Client Services Assistant jobs at Baird - 127 jobs

Job Description Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit ************************ Where you will work: This position is primarily in-office, with the opportunity after one year of onboarding to work 1 day a week from home, and is based out of the Princeton, IL office location. The contributions you will make: Serves as the first point of contact for clients, building strong relationships by providing exceptional levels of service. Primary responsibilities include monetary accounting activities, addressing client inquiries, resolving issues, maintaining accounts and portfolio servicing. Provides coordination for office operations, including events, in order to create a positive environment for clients and team members. A typical day: Client Service Provides front line customer service to clients, proactively identifying needs and resolving a variety of requests via phone, online and in-person to ensure a positive and consistent experience. Establishes, develops and maintains a strong relationship with internal and external clients and third parties, acting as a liaison between groups. Provides exceptional service to all clients and a consistent client experience that aligns with the mission and vision of Compeer. Communicates, collaborates with and provides assistance to other business units and/or teams to meet the needs of internal and external clients. Educates the team, clients and third parties on basic policies, processes, transactional delivery and servicing. Takes appropriate steps to help identify and prevent fraud. Assists Sales Team in determining appropriate client products and delivery tools. Actively promotes the organization's products and services to enhance the relationship and efficiency for the client. Loan Servicing Provides servicing for Production Credit Association (PCA) loan renewals, ensuring accuracy in all transactions. Coordinates and tracks the compilation of documents needed for servicing transactions and scans and indexes documents into systems. Ensures loan transactions are completed within policy and compliance guidelines. Interprets internal credit summaries and loan documents to perform servicing tasks and escalates issues to appropriate department (e.g. sales, credit, loan accounting, client or third party) when further action is needed. Initiates loan renewals and servicing updates with loan accounting and tracks, monitors and ensures necessary corrections are made for system accuracy. Reviews and completes maintenance in response to a variety of daily and monthly client reports to promote data integrity. Prepares and delivers a variety of legal documents to clients on a timely basis to meet regulatory and compliance requirements. Accurately processes receipts, disbursements and maintenance to client accounts, including initiating electronic payments and reconciling payments and disbursements. Researches client transactions and resolves issues. Assists with follow up on delinquent accounts. Office Support Provides office coverage during normal business hours to meet the needs of clients at location. Coordinates team member and/or client events and manages related invoices and requests. Serves as an Office Ambassador. Manages day-to-day administrative office duties, including processing incoming and outgoing mail; coordinating team member equipment check out; and ordering and storing supplies (e.g., paper, coffee, pop and Compeer literature) for location. The skills and experience we prefer you have: High school diploma or GED. Entry-level client service experience, preferably in a financial institution. Ability to work in a collaborative team environment and adhere to larger organizational goals, mission and vision. Keen eye for detail, ensuring accuracy and compliance in all documentation and processing steps. Strong organizational and communication skills. Adaptable to changing priorities and situations and the ability to multi-task in a fast-paced environment. Effective conflict resolution skills. Ability to prioritize client needs and work diligently to offer solutions that are both effective and timely. Proficient in Windows environment using Microsoft Word, Excel and Outlook and ability to learn/use new systems (e.g. loan origination), applications and other related technology products. General knowledge of basic accounting principles and procedures preferred. #IND200 How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay$42,300-$66,600 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.

Why Anchor Loans? Anchor Loans is one of several operating companies owned by Pretium Partners (+$60B AUM Financial Services Entity) and is working diligently to expand and grow its lending footprint. Anchor Loans, established in 1998, is the nation's leading private, direct lender to experienced residential real estate investors and builders, and the first to surpass $10 billion in total fundings. Renowned for expediting financing for developers and investors, we specialize in bridge loans, ground-up construction, and single-family rental solutions for non-owner-occupied projects. Headquartered in beautiful Thousand Oaks, California, Anchor Loans currently lends in 48 states and is expanding into new markets and service lines to better serve our current and future borrowers. Position Summary Anchor Loans is looking for Client Relations Coordinators who are passionate about the customer experience and want to learn about business purpose lending. No Lending Experience is required. A successful Client Relations Coordinator has a strong appetite to learn, is motivated by “getting” a deal done and can seamlessly toggle between relationship management and deal analysis. This role can be stepping stone to an Account Executive (sales/originations), and the ideal candidate is motivated to watch, listen, learn and build the Anchor brand and influence the upward trajectory of Sales Activity. Add a shot of enthusiasm and passion for the job and you'll be our ideal candidate. Experience as a loan officer assistant or processing experience is a plus, but not required. Essential Duties & Responsibilities Support a Sr. Account Executive (AE) in sizing, documenting and getting a loan closed Identify new customers and lending opportunities with property investors, and/or referral partners like brokers, realtors, buildings and other referral sources Primary focus on supporting originators, building and strengthening relationships with property investors, brokers and real estate agents from a variety of sources including company leads, referrals, industry events, etc Manage lead through loan activities in the CRM, on behalf of the Sr. AE, including scoping, marketing and lead segmentation activities Evaluate all transactions using standardized tools to size the deal(s), create quotes and terms sheets Collaborate with the Sales and Marketing teams to identify all potential business sources working towards the goal of meeting monthly loan volume goals Pre-qualify loan packages when borrowers or brokers require assistance Work directly with potential borrowers to obtain initial documentation Monitor pipeline reports to determine status of all loans and act to alleviate any potential problems Be a Brand Ambassador by supporting Account Executives with social like blog posting, online posts and re-posts and marketing strategies to be in front of your current and future customer bases Maintain constant and transparent dialogue with customers to keep them informed of status on submitted loans Learn all the operations and credit functions creating strong partnerships with Processing, Valuations, Construction and Underwriting Department Leaders; provide overall loan pipeline prioritization and identify inter department roadblocks Performing related duties and special projects as assigned Requirements Strong work ethic and willingness to take initiative High level of organization and detail-orientation, a must Advanced problem-solving and analysis skills Healthy mix of innovation and resourcefulness - ability to handle pressure, balance personal resourcefulness and individual drive in a team-based environment Demonstrated experience with social media platforms, such as LinkedIn, Facebook, Twitter, and Instagram, a plus Excellent communication; superior oral and written skills Strong knowledge of spreadsheets, databases and presentation software Ability to work independently and with a team to meet deadlines, always with a good attitude and focus on getting it done Proficient in Microsoft Office, with aptitude to learn new software and systems Preferred, not required • Bachelor's degree in accounting, marketing or finance Work Environment: This a hybrid position that requires in-office attendance at our Thousand Oaks, CA or Charlotte, NC. Fully remote opportunities are also available for those with industry experience. Compensation The base pay range for this position is $65,000 to $75,000 per year plus an incentive compensation bonus. What We Offer: The values of our employees reflect those of the company as a whole. If you embrace teamwork, innovation, and accountability you'll feel right at home. Our mission is to create opportunities for success by improving homes and communities. We set up our team members for success by offering a competitive benefits package that includes: Comprehensive health insurance options including Medical, Dental, Vision, Basic Life/AD&D insurance Generous sick leave & vacation benefits for rest, relaxation, and personal pursuits Highly competitive performance bonus 401(k) retirement program with employer match Tuition reimbursement toward professional development Workplace Celebrations, Team Building, Charity Drives, and Food Truck luncheons Onsite gym (Thousand Oaks only) 12 Paid Holidays Diversity matters to our organization, and we are proud to be an equal opportunity employer. All qualified candidates are welcome and will receive consideration for employment regardless of race, color, religion, gender, gender identity or expression, genetic information, marital status, sexual orientation, natural origin, disability, age, veteran status, or any other protected characteristic.

