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  • IB Associate: Services & Industrials (Chicago)

    Piper Sandler & Co 4.8company rating

    Service associate job in Chicago, IL

    A leading investment bank in Chicago is seeking an experienced Investment Banking Associate to join their Services & Industrials team. This role involves financial analysis, M&A execution, and fostering relationships within an inclusive environment. The candidate should have a bachelor's degree and 2+ years of relevant experience. The position offers a competitive salary range of $135,000 - $225,000 with additional incentive compensation. #J-18808-Ljbffr
    $38k-51k yearly est. 1d ago
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  • Customer Service Officer

    Alphabe Insight Inc.

    Service associate job in Chicago, IL

    Beloform Craft is a forward-thinking organization dedicated to developing future leaders through structured training, hands-on experience, and strategic exposure to core business operations. We believe in cultivating talent from within, empowering individuals with the tools, mentorship, and professional environment needed to grow into confident and capable management professionals. Job Description We are seeking a dedicated and professional Customer Service Officer to serve as a primary point of contact for our clients. This role focuses on ensuring clear communication, efficient issue resolution, and a consistently high standard of service. The ideal candidate will contribute to building long-term client relationships while supporting internal operations with accuracy and professionalism. Responsibilities Serve as the main liaison between the company and its clients Respond to inquiries and provide accurate information regarding services and processes Handle customer requests and concerns with professionalism and discretion Maintain organized records of interactions and follow-ups Coordinate with internal teams to ensure timely and effective solutions Uphold company standards for service quality and communication Qualifications Strong verbal and written communication skills Professional demeanor with a client-focused mindset Ability to manage multiple tasks efficiently in a fast-paced environment High level of organization and attention to detail Proficiency in basic computer systems and office tools Strong problem-solving and decision-making abilities Additional Information Competitive salary ($45,000 - $48,000 per year) Growth opportunities within a structured and supportive environment Skill development and ongoing professional training Stable and professional workplace culture Full-time position with consistent schedule
    $45k-48k yearly 7d ago
  • Customer Service (China Southern Airlines)

    Alliance Ground International, LLC 4.3company rating

    Service associate job in Chicago, IL

    Convey shipping instructions to the customer services counter. Retrieve import documents and deliver export documents to and from aircraft. Accept cargo in accordance with applicable TSA, FAA, Government and Air Carrier rules and regulations. Accept Customer Service, Airline, Security, Service, Retail, Health
    $36k-44k yearly est. 7d ago
  • Customer Service III

    Blue Star Partners LLC 4.5company rating

    Service associate job in Lake Forest, IL

    Job Title: Customer Service III Period: 10/28/2024 to 10/31/2025 - possibility for extension/direct hire Hours/Week: 40 hours (Hours over 40 will be paid at Time and a Half) Rate: $20/hour Contract Type: W-2 Scope of Services: The Customer Service III position is responsible for providing exceptional customer service to healthcare customers through inbound/outbound calls and emails. The role requires utilizing a database to retrieve customer or company information, following detailed instructions, and using a variety of resources to provide accurate information. The ideal candidate will possess strong organizational skills, patience, tact, empathy, and problem-solving skills, with consistently good voice quality. They must be able to organize and handle calls and emails with speed and accuracy, work with complex computer applications and resource materials, and multitask effectively. Proven skills in Microsoft software suite (Excel, Outlook, Word, Teams) are required, with preferred experience in SAP or other ERP systems and a background in the healthcare industry. Role, Responsibilities, and Deliverables: Take inbound/outbound calls and emails to provide information to healthcare customers. Utilize a database to retrieve customer or company information. Learn and follow detailed instructions, using a variety of resources to provide accurate information. Demonstrate patience, tact, empathy, and problem-solving skills with consistently good voice quality. Organize and handle calls and emails with speed and accuracy. Work with complex computer applications and resource materials. Multitask effectively and use critical thinking skills. Follow standard operating procedures, knowing when to ask for help. Understand the culture and be a good team player. Experience: One year of experience in a customer service role. 4-year equivalent college degree. Ability to problem solve and critically think. Able to multitask between different platforms, able to jump back and forth between customer calls and emails. Basic computing skills and understanding of Windows, Microsoft, and other frequently used computer systems. Must be able to follow standard operating procedures, but also know when to ask for help. Must understand the culture and be a good team player.
    $20 hourly 7d ago
  • Client Services Associate

