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IB Associate: Services & Industrials (Chicago)
Piper Sandler & Co 4.8
Service representative 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.
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$38k-51k yearly est. 3d ago
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Client Services Associate
Aegis Worldwide 4.2
Service representative 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. 1d ago
Senior Customs Entry Specialist - ORD (Mandarin speaking)
Amrecco
Service representative 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. 5d ago
Customer Service Representative
North Bridge Staffing Group
Service representative job in Chicago, IL
Exciting new Customer ServiceRepresentative opening with a well-established Non-profit Organization located in the River North neighborhood.
Hybrid schedule, 2/3-days a week in office.
Temporary: ASAP - 3 months
$20-$22/hour based on experience
Job description
We are looking for a customer-oriented servicerepresentative. A customer servicerepresentative will act as a liaison, provide product/services information and resolve any emerging problems that our customer accounts might face with accuracy and efficiency.
Responsibilities
Make outbound membership renewal calls
Inbound calls
Identify and assess customers' needs to achieve satisfaction
Build sustainable relationships and trust with customer accounts through open and interactive communication
Provide accurate, valid and complete information by using the right methods/tools
Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
Keep records of customer interactions, process customer accounts and file documents
Follow communication procedures, guidelines and policies
Skills
Proven customer support experience or experience as a client servicerepresentative
Strong phone contact handling skills and active listening
Familiarity with CRM systems and practices
Customer orientation and ability to adapt/respond
Excellent communication and presentation skills
Ability to multi-task, prioritize, and manage time effectively
Schedule
Monday-Friday, 8:30am-5pm
$20-22 hourly 3d ago
Client Service/Account Representative
The Chicago Hire Company
Service representative job in Chicago, IL
Are you experienced in stellar customer service and have exposure to the automotive industry? Our client provides payment plans for customers purchasing vehicle service contracts from car dealers across the U.S. and Canada. We are looking for someone who will go above and beyond to delight our customers and dealers by empathizing with their unique situations and communicating clearly, both verbally and in writing. This person will effectively and calmly diffuse difficult situations, consistently demonstrate attention to detail, and strive to improve our internal processes. 2-3 years of similar call center/customer support experience (ideally in Automotive or Finance) &
Fluency in French is preferred.
This is a full time, in-office role, Monday through Friday. If you're ready to contribute to a dedicated team and enhance customer experiences, we'd love to hear from you!
RESPONSIBILITIES:
Handle customer calls regarding general inquiries, invoices, payments, and other questions.
Use the company's web system to identify, research, and resolve customer issues.
Promptly process new business and manage one or more administrator accounts.
Collaborate with the team to meet mid-month and end-of-month deadlines.
Establish and maintain strong relationships with administrators and dealers through effective communication.
QUALIFICATIONS:
MUST HAVE: 2-3 years of experience in a call center/customer support position. Automotive/Finance industry preferred (during school or post-grad).
Fluency in speaking and writing French highly preferred
Polished, professional, and motivated
Great organization and written/verbal communication abilities to solve inter-departmental problems.
Patient and self-motivated, can work and explain financial information to customers
$29k-42k yearly est. 2d ago
Export Customer Service
Vanguard Logistics Services 4.1
Service representative job in West Chicago, IL
Export Customer ServiceRepresentative
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 ServiceRepresentative 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.
$26k-32k yearly est. 4d ago
Retention Specialist
Enhanced Payment Systems
Service representative job in Chicago, IL
About the role:
The Retention Specialist will manage and enhance the merchant experience and ultimately optimize the company's portfolio by protecting revenue, volume and merchant count. Engage merchants proactively and reactively with singular focus of driving merchant satisfaction and generating savings, loyalty and new revenue for the company.
Be a part of a team where you will:
Retain customer accounts by responding to their concerns including rates, fees, contract terms, processing solutions, and other potential improvements to the customer's experience.
Answer merchant´s requests, received through call transfers, email, or direct cell phone calls in a timely manner and with a helpful attitude.
Access and understand account information, billing information, revenue and profitability records, transaction records, terminal and platform details, and any associated account profiles. Navigate through CRM and notate/document each individual account with details of resolution.
Maintain work queue and completing work items that are assigned within a timely manner.
