not required Excellent communication and interpersonal skills A goal-driven mindset with long-term aspirations Ability to thrive in a fast-paced, collaborative environment Basic understanding of technology & devices Flexibility to work weekends, evenings, or events as needed This is a performance-driven position with uncapped commission incentives. Compensation is commission only, with estimates based on average earnings in the role. Take the first step toward a fulfilling career as a Sales Enrollment Representative. Join us to build your foundation in sales and customer service while improving communities and achieving your personal and professional goals. Join us today! Powered by JazzHR

Performs loan servicing functions; complies with all Bank lending policy and procedures, and regulations which apply within the scope of the position, including Bank Secrecy Act. Perform loan servicing from new loan barding, process and monitor loan payment transactions, payoff demand requests, loan payoffs, insurance tracking and rate changes; Coordinate daily activities and functions of loan servicing to ensure proper interpretation and implementation of all regulatory requirements and bank policies; Assist customers and staff with loan-related inquiries; Perform loan account maintenance; Ensure compliance with all applicable government, investors, and bank regulations; Perform other duties as assigned QUALIFICATIONS EDUCATION: AA degree or equivalent EXPERIENCE: No experience required. Experience in mortgage servicing/lending is a plus SKILLS/ABILITES Strong interpersonal and customer service skills Positive attitude PC proficiency in Microsoft Office Detail-oriented and follow-through skills. Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future. WHY WORK FOR US? Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago, and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to: Medical insurance Vision insurance Dental insurance 401(k) Disability insurance Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

American Heritage Credit Union, a $5 billion credit union has immediate openings available in our Contact Center! This position provides information concerning the credit union and its services to the membership via phone and other forms of correspon Account Specialist, Specialist, Membership, Concierge, Banking, Healthcare

American Heritage Credit Union, a $5 billion credit union has immediate openings available in our Contact Center! This position provides information concerning the credit union and its services to the membership via phone and other forms of correspondence. This position provides information for the credit union and its services to the memberships via phone and other forms of correspondence. DUTIES Concierge Specialist will engage new American Heritage members through needs based consultative selling in a contact center environment. This position will contact new members through outbound calling on Xpress Accounts and Relationship Management lists which will also lead to establishing and maintaining relationship through the RM Program. Educate and engage members on AMHCUs products and services. Through needs based questions, the Concierge Representatives will determine and recommend products and services that best fit the member's needs, resulting in cross selling effectiveness. This position will aid in the technical and functional setup and initial member usage of the product. The results will be deeper penetration, wallet share of online teller, mobile, e-deposit, bill pay and loan products. Qualify the member for an expanded relationship with the credit union and, if appropriate, set up an appointment for a follow up call. QUALIFICATIONS At least one year of experience in a call center of a credit union or financial institution preferred. Work requires knowledge of lending products, deposit products, and interest rates. Knowledge of interviewing skills and telemarketing techniques also required. Work requires intermediate working knowledge of Symitar, Word, Excel. Ability to understand IOS, Android Platforms for set up of mobile applications. Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.) EDUCATION Associate's Degree in Business Administration or a related field or the equivalent experience preferred. WORK HOURS * Full time position * Must be flexible and available to work Monday through Friday from 8:00 a.m. to 7:00 p.m. with Rotating Saturdays 9:00 a.m. - 3:00 p.m. ","

American Heritage Credit Union, a $5 billion credit union has immediate openings available in our Contact Center! This position provides information concerning the credit union and its services to the membership via phone and other forms of correspondence. DUTIES The Concierge Specialist will engage new American Heritage members through needs based consultative selling in a contact center environment. This position will contact new members through outbound calling on Xpress Accounts and Relationship Management lists which will also lead to establishing and maintaining relationship through the RM Program. Educate and engage members on AMHCUs products and services. Through needs based questions, the Concierge Representatives will determine and recommend products and services that best fit the member's needs, resulting in cross selling effectiveness. This position will aid in the technical and functional setup and initial member usage of the product. QUALIFICATIONS At least one year of experience in a call center of a credit union or financial institution preferred. Must be flexible and available to work Monday through Friday from 8:00 a.m. to 7:00 p.m. with Rotating Saturdays 9:00 a.m. - 3:00 p.m. Work requires knowledge of lending products, deposit products, and interest rates. Knowledge of interviewing skills and telemarketing techniques also required. Work requires intermediate working knowledge of Symitar, Word, Excel. Ability to understand IOS, Android Platforms for set up of mobile applications. Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.) Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.