Classify products using HTS codes, ECCN, and ECN with precision for motors, drives, generators, and related Motion products. Develop and implement classification processes within global product groups. Prepare and submit import/export documentation i Customs, Specialist, Mechanical, Motors, Behavioral Health, Manufacturing, Healthcare
$60k-77k yearly est. 6d ago
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Customer Service Specialist
Addison Group 4.6
Specialist job in Palatine, IL
Job Title: Customer Service Specialist
Industry: Manufacturing
Assignment Type: Contract to hire
Pay: $23 - $25 / Hourly
is eligible for medical, dental, vision, and 401(k).
Job Description:
In this role, you will support customers by ensuring smooth order processing, responding to questions, and resolving concerns efficiently. Success in this position requires a customer-first mindset, technical proficiency, and the ability to adapt in a dynamic work environment.
Key Responsibilities:
Process and manage daily customer orders received through phone, email, fax, and electronic ordering systems
Serve as a primary point of contact for customer inquiries, complaints, and service requests
Drive end-to-end order fulfillment, maintaining accuracy and meeting delivery timelines
Address customer questions related to shipping, billing, warranties, and product information
Provide timely, professional responses to customer inquiries, concerns, and service issues
Qualifications:
High school diploma required
Minimum of 2 years of customer service, admin, or hospitality experience
Strong technical skills to keep up with fast-paced training
$23-25 hourly 14h ago
Client Development Specialist
Hammes 3.6
Specialist job in Milwaukee, WI
Client Development Associate
Join Our Team
Consider a career with Hammes if you are interested in being a part of a dynamic and entrepreneurial environment! We have been recognized as one of the Best Places to Work in Healthcare by Modern Healthcare and one of the Best Places to Work in Money Management by Pensions & Investments.
Founded in 1991, Hammes is a vertically integrated real estate solutions platform. Our capabilities include real estate strategy and planning, project management, development, investment and property management for healthcare clients and other leading institutions. Hammes is consistently ranked as one of the nation's top healthcare developers by both Modern Healthcare's Construction & Design Survey and Revista's Outpatient Healthcare Real Estate Development Report.
Position Summary
This position is a critical team member working directly with the Company's sales and/or investment professionals as well as senior leadership in the development and execution of marketing and sales strategies. Aspects of this role include research, communicating with prospects, lead generation, and working in collaboration with Corporate Marketing on keeping Hammes top of mind. This position is ideal for a self-motivated, dedicated, energetic, and confident individual who is building a career in real estate development and/or business development/sales.
Principal Duties and Responsibilities
This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time.
Develops an understanding of the healthcare real estate development industry and the Company's service offerings in order to assist in lead generation and expanding the pipeline of potential opportunities.
Coordinates with assigned sales and/or investment professionals in understanding the annual territory management plans, key targets within the region(s) and submarkets to support the goals.
In conjunction with assigned sales and/or investment professionals and Corporate Marketing, participates in the development of general marketing collateral and content-specific collateral, phone messages and email messages.
Supports the planning and development of targeted marketing campaigns to promote brand awareness and analyzes the results of marketing campaigns to inform future strategies.
Communicates with prospective target audiences using effective outreach methods via email and phone (cold and warm) calling and traditional marketing campaigns.
Schedules meetings with Company attendees, and if necessary, assists in meeting materials needed.
Prepares background material and market research in preparation for meetings and executing on inside sales strategic plans.
Ensures customer relationship management (CRM) software is accurate and current on all business development activities, including calls, emails, marketing campaigns, meetings, etc. Tracks and reports on key performance metrics and marketing activities on an as needed basis.
Develops an expertise in navigating key healthcare and real estate industry websites to assist in the execution of day-to-day responsibilities as well as a means to uncovering new potential leads.
Assists with other duties as assigned.
Knowledge, Skills & Abilities
The requirements listed below are representative of the knowledge, skills, and abilities required to perform this job successfully.
A Bachelor's Degree with an excellent academic record in Business, Real Estate, Finance, Economics, Marketing, Communications, or other related field.
Minimum of one year of real estate development experience, business development, sales or marketing experience.
Must have a strong desire for a career in real estate development or in business development/sales as well as the ability to generate sales and meet and exceed goals.
Ability to effectively communicate ideas and complex information with internal and external senior executives in a clear, concise, and persuasive manner.
Ability to sell at a strategic level and develop strategies to move opportunities forward.
Proven experience managing and completing multiple priorities while working towards established goals.
Must be detail oriented, self-motivated, and have excellent time management skills.
Ability to work effectively and collaboratively in a team environment, as well as independently and with employees at all levels/area of the organization.
Proficiency in Microsoft Outlook, Word, PowerPoint, Excel and experience working with customer relationship management (CRM) software applications such as Salesforce.com.
$39k-62k yearly est. 14h ago
Customer Service Specialist
4Front Engineered Solutions 4.0
Specialist job in Muskego, WI
Do you thrive in an environment where you can provide a personalized service experience, where growth and problem solving are rewarded? Are you driven by increasing sales while maximizing customer satisfaction with finding the right product? Come join the 4Front team and excel in product management, and customer engagement.
What can you expect to do?
Customer Sales Processing
Enter and process orders with product, pricing, scheduling, shipping dates within ERP.
Partner with manufacturing and shipping departments with any changes.
Maintain all open and closed sales files.
Distributor Sales Processing
Review incoming orders and problem solve any issues with each order.
Maintain entry and invoicing for all sales orders.
Be the contact for distributor inquiries that correspond with order entries.
Sales Support
Assist managers and coordinating departments with customer facing issues.