Make proactive calls and visits to customers that may require additional research and assistance or to identify potential solutions that improves customer loyalty and retention.
Ensure the accomplishment of defined SLAs through strict monitoring of opened tickets. Identify and escalate to the appropriate supervisor of both management staff and resolution areas.
Follow up the performance of KPIs like volume and revenue budget and SLAs within the assigned territory and establish strategies and actions to accomplish and improve these.
Ability to handle multiple projects, work in a fast-paced environment and meet deadlines.
Responsible to assess the merchant's situation and determine the appropriate steps to provide a satisfactory resolution for the merchant's issue and maintain merchant profitability.
Monitoring implementation projects related to its client portfolio, ensuring strict monitoring and correct and timely interaction with internal areas to achieve implementations that meet customer´s expectations in quality, time and service.
Consistently at work and on time. Ensures work responsibilities are covered when absent. Arrives at meetings and appointments on time.
Strong understanding of merchant services pricing.
Be available on demand for customers after hours as needed.
About you:
Required
Excellent verbal and interpersonal skills required
Strong verbal communication, active listening skills, and strong math and analytical skills.
Ability to probe and identify customer issues and problem solve those issues
Well organized with diligent follow up skills
Intermediate computer skills, including Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel) is required.
Availability to hold face to face meetings or travel if is needed.
Self-motivated and self-directed, goal oriented.
Able to professionally and confidently communicate with C-Level Executives and merchants.
Excellent verbal and written communication skills; the ability to call, connect and interact with potential customers.
Excellent analytical and time-management skills.
Ability to work independently or as an active member of a team.
Ability to meet or exceed quotas
Preferred
1-2 years of experience inservice and sales environments is preferred
Payment processing or other financial services experience preferred
Experience with CRM, both tracking sales pipelines and using this tool to build relationships is preferred
Intermediate-Advanced English is preferred.
Experience and skills in negotiation and influencing.
Our people are the key to our success. Our commitment is to build a diverse, safe, and resilient culture that evolves with the needs of our people and the communities in which we operate. We are dedicated to creating a workspace environment that provides a sense of purpose for our people and supports each of us to learn, develop, and reach our full potential. Our culture and values are grounded inservice, integrity, diversity, teamwork, and taking ownership of our actions and reputation.
$30k-40k yearly est. 60d+ ago
Customer Service Representative
Connect Search, LLC 4.1
Service representative job in Naperville, IL
The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists
Responsibilities
Communicate with customers via phone, email and chat
Provide knowledgeable answers to questions about product, pricing and availability
Work with internal departments to meet customer's needs
Data entry in various platforms
Qualifications
At least 1 - 3 years' of relevant work experience
Excellent phone etiquette and excellent verbal, written, and interpersonal skills
Ability to multi-task, organize, and prioritize work
$30k-37k yearly est. 1d ago
Customer Support Agent (Onsite Candidates Local to Chicago Only)
E.Bit Consulting
Service representative job in Schaumburg, IL
The Customer Support Agent serves as a front-line contact center professional, delivering exceptional customer experiences to our clients and servicing partners via high-volume inbound and outbound phone calls, email, and ticketing systems. This role is responsible for resolving customer inquiries efficiently, accurately, and empathetically, while supporting operations through account research, transaction reconciliation, and issue resolution. The Consumer Service Agent acts as a trusted point of contact, collaborating closely with Operations and Information Technology teams. The role requires strong communication skills, emotional intelligence, and the ability to thrive in a fast-paced, metric-driven contact center environment. This role reports to the Consumer Services Manager.
Duties and Responsibilities include but are not limited to the following:
Serve as a primary point of contact for clients and servicing companies through high-volume inbound and outbound phone calls, emails, and ticket systems.
Deliver empathetic, professional, and solutions-oriented customer service while handling sensitive financial situations.
Resolve client and servicing partner inquiries on first contact whenever possible, escalating issues appropriately when needed.
Accurately document all interactions, actions, and resolutions in internal systems.
Manage multiple client interactions simultaneously while maintaining service quality and composure.
Adhere to call handling standards, quality expectations, and productivity benchmarks.
Demonstrate strong active listening skills and the ability to tailor communication style to each caller.
Review and assist with client account maintenance, scheduled transactions, and audit-related files.
Support daily reconciliation of transactions and investigate discrepancies.