About the Role: As a Client Assistant at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. May schedule client appointments and/or conference room for appointments. Understand and ensure business adherence with firm and financial industry regulatory policies. Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. May manage FA and Team's social media presence (website, LinkedIn,X, etc.). Initiates and completes all transactions required to fully service client accounts i.e., paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities, and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch, when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities daily & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of relevant work experience. Focus on excellent client service. Expected to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licensures within 18 months of hire. Training and resources to be provided and paid for by Baird. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Good verbal and written communication skills (including e-mail); ability to adeptly exchange ideas and information Detail oriented with an emphasis on accuracy. Organized with consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Good analytical and critical problem-solving skills. Bachelor's degree preferred; not required Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Job Description At LendingOne, we don't just lend capital-we fuel opportunity. Headquartered in sunny Boca Raton, FL, with additional offices in Charlotte, NC and Great Neck, NY, we've funded over $7 billion in real estate capital and earned recognition as one of the Sun Sentinel's Top Workplaces-four years running! As a direct private lender-not a broker, not a bank-we specialize in business-purpose mortgage loans for real estate investors, including fix-and-flip bridge loans and long-term rental financing. Our mission is powered by our values: Speed & Ease - We simplify lending so clients can move fast and seize opportunities. Solutions Driven - We solve problems, not just process paperwork. Loyal Partners - We build trust, not just transactions. Authentic Experience - We stay real, reliable, and respectful-always. We're a fully funded, full-service lending partner-and we're growing fast. The Opportunity: If you're the type of person who thrives on keeping people informed, solving problems quickly, and making sure no detail gets missed, you'll love this role. As a Client Experience Coordinator, you'll be the key liaison between our clients and internal teams, ensuring a smooth and responsive loan process from start to finish. This is a fast-paced, client-facing role that demands urgency, ownership, and communication excellence. This is a full-time employment opportunity working in our Headquarters office in Boca Raton, FL. What You'll Do: At the heart of this role is unwavering client support-answering calls promptly, prioritizing client needs with empathy, and delivering clear, thoughtful communication every step of the way. Serve as the primary point of contact for assigned clients-ensuring consistent, proactive communication and delivering updates that inspire confidence. Coordinate across departments (sales, underwriting, legal, closing) to keep everyone aligned and timelines on track. Maintain a fast-moving pipeline of loan applications, reviewing and collecting documents, flagging issues, and pushing processes forward with urgency. Provide a high-touch experience to clients by anticipating needs, resolving questions quickly, and owning the details. Track key project milestones such as appraisals, title reports, and due diligence items, and follow through relentlessly to keep deals moving. Review loan files for completeness and compliance; assist credit analysts and underwriters in clearing conditions and preparing for funding. Advocate for the client internally-flagging challenges early and helping the team craft solutions with speed and accuracy. Keep documentation, updates, and communication logs impeccably organized for full visibility and efficiency. Requirements 2+ years in a professional or customer-facing role, ideally in real estate, lending, operations, or client services Exceptional communication and follow-up skills-you write and speak clearly, with empathy and purpose High attention to detail with a “nothing slips through the cracks” mindset Proven ability to multitask and prioritize in a fast-paced, high-volume environment Positive energy, collaborative spirit, and a customer-first attitude Strong computer proficiency and a willingness to learn new systems A true sense of urgency-because our clients depend on us to move fast and get it right Benefits Why LendingOne: Competitive base salary and incentive structure Full medical, dental, and vision benefits Company-matching 401(k) plan Paid time off and 10 company-paid holidays Work-from-home Fridays Career development, training, and internal promotion opportunities Team-building events, company lunches, and swag Collaborative, inclusive, and fun workplace culture LendingOne is proud to be an Equal Opportunity Employer. We're committed to building a diverse and inclusive workforce where everyone belongs.

At LendingOne, we don't just lend capital-we fuel opportunity. Headquartered in sunny Boca Raton, FL, with additional offices in Charlotte, NC and Great Neck, NY, we've funded over $7 billion in real estate capital and earned recognition as one of the Sun Sentinel's Top Workplaces-four years running! As a direct private lender-not a broker, not a bank-we specialize in business-purpose mortgage loans for real estate investors, including fix-and-flip bridge loans and long-term rental financing. Our mission is powered by our values: Speed & Ease - We simplify lending so clients can move fast and seize opportunities. Solutions Driven - We solve problems, not just process paperwork. Loyal Partners - We build trust, not just transactions. Authentic Experience - We stay real, reliable, and respectful-always. We're a fully funded, full-service lending partner-and we're growing fast. The Opportunity: If you're the type of person who thrives on keeping people informed, solving problems quickly, and making sure no detail gets missed, you'll love this role. As a Client Experience Coordinator, you'll be the key liaison between our clients and internal teams, ensuring a smooth and responsive loan process from start to finish. This is a fast-paced, client-facing role that demands urgency, ownership, and communication excellence. This is a full-time employment opportunity working in our Headquarters office in Boca Raton, FL. What You'll Do: At the heart of this role is unwavering client support-answering calls promptly, prioritizing client needs with empathy, and delivering clear, thoughtful communication every step of the way. Serve as the primary point of contact for assigned clients-ensuring consistent, proactive communication and delivering updates that inspire confidence. Coordinate across departments (sales, underwriting, legal, closing) to keep everyone aligned and timelines on track. Maintain a fast-moving pipeline of loan applications, reviewing and collecting documents, flagging issues, and pushing processes forward with urgency. Provide a high-touch experience to clients by anticipating needs, resolving questions quickly, and owning the details. Track key project milestones such as appraisals, title reports, and due diligence items, and follow through relentlessly to keep deals moving. Review loan files for completeness and compliance; assist credit analysts and underwriters in clearing conditions and preparing for funding. Advocate for the client internally-flagging challenges early and helping the team craft solutions with speed and accuracy. Keep documentation, updates, and communication logs impeccably organized for full visibility and efficiency. Requirements 2+ years in a professional or customer-facing role, ideally in real estate, lending, operations, or client services Exceptional communication and follow-up skills-you write and speak clearly, with empathy and purpose High attention to detail with a “nothing slips through the cracks” mindset Proven ability to multitask and prioritize in a fast-paced, high-volume environment Positive energy, collaborative spirit, and a customer-first attitude Strong computer proficiency and a willingness to learn new systems A true sense of urgency-because our clients depend on us to move fast and get it right Benefits Why LendingOne: Competitive base salary and incentive structure Full medical, dental, and vision benefits Company-matching 401(k) plan Paid time off and 10 company-paid holidays Work-from-home Fridays Career development, training, and internal promotion opportunities Team-building events, company lunches, and swag Collaborative, inclusive, and fun workplace culture LendingOne is proud to be an Equal Opportunity Employer. We're committed to building a diverse and inclusive workforce where everyone belongs.