Work with Sales, Operations, Engineering about date management, special requests, freight, etc.
Assist with continuous improvement projects including lean and kaizen events.
What's needed for success?
Education and Experience: Requires a high school diploma. General education or college courses equivalent to an Associate's degree in
Business Administration is desirable.
2-4 years of experience in customer service working directly with customers, salespeople, or distributors.
Experience using iPhone and iPad is a plus.
Computer Skills: Ability to use a personal computer utilizing spreadsheet and word processing software applications, databases,
and automated systems to accomplish work.
Intermediate skill level with Microsoft Office Suite; Word, Excel, Project, and PowerPoint preferred.
Experience using manufacturing ERP software, JD Edwards, preferred.
Why 4Front?
Generous PTO program
11 paid holidays: Good Friday, Memorial Day, Independence Day (2 days), Labor Day, Thanksgiving (2 days), Christmas (2 days), New Years (2 days)
Company sponsored benefits include:
Employer contribution to Health Savings Account, up to $1000
Life insurance
STD/LTD/AD&D
Reimbursement for PPE, including safety shoes and prescription safety glasses
UHC Employee Assistance Program
All coverage begins on Day 1 of employment!
$27k-34k yearly est. 4d ago
Guest Relations Specialist
Potawatomi Casino Hotel 3.5
Specialist job in Milwaukee, WI
Pay based on experience | Third shift
In this fast-paced, high energy environment where great guest service is essential, how do we ensure that our guests are receiving the best service possible allowing them to fully enjoy their gaming experience? As a Guest Relations Specialist, you will administer the Customer Relationship Management program that supports the company strategies and initiative that promote guest satisfaction. While carrying out the job duties listed below, you will contribute to our continued success by demonstrating unsurpassed guest service, a high level of integrity and ethical standards, and personal and professional dedication to our mission, vision, and values.
Principal Duties and Responsibilities (*Essential Functions)
*Administer and maintain the Customer Relationship Management program to support company image, strategies, and initiatives to promote guest satisfaction and loyalty. Provide timely updates, summary reports, and service enhancement recommendations to department and senior leadership.
*Ensure timely resolution of guest issues by implementing effective communication, investigation, resolution, and response techniques. Extend complimentary services within the guidelines established by management as appropriate.
*Maintain accurate records of guest incidents and conduct detailed, thorough investigations to resolve guest concerns. Assure that each guest receives a timely, accurate, consistent, and positive response from PCH.
*Develop and maintain ongoing, interactive working relationships with PH&C departments to ensure full support and collaboration in regards to service strategies and objectives.
*Implement, support, and administer the Problem Gambling initiative and Ride Assistance Program to enhance awareness and responsibility, direct guests and their families to appropriate resources, protect guest wellbeing and safety, and minimize liability to PCH.
Assist in coordinating and conducting customer service training for team members, including attending department shift meetings to review, update, and deliver information regarding the Problem Gambling and Ride Assistance programs, along with departmental relationship building strategies.
Perform job duties in full compliance with departmental Internal Controls, policies, procedures, and regulations.
Perform other duties as assigned.
Job Qualifications
A high school diploma or equivalent and 2 years of related experience in an organization of similar size are required. An Associate's degree can take the place of 1 year experience. Experience in the gaming industry is preferred.
The ability to demonstrate accurate writing skills.
Office skills must include the ability to use standard office equipment, and the ability to demonstrate knowledge of Microsoft Excel and other Microsoft Office software. Experience with casino management systems, hotel reservations systems, and dispute tracking software preferred.
The ability to maintain discretion in handling confidential information.
The ability to interact with guests and team members at all levels of the organization professionally, including the ability to speak in front of small groups.
The ability to interact with stakeholders of all levels and understand the interests of multiple stakeholders and how those interests relate to Potawatomi Hotel & Casino (PH&C) and its goals. The ability to draft professional correspondence.
The ability to work irregular hours and extended shifts including late nights, early mornings, weekends, and holidays.
While performing the duties of this job, the team member is required to talk, hear, stand, sit, walk, climb, balance, stoop, kneel, crouch, and move freely throughout the office and property for duration of scheduled shift. The team member is frequently required to use hands to handle or feel objects, tools, or controls, and reach with hands and arms. The team member must be able to operate a personal computer. The team member is required to lift, carry, push, pull, or move objects up to 10 pounds on a regular basis and up to 25 pounds occasionally. Team member must wear all required Personal Protective Equipment (PPE) while performing job duties. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus
.
Working Conditions
The noise level is usually moderate. When on the casino floor, the noise level increases. The facility is not smoke free.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all qualifications, responsibilities, duties, and skills required.
$27k-44k yearly est. 1d ago
Customer Service Specialist [Manufacturing]
PPC Flex
Specialist job in Pewaukee, WI
The Customer Service Representative is responsible for providing best in class customer service for a portfolio of assigned customers for our Healthcare & Specialty Division. We're seeking a Customer Service Representative who thrives in a dynamic, fast-paced environment and takes pride in delivering
In this role, you'll act as a key liaison between customers and our sales, production, and shipping teams, ensuring orders are accurate, timely, and aligned with customer expectations. If you're a proactive problem-solver who enjoys building relationships, maintaining strong attention to detail, and driving continuous improvements in customer satisfaction, we'd love to have you on our team.