    Aegis Worldwide 4.2company rating

    Service associate job in Niles, IL

    A highly respected and exceptionally stable leader in the custom printing and packaging industry is seeking a Customer Services Associate to join its Client Services team. This is a customer-facing role at the center of sales, design, and project execution-ideal for someone early to mid-career who enjoys translating customer needs into real, tangible products. This organization is widely regarded as one of the best in the industry, known for delivering highly customized, premium packaging solutions and consistently “pressing the limits” of what's possible. The Role: The Customer Services Associate serves as the primary liaison between customers, Sales, and Project Management. You will own customer communication, qualification, specifications, and proposal development-ensuring projects are accurately defined and set up for successful execution. Once a job is awarded, you'll partner closely with Project Management, remaining customer-facing throughout production to communicate progress, manage expectations, and ensure a smooth experience from start to finish. Key Responsibilities Serve as the primary customer contact during pre-production and active job phases Partner with Sales to qualify opportunities and gather technical, application, and commercial requirements Create and manage RFQs, proposals, and pricing packages Coordinate with design and structural teams on white paper comps, carton fit-to-product, and layouts Review customer artwork for completeness and quote readiness Track timelines, milestones, and budgets and provide regular customer updates Act as a liaison between customers and internal teams to manage changes and resolve issues Support formal handoff to Project Management and remain involved as a customer advocate through delivery Preferred Qualifications Bachelor's degree (graphics, art, or related field preferred but not required) 1-5+ years of experience (entry-level candidates with strong internships will be considered) Background in printing, packaging, or graphics strongly preferred Operations experience (Project Management, Customer Service, Inside Sales, Estimating, Procurement, etc.) Basic project management skills and ability to juggle multiple workstreams Comfortable and professional in customer-facing communication (phone & email) Compensation & Benefits Base Salary: $70,000-$105,000 (up to $110,000 depending on experience) No bonus structure Benefits begin after 30 days and include: Medical, dental, and vision 401(k) with strong employer match (50% of first 4% + 50% of next 6%) 10 PTO days, 3 sick days, 1 floating holiday (PTO negotiable) 6 company holidays Why This Opportunity Exceptionally stable, well-established industry leader Known as a premier provider of high-end, custom packaging solutions Exposure to exciting, complex projects and luxury-brand work Clear partnership across Sales, Design, and Project Management Strong platform for career growth within packaging and print
    $37k-42k yearly est. 4d ago
  • Customer Relations Representative - State Farm Agent Team Member

    Brett Twitty-State Farm Agent

    Service associate job in Schaumburg, IL

    Benefits: Competitive salary Opportunity for advancement Training & development ROLE DESCRIPTION: As a Customer Service Manager with Brett Twitty, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support. We look forward to connecting with you if you are the ideal customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates. RESPONSIBILITIES: Establish customer relationships and follow up with customers as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification. Use a customer-focused, needs-based review process to educate customers about insurance options. Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business. QUALIFICATIONS: Dedicated to customer service Able to effectively relate to a customer, answer their questions, and anticipate their needs. Excellent communication skills to assist customers and coordinate with other agency team members Proactive in problem-solving Must obtain state licensing. BENEFITS: Hourly pay plus commission/bonus Growth potential/Opportunity for advancement within my office Paid time off (vacation and personal/sick days) Health benefits Valuable career-building experience ABOUT BRETT TWITTY Our team has over 70 years of industry experience Home, Business & Evening Appointments Available State Farm Employee since 2002 Second Generation State Farm Agent We welcome state to state transfers University of Iowa
    $35k-47k yearly est. 7d ago
  • Associate, Client Research

