Top 36 Customer service specialist Jobs in Lena, Il

Client Services Associate - Freeport, IL
Savant —Freeport, IL
- $57,000 - $76,000 a year
- Full-time
- Office
- Administrative experience
- US work authorization
- Health savings account
- AD&D insurance
Customer Service Specialist
UNION Savings BANK —Freeport, IL
- $16.25 - $20.00 an hour
- Full-time
- Office
- High school diploma or GED
- Entry level
Quick Apply
Pharmacy Customer Service Associate
Walgreens —Freeport, IL
- $16 - $18 an hour
- Weekends as needed
- Computer literacy
- Basic math
- Maintenance
- Continuing education credits
- Health insurance
Customer Service Representative
Gerber Collision & Glass —Monroe, WI
- $18 - $22 an hour
- Full-time
- Sales
- Administrative experience
- High school diploma or GED
- Paid parental leave
- Paid holidays
Quick Apply
7h
Customer Service Associate
Walgreens —Freeport, IL
- $15.00 - $17.50 an hour
- Weekends as needed
- Maintenance
- English
- Cleaning
- Health insurance
- Dental insurance
Customer Service Associate I
Family Dollar —Stockton, IL
- $15.00 - $15.50 an hour
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Grocery store experience
- Health insurance
- Dental insurance
Customer Service Associate I
Dollar Tree —Freeport, IL
- $15.00 - $15.50 an hour
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Grocery store experience
- Health insurance
- Dental insurance
Customer Service Representative
Circle K —Freeport, IL
- $15.00 - $15.25 an hour
- Part-time
- Ability to walk for extended periods
- High school diploma or GED
- Food service experience
- Paid training
- Health savings account
Customer Service Associate - Temporary
Walgreens —Monroe, WI
- $15.00 - $17.50 an hour
- Temporary
- Maintenance
- English
- Cleaning
- Health insurance
- Dental insurance
Customer Service Representative
Security Finance —Monroe, WI
- $15.00 - $18.50 an hour
- Full-time
- Office
- Marketing
- Entry level
- Profit sharing
- Paid training
Quick Apply
2d

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Client Services Associate - Freeport, IL
Savant —Freeport, IL
Professionally answers and directs incoming telephone calls. In this role, you'll manage a variety of responsibilities, including office administration,…
$57,000 - $76,000 a year
Student Success Advisor
160 Driving Academy —Rockford, IL
Take inbound calls from enrolled students and resolve or escalate issues quickly. Make outbound support calls to students assigned to your training locations.
$25.00 - $27.50 an hour
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Consumer Support Unit - Consumer Support Associate
Phillips & Cohen Associates Ltd. —Gahanna, OH
Administrative or Customer Service experience required (1-3 years in the financial services field preferred). Promptly and accurately fulfill consumer requests…
$18 an hour
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14d
Customer Service Representative
RoadOne IntermodaLogistics —Columbus, OH
Support front desk operations by greeting visitors, managing phone etiquette, and directing calls appropriately. Pay: $40,000.00 - $48,000.00 per year.
$40,000 - $48,000 a year
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Client Services Associate - Freeport, IL

Savant -
Freeport, IL

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Job Details

Full-time
$57,000 - $76,000 a year

Benefits

Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Gym membership
Benefits from day one
Life insurance

Qualifications

Financial services customer support
Administrative experience

Full Job Description

If you're passionate about building meaningful relationships, staying organized, and delivering exceptional client experiences, we'd love to meet you. As a Client Services Associate, you'll partner closely with financial advisors to support clients through important life and financial milestones—all while growing your career with a collaborative, employee-owned firm.

As a Client Services Associate, you'll serve as a key partner to both Advisors and clients, helping create a seamless and exceptional client experience. In this role, you'll manage a variety of responsibilities, including office administration, preparing client paperwork, processing client requests, coordinating meetings, managing incoming calls, and ensuring everything is in place for successful client interactions. Success in this position requires strong communication skills, the ability to multitask and troubleshoot with confidence, and a positive, client-centric approach to every interaction.

Clients may include individuals, households, or external advisors utilizing our Turnkey Asset Management Program (TAMP) services.

The Client Services Associate can expect to focus in the following areas:

Provides first line of contact with clients and prospects with a professional approach.
Troubleshoots problems, schedules, and organizes meetings, serves as a liaison between Advisors and Clients as needed.
Meets routine client needs in a timely manner and understands Savant’s unique philosophies.
Manages client information—prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.
Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents all client interactions.
Supports account opening process with Savant for all prospects and clients in a seamless way.
Knowledgeable of various custodial relationships and able to navigate complexities in a simple way working with clients.
Facilitate completion of all client applications and transfer documents.
Proofreads reports, documentation, and electronic data for errors.
Assembles materials for client meetings.
Utilizes Salesforce to complete both client and internal requests.
Professionally answers and directs incoming telephone calls.
Professionally greets and assists office visitors while maintaining office, lobby, and conference room cleanliness.
Assists in coordinating RSVPs, planning, and set-up for events in area.
Prepares for upcoming meetings including preparing reports and confirming next-day appointments.
Serves as back up to others within Client Services as needed.
Maintains team approach by assisting and filling in for others as requested.

A couple things to note about this position:

This position is an in-person position based out of our office in Freeport, IL.
The schedule for this role is Monday - Friday 8:00am - 5:00pm.

The Client Services Associate position typically requires the following qualifications:

Bachelor’s or Associate’s Degree from accredited college or university preferred
Minimum 2+ years of proven success in a client services/administrative support function in the field of financial services, banking, or insurance

What Sets Savant Apart

Collaborative, integrated model across advisory, tax, and planning—no silos
Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
Majority employee-owned, giving our team a shared stake in our long-term success

The Perks

At Savant, we invest in our people—supporting both their well-being and long-term growth.

We take a market-based approach to compensation. The expected base salary range for this role is $57,000 - $76,000 annually with final pay determined by experience, skills, and location. This role may also be eligible for additional incentive compensation based on responsibilities and performance.

Our Total Rewards

Core Benefits (Effective Day One):

Medical, dental, and vision coverage with multiple plan options
Health Savings Account (HSA) or Flexible Spending Account (FSA)
Company-paid life insurance, AD&D, and disability coverage

Financial & Long-Term Rewards:

401(k) with company match (Roth and Traditional options)
Team-based incentive opportunities and recognition programs

Time Away & Flexibility:

Generous paid time off, plus at least 10 paid holidays
Annual “Savantiversary” day
Summer Hours (shorter work weeks during the summer)
Parental leave, personal leave, and other life-event support

Well-Being & Everyday Perks:

Employee Assistance Program (EAP)
Wellness reimbursements (e.g., gym memberships)
Flexible “Dress for Your Day” approach

We’re happy to share more details about our benefits and total rewards during the hiring process.

Take your career to new heights, apply today!

All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

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 responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer

Apply Now

Refine Your Search

customer service specialist jobs in lena, il

Client Services Associate - Freeport, IL

Customer Service Specialist

Pharmacy Customer Service Associate

Customer Service Representative

Customer Service Associate

Customer Service Associate I

Customer Service Associate I

Customer Service Representative

Customer Service Associate - Temporary

Customer Service Representative

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