Essential Accountabilities:
Champion the customer experience by proactively managing orders from placement to delivery, using a customer-centric approach
Collaborate cross-functionally with internal teams (sales, production, shipping, etc) to ensure seamless communication and order fulfillment
Leverage modern digital tools (email, Microsoft Excel, CRM systems, and order processing platforms) to receive, process, and track customer orders efficiently
Create and maintain accurate customer records, including open order reports, order revisions, artwork approvals, and shipping requests
Work in partnership with sales and operations teams to understand customer provided forecasts and how to better provide attention to meet these demands
Escalate internal systematic/process concerns until final solution/resolution is provided to customer
Identify and upsell opportunities by recommending new or complementary products to meet customer needs
Maintain compliance with all company policies while ensuring exceptional attention to detail in every interaction
KEY CHARACTERISTICS & ABILITIES:
Exceptional interpersonal and communication skills including strong verbal, written, and public relations skills
Passionate about exceeding customer expectations
Values teamwork and supports a team environment
Desire to continually learn and improve skill set
Skilled in deescalating situations both over the phone and in writing (email)
Ability to maintain professional and helpful attitude in high-tension or stressful situations
Assertiveness in pursuing resolution to issues
Ability to build trust by providing information to in a way that is candid, informed, encompassing, and not manipulative: receive information from others in a way that demonstrates openness and thoughtful consideration of their ideas
Must have high attention to detail and accurate data entry
Must be able to manage multiple work items at one time with a high sense of urgency
Must have strong problem solving and organization skills
Shares learning with peers
Minimum Qualifications:
5+ years of experience as a Customer Service Representative at a manufacturing organization. Associate degree or bachelor's degree preferred.
Required Skills:
Tech-savvy: Proficiency with Microsoft Office Suite (Excel, Word, Outlook) and CRM/order management tools
Relationship-builder: Exceptional interpersonal and communication skills, with a focus on maintaining positive, professional relationships
Detail-oriented and organized: Ability to prioritize tasks, manage time effectively, and maintain a high degree of accuracy
Bilingual in Spanish is a plus but not required
Ability to think critically, adapt to changing priorities, and resolve issues effectively
$28k-36k yearly est. 14h ago
Insurance Operations Specialist
Lead Advisor
Specialist job in Skokie, IL
Our Client, a leading wealth management firm, is seeking an Insurance Operations Specialist to support our insurance operations. This role is essential for maintaining the operational backbone of our insurance processes, ensuring efficiency, accuracy, compliance, and exceptional customer service. The ideal candidate will have a strong understanding of insurance products.
This opportunity offers hands-on experience and growth within the company. Our Client is dedicated to adopting new technologies and processes to deliver an outstanding client experience with superior outcomes. We have offices in Skokie and McHenry, IL, and offer a flexible hybrid schedule.
Our Values
· Do the Right Thing… Always
· Innovative in Our Approach
· Exceptional Service
· Respectful to All
· Always be Growing
Primary Duties
· Insurance Operations
· Guide clients through the underwriting process for life, disability, long-term care, and annuities.
· Provide support for servicing insurance products.
· Manage policy changes and service requests, including premium payments, handling late payments, processing loans, and updating beneficiaries or titles.
· Prepare insurance illustrations for both new and existing policies.
· Assist in processing disability, long-term care, and death claims.
· Collaborate with the investment and planning teams on insurance services when needed.
· Requirements/Licensing
· Extremely detail-oriented and organized, with the ability to manage multiple tasks effectively.
· Team-oriented and collaborative.
· Growth-minded individual, with a proactive approach to learning and professional development.
· Strong oral and written communication skills for clear client and team interactions.
· Familiarity with Microsoft Office Suite (Outlook, Excel, OneNote, Word)
· Existing Life and Health insurance licenses preferred. If not licensed, expected to be licensed within the first 90 days of employment (company support provided for licensing preparation and exams).
$44k-71k yearly est. 2d ago
Product Management Specialist
Judge Direct Placement
Specialist job in Pleasant Prairie, WI
The Judge Group is currently seeking an experienced Product Manager - Retail delivery for a Food & Beverage manufacturer in the Bristol, WI area. The right candidate will have 3+ years of Customer Service / Logistics Coordinator / SME experience in a manufacturing / distribution company.
COMPENSATION: 65k to 75k plus full paid benefits
MUST HAVE: 3+ years of Customer Service / Logistics Coordinator / SME experience
LIKE TO HAVE: Experience in Private Label retail business is desired
WORKSITE: This is an onsite position
Responsibilities:
- Support the sales team to ensure order fulfillment runs smoothly according to agreements and SOP's
- Work with clients, brokers, consumers, suppliers and operations to manage client manufacturing and delivery according to agreements
- Manage multiple projects and meet defined deadlines
- Oversee order entry, customer service, production, QA, R&D, on new customer / item setup, Label specs, packaging projects, maintain customer documentation
Requirements:
- Exceptional Communication Skills
- Must be able to manage multiple projects and deadlines.
- Must be a self starter
- Strong basic math skills
- Strong Microsoft Office (especially Excel, Outlook, PowerPoint)
- Experience in Private Label, Contract Pack, Retail, CPG, Food Service
$43k-79k yearly est. 14h ago
Parent Peer Specialist-SHINE **$5,000.00 Hiring Incentive** (for this specific role)
La Causa, Inc. 3.8
Specialist job in Milwaukee, WI
La Causa Social Services is dedicated to supporting youth and young adults with complex mental health, developmental, and behavioral needs as well as their families, and is seeking an engaging, upbeat, and supportive Parent Peer Specialist to join our Youth Comprehensive Community Services Team.
Why Join La Causa, Inc.?
Meaningful work supporting individuals and families in crisis.
Collaboration with a network of professionals in crisis response.
Professional development and training opportunities.
Potential for career advancement within the organization.