    Alphasense 4.0company rating

    Service associate job in Chicago, IL

    About the Team: Clients rely on the Expert Call Services team to deliver fast, meaningful insights from industry-leading expert voices by researching, recruiting, and recommending profiles for one-on-one consultations. Through collaboration, creativity, and determination, every team member becomes an extension of the client's research team. About the Role: Our Analysts are the driving force behind the transcripts on our platform! We're redefining how investment research is done by fostering a high-performance culture. By connecting with industry experts, our Analysts help grow our content platform and disrupt the status quo in the investment research/expert network industry. Who You Are: Experience in sales, recruiting, account management, sourcing, or similar - gained through internships, extracurricular leadership, or up to 1-2 years of full-time experience. Comfortable with strategic sourcing and cold outreach - experience preferred but not required. Excellent verbal and written communication skills, with the confidence to engage C-level executives. High energy, enthusiasm and a positive attitude - we have fun here, and want you to as well! Persistence, drive, and a goal-oriented mindset, with the ability to own projects from start to finish. Strong attention to detail and the ability to effectively prioritize in a fast-paced environment. Coachable, with a strong willingness to learn, adapt and improve. What You'll Do: Source and prospect industry experts for our customers on critical, time-sensitive projects. Creatively investigate, identify, and source industry information and experts using various tools. Contact top decision-makers and C-level executives across industries via LinkedIn, email, and phone calls. Connect investors with these decision-makers to help them make the best-informed decisions. Take ownership of multiple projects simultaneously in a performance-driven environment. Control your earnings potential by exceeding quotas and staying ahead of monthly metrics. As you advance and master the role, you have the opportunity to move into customer-facing account management where you will interact daily with global institutional investors & hedge fund managers, leading project management and primary research efforts. Total Compensation Range: $52,500-$71,500 (includes base + uncapped variable incentive) For base compensation, we set standard ranges for all roles based on function and level benchmarked against similar stage growth companies and internal comparables. In order to be compliant with local legislation, as well as to provide greater transparency to candidates, we share salary ranges on all job postings regardless of desired hiring location. Final offer amounts are determined by multiple factors including candidate experience/expertise and may vary from the amounts listed below. Follow the link for more information on our Employee Benefits.
    $52.5k-71.5k yearly 7d ago
  • Customer Service Agent

    Mindspring Partners LLC

    Service associate job in Chicago, IL

    Software Support Associate (On-site in downtown Chicago) Are you tech-savvy? The “go-to” in your household/peer group for all things technology Enjoy keeping up with the latest tech gadgets and news Good competency with Windows and general troubleshooting Are you good with customers? You enjoy resolving problems and making people happy You've gone “above and beyond” for a customer You're not afraid to “dig” and get creative to find resolution for an issue Are you looking to join a solid team-oriented organization with room for growth? Thorough training Post-training (approx. 2 months), flexibility to work from home 5 days per month Stellar benefits (100% paid medical for individual plan) Fun team-building activities in a relaxed office atmosphere We may have the career move you have been looking for! Position overview Work with a growing, award-winning software firm Use phone and email to troubleshoot technical or non-technical issues Handle approximately 20 calls or emails per day, both inbound and outbound Utilize active directory to manage account information Assist customers in navigating the software Requirements 1+ year of Customer Service experience Degree preferred but not required A recent graduate with tech-focused degree will be considered or various certifications Savvy with Windows Operating System and Windows 365 Able to work in-person, downtown Chicago (very accessible location) Compensation $19.00/hour This is a contract to hire position that leads to permanent status - great way to test-run the role out and be sure it's for you long-term.
    $19 hourly 2d ago
  • Senior Customs Entry Specialist - ORD (Mandarin speaking)