Identify issues impacting the client experience and proactively work toward resolution.
Ensure all client communications are clear, accurate, and compliant.
Partner with Operations and IT teams to improve processes, tools, and system functionality.
Identify, document, and communicate best practices to streamline client and servicing workflows.
Provide detailed feedback from customer interactions to support management decision-making.
Participate in team meetings to discuss business updates, service trends, and priorities.
Assist with special research, reporting, and projects assigned.
Ensure that information Confidentiality, Integrity and Privacy is always maintained with processing information assets.
Qualifications and Required Skills
High School Diploma or GED required, Associate's Degree or higher preferred.
1-3 years of experience in a contact center, call center, or customer service environment.
Experience handling high call volumes and sensitive customer interactions preferred.
Bilingual (English & Spanish) preferred.
Background check required.
Experience in debt settlement, banking, financial services, or treasury operations is a plus.
What Will Make You Stand Out
Client-centric approach with a commitment to delivering exceptional service.
Proficiency with CRM systems, such as Salesforce, ClickUp, or Pipedrive.
Experience in a contact center and familiar with call center technology (CXone, Talkdesk, Five9).
Associate degree, Bachelor's degree or some college coursework in business or communications.
$28k-36k yearly est. 1d ago
Call Center Customer Service Representative
Bcforward 4.7
Service representative job in Chicago, IL
Role: Customer ServiceRepresentative
Onsite
Pay rate: $21 - 22/h
The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists
Responsibilities
Communicate with customers via phone, email and chat
Provide knowledgeable answers to questions about product, pricing and availability
Work with internal departments to meet customer's needs
Data entry in various platforms
Demonstrate consistent good quality and performance results.
Provide consistent service that is customer focused and professional.
Supporting Field Sales agents with insurance product information
SKILLS
• Ability to effectively communicate and build strong partnerships with newer employees.
• Basic computer skills and knowledge of database software.
• Effective problem solving/process improvement skills used to identify and resolve day-to-day operation and employee relation situations that may arise.
• Demonstrated attention to detail, organizational skills, and time management skills.
• Ability to work a flexible schedule to meet the needs of the business and performance requirements.
Excellent phone etiquette and excellent verbal, written, and interpersonal skills
Ability to multi-task, organize, and prioritize work
experience in a contact center environment preferred.
$21-22 hourly 1d ago
Call Center Representative
TORQ Coatings
Service representative job in Lombard, IL
Exciting Career Opportunity: Call Center Agent
Compensation: $19-$21/hr
Job Type: Part-Time, Onsite
Industry: Consumer Services / Construction / Customer Service
Why Join Us?
TORQ Coatings is seeking reliable, coachable Call Center Agents to join our inbound/outbound lead management team. This role is the heartbeat of our sales process, ensuring every prospective customer receives a world-class first impression. What sets us apart:
High Earning Potential: $19-$21 per hour
Monthly Bonuses: Earn an extra $150/month by hitting team-wide quality and speed goals
Professional Growth: Comprehensive training on our "Torq Touch" communication standards
Stability: A key role in a rapidly scaling business that values discipline and reliability
Culture: Work in an environment built on T.O.U.G.H. values where team success is celebrated
Your Role: What You'll Be Doing
Answer inbound calls within 60 seconds, following high-standard communication protocols
Convert leads into qualified appointments for our Design Consultant team using proven scripts
Proactively follow up on missed leads, voicemails, and aging leads to maximize conversion
Maintain 95%+ accuracy in CRM documentation (BuilderPrime) using our 5-Point Note System
Build immediate trust with customers through warm, clear, and confident phone presence
Support the team during call spikes to ensure no lead is left behind
Minimum Requirements
1-2+ years of experience in customer service, call center, or inbound/outbound sales
Strong technical proficiency; comfortable navigating CRM systems like BuilderPrime or JobNimbus
Proven ability to follow scripts and workflows consistently without cutting corners
Exceptional phone presence - able to sound natural, professional, and warm while multitasking
High level of reliability and discipline regarding schedules and shift attendance
A coachable mindset with the ability to accept and implement feedback immediately
Compensation & Schedule
Earnings: $19-$21/hr
Benefits: Monthly team bonuses ($150), career development, and a culture built on T.O.U.G.H. values
Schedule: Part-Time (20-32 hours/week), Onsite in Lombard, IL
Our Core Values
TENACITY: We push through challenges
OWNERSHIP: We take responsibility for results
UNITY: We win together, not alone
GRIT: We put in the sweat that earns respect
HEART: We love what we build & who we build it for
Ready to Build Your Career While Making a Local Impact?