Competitive benefits and paid leave including a day off for your birthday!
**$5,000.00 Hiring Incentive** (for this specific role)
Your Role: As a Parent Peer Specialist, you will provide personalized support to parents and caregivers navigating services for children with complex mental health, developmental, and behavioral needs. Drawing from your own lived experience, you will empower families, advocate for their voices, and help them overcome barriers to accessing care.
What You'll Do:
Provide Personalized Support - Offer one-on-one support to parents and caregivers at home and in the community, helping them engage with services and achieve their family's goals.
Reengage Disconnected Families - Reach out to parents who have disengaged or face barriers to participation. Understand their perspectives and work to reconnect them with needed services.
Empower Parents and Caregivers - Help parents build skills in self-care, crisis management, and navigating systems of care. Provide mentorship and education to support youth and their families with ongoing needs centered around complex mental health, developmental, and behavioral needs.
Advocate for Families - Ensure parents' voices are heard in meetings with youth child and family teams, schools, legal systems, and community partners.
Collaborate with Care Teams - Work closely with care coordinators to ensure that the goals and needs of parents, as outlined in the care plan, are met.
Share Insight and Expertise - Offer valuable input to the care team by sharing your understanding of the challenges parents face when raising children with complex needs.
Ensure Compliance - Follow all legal, organizational, and contractual policies, including audits, licensing requirements, and program evaluations.
Promote Communication and Cooperation - Build and maintain positive relationships with families, care teams, and community stakeholders.
Fulfill Mandated Reporting Duties - Comply with all mandated reporting requirements related to child safety and welfare.
Engage in Ongoing Learning - Attend meetings, training, and professional development activities as needed.
Support the Team - Take on additional tasks as assigned to contribute to the success of the program.
What we are looking for:
Social Work or related field (Required). Master's degree from an accredited school in Social Work or related field (Highly preferred).
Wisconsin Certification as a Peer Specialist and/or Parent Peer Specialist.
Lived experience of parenting a child with mental health and/or developmental disabilities.
Proven ability to work with and support children, young adults, and families.
Bilingual (Spanish and English), spoken and written. (Highly preferred).
Positive and People-Oriented - Friendly, approachable, and a good listener with an upbeat attitude and a collaborative spirit.
Excellent organizational, and multitasking skills.
Strong verbal, written, and interpersonal communication skills with the ability to work effectively in a team environment.
Proficiency in Microsoft Office Suite.
Reliable transportation, a valid Wisconsin driver's license, state-minimum auto insurance, and the ability to meet La Causa, Inc. driving standards.
Must successfully pass all required criminal background checks.
Day-to-Day setting:
Work in both office and field settings (travel required)
Flexible work hours including evenings or weekends, based on program needs.
Regularly required to drive, stand, sit, reach, stoop, bend, and walk. Employee is frequently required to see, talk, or hear. Finger dexterity is also required. Infrequent lifting, including files, will be encountered.
Reasonable accommodation may be made to enable individuals with disabilities to perform essential job functions
Connect with our Internal Recruiter: ******************
About La Causa, Inc.:
La Causa, Inc., founded in 1972, is one of Wisconsin's largest bilingual, multicultural agencies. Our mission is to provide children, youth and families with quality, comprehensive services to nurture healthy family life and enhance community stability. We have several divisions that provide vital services to the community including Crisis Nursery & Respite Center, Early Education & Care Center, La Causa Charter School, Social Services: Adult Services and Youth Services, and Administration. At the heart of our mission is the dedicated staff that welcomes all into Familia La Causa and serves the children and families of Milwaukee.
You can learn more about La Causa at
*****************************
Senior Inside Sales Representative
Compensation: $70,000-$90,000 base + commission (uncapped) - OTE: $100,000-$110,000
About the Opportunity
Our firm is currently partnered with an industry leading global life-sciences supplier serving industrial, academic, government, pharma, and biotech. We're searching for a Senior Inside Sales Representative to grow a defined territory-expanding key accounts, acquiring new logos, and converting quotes and leads into revenue. You'll blend proactive outbound outreach with diligent follow‑up and thoughtful relationship‑building across end users and purchasing stakeholders.
Responsibilities
Deliver on quota with a disciplined full‑cycle motion: prospect, qualify, quote, and close.
Expand existing accounts and uncover whitespace across Purchasing, Engineering, Maintenance, Lab, and Quality.
Drive targeted outbound (phone, email, digital) and maintain a consistent follow‑up cadence on quotes and inquiries.
Collaborate cross‑functionally with marketing, customer service, pricing, technical support, and credit to remove friction and win.
Advise customers on solutions-recommend alternatives, leverage vendor resources, and guide buying decisions when specs change.
Run your territory like a business-manage pipeline, activity, and forecasting in CRM with accuracy and rigor.
Stay market‑aware-track competitors and trends; share insights that shape campaigns and offers.
Travel occasionally for training/team meetings (up to ~10%).
Qualifications
5+ years in inside/field or technical product sales (related product categories--Life Sciences Tools & Lab Equipment-- is strongly desired).
Proven pricing/quoting savvy, negotiation skills, and consistent attainment vs. targets.
Ability to sell across multiple stakeholder levels with crisp written and verbal communication.
Proficiency with Microsoft Excel and Microsoft 365; CRM‑driven, data‑literate approach.
Bachelor's degree in a science‑related field preferred (or equivalent experience).
Organized, self‑directed, and thrives in a fast‑paced, team‑oriented environment.
Why This Role
Impact & autonomy: Own a territory with the support of a collaborative, cross‑functional team.
Upside that scales: Uncapped commission with quarterly payouts.
Strong benefits: Comprehensive health, 401(k) match, paid time off & holidays, and tuition assistance.
Work Setup
This is a hybrid role---You'll be in the office 3 days per week to collaborate in person and participate in training/vendor product sessions. Relocation is not offered.
$100k-110k yearly 4d ago
Logistics Specialist
Turn Up Talent
Specialist job in Menomonee Falls, WI
The Logistics Specialist plays a critical role in supporting and improving domestic, international, and parcel transportation operations. This position partners closely with leadership, third-party logistics providers, and internal stakeholders to coordinate shipments, manage TMS data, WMS data, analyze freight trends, and drive smarter, more efficient transportation processes.
What You'll Do
Transportation & Logistics Coordination
Coordinate and advise on domestic, international, and parcel shipments
Partner with 3PLs to secure competitive freight quotes and optimize routing
Book and manage transportation through third-party TMS platforms
Serve as an escalation point for carrier, vendor, and customer freight issues
Data, Analysis & Cost Optimization
Maintain and analyze TMS data to identify trends, risks, and savings opportunities
Track freight performance and proactively mitigate negative trends
Support cost-reduction and operational improvement initiatives with data-driven insights
Carrier Performance & Claims Management
Support carrier and freight forwarder evaluations
Assist with freight audit and pay activities
File and manage freight claims and shipment exceptions
Process Improvement & Future-State Development
Evaluate logistics processes and recommend improvements for efficiency, cost, and service
Support development of scalable, future-state transportation capabilities
Collaborate with internal teams on transportation coordination and continuous improvement
What We're Looking For
3+ years of experience in transportation or logistics operations
Bachelor's degree in Supply Chain (or related field) or equivalent experience
Certifications in IATA, DMG, 49CFR DOT, ITAR preferred.
Strong working knowledge of TMS platforms, WMS platforms, logistics software, and Microsoft Office
Experience across domestic, international, and parcel transportation networks
Detail-oriented, data-driven, and customer-focused mindset
Ability to thrive in fast-paced environment
$31k-47k yearly est. 3d ago
Client Relationship Specialist
Mesirow 4.8
Specialist 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
Scheduling Specialist
Radiology Partners 4.3
Specialist job in Waukesha, WI
RAYUS now offers DailyPay! Work today, get paid today!
RAYUS Radiology is looking for a Scheduling Specialist to join our team. As a Scheduling Specialist, you will be responsible for providing services to patients and referring professionals by answering phones, managing faxes and scheduling appointments. This position is full-time working Monday, Wednesday, Thursday and Friday from 8:00am-4:30pm and Tuesday from 11:30am-8:00pm; includes weekend rotation up to four per year.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
(85%) Scheduling Activities
Answers phones and handles calls in a professional and timely manner
Maintains positive interactions at all times with patients, referring offices and team members
Schedules patient examinations according to existing company policy
Ensures all appropriate personal, financial and insurance information is obtained and recorded accurately
Ensures all patient data is entered into information systems completely and accurately
Ensures patients are advised of financial responsibilities, appropriate clothing, preparation kits, transportation and/or eating prior to appointment
Communicates to technologists any scheduling changes in order to ensure highest level of patient satisfaction
Maintains an up-to-date and accurate database on all current and potential referring physicians
Handles overflow calls for other centers within market to ensure uninterrupted exam scheduling for referring offices
Provides back up coverage for front office team members as requested by supervisor (i.e., rest breaks, meal breaks, vacations and sick leave)
Fields 1-800 number calls and routes to appropriate department or associate (St. Louis Park only
(10%) Insurance Activities
Pre-certifies all exams with patient's insurance company as required
Verifies insurance for same day add-ons
Uses knowledge of insurance carriers (example Medicare) and procedures that require waivers to obtain authorization if needed prior to appointment
(5%) Other Tasks and Projects as Assigned
$28k-32k yearly est. 15h ago
Client Experience Specialist
DBHW Wealth Partners
Specialist job in South Milwaukee, WI
If you're passionate about creating great first impressions and seamless experiences, this role is for you!
As our Client Experience Specialist, you'll be the first impression and the steady hand that keeps our Wealth and Tax & Accounting departments running smoothly. From greeting clients with warmth to mastering our CRM workflows, you'll play a key role in shaping a seamless client experience. If you're organized, people-driven, and ready to grow with a supportive, purpose-driven team, we'd love to meet you.
Job Summary:
As the Client Experience Specialist, you'll be the welcoming face and organized force behind our client experience. A positive attitude and reliability is a must! This role goes beyond the front desk - you'll manage calendars, workflows, and activities in our CRM system to keep operations running smoothly across both our Wealth and Tax & Accounting departments. If you're detail-oriented, tech-savvy, and thrive on creating seamless client interactions, this is your opportunity to make a lasting impact every day.
Duties/Responsibilities:
Responsible for opening and closing the building each day in accordance with company procedures.
First point of contact for clients, visitors, and applicants.
Answers phones, directs calls to appropriate individuals, and prepares messages for those that couldn't be assisted through our automated system.
Assists with sorting incoming mail and delivers to appropriate department or individual; assists with processing outgoing mail.
Uses our CRM software at an expert level to assist with scheduling, workflows, and completing activities.
Performs administrative and clerical support tasks.
Performs other related duties as assigned.
Required Skills/Abilities:
High school diploma or equivalent required.
Clerical experience preferred.
Education, Experience, and Licensing:
Excellent verbal and written communication skills.
Excellent interpersonal and customer service skills.
Excellent organizational skills and attention to detail.
