Top 3832 Financial representative Jobs in Cook County Il

Financial Customer Service Representative
The Salem Group —Deerfield, IL
- $34 - $43 an hour
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
2d
Financial Representative
Northwestern Mutual Wealth Management Company —Lisle, IL
- $75,000 - $95,000 a year
- Full-time
- Background check
- Hospitality
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
7d
Financial Advisor
Lead Advisor, LLC —Skokie, IL
- $82,247.23 - $120,000.00 a year
- Full-time
- No experience needed
- Mid-level
- Business development
- Health insurance
- 401(k)
Quick Apply
Remote Customer Onboarding Support Specialist
Spotter —Lemont, IL
- Remote
- English
- Organizational skills
- Communication skills
Quick Apply
14d
Customer Service Representative - Field Services
Invitation Homes —Chicago, IL
- $19.69 - $34.13 an hour
- Microsoft Word
- Microsoft Outlook
- Research
- Disability insurance
- Health insurance
11d
Operations Specialist - Finance
Cushman & Wakefield —Chicago, IL
- $76,585 - $90,100 a year
- Full-time
- Mid-level
- Office
- Continuous improvement
- Health savings account
- Disability insurance
Quick Apply
Trainee - Customer Service Representative (Oak Brook, IL)
Robertson Ryan Insurance —Oak Brook, IL
- Part-time
- Office
- Organizational skills
- In-person
- Opportunities for advancement
Quick Apply
Remote Customer Service Representative
Annuity Health —Westmont, IL
- $16 - $23 an hour
- Remote
- Computer literacy
- High school diploma or GED
- Communication skills
- Health savings account
- Paid holidays
Quick Apply
Customer Support Specialist, PureCircle
PureCircle USA Inc. —Westchester, IL
- $58,700 - $78,300 a year
- Full-time
- Basic math
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Customer Relations Representative - State Farm Agent Team Member
drew karis - State Farm Agent —La Grange, IL
- $70,000 - $100,000 a year
- Full-time
- Office
- Communication skills
- Entry level
- Health insurance
- Paid time off
Inside Sales Representative (Korean Bilingual)
Laser Center Corporation —Schaumburg, IL
- From $60,000 a year
- 8 hour shift
- No experience needed
- Office
- US work authorization
- Paid training
- Health insurance
Quick Apply
Territory Sales Representative - Chicago Metro(Commission)
DSi Recycling Systems Inc. —Chicago, IL
- $50,000 - $150,000 a year
- Full-time
- Mid-level
- Commercial
Quick Apply
Sales Representative
TTLC, Inc. —Plainfield, IL
- $45,000 - $350,000 a year
- Urgently hiring
- Mid-level
- Driver's License
- Reliable transportation
- Paid training
- Fuel card
Quick Apply
RDS FUNDING Factoring Sales Representative
RDS FUNDING —La Grange, IL
- $20 - $21 an hour
- Full-time
- Mid-level
- Business development
- US work authorization
- Health insurance
- Paid time off
Quick Apply
Insurance Agent/Sales Representative
Eric Esch Insurance & Financial Services —Glenview, IL
- $75,000 - $100,000 a year
- Full-time
- Bilingual
- Analysis skills
- In-person
- 401(k)
- Paid time off
Quick Apply
3h
Advertising Sales Representative
Best Version Media —Naperville, IL
- $47,000 - $97,000 a year
- Contract
- In-person
- Communication skills
- Entry level
- Flexible schedule
Quick Apply
3h
Financial Advisor - Chicago Metropolitan Area
Thrivent —Chicago, IL
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- Health savings account
Quick Apply
Financial Advisor
Edward Jones —River Forest, IL
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Business Development Representative, Inside Sales, Quill
Staples, Inc. —Lincolnshire, IL
- $22.75 - $27.00 an hour
- Microsoft Outlook
- Mid-level
- Office
11d
In-Home Sales Representative
One Day Doors & Closets of North Chicago —Skokie, IL
- $100,000 - $250,000 a year
- Weekends as needed
- Background check
- Sales
- High school diploma or GED
Quick Apply

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financial representative jobs near cook county il

Financial Customer Service Representative

The Salem Group -
Deerfield, IL

Quick Apply

Job Details

Full-time
$34 - $43 an hour
2 days ago

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance
Referral program
Retirement plan

Qualifications

Teamwork
Interpersonal skills
Spreadsheets
Bachelor's degree
Attention to detail
Client services
Organizational skills
Productivity software

Full Job Description

Client Service Representative Job Summary

We are seeking a highly organized and detail-oriented Client Service Representative to provide operational and administrative support within a professional financial services environment. This role plays a key part in delivering exceptional client service, supporting account administration, coordinating client communications, and assisting with day-to-day operational activities. Prior experience with Charles Schwab is preferred.

The ideal candidate is proactive, client-focused, and capable of managing multiple priorities while maintaining a high level of accuracy and professionalism.

Key Responsibilities Client Service & Account Support

Establish new accounts and coordinate account opening processes
Process account transfers, transactions, deposits, and money movement requests
Prepare investment advisory agreements and supporting documentation
Generate performance, allocation, and client reports
Prepare comprehensive client meeting materials and presentations
Schedule and coordinate client meetings
Maintain detailed client records and document activities within CRM systems
Respond professionally to client phone calls, emails, and service requests
Compose client correspondence and follow-up communications

Operations & Administrative Support

Process paperwork and documentation accurately and efficiently
Assist with cost basis research and corrections
Support quarterly reporting processes
Assist with estate-related account transactions and documentation
Prepare and coordinate participant education and enrollment materials
Support operational and administrative projects as needed
Assist with mailings, document preparation, printing, scanning, copying, and binding

Office Support

Provide backup administrative support when needed
Answer and route incoming phone calls
Welcome visitors and assist with client meetings
Process incoming and outgoing mail and shipping requests
Maintain professional appearance of common office areas
Participate in special projects and additional duties as assigned

Required Qualifications

Bachelor’s degree from an accredited college or university
1-3 years of experience in a professional services environment, preferably within financial services, wealth management, investment advisory, or legal services
Strong organizational skills with exceptional attention to detail
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Excellent verbal and written communication skills
Advanced proficiency in Microsoft Office Suite, particularly Excel
Strong problem-solving and client service skills

Preferred Qualifications

Experience working with investment custodians
Experience using CRM platforms and wealth management technology tools
Familiarity with portfolio reporting and performance reporting software
Knowledge of financial industry regulations and best practices
Experience supporting retirement plans or investment advisory operations

What We Offer

Competitive compensation
Professional development and growth opportunities
Collaborative team environment
Comprehensive benefits package
Opportunity to make a meaningful impact on client experience and operational excellence

Equal Opportunity Employer

We are committed to creating an inclusive workplace and welcome applicants from diverse backgrounds and experiences. All qualified applicants will receive consideration for employment without regard to legally protected characteristics.

What hours will the Customer Service Rep work?

· 8am-4pm M-F

40.00

DIRECT HIRE ROLE

· Onsite

How much will you earn?

· Pay is $34.00-$43.00 per hour

Positions are available immediately! Don’t wait to apply!

Ready to learn more? Submit your resume and one of our friendly Staffing Managers will contact you soon!

EEO

The Salem Group provides equal employment opportunities to all qualified employees and applicants for employment without regard to race, color, ancestry, national origin, sexual orientation, marital status, religion, age, disability, gender identity, results of genetic testing, service in the military, or any other category protected by law.

AI Notice:
Salem utilizes technology-assisted tools, including artificial intelligence, to support recruiting, applicant matching, and related employment processes. Final employment decisions are made by Salem personnel.

#NOR50

Benefits:

Health insurance
Paid time off
Referral program

Work Location: In person

Pay: $34.00 - $43.00 per hour

Benefits:

Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

financial representative jobs in cook county il

Financial Customer Service Representative

Financial Representative

Financial Advisor

Remote Customer Onboarding Support Specialist

Customer Service Representative - Field Services

Operations Specialist - Finance

Trainee - Customer Service Representative (Oak Brook, IL)

Remote Customer Service Representative

Customer Support Specialist, PureCircle

Customer Relations Representative - State Farm Agent Team Member

Inside Sales Representative (Korean Bilingual)

Territory Sales Representative - Chicago Metro(Commission)

Sales Representative

RDS FUNDING Factoring Sales Representative

Insurance Agent/Sales Representative

Advertising Sales Representative

Financial Advisor - Chicago Metropolitan Area

Financial Advisor

Business Development Representative, Inside Sales, Quill

In-Home Sales Representative

I want to receive the latest job alert for financial representative in cook county il

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