    Amrecco

    Service associate job in Bensenville, IL

    One of the large Asia/US eCommerce logistics companies is hiring a Senior Customs Entry Specialist in the Chicago / ORD area to manage complex import clearances and handle inspections and shipment exceptions. This role is for someone who can independently run the clearance process, communicate with authorities and partners, and solve problems when cargo is on hold. You'll be a key expert ensuring smooth, compliant cross-border cargo flow in a deadline-driven environment. Ideal background: 3+ years in customs brokerage or international trade Strong knowledge of local customs procedures and inspections Comfortable working with brokerage systems and compliance tools Able to work independently and handle high-pressure cases Bilingual English/Mandarin required Broker license is a plus Apply today to be part of the great supportive team!
    $29k-48k yearly est. 6d ago
  • Customer Service Representative

    Accede Solutions Inc.

    Service associate job in Chicago, IL

    The Customer Service Representative (CSR) handles incoming calls regarding scheduling of paratransit eligibility services. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Answers customer calls and inputs all customer information using acomputerized scheduling system; enters new customer information or changes into the system Receives customer complaints Answers questions, and provides information about services Resolves customer inquiries relating to transportation Communicates resolution to customers Clearly and accurately documents issues Maintains a clean and well-organized work area Represents Mobility Options in a professional manner to our service partners, and the community Other duties as required/assigned QUALIFICATIONS The requirements listed below are representative of the knowledge, skill, and/or ability required. High school diploma or equivalent, such as GED, required One or more years of Customer Service experience preferred Must be able to work shifts, or flexible work schedules as needed Ability to read, understand, interpret, and explain transit system operating rules,regulations, policies, phases and routes Ability to communicate via telephone with clear speech and a pleasant phone manner. Must possess excellent verbal communication skills Ability to work as a member of a team Must be computer literate and proficient in the use of Microsoft Office Must be able to interact and communicate with diverse clients Must be able to demonstrate poise, tactfulness, and diplomacy and have a high level of interpersonal skills to handle sensitive and confidential situations Must undergo a pre-employment drug test once offered a position Must be willing to undergo a criminal and employment background check once offered a position Travel requirement (as a percent): WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to work shifts or flexible work schedules as needed. 85% of work is accomplished indoors and in air conditioned or well-ventilated facilities. Work is accomplished in an office or in a cubicle space equipped with a telephone and computer. The employee is generally subjected to long periods spent sitting, typing, orlooking at a computer screen. Employee may periodically need to travel locally. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is required to sit for long periods;use hands and fingers to type, manipulate, handle or feel; and talk and hear. The employee is frequently required to reach with hands and arms. The employee isoccasionally required to stand, walk, balance, and stoop, kneel or crouch. The employee must regularly lift and/or move up to 10 pounds and occasionally list and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to focus; long periods are spent looking at a computer. 100% of work is accomplished indoors and in air conditioned or well-ventilated facilities. Work is accomplished in an office or in a cubicle space equipped with a telephone and computer. #IND123
    $29k-38k yearly est. 7d ago
  • Customer Service Representative - State Farm Agent Team Member