Excellent time management skills with a proven ability to meet deadlines.
Proficient with Microsoft Office Suite or related software.
Physical Requirements:
Prolonged periods sitting or standing at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
This position is an in-office position.
This job description is not designed to cover or contain a comprehensive list of activities, duties, or responsibilities that are required of the team member. They may change, or new ones may be assigned at any time with or without notice.
Benefits
As a full-time team member of the firm, you will be eligible to participate in several firm sponsored benefits. In addition, you will be entitled to accrue paid time off - starting at 120 hours each calendar year. We also close our office for 7 holidays, and have a floating holiday available for use as well.
401k Employee Retirement Savings Plan will be available after 6 months of employment and a minimum of 1000 hours. Employee directed pre-tax and ROTH contributions available.
The 401k Employer Contribution begins on the 1st day of the quarter following six (6) months of employment with the firm. The company begins contributing a 3% Safe Harbor at that time, and employee contributions can begin at the same time. The company contributions are subject to a vesting schedule that are stated in the plan documents.
401k Rollover options from a previous employer plan are immediately available and encouraged.
We offer Dental, Vision, Long-Term Disability, Voluntary Life Insurance, Critical Illness, and Accident Insurance - the employee is responsible for this expense for coverage if elected.
Group Health Insurance
Health Savings Account (HSA)
Education Reimbursement - 5k lifetime allowance
Financial planning
Personal tax return preparation up to $1,250.00 annually
PTIN Renewal for Tax Preparers
All continuing education
Incentive for earned credentials
Study assistance program
DBHW Wealth Partners is an Equal Opportunity Employer
$37k-62k yearly est. 18d ago
Commercial Specialist
Description Autozone
Specialist job in Kenosha, WI
As a Commercial Specialist, you'll be a key player in AutoZone's commercial sales and service operations. You'll drive WOW! customer service, increase commercial sales, and ensure smooth order fulfillment and delivery. This role combines customer service, sales support, and logistics coordination, with opportunities to lead and grow within the department. What We Are Looking For
Strong customer service and communication skills.
Ability to manage multiple tasks in a fast-paced environment.
Familiarity with billing, inventory, and delivery processes.
Commitment to safety and compliance with company procedures.
Valid driver's license and a clean driving record.
You'll Go the Extra Mile If You Have
Previous experience in commercial sales or automotive retail.
Knowledge of AutoZone systems and procedures.
Experience managing or supporting a team.
Strong organizational and problem-solving skills.
Exceptional Communication: Strong people skills and effective communication in both Spanish and English.
Assist commercial customers with product selection and order management.
Maintain accurate billing records and ensure on-time deliveries.
Conduct account visits to build relationships and ensure service quality.
Generate new business through outbound calls and in-person outreach.
Follow cash handling procedures, including deposits and collections.
Document and inspect all deliveries for accuracy and condition.
Monitor and report on vehicle maintenance and safety.
Manage battery consignment inventory and perform weekly stock checks.
Handle returns and accident procedures according to company policy.
Lead the commercial department in the absence of the Commercial Sales Manager.
Promote a safe and compliant work environment for all team members.
$47k-80k yearly est. Auto-Apply 2d ago
Application Specialist
SMC 4.6
Specialist job in Milwaukee, WI
PURPOSE
As an Automation Application Specialist, your primary responsibility is to provide technical expertise, support, and guidance to clients in implementing industrial automation solutions. You will serve as a subject matter expert, assisting clients in optimizing their manufacturing processes, improving efficiency, and leveraging automation technologies effectively.
ESSENTIAL DUTIES
Participate in monthly conference call and provide application success stories, share and distribute details to branch team
Focus on identifying and closing major revenue producing projects
Be involved with key accounts and their projects directly. This includes being acquainted with the various buying influences at these accounts and the technical requirements for the introduction of specific SMC product.
Identify all specifications and regulatory needs at the customer level; and be able to relay their needs accurately and completely to the appropriate SMC Engineer or Product Specialist.
Provide continuous training to sales employees, customers and distributors on products and applications. This may include assisting the SMC training group with local presentations of training courses, with regular cadence
Deliver training sessions and workshops to clients' engineering and operations teams on the use and maintenance of automation systems.
Document and monitor sales activity in SMC's SalesConnect system, including meetings and opportunities as invited user or team member to the respective CRM entry
Assist sales employees in detailed technical presentations to all levels of customers, lunch & learns, tent shows, mini panel expos, etc….
Successfully complete other duties as prescribed by sales management as necessary
Collaborate with clients to understand their unique manufacturing processes, challenges, and automation objectives.
Work closely with clients and internal engineering teams to design, configure, and customize automation solutions.
Stay abreast of competitive outlook, assisting with gap analysis, industry trends, emerging technologies, and best practices in industrial automation.
Identify opportunities for process improvements and innovation within client operations, recommending new automation solutions or enhancements.
Collaborate with product development teams to provide feedback and insights for future product enhancements or new product development
Provide guidance and best practices for operating, monitoring, and troubleshooting industrial automation equipment and software.
Provide technical support to clients during the implementation phase, addressing system configuration, integration, and performance issues.
PHYSICAL DEMANDS/WORK ENVIRONMENT
Fast paced environment (includes both office and field work)
Travel with some extended stay away from home
Physically capable of lifting SMC products and displays up to 50 lbs.
MINIMUM REQUIREMENTS
Bachelor's Degree, or equivalent work experience
Advanced industrial automation product and application experience with SMC or equivalent industry
Experience with or knowledge of competitive product and applications
Demonstrated ability to correctly apply and implement our newest “high tech” products.