This position is responsible for acting as a liaison between clients, Financial Advisors, and back-office operations. Individual performs a variety of organizational duties related to the updating and organizing of information for the branch, client files and office files. Position Accountabilities Assists Financial Advisors Ensure that each customer receives outstanding client experience. Maintain and service client needs for both brokerage and direct accounts Communicate with teammates inside and others outside the corporation to exchange information and/or provide customer service. Establish, maintain and update department files and/or client files and records. Compile data and perform moderate mathematical calculations such as preparing reports and correspondence as needed. Adhere to all company policies, procedures and practices, as well as applicable laws and regulations governing bank, Atlantic Union Financial Consultants and products offered. Mentors Client Assistant I &II positions. Other duties as assigned, including tasks that support essential functions; and may be changed or redesigned. Organizational Relationship This position reports to the Lead Client Assistant. Position Qualifications Education & Experience High School diploma; or equivalent; higher education degree preferred Minimum of 5-7 years of experience in financial services industry 2+ years as a Registered Client Assistant (required) FINRA registrations to include SIE, Series 7 or 6 and 63 (required) Virginia life insurance and annuities licenses (required) Knowledge & Skills Ability to multi-task and establish priorities. Excellent customer service skills. Proficient computer skills relevant to Microsoft Office Suites and on-line systems. Advanced math and analytical skills. Excellent written, oral, interpersonal, and negotiating skills with ability to provide information and courteous responses to requests from clients, teammates and others. Working knowledge of standard office equipment (phone, copier, fax, and printer/scanner) and general office procedures. Ability to work with minimum supervision. Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

Full-time Description Morton Wealth is currently for talented individuals who are interested in future opportunities for a Client Coordinator position. We are a registered investment advisor that was formed in 1981 and manages roughly $3 billion in assets across 1,200+ families. We manage wealth personally with the goal of empowering better investors and encouraging families to enjoy their lives. Our investment approach is distinctly not “Wall Street” as we are willing to look beyond traditional investments if we feel that alternative investments can more closely match our investment philosophy of risk management, true diversification and cash flow. At Morton, our Client Coordinators (CC) are key contributors to our organization, as they provide relational and operational support to our Advisors, empowering them to deliver an outstanding experience to each of our clients. The CC position is an ideal role for anyone looking to further their career in wealth management, as it helps to build a solid foundation towards long-term growth, particularly for aspiring Wealth Advisors. Our CCs are often the main point of contact for Morton clients, which provides them with daily opportunities to enhance important skills such as organization/prioritization and communication. Additionally, this role requires them to coordinate projects across multiple teams within the organization, providing ample opportunity to showcase and develop their teamwork and collaboration skills. While we don't have any immediate openings for this role, we always appreciate the opportunity to meet with strong candidates for future consideration. If you are interested in speaking to us when a position does become available, please submit your resume and a member of our Human Capital Team will contact you to schedule an introductory call at the appropriate time. Requirements Our ideal candidate for this role will strive to reflect our core values in the following ways: Excellence - Exhibits high attention to detail and organizational skills while able to prioritize multiple requests and tasks. Empowerment - Has a desire to continue improving at his/her job function and suggests ways the team can work more efficiently. Empathy - Has good communication skills and understands how the role fits into company goals. Ethical - Fully completes task at hand and does not cut corners. Aware of time and costs associated with client servicing - strives for efficiency without compromising quality of work. Engagement - Has a passion for understanding the job functions for each role and is fulfilled by understanding how those functions fit into the objectives of the entire firm. Enjoyment - Works well as part of a team and participates in Morton events. Daily responsibilities include: Coordinate client meetings through scheduling, preparation and recording of notes. Respond to client requests in a timely manner, tracking interactions in CRM. Communicate timing expectations with clients for all deliverables/follow ups. Support Advisors in maintaining communication with prospects and existing clients. Lead weekly Advisor check-in meetings. Experience Requirements Minimum of 3 years of experience in a client servicing role within the wealth management industry, preferably at an RIA. Series 65 license and/or Certified Financial Planner (CFP) Our Offer Competitive compensation package. Retirement and health benefits. Transparent career tracks and opportunities for advancement within the organization. Salary Description $75,000-$85,000 per year