    Adam Garcia-State Farm Agent

    Service associate job in Chicago, IL

    Benefits: Simple IRA Hiring bonus Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: Our agency has been proudly serving the community since October 2017. We currently have four full-time team members and are excited to welcome a fifth. We believe in creating a positive and balanced workplace where people feel supported and appreciated. We offer two office outings each year (summer and holiday), 8 paid holidays, and 15 days of PTO/sick time with some rollover options. Team members also benefit from a Pre-Tax Health Expense Reimbursement program and a Simple IRA with employer match after two years. Plus, we keep the office stocked with snacks and drinks tailored to everyone's preferences. Conveniently located in Lincoln Square and Albany Park, we're steps away from the Western bus stop and Brown Line for an easy commute. I'm a graduate of the University of Iowa and have been with State Farm for over 11 years. As a longtime Chicago resident and proud dad of two boys, I love being part of this community. We partner with local organizations like Waters Elementary, the Lincoln Square Ravenswood Chamber of Commerce, and the North River Commission to give back and stay connected. If you're looking to join a team that values community, work-life balance, and a supportive environment, this could be the perfect place for you. ROLE DESCRIPTION: As a Customer Service Representative - State Farm Agent Team Member with Adam Garcia - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support. We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates. RESPONSIBILITIES: Answer customer inquiries and provide policy information. Assist customers with policy changes and updates. Process insurance claims and follow up with customers. Maintain accurate records of customer interactions. QUALIFICATIONS: Communication and interpersonal skills. Detail-oriented and able to multitask. Previous customer service experience preferred.
    $29k-38k yearly est. 7d ago
  • Customer Equipment Services Representative

    Ardagh Group S.A

    Service associate job in Chicago, IL

    Provide Ardaghs customers with an expert, professional resource for resolution of mechanical problems related to can double seam equipment - Ensure customers, as a double seam authority, run Ardaghs products within established guidelines for optima Equipment, Representative, Customer, Mechanical, Metal, Packaging, Manufacturing, Retail
    $29k-38k yearly est. 7d ago
  • Customer Service Representative - State Farm Agent Team Member

    Andrea Aslanides-State Farm Agent

    Service associate job in Chicago, IL

    Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... 401K Hourly pay plus commission/bonus Health benefits Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency Requirements Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
    $29k-38k yearly est. 7d ago
  • Customer Service Representative

    Bradyplus

    Service associate job in Glenview, IL

    We are in search of a Customer Service Representative to join our growing team. This role provides internal support to Sales Representatives and assists in developing and maintaining a professional business relationship with customers. Responsibilities Include: Provide internal support to assigned Sales Representatives regarding any customer problems, complaints, or requests. Answer customer calls regarding orders, inquiries, and problems/complaints. Place and process customer orders received by phone, fax, or mail. Answer customer questions regarding product and/or their order. Handle complaints within established guidelines and initiate appropriate follow-up and response. Track orders/trace deliveries that customers have not received to determine status of order and expected time arrival. Assist customers with returned goods; write up returned goods authorizations for returning merchandise. Provide pricing information to customer. Complete and maintain all paperwork related to customer transactions. Send info via Fax/Email information to customers regarding invoices, proof of deliveries, etc. Act as a liaison between customer and other internal departments. Work closely with the purchasing warehouse and shipping departments. The Ideal Candidate Will Have: High school equivalent or diploma required Bachelor's degree plus. Previous sales support or customer service experience. Excellent verbal and written communication skills. Excellent data entry skills. Experience with Microsoft Office. ERP systems such as SAP, P21 etc. experience preferred. Ability to pass job-related employment screenings. Compensation & Benefits: The pay range for this role is $20-$23 per hour. This range represents what the company reasonably expects to pay an associate for this role based on current market data, internal equity, and other business factors. The actual compensation offered may vary depending on factors such as relevant experience, qualifications, geographic location, and other considerations. In addition to base pay, BradyPLUS offers a comprehensive benefits package to support the health and well-being of our associates and their families. Benefit offerings include medical, dental, vision, life and disability insurance, flexible spending accounts, Employee Assistance Programs (EAP), 401(k) Retirement and more. About BradyPLUS: BradyPLUS is a leading national distributor of solutions for JanSan, Foodservice and Industrial Packaging. We deliver the right SUPPLIES + SUPPORT to ensure businesses are more successful every day. We offer premium brands, expert advice, and exceptional customer experiences. Our 6,000 associates across 180+ locations have a passion for delivering innovative solutions for the business challenges of today and tomorrow. Together, we serve thousands of customers nationwide in end markets including education, government, healthcare, hospitality, restaurants, building services, food packaging & processing, and grocery. We strive to be the best employer we can. We value people, we embrace change and we reach higher. Join us and see what the BUZZ is about! To learn more visit us at ***************** . BradyPLUS is an Equal Opportunity Employer. This means that all qualified applicants will receive consideration for employment without regard to race, marital status or civil union status, sex, age, color, religion, national origin, veteran status, mental or physical disability, sexual orientation, gender identity and/or any other characteristic protected by law. We also provide reasonable accommodations to applicants and employees with disabilities.
    $20-23 hourly 7d ago
  • BDC Service Representative