Extensive SMC Application knowledge or equivalent industry
Extensive experience with various manufacturing products and processes, including (but not limited to) the following: packaging, electronics, food, chemical, automotive and medical.
Fluid Power Pneumatic Specialist Certification preferred
Proficient in CRM and the use of computers and ability to learn new programs and tools as required
Clean driving record
For internal use only:eng001
$73k-100k yearly est. 9d ago
Client Specialist- South Barrington Arboretum
Knitwell Group
Specialist job in South Barrington, IL
About us
Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories. Established in 1947, we are known for modern classic style that's both timeless and timely, fine quality craftsmanship and gracious service. At Talbots relationships are the key to our business, we hire individuals who bring new ideas to the table, understand smart risk taking and can enhance an already thriving culture. With a commitment to offer modern classic style for every body type, through a full range of sizes, inclusive to every woman in your life.
What We Offer:
Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next.
Incentive Opportunities
Benefits: Comprehensive benefits packages accessible to both full time and eligible part time employees. To learn more, visit our We Care page.
Generous Discount: 50%, 60% & 70% Merchandise Discount off Talbots and Haven Well Within.
Other Perks: Referral Incentive Program, discounts on travel, shopping, concerts and more.
What we Value “WE CARE”:
We Win as a team and are dedicated to ensuring and applauding each other's success.
We Encourage creativity, innovation and smart risk-taking.
We are Committed to building relationships with our customers and associates by knowing, serving, and delighting them.
We Act with integrity, transparency, candor, and respect.
We Respect, honor and value diversity and are invested in cultivating a dynamic and inclusive culture.
We Embrace community by bringing positive change to those we live and work in.
Who You Are:
Demonstrate selling competence, styling expertise and possess a love of fashion.
Driven to create, build and cultivate relationships.
Possess a strong ambition and passion for achieving goals, both as an individual and as a member of the store team and thrives in a team environment.
Demonstrates excellent verbal communication skills and a high level of integrity.
Possess the technological competency to navigate a computer/iPad/handheld system.
Have strong organizational skills and the ability to multi-task in a fast paced, ever-changing environment.
Able to work cooperatively in a diverse work environment.
Comfortable climbing ladders, moving around regularly, and standing for extended periods of time.
Able to bend, reach, stretch for product as well as lift, carry, and move at least 40 lbs.
Have open availability of (15 to 20) hours per week.
Flexible availability based on the needs of the business including evenings, weekends, and holidays.
What You'll Do:
Provide an exceptional and meaningful customer service experience that promotes the product and builds brand relationships.
Take an active role in assisting the management team to build store business.
Support all service enhancers to build strong relationships including active use of Concierge.
Service multiple customers at a time, multi-task and/or handle projects simultaneously.
Be aware of fashion trends and seek information about all new arrivals, including product knowledge about fit, color, fashion etc.
Use product knowledge and fashion expertise to create outfits for customers and suggest items to match their needs.
Maximize individual performance by participating in learning opportunities, accepting direction, coaching and feedback.
Achieve sales and service metrics in key measurable areas including: clientelling/outreach, appointment setting and Talbots Classic Awards.
Complete projects as assigned including operational assignments: filling orders, replenishment, recovery etc.
Note: This position description is intended to describe the general nature of work being performed by associates assigned to this job. It is not intended to be inclusive of all duties and responsibilities and is subject to change.
Location:
Store 01245 South Barrington-South Barrington,IL 60010Position Type:Regular/Part time
Pay Range:
$15.00 - $18.75 Hourly USD
Equal Employment Opportunity
The Company is an equal opportunity employer and welcomes applications from diverse candidates. Hiring decisions are based upon a candidate's qualifications as they relate to the requirements of the position under consideration and are made without regard to sex (including pregnancy), race, color, national origin, religion, age, disability, genetic information, military status, sexual orientation, gender identity, or any other category protected by applicable law. The Company is committed to providing reasonable accommodations for job applicants with disabilities. If you require an accommodation to perform the essential duties of the position you are seeking or to participate in the application process, please contact my ***************************. The Company will make reasonable accommodations for otherwise qualified applicants or employees, unless such accommodations would impose an undue hardship on the operations of the Company's business. The Company will not revoke or alter a job offer based on an applicant's request for reasonable accommodation.
$15-18.8 hourly Auto-Apply 34d ago
Commercial Truck Specialist
Ray & Raymond Auto Group
Specialist job in Fox Lake, IL
Job Title: Commercial Truck Specialist Department: Sales Reports To: Sales Manager / General Manager
The Commercial Truck Specialist is responsible for building and maintaining relationships with local businesses, contractors, municipalities, and fleet customers to promote and sell the dealership's commercial truck and van inventory. This role focuses on understanding the unique needs of commercial clients, providing tailored vehicle solutions, and delivering exceptional customer service to maximize sales and long-term partnerships.
Key Responsibilities
Prospect, develop, and manage business-to-business (B2B) relationships with commercial clients, small businesses, and fleet accounts.
Understand client needs and recommend appropriate trucks, vans, upfits, and accessories.
Maintain expert knowledge of commercial vehicle inventory, specifications, manufacturer programs, and upfit options.
Conduct product demonstrations and presentations for clients, both on-site at the dealership and at client locations.
Coordinate with the service department, finance team, and upfit partners to ensure smooth and timely vehicle delivery.
Maintain a strong pipeline of leads through networking, cold calling, referrals, community events, and digital outreach.
Achieve monthly and annual sales targets while providing an exceptional customer experience.
Keep up to date with industry trends, incentives, and manufacturer fleet programs.
Represent the dealership professionally at trade shows, local events, and business expos.
Qualifications
Previous sales experience in automotive, commercial trucks, or B2B sales strongly preferred.
Knowledge of commercial vehicle applications, towing, payload, and upfitting solutions is a plus.
Strong communication, negotiation, and relationship-building skills.
Self-motivated, goal-oriented, and able to manage time effectively.
Proficiency with CRM systems and Microsoft Office/Google Workspace tools.
Valid driver's license with a clean driving record.
Compensation & Benefits
Competitive base salary plus commission/bonus opportunities.
Health, dental, and vision insurance options.
401(k) retirement plan with company match.
$48k-82k yearly est. Auto-Apply 60d+ ago
Client Access Specialist
Josselyn
Specialist job in Northbrook, IL
With several Northern Cook and Lake County locations, Josselyn, a nonprofit community mental health center, has been serving people since 1951. Today, Josselyn is known for its commitment to providing not only high-quality and affordable care, but excellent care for more than 7,500 children, adolescents and adults annually. Josselyn made history and was honored in 2025 as the only nonprofit named to Crain's Chicago Business Fast 50 list for the second consecutive year!
Job Summary
The Floater Client Access Specialist serves as the first point of contact for clients, visitors, and staff, playing a vital role in creating a welcoming and supportive environment. This position combines front desk reception responsibilities with intake support to ensure a seamless entry point into services. Although, based out of Josselyn's Northbrook office, this position requires working across multiple sites: Grayslake, Waukegan, Highland Park, and Northbrook to provide coverage.
Schedule This is a
Monday - Friday
schedule with a
rotating Saturday
requirement. Candidates must be available to work all shifts - hours are not flexible. Opening Shift: 8:30 AM - 4:30 PM Mid Shift: 11 AM - 7 PM Closing Shift: 1 PM - 9 PM Saturday (rotating) Shift: 9 AM - 2 PM Hourly Rate: $18 - $18.87 ($32,760 - $35,252) based on experience Essential Responsibilities and Metrics:
Greet and check in clients and visitors with professionalism and warmth, ensuring a positive first impression.
Collect client copayments at the time of check-in, issue receipts, and ensure accurate documentation in accordance with billing procedures.
Monitor missed payments and maintain records of clients who fail to pay at check-in or after virtual appointments; document appropriately and notify the assigned clinician
Answer incoming calls, direct inquiries appropriately, and provide accurate information about services.
Ensure completion of in-person opening paperwork by scanning, uploading, and updating the electronic health record (EHR) accurately and in a timely manner.
Promptly process walk-in clients, ensuring timely service and appropriate documentation.
Maintain confidentiality and handle sensitive information in accordance with HIPAA and organizational guidelines.
Collaborate with clinical and administrative staff to ensure timely communication and coordination of client care.
Monitor waiting areas and ensure they are clean, safe, and welcoming at all times.
Support additional administrative tasks as needed, including mail handling, supply ordering, and general office support.
Qualifications:
High School Diploma or equivalent
Prior experience as a receptionist in a behavioral health or healthcare related field
HIPPA experience
Competency in Microsoft Office365 applications including: Word, Excel, and Outlook and Zoom
Consistent, reliable, professional dress, and manner
Excellent written and verbal communication skills
Excellent time management skills
Coverage in Northbrook, Highland Park, Grayslake, and Waukegan required
$32.8k-35.3k yearly 60d+ ago
Commercial Truck Specialist
Ray Auto Group 3.7
Specialist job in Fox Lake, IL
Job Description
Job Title: Commercial Truck Specialist Department: Sales Reports To: Sales Manager / General Manager
The Commercial Truck Specialist is responsible for building and maintaining relationships with local businesses, contractors, municipalities, and fleet customers to promote and sell the dealership's commercial truck and van inventory. This role focuses on understanding the unique needs of commercial clients, providing tailored vehicle solutions, and delivering exceptional customer service to maximize sales and long-term partnerships.
Key Responsibilities
Prospect, develop, and manage business-to-business (B2B) relationships with commercial clients, small businesses, and fleet accounts.
Understand client needs and recommend appropriate trucks, vans, upfits, and accessories.
Maintain expert knowledge of commercial vehicle inventory, specifications, manufacturer programs, and upfit options.
Conduct product demonstrations and presentations for clients, both on-site at the dealership and at client locations.
Coordinate with the service department, finance team, and upfit partners to ensure smooth and timely vehicle delivery.
Maintain a strong pipeline of leads through networking, cold calling, referrals, community events, and digital outreach.
Achieve monthly and annual sales targets while providing an exceptional customer experience.
Keep up to date with industry trends, incentives, and manufacturer fleet programs.
Represent the dealership professionally at trade shows, local events, and business expos.
Qualifications
Previous sales experience in automotive, commercial trucks, or B2B sales strongly preferred.
Knowledge of commercial vehicle applications, towing, payload, and upfitting solutions is a plus.
Strong communication, negotiation, and relationship-building skills.
Self-motivated, goal-oriented, and able to manage time effectively.
Proficiency with CRM systems and Microsoft Office/Google Workspace tools.
Valid driver's license with a clean driving record.
Compensation & Benefits
Competitive base salary plus commission/bonus opportunities.
Health, dental, and vision insurance options.
401(k) retirement plan with company match.
The average specialist in Racine, WI earns between $26,000 and $88,000 annually. This compares to the national average specialist range of $32,000 to $104,000.
Average specialist salary in Racine, WI
$48,000
What are the biggest employers of Specialists in Racine, WI?
The biggest employers of Specialists in Racine, WI are: