Top 4378 Financial systems manager Jobs in Chicago Il

Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Winnetka, IL
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Personal Lines Insurance Account Manager
Libsco Financial Group, LLC —Northbrook, IL
- $65,000 - $70,000 a year
- Full-time
- Sales
- Office
- In-person
- Disability insurance
- Health insurance
Quick Apply
Accounting Manager
TEMPCO ELECTRIC HEATER —Wood Dale, IL
- $110,000 - $125,000 a year
- Full-time
- 5 years
- ERP systems
- Office
- Health insurance
- Dental insurance
Quick Apply
6d
Commercial Insurance Account Manager
Libsco Financial Group —Northbrook, IL
- $75,000 - $85,000 a year
- 8 hour shift
- Customer service
- In-person
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Accounting Manager
Confidential —Arlington Heights, IL
- $70,000 - $80,000 a year
- Full-time
- Management
- Current TB test
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
7d
Manager of Special Projects (Full-Time- Northbrook)
JCC Chicago —Northbrook, IL
- $58,000 - $62,500 a year
- Weekends as needed
- Microsoft Word
- Background check
- Microsoft Excel
- Paid holidays
- Disability insurance
Quick Apply
10d
Outside Sales Energy Consultant [ Commission Only upto $500K]
ecojiva —Elk Grove, IL
- Up to $500,000 a year
- Contract
- Hospital
- 11+ years
- Mid-level
Quick Apply
14h
Installation and Project Operations Manager - 5+ YEARS WINDOWS/DOORS/CONSTRUCTION Experience
American Thermal Window Products, Inc. —Niles, IL
- $75,000 - $95,000 a year
- Full-time
- Background check
- Clean driving record
- Construction site
- Health insurance
Quick Apply
Assistant General Manager
Lettuce Entertain You Restaurants —Chicago, IL
- $70,000 - $90,000 a year
- Weekends as needed
- Sales
- Administrative experience
- Ability to lift 50 pounds
- Paid holidays
- Health insurance
Chain Account Manager Wine & Spirits 10+ YRS EXP.
InterTrade USA Company —Chicago, IL
- $62,559 - $75,514 a year
- Full-time
- No background check
- Budgeting
- In-person
- Health insurance
- Dental insurance
Quick Apply
Plant Controller - Manufacturing (Franklin Park, IL)
ProAmpac —Franklin Park, IL
- $0 a year
- Microsoft Excel
- 5 years
- Finance
Quick Apply
Site Controller
Crane Nuclear —Bolingbrook, IL
- $120,000 - $150,000 a year
- Full-time
- 7 years
- Microsoft Excel
- Oracle
- Health insurance
- Dental insurance
Quick Apply
8d
Director, Disability Employment Services
JCFS Chicago —Skokie, IL
- $79,000 - $84,000 a year
- 7 years
- Experience working with individuals with disabilities
- Licensed Clinical Social Worker
- Paid parental leave
- Paid holidays
Quick Apply
Mobile Diesel Mechanic II - Class C License
Cox Fleet —Chicago, IL
- Background check
- DOT physical examination
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Accountant
My Block My Hood My City —Chicago, IL
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- 3 years
- Disability insurance
- Health insurance
Quick Apply
2h
Senior Portfolio Accountant (Hybrid)
Lincoln Property Company —Chicago, IL
- $125,000 - $135,000 a year
- Background check
- Microsoft Excel
- CPA
- Health insurance
- Dental insurance
Quick Apply
Electrical Field Service Technician/Engineer - Up to 15K Sign-on Bonus based on Relevant Experience
Linde —East Chicago, IN
- $90,000 - $120,000 a year
- Full-time
- Background check
- Computer literacy
- Maintenance
- Health insurance
- Dental insurance
Quick Apply
Tier 3 Engineer
Proven Business Systems LLC —Schaumburg, IL
- $75,000 - $100,000 a year
- Full-time
- Computer science
- 7 years
- Azure
- Paid parental leave
- Health savings account
Region Logistics Manager
Hydro —Rosemont, IL
- $97,409 - $133,029 a year
- Dedicated
- Oracle
- Microsoft Outlook
- Disability insurance
- Health insurance
Accounts Receivable Specialist
Excel Restoration Service —Elk Grove Village, IL
- $45,000 - $55,000 a year
- Full-time
- Mid-level
- Administrative experience
- Bachelor's degree
- Health insurance
- 401(k)
Quick Apply

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financial systems manager jobs near chicago il

Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
Winnetka, IL

Quick Apply

Job Details

Full-time

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Customer communication
Employee relationship building
Series 66
Series 7
Bachelor's degree
FINRA License
Financial services
Series 65
Business
Series 63

Full Job Description

Registered Client Administrative Manager

Job Description

Company Overview:

Steward Partners is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our clients and their families.

Steward Partners caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

Working as part of a team, the Registered Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The Registered CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

Key Responsibilities:

Input orders at the direction of the Financial Advisor(s)
Onboard new client accounts, which includes the collection of required documentation and client information
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
Proactively prepare financial reports, spreadsheets and other materials for client meetings
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

Skills, Experience & Qualifications:

2+ years of financial industry experience strongly preferred
Active FINRA Series 7 and 66 (or 63 and 65) licenses, IL Life & Health Insurance license (or ability to obtain within 180 days)
Bachelor’s Degree in Business or in related field is preferred
Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
Strong communication skills
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
Team player with the ability to collaborate with others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Reports To:

Market Business Director

Location:

Winnetka, IL – conveniently located near Metra for an easy commute.

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

License/Certification:

FINRA Series 7 license? (Preferred)

Ability to Commute:

Winnetka, IL 60093 (Required)

Ability to Relocate:

Winnetka, IL 60093: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial systems manager jobs in chicago il

Registered Client Administrative Manager

Personal Lines Insurance Account Manager

Accounting Manager

Commercial Insurance Account Manager

Accounting Manager

Manager of Special Projects (Full-Time- Northbrook)

Outside Sales Energy Consultant [ Commission Only upto $500K]

Installation and Project Operations Manager - 5+ YEARS WINDOWS/DOORS/CONSTRUCTION Experience

Assistant General Manager

Chain Account Manager Wine & Spirits 10+ YRS EXP.

Plant Controller - Manufacturing (Franklin Park, IL)

Site Controller

Director, Disability Employment Services

Mobile Diesel Mechanic II - Class C License

Accountant

Senior Portfolio Accountant (Hybrid)

Electrical Field Service Technician/Engineer - Up to 15K Sign-on Bonus based on Relevant Experience

Tier 3 Engineer

Region Logistics Manager

Accounts Receivable Specialist

I want to receive the latest job alert for financial systems manager in chicago il

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