This isn't just a phone role-it's your opportunity to be the face of TORQ Coatings and drive the growth of a premium brand. Join our team and take your career to the next level in a company that values craftsmanship, leadership, and professional excellence.
APPLY HERE!
#CallCenterAgent #CustomerService #HiringLombard #AppointmentSetter #JobOpening #CustomerSuccess #SalesSupport #LeadManagement #HiringImmediately #PartTimeJobs #CareerGrowth #ConstructionIndustry #LombardIL #CustomerSupport #JoinOurTeam
$19-21 hourly 1d ago
Membership Center Representative
Addison Group 4.6
Service representative job in Rosemont, IL
Job Title: Membership Center Representative
Industry: Association
Pay: $25 - $27 / Hour
is eligible for medical, dental, vision, and 401(k).
About Our Client:
Addison Group is hiring a Membership Center Representative for our client, a professional association located in the Rosemont area. This opportunity supports a member-focused organization and offers a collaborative team environment. The role is ideal for someone who enjoys providing service-based customer support and a passion for assisting members, can keep up with a high volume of outreach, inquiries and technical needs.
Job Description:
The Membership Center Representative serves as a key point of contact for members and customers, handling inquiries via phone and email. This position supports membership services, registrations, subscriptions, and basic technical troubleshooting while ensuring a positive member experience. The role is contract-based through March and requires strong customer service and system navigation skills. MS Dynamics CRM experience is highly preferred!
Key Responsibilities:
Respond to incoming phone calls and emails from members, customers, and internal teams
Assist with membership inquiries, registrations, subscriptions, dues, and refund requests
Process payments and coordinate with internal finance teams as needed
Provide Tier I technical support, including password resets, login assistance, and basic troubleshooting
Support users with online resources, mobile applications, and virtual event access
Maintain accurate and up-to-date member and customer records within CRM and ticketing systems
Document inquiries, issues, and resolutions clearly and thoroughly
Participate in outbound outreach or engagement campaigns as needed
Assist with events, meetings, and promotional activities when required
Collaborate with internal departments on projects during slower service periods
Qualifications:
Minimum of 3 years of customer service experience (association or membership-based experience preferred)
Experience supporting customers via phone and email in a service-focused environment
Small, close-knit team environment; ability to collaborate in a fast paced environment
Proficiency in Microsoft Office and Microsoft Dynamics preferred or Salesforce
Comfortable providing basic technical support to end users
Strong communication, organization, and problem-solving skills
Additional Details:
Contract position through March
Schedule: 37.5 hours per week, three days remote after training
Business casual dress code
Perks:
Competitive hourly pay
Benefits eligibility through Addison Group
Opportunity to support a mission-driven organization
Collaborative and supportive team environment
Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.
$25-27 hourly 3d ago
CSR & Sales Associate
AGI 4.0
Service representative job in Chicago, IL
Are you outgoing, ambitious, and ready to build a career that lets you grow, travel, and earn great money?
At AGI, we're not just hiring - we're developing tomorrow's leaders. Our company helps young professionals build real-world sales, communication, and leadership skills through hands-on customer interaction.
You'll be part of a fun, high-energy team that represents top brands in the field. If you're someone who thrives on face-to-face connections, teamwork, and learning fast, this opportunity is for you. We train you from the ground up, so no prior experience is needed.
Compensation & Benefits
Hourly or Commission-Only Options (depending on experience)
Average Weekly Pay: $800-$1,500
Bonus Incentives: cash prizes, team trips, and contests
Paid Training and continuous mentorship from industry leaders
Career Growth: opportunities to move into leadership or management
Travel Opportunities - regional events, retreats, and conferences
Fun, supportive environment - team nights, networking, and recognition events
Engage with customers to understand their needs and provide tailored solutions.
Represent top brands with professionalism and enthusiasm during face-to-face interactions.
Collaborate with team members to achieve sales targets and enhance customer satisfaction.