    Bob Loquercio Auto Group

    Service associate job in Streamwood, IL

    Award-Winning Bob Loquercio Auto Group is looking for a qualified, motivated and self-sufficient individual to join their team! If you are a self-starting professional ready to take your career to the next level, we have the opportunity you've been looking for. What Were Looking For: As a Bob Loquercio Auto Group Business Development Coordinator, you will be responsible for responding to internet inquiries and generating sales with customers that contact the dealership or who have visited the dealership. Benefits: Medical Plan Dental Plan Vision Plan 401(k) Savings Plan Basic Life Insurance Accident & Critical Illness Insurance Discounts on Products and Services Flexible Schedules Work Life Balance Responsibilities: Respond promptly, professionally and courteously to all internet leads Utilize scripts and workflow tools to staff to ensure uniform customer service Promptly and accurately enter all customer inquiry data into CRM software Overseeing the generation of sales appointments Effectively utilizing lead management tools Compiling all necessary reports, forms and other documentation on a timely basis Exhibiting ethical behavior providing the highest degree of customer satisfaction and remaining honest in all aspects of customer interaction Qualifications: Previous experience in a disciplined, process-oriented and sales-driven role through inbound and outbound appointment and service calls, internet leads and internally generated customer opportunities Ability to gain overall knowledge of automotive sales and service department operations Strong organizational and leadership skills Knowledge of social media, social media channel marketing and social media blogging
    $29k-41k yearly est. 7d ago
  • Advisor Development Program Client Associate

    Bank of America 4.7company rating

    Service associate job in Chicago, IL

    Chicago, Illinois **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************************** **:** **Advisor Development Program Client Associate** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. **Job Description:** The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs). As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP. This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team. Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client's complex financial picture and guiding them with advice and solutions. Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey. **The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:** + Developing a book of business in order to meet and exceed established performance hurdles + Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs + Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences + Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning + Organizing and managing resources (time, people, budget) to run a productive practice + Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client + Completing mandated training, assessments, performance goals and continuing education requirements **We'll help you** + **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success. + **Get training and one-on-one coaching** fromour-award winning Academy at Bank of Americaand local leadership who are invested in your success. + **Grow your business knowledge** by using a defined consultative approach to systematically identify client needs and appropriate solutions. + **Provide end-to-end comprehensive advice** , deliver clientreviews/presentationswith confidence and recommend strategies to help achieve their financial goals and life priorities. + **Collaborate with core banking and investment partners.** Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. **Required Qualifications:** + Displays confidence working as a self-starter in a sales role + Builds strong client relationships through effective communication and collaboration + Displays a proactive mindset and effective time management + Demonstrates a results-driven growth mindset and prioritizes client interests + Identifies appropriate client solutions through application of learnings and new information + Exceptional interpersonal and relationship building skills + Effective communication skills (written and verbal) + Proven ability to quickly build trust and credibility + Proven ability to assess needs of and recommend appropriatesolutions + Proven ability to work both collaboratively on a team with key partners and independently + Proven ability to listen and probe for clarity and understanding + Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking + Strong follow-through skills + Computer/technical literacy and proficiency in applications such as Microsoft Suite **Desired Qualifications:** + Bachelor's degree and/or a minimum of one year of work experience + Learns and adapts to new technology or applications + Executes multiple tasks simultaneously **Job Responsibilities:** + Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed + Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk + Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA + Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs **Skills** **:** + Account Management + Client Management + Customer and Client Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Trade Operations Management + Administrative Services + Client Investments Management + Emotional Intelligence + Referral Identification + Written Communications This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. **Shift:** 1st shift (United States of America) **Hours Per Week:** 37.5 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $41k-51k yearly est. 7d ago
  • Export Customer Service

    Vanguard Logistics Services 4.1company rating

    Service associate job in West Chicago, IL

    Export Customer Service Representative WHAT YOU'LL BE DOING You will provide the highest level of customer service through prompt response to all cargo enquiries, complete and accurate bookings and professional communication when following up with the customer on any missing cargo and/or documentation in order for the customers booking to be loaded as scheduled. It is the responsibility of the Export Customer Service Representative to ensure all requirements for the booking are complete so it can be handed over to Load Planning. ESSENTIAL RESPONSIBILITIES INCLUDE: Communicate effectively to meet customer requirements, resolve customer problems or complaints expeditiously, and complete booking requests timely. Working with the warehouse to ensure all cargo booked has been received prior to cut off. Report any OS&D issues on cargo received to customers, follow up to determine the outcome if the cargo can be shipped, required to be re-packed or collected as it could not be exported. Chase any missing documentation with the customer to ensure all required paperwork is received prior to cut off. Complete booking requests Arrange pick-ups with trucking company Contact shippers and complete bookings for overseas routings received, making sure to send the booking confirmation details to the origin office/agent and continue to communicate on the status of the booking to ensure they are aware that the cargo was uplifted. Determine if the customer requires VLS to complete export customs clearance, if so, correspond with the customs broker (if required) and complete the export entry. Make sure Load Planning is aware of any special requirements on the handling of the cargo. Add any additional charges to be billed and expenses for the costs on services incurred during the booking process Lodge any hazardous paperwork with the Haz Team to seek pre approval on VLS being able to handle the cargo MINIMUM QUALIFICATIONS AND REQUIREMENTS: High school or equivalent education; associate degree preferred Minimum 2 years of customer service experience; logistics experience preferred Ability to multi-task, prioritize, and manage time effectively Strong listening, written and verbal communication skills (English required); excellent interpersonal and teamwork skills Strong MS Office skills, including Excel, Word, PowerPoint WE ARE VANGUARD We are an industry stalwart and a true innovator. We work with our customers to make doing business easier and more profitable. Day-to-day, we work together to take care of our customers and each other, challenging ourselves to exceed our goals, and thinking ahead to anticipate our customers' future needs. Vanguard is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. We're working to challenge the status quo with the power of diversity, inclusion and collaboration.
    $29k-36k yearly est. 2d ago
  • Customer Service Representative

    Bradyplus, Inc.

    Service associate job in Glenview, IL

    Provide internal support to assigned Sales Representatives regarding any customer problems, complaints, or requests. Answer customer calls regarding orders, inquiries, and problems/complaints. Place and process customer orders received by phone, fax, Customer Service Representative, Customer Service, Sales Representative, Manufacturing, Retail, Representative
    $29k-38k yearly est. 7d ago
  • Customer Service Representative

    Alphabe Insight Inc.

    Service associate job in Chicago, IL

    At Dinamic AS Group, we are driven by precision, efficiency, and innovation. Our team supports dynamic operations across multiple projects, ensuring seamless execution and high-quality outcomes. We value initiative, organization, and collaboration, and we are committed to creating an environment where professionals can grow and contribute meaningfully to our success. Job Description We are seeking a dedicated and professional Customer Service Representative to join our team in Chicago. This role plays a key part in ensuring positive customer experiences by handling inquiries, providing accurate information, and maintaining strong communication standards. The ideal candidate is detail-oriented, reliable, and motivated to deliver high-quality service in a structured work environment. Responsibilities Serve as a primary point of contact for customer inquiries via phone, email, or internal systems Provide accurate and timely information regarding products, services, and processes Maintain clear and professional communication with customers and internal teams Document interactions and update records with attention to detail Identify and escalate issues when necessary to ensure prompt resolution Support team objectives by adhering to established procedures and quality standards Qualifications Strong verbal and written communication skills Professional demeanor with a customer-focused mindset Ability to manage multiple tasks efficiently Strong organizational and problem-solving abilities Basic computer proficiency and willingness to learn internal systems Reliability, punctuality, and attention to detail Additional Information Competitive salary ($44,000 - $47,000 annually) Growth opportunities within a structured organization Supportive and professional work environment Ongoing training and skill development Stable, full-time employment
    $44k-47k yearly 2d ago
  • Customer Equipment Services Representative