Job Description Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit ************************ Where you will work: This position offers a hybrid option to allow for occasional remote work, primarily working out of the Morton, IL office location. The contributions you will make: Serves as the first point of contact for clients, building strong relationships by providing exceptional levels of service. Primary responsibilities include monetary accounting activities, addressing client inquiries, resolving issues, maintaining accounts and portfolio servicing. Provides coordination for office operations, including events, in order to create a positive environment for clients and team members. A typical day: Client Service Provides front line customer service to clients, proactively identifying needs and resolving a variety of requests via phone, online and in-person to ensure a positive and consistent experience. Establishes, develops and maintains a strong relationship with internal and external clients and third parties, acting as a liaison between groups. Provides exceptional service to all clients and a consistent client experience that aligns with the mission and vision of Compeer. Communicates, collaborates with and provides assistance to other business units and/or teams to meet the needs of internal and external clients. Educates the team, clients and third parties on basic policies, processes, transactional delivery and servicing. Takes appropriate steps to help identify and prevent fraud. Assists Sales Team in determining appropriate client products and delivery tools. Actively promotes the organization's products and services to enhance the relationship and efficiency for the client. Loan Servicing Provides servicing for PCA loan renewals, ensuring accuracy in all transactions. Coordinates and tracks the compilation of documents needed for servicing transactions and scans and indexes documents into systems. Coordinates, reviews and determines documents needed to perfect Compeer's required lien position on servicing transactions. Ensures loan transactions are completed within policy and compliance guidelines. Interprets internal credit summaries and loan documents to perform servicing tasks and escalates issues to appropriate department (e.g. sales, credit, loan accounting, client or third party) when further action is needed. Initiates loan renewals and servicing updates with loan accounting and tracks, monitors and ensures necessary corrections are made for system accuracy. Reviews and completes maintenance in response to a variety of daily and monthly client reports to promote data integrity. Prepares and delivers a variety of legal documents to clients on a timely basis to meet regulatory and compliance requirements. Accurately processes receipts, disbursements and maintenance to client accounts, including initiating electronic payments and reconciling payments and disbursements. Researches client transactions and resolves issues. Assists with follow up on delinquent accounts. Keeps current on related process, procedure and organizational updates. Office Support Provides office coverage during normal business hours to meet the needs of clients at location. Coordinates team member and/or client events and manages related invoices and requests. Serves as an Office Ambassador. Manages day-to-day administrative office duties, including processing incoming and outgoing mail; coordinating team member equipment check out; and ordering and storing supplies (e.g., paper, coffee, pop and Compeer literature) for location. Acts as the point of contact for building maintenance and cleaning issues. The skills and experience we prefer you have: High school diploma or GED. Entry-level client service experience, preferably in a financial institution. Ability to work in a collaborative team environment and adhere to larger organizational goals, mission and vision. Keen eye for detail, ensuring accuracy and compliance in all documentation and processing steps. Strong organizational and communication skills. Adaptable to changing priorities and situations and the ability to multi-task in a fast-paced environment. Effective conflict resolution skills. Ability to prioritize client needs and work diligently to offer solutions that are both effective and timely. Proficient in Windows environment using Microsoft Word, Excel and Outlook and ability to learn/use new systems (e.g. loan origination), applications and other related technology products. How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay$42,300-$66,600 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.

Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: * Hybrid model - up to 50% work from home * Flexible schedules including ample flexibility in the summer months * Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) * Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP * Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off * Learning and development programs * Mentorship programs * Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) * Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit ************************ Where you will work: This position offers a hybrid option to allow for occasional remote work, primarily working out of the Morton, IL office location. The contributions you will make: Serves as the first point of contact for clients, building strong relationships by providing exceptional levels of service. Primary responsibilities include monetary accounting activities, addressing client inquiries, resolving issues, maintaining accounts and portfolio servicing. Provides coordination for office operations, including events, in order to create a positive environment for clients and team members. A typical day: Client Service * li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Provides front line customer service to clients, proactively li">identifying li"> needs and li">resolving a variety of requests via phone, li">online li"> and in-person to ensure a positive and consistent experience. * li">Establishes, li">develops li"> and li">maintains li"> a strong relationship with internal and external clients and third parties, acting as a liaison between groups. Provides exceptional service to all clients and a consistent client experience that aligns with the mission and vision of Compeer. * li">Communicates, collaborates with and provides assistance to other business units and/or teams to meet the needs of li">internal and external clients. * li">Educates the team, clients and third parties on basic policies, processes, transactional li">delivery li"> and servicing. * li">Takes li"> li">appropriate steps li"> to help li">identify li"> and prevent fraud. * li">Assists Sales Team in determining li">appropriate client li"> products and delivery tools. Actively promotes the organization's products and services to enhance the relationship and efficiency for the client. Loan Servicing * li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Provides li">servicing for li"> PCA loan renewals, ensuring accuracy in all transactions. Coordinates and tracks the compilation of documents needed for servicing transactions and scans and indexes documents li">into systems. * li">Coordinates, reviews and li">determines li"> documents needed to perfect Compeer's required lien position on servicing transactions. * li">Ensures loan transactions are completed within policy and compliance guidelines. Interprets internal credit summaries and loan documents to perform servicing tasks and escalates issues to appropriate li">department li"> ( li">e.g. li"> sales, credit, loan accounting, client or third party) when further action is needed. * li">Initiates loan renewals and servicing updates with loan accounting and tracks, li">monitors li"> and ensures necessary corrections are made for system accuracy. Reviews and completes maintenance in response to a variety of daily and monthly client reports to promote data integrity. * li">Prepares and delivers a variety of legal documents to clients on li">a timely li"> basis to meet regulatory and compliance requirements. * li">Accurately processes receipts, li">disbursements li"> and maintenance to client accounts, including initiating electronic payments and reconciling payments and disbursements. li">Researches li"> client transactions and li">resolves li"> issues. li">Assists li"> with follow up on delinquent accounts. * li">Keeps current on related process, li">procedure li"> and organizational updates. li">Office Support * li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Provides office coverage during normal business hours to meet the needs of clients at li">location li">. * li">Coordinates team member and/or client events and manages related invoices and requests. Serves as an Office Ambassador. * li">Manages day-to-day administrative office duties, including processing incoming and outgoing mail; coordinating team member equipment check out; and ordering and storing supplies (e.g., paper, coffee, li">pop li"> and Compeer literature) for location. * li">Acts as the point of contact for building maintenance and cleaning issues. The skills and experience we prefer you have: * High school diploma or GED. * Entry-level client service experience, preferably in a financial institution. * Ability to work in a collaborative team environment and adhere to larger organizational goals, mission and vision. * Keen eye for detail, ensuring accuracy and compliance in all documentation and processing steps. * Strong organizational and communication skills. * Adaptable to changing priorities and situations and the ability to multi-task in a fast-paced environment. * Effective conflict resolution skills. * Ability to prioritize client needs and work diligently to offer solutions that are both effective and timely. * Proficient in Windows environment using Microsoft Word, Excel and Outlook and ability to learn/use new systems (e.g. loan origination), applications and other related technology products. How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay $42,300-$66,600 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.

Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit ************************ Where you will work: This position offers a hybrid work option up to 40%, generally available after the first 6-12 months of onboarding, and is based out of the Sycamore, IL office location. The contributions you will make: Serves as the first point of contact for clients, building strong relationships by providing exceptional levels of service. Primary responsibilities include monetary accounting activities, addressing client inquiries, resolving issues, maintaining accounts and portfolio servicing. Provides coordination for office operations, including events, in order to create a positive environment for clients and team members. A typical day: Client Service Provides front line customer service to clients, proactively identifying needs and resolving a variety of requests via phone, online and in-person to ensure a positive and consistent experience. Establishes, develops and maintains a strong relationship with internal and external clients and third parties, acting as a liaison between groups. Provides exceptional service to all clients and a consistent client experience that aligns with the mission and vision of Compeer. Communicates, collaborates with and provides assistance to other business units and/or teams to meet the needs of internal and external clients. Educates the team, clients and third parties on basic policies, processes, transactional delivery and servicing. Takes appropriate steps to help identify and prevent fraud. Assists Sales Team in determining appropriate client products and delivery tools. Actively promotes the organization's products and services to enhance the relationship and efficiency for the client. Loan Servicing Provides servicing for Production Credit Association (PCA) loan renewals, ensuring accuracy in all transactions. Coordinates and tracks the compilation of documents needed for servicing transactions and scans and indexes documents into systems. Ensures loan transactions are completed within policy and compliance guidelines. Interprets internal credit summaries and loan documents to perform servicing tasks and escalates issues to appropriate department (e.g. sales, credit, loan accounting, client or third party) when further action is needed. Initiates loan renewals and servicing updates with loan accounting and tracks, monitors and ensures necessary corrections are made for system accuracy. Reviews and completes maintenance in response to a variety of daily and monthly client reports to promote data integrity. Prepares and delivers a variety of legal documents to clients on a timely basis to meet regulatory and compliance requirements. Accurately processes receipts, disbursements and maintenance to client accounts, including initiating electronic payments and reconciling payments and disbursements. Researches client transactions and resolves issues. Assists with follow up on delinquent accounts. Office Support Provides office coverage during normal business hours to meet the needs of clients at location. Coordinates team member and/or client events and manages related invoices and requests. Serves as an Office Ambassador. Manages day-to-day administrative office duties, including processing incoming and outgoing mail; coordinating team member equipment check out; and ordering and storing supplies (e.g., paper, coffee, pop and Compeer literature) for location. The skills and experience we prefer you have: High school diploma or GED. Entry-level client service experience, preferably in a financial institution. Ability to work in a collaborative team environment and adhere to larger organizational goals, mission and vision. Keen eye for detail, ensuring accuracy and compliance in all documentation and processing steps. Strong organizational and communication skills. Adaptable to changing priorities and situations and the ability to multi-task in a fast-paced environment. Effective conflict resolution skills. Ability to prioritize client needs and work diligently to offer solutions that are both effective and timely. Proficient in Windows environment using Microsoft Word, Excel and Outlook and ability to learn/use new systems (e.g. loan origination), applications and other related technology products. General knowledge of farming operations and agriculture preferred. General knowledge of basic accounting principles and procedures preferred. How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay $42,300 - $66,600 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.

Job Description Client Engagement Coordinator - Wealth Management We are a fast-growing wealth management firm based in the Chicagoland area, seeking a polished, detail-oriented Client Engagement Coordinator to serve as the first point of contact for new and prospective clients. This role is central to delivering an exceptional onboarding experience and setting the tone for long-term client relationships. Key Responsibilities Serve as the primary point of contact for new and incoming clients, ensuring a polished and welcoming onboarding experience Gather and organize initial client planning documents for advisor review with a high level of accuracy and discretion Maintain and update client records and client database systems Manage advisor calendars, including meeting scheduling and coordinating travel arrangements Prepare materials for client meetings, reviews and presentations Coordinate client gifting and appreciation initiatives Managing social media marketing initiatives Provide insurance service support as required Assist with additional team projects and administrative initiatives as needed Qualifications Illinois Life & Health Insurance license or ability to obtain within six months 2-3 years of experience in a high-touch, client-facing role Financial services or insurance industry experience preferred Strong written and verbal communication skills Highly organized, proactive, and able to manage multiple priorities Benefits Salary range $50k-65k dependent on experience Medical/Dental/Vision insurance 401k with match Paid time off This role is ideal for someone confident communicating with high-net-worth clients who values precision, professionalism, and delivering an exceptional client experience.

Client Engagement Coordinator - Wealth Management We are a fast-growing wealth management firm based in the Chicagoland area, seeking a polished, detail-oriented Client Engagement Coordinator to serve as the first point of contact for new and prospective clients. This role is central to delivering an exceptional onboarding experience and setting the tone for long-term client relationships. Key Responsibilities Serve as the primary point of contact for new and incoming clients, ensuring a polished and welcoming onboarding experience Gather and organize initial client planning documents for advisor review with a high level of accuracy and discretion Maintain and update client records and client database systems Manage advisor calendars, including meeting scheduling and coordinating travel arrangements Prepare materials for client meetings, reviews and presentations Coordinate client gifting and appreciation initiatives Managing social media marketing initiatives Provide insurance service support as required Assist with additional team projects and administrative initiatives as needed Qualifications Illinois Life & Health Insurance license or ability to obtain within six months 2-3 years of experience in a high-touch, client-facing role Financial services or insurance industry experience preferred Strong written and verbal communication skills Highly organized, proactive, and able to manage multiple priorities Benefits Salary range $50k-65k dependent on experience Medical/Dental/Vision insurance 401k with match Paid time off This role is ideal for someone confident communicating with high-net-worth clients who values precision, professionalism, and delivering an exceptional client experience.

Job Description Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit ************************ Where you will work: This position is onsite and primarily works out of the Mankato, MN office location. The contributions you will make: Serves as the first point of contact for clients, building strong relationships by providing exceptional levels of service. Primary responsibilities include monetary accounting activities, addressing client inquiries, resolving issues, maintaining accounts and portfolio servicing. Provides coordination for office operations, including events, in order to create a positive environment for clients and team members. A typical day: Client Service Provides front line customer service to clients, proactively identifying needs and resolving a variety of requests via phone, online and in-person to ensure a positive and consistent experience. Establishes, develops and maintains a strong relationship with internal and external clients and third parties, acting as a liaison between groups. Provides exceptional service to all clients and a consistent client experience that aligns with the mission and vision of Compeer. Communicates, collaborates with and provides assistance to other business units and/or teams to meet the needs of internal and external clients. Educates the team, clients and third parties on basic policies, processes, transactional delivery and servicing. Takes appropriate steps to help identify and prevent fraud. Assists Sales Team in determining appropriate client products and delivery tools. Actively promotes the organization's products and services to enhance the relationship and efficiency for the client. Serves as a back up to the Contact Center when needed. Loan Servicing Provides servicing for PCA loan renewals, ensuring accuracy in all transactions. Coordinates and tracks the compilation of documents needed for servicing transactions and scans and indexes documents into systems. Coordinates, reviews and determines documents needed to perfect Compeer's required lien position on servicing transactions. Ensures loan transactions are completed within policy and compliance guidelines. Interprets internal credit summaries and loan documents to perform servicing tasks and escalates issues to appropriate department (e.g. sales, credit, loan accounting, client or third party) when further action is needed. Initiates loan renewals and servicing updates with loan accounting and tracks, monitors and ensures necessary corrections are made for system accuracy. Reviews and completes maintenance in response to a variety of daily and monthly client reports to promote data integrity. Prepares and delivers a variety of legal documents to clients on a timely basis to meet regulatory and compliance requirements. Accurately processes receipts, disbursements and maintenance to client accounts, including initiating electronic payments and reconciling payments and disbursements. Researches client transactions and resolves issues. Assists with follow up on delinquent accounts. Keeps current on related process, procedure and organizational updates. Office Support Provides office coverage during normal business hours to meet the needs of clients at location. Coordinates team member and/or client events and manages related invoices and requests. Serves as an Office Ambassador. Manages day-to-day administrative office duties, including processing incoming and outgoing mail; coordinating team member equipment check out; and ordering and storing supplies (e.g., paper, coffee, pop and Compeer literature) for location. Acts as the point of contact for building maintenance and cleaning issues. The skills and experience we prefer you have: High school diploma or GED. Entry-level client service experience, preferably in a financial institution. Ability to work in a collaborative team environment and adhere to larger organizational goals, mission and vision. Keen eye for detail, ensuring accuracy and compliance in all documentation and processing steps. Strong organizational and communication skills. Adaptable to changing priorities and situations and the ability to multi-task in a fast-paced environment. Effective conflict resolution skills. Ability to prioritize client needs and work diligently to offer solutions that are both effective and timely. Proficient in Windows environment using Microsoft Word, Excel and Outlook and ability to learn/use new systems (e.g. loan origination), applications and other related technology products. How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay$41,300-$65,000 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.

Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: * Hybrid model - up to 50% work from home * Flexible schedules including ample flexibility in the summer months * Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) * Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP * Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off * Learning and development programs * Mentorship programs * Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) * Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit ************************ Where you will work: This position is onsite and primarily works out of the Mankato, MN office location. The contributions you will make: Serves as the first point of contact for clients, building strong relationships by providing exceptional levels of service. Primary responsibilities include monetary accounting activities, addressing client inquiries, resolving issues, maintaining accounts and portfolio servicing. Provides coordination for office operations, including events, in order to create a positive environment for clients and team members. A typical day: Client Service * li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Provides front line customer service to clients, proactively li">identifying li"> needs and li">resolving a variety of requests via phone, li">online li"> and in-person to ensure a positive and consistent experience. * li">Establishes, li">develops li"> and li">maintains li"> a strong relationship with internal and external clients and third parties, acting as a liaison between groups. Provides exceptional service to all clients and a consistent client experience that aligns with the mission and vision of Compeer. * li">Communicates, collaborates with and provides assistance to other business units and/or teams to meet the needs of li">internal and external clients. * li">Educates the team, clients and third parties on basic policies, processes, transactional li">delivery li"> and servicing. * li">Takes li">appropriate steps li"> to help li">identify li"> and prevent fraud. * li">Assists Sales Team in determining li">appropriate client li"> products and delivery tools. Actively promotes the organization's products and services to enhance the relationship and efficiency for the client. * li">Serves as a li">back up li"> to the Contact Center when needed. Loan Servicing * li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Provides li">servicing for li"> PCA loan renewals, ensuring accuracy in all transactions. Coordinates and tracks the compilation of documents needed for servicing transactions and scans and indexes documents li">into systems. * li">Coordinates, reviews and li">determines li"> documents needed to perfect Compeer's required li">lien li"> position on servicing transactions. * li">Ensures loan transactions are completed within policy and compliance guidelines. Interprets internal credit summaries and loan documents to perform servicing tasks and escalates issues to appropriate li">department li"> ( li">e.g. li"> sales, credit, loan accounting, client or third party) when further action is needed. * li">Initiates loan renewals and servicing updates with loan accounting and tracks, li">monitors li"> and ensures necessary corrections are made for system accuracy. Reviews and completes maintenance in response to a variety of daily and monthly client reports to promote data integrity. * li">Prepares and delivers a variety of legal documents to clients on li">a timely li"> basis to meet regulatory and compliance requirements. * li">Accurately processes receipts, li">disbursements li"> and maintenance to client accounts, including initiating electronic payments and reconciling payments and disbursements. li">Researches li"> client transactions and li">resolves li"> issues. li">Assists li"> with follow up on delinquent accounts. * li">Keeps current on related process, li">procedure li"> and organizational updates. Office Support * li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Provides office coverage during normal business hours to meet the needs of clients at li">location li">. * li">Coordinates team li">member li"> and/or client events and manages related invoices and requests. Serves as an Office Ambassador. * li">Manages day-to-day administrative office duties, including processing incoming and outgoing mail; coordinating team member equipment check out; and ordering and storing supplies (e.g., paper, coffee, li">pop li"> and Compeer literature) for location. * li">Acts as the point of contact for building maintenance and cleaning issues. The skills and experience we prefer you have: * High school diploma or GED. * Entry-level client service experience, preferably in a financial institution. * Ability to work in a collaborative team environment and adhere to larger organizational goals, mission and vision. * Keen eye for detail, ensuring accuracy and compliance in all documentation and processing steps. * Strong organizational and communication skills. * Adaptable to changing priorities and situations and the ability to multi-task in a fast-paced environment. * Effective conflict resolution skills. * Ability to prioritize client needs and work diligently to offer solutions that are both effective and timely. * Proficient in Windows environment using Microsoft Word, Excel and Outlook and ability to learn/use new systems (e.g. loan origination), applications and other related technology products. How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay $41,300-$65,000 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.

Job DescriptionSalary: Join a Professional Office Where Clients Come First Wealth Management Financial is a trusted financial services firm providing financial planning, accounting, and wealth management solutions to individuals and families. We pride ourselves on professionalism, accuracy, and exceptional client service. We are growing and looking for a Client Care Coordinator to be the welcoming face and organizational backbone of our professional office. This role is ideal for someone who enjoys working with people, thrives in a polished environment, and is interested in building a long-term career in financial services. About the Role As the Client Care Coordinator, you are the first point of contact for our clients and a key part of the client experience. Youll support both clients and internal team members by keeping the office organized, communication flowing smoothly, and details handled with care. This position offers meaningful growth potential. We invest in our team through training and development, with opportunities to advance into senior client service, operations, or administrative leadership roles. What Youll Do Greet clients and visitors warmly and professionally in a polished office setting Answer incoming calls, emails, and correspondence with accuracy and professionalism Assist with new client onboarding, document collection, and CRM data entry Schedule client appointments and manage team calendars Support advisory and accounting staff with document preparation and organization Maintain an orderly reception area and professional office appearance Process mail, deliveries, and office supply orders Manage expense reports and provide general administrative support as needed What Were Looking For Previous experience in an administrative, reception, or client service role Excellent verbal and written communication skills Strong organizational skills and attention to detail Proficiency with Microsoft Word, Excel, and Outlook Positive attitude, professionalism, and a willingness to learn Experience with CCH iFirm, CRMs, or DocuSign is a plus High school diploma required; additional education preferred Why Work With Us Competitive pay and benefits, commensurate with experience A professional, team-oriented office environment Clear opportunities for career growth and advancement Ongoing training and professional development A purpose-driven firm that values integrity, reliability, and client satisfaction How to Apply Please apply with your resume and a brief cover letter explaining why you would be a great fit for the Client Care Coordinator role at Wealth Management Financial.