Participate in ongoing training sessions to refine your sales and communication skills.
Contribute to a positive team environment by sharing insights and supporting colleagues.
Track and report sales activities and outcomes to ensure transparency and accountability.
Adapt to changing market trends and customer preferences to maintain a competitive edge.
Experience in customer service or sales is a plus, but not required.
Ability to engage and communicate effectively with diverse customers.
Proven track record of working collaboratively in a team setting.
Strong problem-solving skills to tailor solutions to customer needs.
Willingness to learn and adapt to new sales techniques and market trends.
Ability to maintain professionalism and enthusiasm in face-to-face interactions.
Comfortable with tracking and reporting sales activities for transparency and growth.
$800-1.5k weekly 60d+ ago
Client Relationship Specialist
Mesirow 4.8
Service representative job in Highland Park, IL
The Opportunity:
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Private Capital & Currency, Capital Markets and Investment Banking, and Advisory Services.
Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With roughly $10B in assets under management, we have earned a reputation for effectively managing our clients' needs and goals. Wealth Management has been Mesirow's flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years.
We are seeking a highly motivated Client Relationship Specialist to work out of our Highland Park office to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients.
Responsibilities:
Client onboarding, including preparation of new account paperwork and client information-gathering
Account maintenance, including any account registration and account profile changes
Asset movement processing, including journals, wire transfers and EFTs
Assist with quarterly billing and performance reporting
Client issue resolution
Gathering tax information for clients and assisting with tax reporting
Relationship management, including regular client contact
General administrative functions, including but not limited to:
Maintaining information in the Client Relationship Management System
Exception report review
Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.
Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries
Trade execution and trade error resolution, as may be applicable and required
Requirements:
Bachelor's degree
Minimum of 3 years relevant experience required
FINRA Series 7 and 66 licenses preferred
Familiarity with estates preferred
Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred
Demonstrates an ability to learn new processes and technology platforms
Takes direction well and demonstrates proactive follow through on assigned tasks
Ability to prioritize and effective time management skills
Excellent verbal and written communication skills
Remains focused on tasks and retains composure under pressure or with conflicting priorities
Gathers information and consults appropriate parties when additional guidance is needed
Solicits feedback from team members on a regular basis and commits to performance improvement in identified areas
Responsive to client requests and escalates to team members whenever necessary
In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $75,000 and $95,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a bonus and the Mesirow benefit program.
EOE
$75k-95k yearly 60d+ ago
Client Specialist
Lockton 4.5
Service representative job in Chicago, IL
* Responsible for 20-40 total accounts (depending on other responsibilities and factors), doing all responsibilities of the Account Coordinator and Senior Account Coordinator * Builds and manages relationships with client(s) (core team and/or carrier)
* Reviews, completes and delivers Budget Projections to core teams
* Completes renewal package (enter carrier responses, claims and premium experience, benchmarking, Monte Carlo, formatting of tables and charts, finalizing Power Point deliverable)
* Negotiates with carrier partners the most optimal outcome for our client(s)
* Sends final client deliverable, as well as written recommendation, to dedicated team member for peer review
* Revises deliverable and recommendation based on peer review and delivers final results to core team
* Hosts standard meetings with core teams to discuss marketing status and other open items
* Provides feedback to carrier partners on renewal and new business
* Attend client meetings/calls to observe presentation by manager and/or leadership
* Liaison between core team and claims team
* Liaison between core team and AMAP team
* Obtain/maintain license
This is a remote eligible position.
Compensation and Benefits
Lockton Companies LLC is committed to offering competitive pay and benefits and complies with all relevant sate/local pay transparency laws. The entry base salary offered for this opportunity may vary, and is contingent upon candidate education, skills, abilities, essential competencies, experience, professional designations, unique qualifications, and geographic location.
Compensation
* Base salary: $60,000 USD
* Performance Bonus: This role is also eligible for an annual performance bonus, based upon the financial performance of the organization and the individual contributions of the Associate.
Lockton Benefits Offerings
At Lockton, our caring culture means we're invested in your health and wellbeing. That's why we've developed a benefits program that is all about helping you reach your ultimate potential, both at the office and at home. From health and wellness to financial wellbeing and everything in between, we have you covered. We encourage you to take advantage of the broad range of available offerings.