    Ardagh Group

    Service associate job in Chicago, IL

    Purpose of the Job: Ensure Customer Satisfaction is achieved by delivery of exceptional equipment service Key Accountabilities: Provide Ardagh's customers with an expert, professional resource for resolution of mechanical problems related to can double seam equipment Ensure customers, as a double seam authority, run Ardagh's products within established guidelines for optimal double seam performance. Assist Ardagh's customers in establishing programs in the repair and maintenance of double seam equipment Act as a resource for Ardagh for qualification of Ardagh material and in resolution of field problems. Knowledge/Skills/Experience: Associate degree, trade school or significant experience in the field at a minimum Strong mechanical skills and ability to work through complex problems Strong communication skills that span various levels of management both with customers and Ardagh Self-starter with initiative, integrity and an ability to develop relationships with customer personnel Basic computer skills Ardagh Metal Packaging is a leading global supplier of sustainable, infinitely recyclable metal beverage cans to brand owners. A subsidiary of sustainable packaging business Ardagh Group and a leading industry metal packaging company, Ardagh Metal Packaging employs more than 6,300 people across Europe, North America and Brazil, with sales of approximately $4.7 billion. Ardagh Metal Packaging believes that the success of our business depends on the success of our people. We strive to create working environments where our employees feel valued and can work to their full potential. We offer exciting and rewarding opportunities for talented and creative people. If you have ambition and want to make an impact with your career, come and join our team - you'll enjoy the journey! Ardagh Metal Packaging - North America has been and will continue to be an equal opportunity employer. All employment decisions are made without regard to sex, gender (including pregnancy, childbirth, breast feeding, and related conditions), sexual orientation, gender identity, gender expression, race, creed, religion (including religious dress and grooming), color, national origin, ancestry (including association, affiliation, or participation with persons or activities related to national origin, English-proficiency or accent, or immigration status), physical or mental disability, medical condition, genetic information, marital or domestic partner status, age, veteran or military status or any other basis prohibited by federal, state, or local law. Discrimination against any employee or applicant based on any of these factors is prohibited. The anticipated base annual salary range for this role is between $83,000 and $124,600 per year. This role is bonus eligible. The bonus incentive program is based on company meeting or exceeding targets. Please note that the salary range provided is a good faith estimate and is only applicable for roles that are based out of Illinois. The final salary will be determined after considering relevant factors, including, but not limited to, a candidate's qualifications, experience, and work location, where appropriate. Ardagh Metal Packaging also offer a comprehensive benefits program including medical, prescription, dental and vision coverage with an opportunity to earn a medical/prescription premium reduction by completing a qualified wellness activity. The Company also offers a 401(k) Plan. Ardagh Metal Packaging benefits may be amended at any time. Nearest Major Market: Chicago
    $29k-38k yearly est. 7d ago

Learn more about service associate jobs

How much does a service associate earn in Hammond, IN?

The average service associate in Hammond, IN earns between $22,000 and $59,000 annually. This compares to the national average service associate range of $23,000 to $63,000.

Average service associate salary in Hammond, IN

$36,000

What are the biggest employers of Service Associates in Hammond, IN?

The biggest employers of Service Associates in Hammond, IN are:
  1. Thriveworks
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