Job Description Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit ************************ Where you will work: This position offers a hybrid work option up to 40%, generally available after one year of onboarding, and is based out of the Edwards, IL office location. The contributions you will make: Serves as the first point of contact for clients, building strong relationships by providing exceptional levels of service. Primary responsibilities include monetary accounting activities, addressing client inquiries, resolving issues, maintaining accounts and portfolio servicing. Provides coordination for office operations, including events, in order to create a positive environment for clients and team members. A typical day: Client Service Provides front line customer service to clients, proactively identifying needs and resolving a variety of requests via phone, online and in-person to ensure a positive and consistent experience. Establishes, develops and maintains a strong relationship with internal and external clients and third parties, acting as a liaison between groups. Provides exceptional service to all clients and a consistent client experience that aligns with the mission and vision of Compeer. Communicates, collaborates with and provides assistance to other business units and/or teams to meet the needs of internal and external clients. Educates the team, clients and third parties on basic policies, processes, transactional delivery and servicing. Takes appropriate steps to help identify and prevent fraud. Assists Sales Team in determining appropriate client products and delivery tools. Actively promotes the organization's products and services to enhance the relationship and efficiency for the client. Loan Servicing Provides servicing for Production Credit Association (PCA) loan renewals, ensuring accuracy in all transactions. Coordinates and tracks the compilation of documents needed for servicing transactions and scans and indexes documents into systems. Ensures loan transactions are completed within policy and compliance guidelines. Interprets internal credit summaries and loan documents to perform servicing tasks and escalates issues to appropriate department (e.g. sales, credit, loan accounting, client or third party) when further action is needed. Initiates loan renewals and servicing updates with loan accounting and tracks, monitors and ensures necessary corrections are made for system accuracy. Reviews and completes maintenance in response to a variety of daily and monthly client reports to promote data integrity. Prepares and delivers a variety of legal documents to clients on a timely basis to meet regulatory and compliance requirements. Accurately processes receipts, disbursements and maintenance to client accounts, including initiating electronic payments and reconciling payments and disbursements. Researches client transactions and resolves issues. Assists with follow up on delinquent accounts. Office Support Provides office coverage during normal business hours to meet the needs of clients at location. Coordinates team member and/or client events and manages related invoices and requests. Serves as an Office Ambassador. Manages day-to-day administrative office duties, including processing incoming and outgoing mail; coordinating team member equipment check out; and ordering and storing supplies (e.g., paper, coffee, pop and Compeer literature) for location. The skills and experience we prefer you have: High school diploma or GED. Entry-level client service experience, preferably in a financial institution. Ability to work in a collaborative team environment and adhere to larger organizational goals, mission and vision. Keen eye for detail, ensuring accuracy and compliance in all documentation and processing steps. Strong organizational and communication skills. Adaptable to changing priorities and situations and the ability to multi-task in a fast-paced environment. Effective conflict resolution skills. Ability to prioritize client needs and work diligently to offer solutions that are both effective and timely. Proficient in Windows environment using Microsoft Word, Excel and Outlook and ability to learn/use new systems (e.g. loan origination), applications and other related technology products. General knowledge of basic accounting principles and procedures preferred. #IND200 How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay$42,300-$66,600 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.

Job Description Client Relations & First Impressions Coordinator The Client Relations & First Impressions Coordinator plays a critical role in delivering an exceptional, high-touch client experience at Verde Wealth Group & Wealth Development Strategies. This position is responsible for creating a professional and welcoming first impression for clients, prospects, and strategic partners while providing essential administrative, operational, and facilities support to advisors and staff. The ideal candidate demonstrates discretion, professionalism, and a service-oriented mindset consistent with the trust placed in a financial advisory relationship. Key Responsibilities Client Experience & First Impressions Serve as the firm's primary point of contact for clients and visitors, ensuring a polished, welcoming, and hospitality-driven experience Schedule all meetings and assist with initiating related tasks delegated to responsible team members Maintain a professional lobby and reception area that reflects the firm's brand and values Assist with compiling presentations for in office and online meetings Prepare and manage meeting rooms, beverages, materials, and technology readiness Coordinate and oversee client and staff engagement initiatives, including client appreciation events, birthdays, team-building activities, and recognition efforts Phone, Scheduling & Communication Management Manage all incoming phone calls with professionalism and discretion Route calls appropriately, manage call flows, and maintain auto attendant Coordinate phone conferences and virtual meetings, including setup and troubleshooting Proactively manage calendars, appointment scheduling, confirmations, and reminders for clients and team members Monitor advisor emails for urgent client matters while maintaining confidentiality and compliance standards Manage advisor out-of-office phone and email settings Advisor & Team Support Provide proactive administrative and personal support to advisors, including meeting preparation, computer readiness, travel arrangements, and daily office needs Support special projects and firm initiatives as assigned Administrative & Client Service Support Perform daily document scanning and electronic filing, and secure receipt and distribution of client documents Maintain accurate and organized digital client files and records across CRM (Wealthbox), Egnyte, and Asana Manage CRM and Egnyte contact creation, updates, and data management, data clean-up to ensure accurate client records Process faxing, mail handling, shipping, secure file links and bulk mailings (holiday communications, client notifications, email campaigns, etc.) Support compliance-related administrative processes, Valmark compliance related tasks including but not limited to communication, CE training coordination and scheduling, license renewals and recordkeeping Facilities, Vendor & Office Operations Oversee office facilities management, including landlord coordination and vendor relationships Manage vendors or provide support for phone systems, printers, payment processors, and shred services Maintain office equipment, including printers, copiers, and phone systems (paper, toner, meter readings, troubleshooting) Coordinate shred services and ensure secure document destruction in alignment with privacy regulations Technology & Marketing Support Assist with basic technology troubleshooting and submit service tickets as needed Support marketing and/or social media initiatives website updates, advertising submissions, and client communications Coordinate registrations for professional organizations, continuing education events, and industry forums (e.g., CFP, VM Member Summitt, AEP, CE programs, etc.) Required Skills & Qualifications Exceptional interpersonal, verbal, and written communication skills Experience in a professional office environment; financial services or wealth management experience is a plus Advanced proficiency with Microsoft Office Suite, CRM systems, electronic document management platforms and electronic task management systems. Strong attention to detail with excellent organizational and follow-up skills Ability to manage multiple priorities in a deadline-driven environment High level of discretion with a proven ability to maintain confidentiality and data integrity Professional demeanor and polished appearance appropriate for a client-facing financial services role Self-motivated, dependable, and adaptable with a positive, service-oriented attitude Adopt a collaborative approach when working with the team Firm Core Values & Cultural Expectations All team members are expected to consistently demonstrate and uphold the firm's core values in interactions with clients, colleagues, and strategic partners. The Client Relations & First Impressions Coordinator plays a visible and influential role in modeling these values daily. Unwavering Dedication Do the Right Thing Collaboration Positive Energy Adherence to these core values is a foundational expectation of this role and is integral to performance, growth, and long-term success within the firm.

Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit ************************ Where you will work: This position is primarily in-office, with the opportunity after one year of onboarding to work 1 day a week from home, and is based out of the Princeton, IL office location. The contributions you will make: Serves as the first point of contact for clients, building strong relationships by providing exceptional levels of service. Primary responsibilities include monetary accounting activities, addressing client inquiries, resolving issues, maintaining accounts and portfolio servicing. Provides coordination for office operations, including events, in order to create a positive environment for clients and team members. A typical day: Client Service Provides front line customer service to clients, proactively identifying needs and resolving a variety of requests via phone, online and in-person to ensure a positive and consistent experience. Establishes, develops and maintains a strong relationship with internal and external clients and third parties, acting as a liaison between groups. Provides exceptional service to all clients and a consistent client experience that aligns with the mission and vision of Compeer. Communicates, collaborates with and provides assistance to other business units and/or teams to meet the needs of internal and external clients. Educates the team, clients and third parties on basic policies, processes, transactional delivery and servicing. Takes appropriate steps to help identify and prevent fraud. Assists Sales Team in determining appropriate client products and delivery tools. Actively promotes the organization's products and services to enhance the relationship and efficiency for the client. Loan Servicing Provides servicing for Production Credit Association (PCA) loan renewals, ensuring accuracy in all transactions. Coordinates and tracks the compilation of documents needed for servicing transactions and scans and indexes documents into systems. Ensures loan transactions are completed within policy and compliance guidelines. Interprets internal credit summaries and loan documents to perform servicing tasks and escalates issues to appropriate department (e.g. sales, credit, loan accounting, client or third party) when further action is needed. Initiates loan renewals and servicing updates with loan accounting and tracks, monitors and ensures necessary corrections are made for system accuracy. Reviews and completes maintenance in response to a variety of daily and monthly client reports to promote data integrity. Prepares and delivers a variety of legal documents to clients on a timely basis to meet regulatory and compliance requirements. Accurately processes receipts, disbursements and maintenance to client accounts, including initiating electronic payments and reconciling payments and disbursements. Researches client transactions and resolves issues. Assists with follow up on delinquent accounts. Office Support Provides office coverage during normal business hours to meet the needs of clients at location. Coordinates team member and/or client events and manages related invoices and requests. Serves as an Office Ambassador. Manages day-to-day administrative office duties, including processing incoming and outgoing mail; coordinating team member equipment check out; and ordering and storing supplies (e.g., paper, coffee, pop and Compeer literature) for location. The skills and experience we prefer you have: High school diploma or GED. Entry-level client service experience, preferably in a financial institution. Ability to work in a collaborative team environment and adhere to larger organizational goals, mission and vision. Keen eye for detail, ensuring accuracy and compliance in all documentation and processing steps. Strong organizational and communication skills. Adaptable to changing priorities and situations and the ability to multi-task in a fast-paced environment. Effective conflict resolution skills. Ability to prioritize client needs and work diligently to offer solutions that are both effective and timely. Proficient in Windows environment using Microsoft Word, Excel and Outlook and ability to learn/use new systems (e.g. loan origination), applications and other related technology products. General knowledge of basic accounting principles and procedures preferred. #IND200 How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay $42,300 - $66,600 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.

We are seeking someone to join our team as a Global Financial Crimes (GFC): Client Escalations and Reporting Coordinator. In the Legal & Compliance division, we assist the Firm in achieving its business objectives by facilitating and overseeing the Firm's management of legal, regulatory and franchise risk. This is a Director level position within GFC and be part of a team that focuses on AML and other financial crime related obligations associated with the Firm's Wealth Management (WM) and U.S. Banks coverage team. The Client Escalations and Reporting Coordinator reports to the Head of WM and Bank Program Management and Strategy, Executive Director. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. In Global Financial Crimes (GFC), you will play a critical role in identifying potentially suspicious activity, protecting vulnerable individuals, and safeguarding the integrity of the financial system. GFC coordinates the day-to-day implementation of the Firm's financial crime prevention efforts, including governance, oversight, and execution of the Firm's Ant-Money Laundering (AML), Sanctions, Anti-Corruption and Government and Political Activities Compliance programs. If you are passionate about financial crimes prevention, seeking a rewarding and dynamic career, and focused on making a difference, then GFC might be the right team for you. What you'll do in the role: * Proven experience managing and reviewing client escalations related to financial crime risk, ensuring timely resolution and accurate reporting. * Prepare high-quality summary reports and materials for senior governance forums, including Client Escalations Committee, and collaborate with stakeholders across business units to maintain strong risk management practices. * Coordinate with internal stakeholders (GFC Investigations, Client Risk Unit, Advisory teams, 1L GFC Risk, and branch personnel) to gather relevant information and provide clear, concise analysis of client escalation cases. Develop and deliver summary reports and presentation materials for senior committees, including the Client Escalations Committee * Ensure accuracy, clarity, and timeliness of reporting for senior management and governance forums/committees * Act as a subject matter expert on escalation processes and reporting standards * Identify opportunities to enhance escalation review processes and reporting frameworks * Contribute to policy updates and best practices for escalation management What you'll bring to the role: * Bachelor's degree required; advanced degree or professional certification (e.g., CAMS, CFA) preferred * 5+ years of experience in financial services, with a focus on compliance, risk management, or financial crimes * Strong understanding of AML, sanctions, and financial crime regulations * Exceptional analytical, writing, and presentation skills * Ability to manage multiple priorities and deliver under tight deadlines; * Experience preparing materials for senior governance committees is highly desirable * Strategic thinking with attention to detail * Strong interpersonal and communication skills * Proficiency in Microsoft Office (Excel, PowerPoint, Word) * Ability to influence and collaborate across global teams Where you'll be working: This role will require in office attendance 3 days/week from Dallas, Texas location. Two of those days will be Anchor Days where you will be in the office with your teammates to learn, grow, and collaborate in person. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).