* Health Plans - Options include United Healthcare Consumer-driven health plan or Surest variable copay plan
* Wellness incentive program for health premium savings
* Dental Plans - MetLife PPO & Copay option
* Vision Plan - VSP Choice Plan
* Health Savings Account
* Flexible Spending Accounts - Dependent Care, Ltd. Purpose, Healthcare, Transportation
* Life Insurance - Group term life, AD&D plus voluntary life options
* Paid parental leave
* Disability benefits - salary continuation & long-term disability for qualifying events
* Legal services
* Critical illness care
* Hospital indemnity
* Pet insurance
* Gym membership discount programs
* Retirement 401(K) Plan - 100% match up to 6% with immediate vesting
* Student loan 401(K) match option
* Associate assistance mental health program
* Merchant discounts
* Paid time off including vacation, holidays, personal days, volunteer days, and sick time
* Associate referral bonus & new business finder's fee
* Company sponsored charitable and community events
* Note: the above applies to regular full-time Associates; see Human Resources for part-time benefits
$60k yearly 31d ago
Customer Retention Specialist - State Farm Agent Team Member
Jim Tom-State Farm Agent
Service representative job in Chicago, IL
Job DescriptionYou May Be a Great Fit as a Customer Retention Specialist at Jim Tom - State Farm Agent if:
You genuinely care about your community and are dedicated to providing excellent service that makes a positive impact on the people around you.
Youre a natural relationship-builder who earns trust quickly and keeps it.
You listen first, then guide, making customers feel understood while confidently recommending solutions.
Youre compassionate under pressure and can guide someone through their worst day with clarity and empathy.
Location Address: Chicago, IL 60625
At Jim Tom - State Farm Agent, were here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. Whether were helping someone navigate a claim or personalize a plan, we believe in doing meaningful work that makes a difference. If you're looking to grow your career, help others, and be part of a team that strives to do good every day, youll fit right in with us.
Seeking a Customer Retention Specialist to support ongoing customer relationships and contribute to office growth. This position focuses on outreach, policy renewals, and relationship maintenance.
Responsibilities:
Communicate with existing customers regarding renewals and coverage options.
Review accounts and assist with updates or changes as needed, then offer additional insurance products to address gaps, based entirely on the customers' needs.
Identify opportunities to enhance customer satisfaction and engagement, by phone, email, texting, and in person, in order to drive retention.
Maintain accurate records and documentation of each interaction.
Collaborate with team members to meet retention and outreach objectives
Convert all prospective leads into customers using a proven consultative needs-based sales strategy - Use your insurance expertise to uncover customer needs, identify coverage gaps, and recommend tailored solutions from State Farm or alliance products.
Qualifications:
Strong interpersonal and problem-solving abilities.
Effective communication and listening skills.
Detail-oriented with a focus on customer experience.
Previous experience in customer service or account management preferred.
Previous experience in a customer service and/or sales role, preferably in insurance
Communication and interpersonal skills.
Strong work ethics
Fast learner
Ability to handle multiple tasks efficiently while maintaining attention to detail.
Comfortable with engaging in sales conversations.
Strong computer skills
Insurance Licenses Required (Prop & Cas & Life & Health - possess or acquire asap) we'll show you how to acquire
Bilingual Spanish or other language preferred
We offer:
Base comp (doe)
Bonus incentive
Paid time off
Profit sharing
Opportunity for advancement & growth
Training & development
Reimbursement of insurance license fees after 3 months, if unlicens
$26k-33k yearly est. 6d ago
Client Experience Specialist
JAMS Arbitration, Meditation, and ADR Services
Service representative job in Chicago, IL
We are passionate about what we do, the services we provide, and the clients we serve. If you're looking for an opportunity to join a company that values collaboration, innovation, and dedication, we're the right place for you.
Provides a high level of service and administrative support to clients, panelists, and associates. Enhances the client experience by creating a welcoming and inviting office atmosphere and providing concierge service. The CESmight assist multiple RCs and is expected to collaborate with local management in regard to the general functions in support of the Resolution Center ("RC"). Serves as a mentor for other team members in the office and region. Handles front desk training and back office administrative support; assists with team and/or event coverage. Develops and manages relationships with vendors.
Responsibilities
What you will do
* Provides professional concierge-level client services (e.g., leads client and neutral check-in, room assignments, and oversees front desk logistics and responsibilities). Assists associates, panelists, clients, and vendors including handling special needs and requests like ADA accommodations for JAMS guests. Assists in the moderation of virtual and hybrid hearings, answers phones, and routes inquiries as appropriate.
* Facilitates the coordination of food and beverage service (e.g., cafés, snacks, and beverages). Handles the set-up and breakdown of lunch buffets. Maintains a list of lunch and snack vendors whose quality is aligned with JAMS' expectations. Researches potential vendors and snack varieties based on client needs/use. Adheres to the welcome and after-hours protocols and engages with JAMS panelists throughout the day.
* Provides technical support for on-site cases in tandem with the management and the Client Experience Virtual teams. Supports panelists and clients with technological needs, addresses assistance requests, andtroubleshoots inquiries throughout the day. Coordinates tech set-ups and logistics for in-person and hybrid hearings. Liaises with the IT department for tech support and logistics.
* Acts as point of contact in the absence of the Manager Client Experience. Communicates with management regarding the general status of RC and region, facility issues, panelist concerns, etc. Liaises with other departments as it relates to event planning; assists with cost containment practices; streamlines front desk procedures; and partners with management to address safety plans, evacuation procedures, etc. Contacts the HR department, in partnership with management to seek clarification on any JAMS workplace related practices.
* Performs administrative tasks (e.g., case management support, filings, etc.), prepares and distributes mail, conducts data entry, maintains document retention, and assists on other projects and participates in committees as designated by their manager.
* Maintains inventory, orders office supplies, and manages pick-up and delivery services. Monitors facility equipment (e.g., printers, coffee machines, postage machines, etc.).
* Serves as the safety response coordinator and the on-site contact when there is a complex room request.
* Ensures all new panelists are welcomed and oriented to the organization.
* Other duties as assigned within similar scope.
Qualifications
* High School or equivalent (GED). Required
* Bachelor's Degree in Business, Business Administration, or related discipline. Plus
* 4-6 years of working in a comparable professional services environment. Required
* 4-6 years of working in a legal and client service role. Plus
* 1-3 years For Internal candidates, proven ability as a Client Experience Coordinator, or similar position to lead or mentor. Required
* Knowledge of all processes, procedures, and policies required to perform duties effectively. (Requiredproficiency)
* Computer literate and proficient in all software programs required for the position. (Required proficiency)
* Verbal and written communication skills. (Required proficiency) Ability to organize, prioritize, and manage multiple responsibilities and tasks in a quick-paced environment. (Required proficiency)
* Ability to troubleshoot technical issues while working with remote IT support. (Required proficiency)
* Ability to operate virtual media software, connect to Zoom sessions, and connect audio calls to video calls. (Required proficiency)
* Prior experience with multimedia support (e.g. Zoom, HDMI connection to display, Creston). (Plus proficiency)
* Ability to proactively verify and test existing A/V equipment. (Plus proficiency)
* 15% travel to other offices.
$42k-71k yearly est. 45d ago
Client Specialist, Commercial Real Estate Banking, Commercial Term Lending
Jpmorgan Chase & Co 4.8
Service representative job in Chicago, IL
JobID: 210685302 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $25.49-$34.62 Join a team that enjoys building relationships and helps identify growth opportunities for Commercial Real Estate clients.
Description
Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit!
As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer.
Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish.
Job responsibilities
* Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager.
* Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts.
* Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process.
* Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
* Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting.
* Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan.
* Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows.
* Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process.
* Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers.
Required qualifications, capabilities and skills:
* Minimum 2 years' experience in mortgage lending, with inside sales/customer service background.
* Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications.
* Enthusiastic and self-motivated.
* Superior written and oral communication.
* Superior customer service skills.
* Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand.
* Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization.
Preferred qualifications, capabilities, and skills:
* College graduate preferred.
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment.
* Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately.
* Superior interpersonal communication skills, as well as strong attention to detail and time management.
$76k-108k yearly est. Auto-Apply 60d+ ago
Client Success Specialist
Complete Health Services Inc.
Service representative job in Bolingbrook, IL
Job DescriptionA Quick Story…
A daughter living in California calls our office. Her dad-an 82-year-old retired engineer-is being discharged home tomorrow. She's overwhelmed, emotional, and unsure what to do next.
On the other end of the phone, you pick up.
Your calm voice steadies her.
Your confidence reassures her.
Your scheduling skill puts an Intake nurse, preceptor and caregiver in place within hours.
And when she sighs with relief and says,
“Thank you. I can breathe now,”
-you feel the impact of your work.
That's what we mean by
Client Success Specialist.
At IHCI, you don't just create schedules.
You create peace of mind.
Do you thrive in a fast-paced environment where people depend on you to keep things running smoothly? Do you value compassion, professionalism, and serving families with excellence?
At In-Home Caregivers of Illinois, we help seniors age safely at home with nurse-practitioner-led support. We're growing-and we're hiring a Client Success Specialist who will be the steady, organized, compassionate “heartbeat” of our office.
What You'll Do
This role is perfect for someone who loves coordinating, communicating, and helping families feel supported.
Your responsibilities will include:
Managing caregiver schedules with accuracy and urgency
Filling open shifts and responding to same-day changes
Communicating clearly with caregivers and client families
Providing a warm, professional customer experience
Supporting long-distance family caregivers with updates
Collaborating with our nursing team for safe care delivery
Maintaining notes, schedules, and documentation in our system
You are the connector-the person who ensures clients
never
feel forgotten, and caregivers always know where they need to be.
What We're Looking For
You're a great fit if you are:
Strong in communication (warm + professional)
Organized and able to multitask
Emotionally steady under pressure
Detail-oriented and reliable
Compassionate with a heart for seniors
Skilled at coordinating people and schedules
Experience in home care, healthcare, staffing, or customer service is a plus.
Why Work With Us
Purpose-driven, nurse-led organization
Supportive environment that honors your growth
Stable work with meaningful impact
Leadership that values integrity, compassion, and excellence
You directly influence how families experience safety and peace
PTO, life insurance, retirement accounts and more...
Apply Today
If you're ready to bring your gifts, your professionalism, and your heart for serving families, we'd love to meet you.
$42k-70k yearly est. 18d ago
Customer Retention Specialist
Mr. Rooter of Cook County
Service representative job in Elk Grove Village, IL
Job DescriptionBenefits:
401(k)
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Employee discounts
Free uniforms
Health insurance
Training & development
Wellness resources
About the Role:
As a Customer Retention Specialist at Mr. Rooter of Cook County, you'll play a vital role in ensuring our customers receive exceptional service and support. Join our passionate team in Elk Grove Village, IL, and help us foster lasting relationships with our clients while contributing to our mission of delivering top-notch plumbing solutions.
Responsibilities:
Engage with customers to address inquiries and resolve issues promptly.
Develop and implement customer retention strategies to enhance satisfaction.
Analyze customer feedback and data to identify trends and opportunities.
Collaborate with team members to create personalized follow-up plans.
Monitor customer interactions to ensure service excellence and compliance.
Maintain accurate records of customer communications and resolutions.
Utilize CRM software to track customer engagement and retention metrics.
Assist in creating customer loyalty programs and promotions.
Maintain a low or no anxiety position
Requirements:
Proven experience in customer service or retention roles, preferably in the service industry.
Strong communication and interpersonal skills with a customer-centric attitude.
Ability to analyze data and derive actionable insights.
Familiarity with CRM systems and customer engagement tools.
Excellent problem-solving skills and attention to detail.
Ability to work independently and as part of a team.
High school diploma or equivalent; degree in business or related field preferred.
Positive demeanor and a passion for helping others.
Ability to keep the everyday anxious situations at a very low position to remain effective in the role
About Us:
Mr. Rooter of Cook County has been proudly serving the Elk Grove Village community for over 20 years. Our commitment to reliable, professional plumbing services has earned us a loyal customer base and a stellar reputation. We value our employees and foster a supportive work environment where everyone can thrive and grow.
How much does a service representative earn in Gary, IN?
The average service representative in Gary, IN earns between $22,000 and $44,000 annually. This compares to the national average service representative range of $24,000 to $45,000.
Average service representative salary in Gary, IN
$32,000
What are the biggest employers of Service Representatives in Gary, IN?
The biggest employers of Service Representatives in Gary, IN are: