Top 7777 Client services manager Jobs in River Forest Il

Client Services Manager- Wealth Management/Finance
Lotus Women's Institute —Naperville, IL
- From $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance
- Dental insurance
Quick Apply
3d
Property Manager – On -Site Multifamily (Hillside, IL)
SVN Chicago PM —Hillside, IL
- $65,000 - $70,000 a year
- Full-time
- Spanish
- Google Workspace
- English
- Health insurance
- Dental insurance
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Inside Sales/ Showroom Manager
Select Surfaces —Franklin Park, IL
- $24 - $29 an hour
- 8 hour shift
- Inventory control
- Merchandising
- Driver's License
- Paid holidays
- 401(k)
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Contracts & Compliance Manager
ASI Inc. —Chicago, IL
- $55,000 - $60,000 a year
- Part-time
- Background check
- Google Workspace
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Customer Relationship Manager/Associate Agency Representative (Oak Brook, IL)
Apogee Insurance Group —Oak Brook, IL
- From $53,000 a year
- Office
- Bachelor's degree
- 1 year
- Food provided
Quick Apply
3d
SAP - Production Planning - PP - QM - Senior Manager - Consulting - Location OP
EY —Chicago, IL
- $171,600 - $445,700 a year
- 5 years
- Research
- Master's degree
- Paid holidays
- Health insurance
Tax Provision Manager - Tax Accounting & Risk Advisory (TARAS) - GCR - various locations
EY —Chicago, IL
- $116,200 - $242,000 a year
- CPA
- Up to 50% travel
- Research
- Paid holidays
- Health insurance
Restoration Crew Chief
Confidential —Chicago, IL
- $22 - $28 an hour
- Full-time
- Clean driving record
- Computer literacy
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
10d
Acoustic Senior Design Consultant, Hybrid Role: Chicago, IL
Shen Milsom & Wilke, LLC —Chicago, IL
- $110,000 - $140,000 a year
- Email
- Hybrid work
- Hospitality
- Microsoft Excel
- 11+ years
- Health savings account
- Disability insurance
Quick Apply
SAP - Supply Chain Planning - IBP - PPDS - Manager - Consulting - Location OPEN
EY —Chicago, IL
- $142,600 - $297,200 a year
- 5 years
- Research
- Analysis skills
- Paid holidays
- Health insurance
Senior Account Executive
Preferred Electric —Bloomingdale, IL
- $140,000 - $210,000 a year
- Email
- Background check
- 7 years
- Construction site
- Paid holidays
- Health insurance
Quick Apply
Loss Control Consultant - Group Captives
Alternative Risk Underwriting —Schaumburg, IL
- Full-time
- Mid-level
- Office
- 3 years
- Health savings account
- Health insurance
Quick Apply
Funds and Commercial Contracts Attorney
DLC Consulting Services, LLC —Chicago, IL
- $180,000 - $210,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Communication skills
- Health savings account
- Health insurance
Quick Apply
Manager of Outpatient Programs
HAYMARKET CENTER —Chicago, IL
- $60,320 - $78,820 a year
- Full-time
- Management
- Addiction Medicine
- Licensed Clinical Social Worker
Quick Apply
Funds and Commercial Contracts Attorney – Independent Contractor
DLC Consulting Services, LLC —Chicago, IL
- $275 an hour
- Part-time
- Remote
- Mid-level
- 3 years
- Communication skills
Quick Apply
Licensed Clinical Social Worker (LCSW)
Behavioral Care Solutions —Tinley Park, IL
- $36 - $42 an hour
- Part-time
- Psychiatry
- Nursing home
- Licensed Clinical Social Worker
- 401(k)
- Flexible schedule
Quick Apply
Commercial Property Manager
Prodigy Real Estate Group —Chicago, IL
- $65,000 - $85,000 a year
- Full-time
- Customer service
- No background check
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Dental Practice Manager
Helios Dental Center —Chicago, IL
- $65,000 - $75,000 a year
- Full-time
- Background check
- Clean driving record
- Dental office
- Health insurance
- Dental insurance
Quick Apply
Therapist (LCPC, LCP, or LCSW)
Little Friends Inc —Warrenville, IL
- $65,000 - $75,000 a year
- Writing skills
- Licensed Clinical Social Worker
- English
- Dental insurance
- 401(k)
Quick Apply
Board-Certified Behavior Analyst (BCBA)
Instructional ABA Consultants —Des Plaines, IL
- $75,000 - $85,000 a year
- Full-time
- Hybrid work
- Background check
- Experience working with individuals with developmental disabilities
- CPR Certification
- Health insurance
- Dental insurance
Quick Apply
5d

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client services manager jobs near river forest il

Client Services Manager- Wealth Management/Finance

Lotus Women's Institute
Naperville, IL

Quick Apply

Job Details

Full-time
From $90,000 a year
3 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Professional development assistance
Opportunities for advancement
Retirement plan

Qualifications

Financial planning
Wealth management
Series 7
Bachelor's degree
Client services

Full Job Description

Lotus Women’s Institute is partnering with a highly regarded boutique Registered Investment Advisory (RIA) firm in Naperville, IL, to identify an experienced Operations & Client Service Manager.

This role is ideal for someone who thrives in a client-facing environment, takes pride in delivering white-glove service, and enjoys being a trusted point of contact for all stakeholders.

The ideal candidate will bring a strong understanding of the advisor and client experience, along with proven leadership skills. This is an opportunity for someone who enjoys developing and mentoring a team, improving processes, and creating a high-quality client experience while also helping build and scale the firm’s operations as it grows.

We are seeking a seasoned professional who is responsive, detail-oriented, and genuinely enjoys building and maintaining strong client relationships in a fast-paced, service-driven setting.

Strong people leader who has experience managing, mentoring, and developing a client service and/or operations team.
Wealth management experience with a strong understanding of the client and advisor experience and how the pieces of a wealth management practice fit together.
Hands-on operator who is comfortable overseeing day-to-day workflows, account openings, transfers, asset movement, account maintenance, and client service.
Client-focused leader who understands the importance of delivering a consistent, high-quality client experience and can step in to resolve escalated issues when needed.
Process-oriented and organized with a strong attention to detail, documentation, accountability, and follow-through.
Collaborative partner who can work effectively with advisors, custodians, compliance, and firm leadership.
Technology-minded and process-driven, with the ability to identify opportunities to improve efficiency through better systems, workflows, and technology.
Coach and team builder who enjoys developing people, delegating effectively, and creating accountability while maintaining a positive team environment.
Entrepreneurial mindset and the ability to think beyond the day-to-day operations to help build and scale the firm as it grows.

Qualifications

Bachelor’s degree from an accredited institution
Minimum of 5 years of experience within wealth management
Series 66 or Series 65 is required
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and relevant industry systems
Working knowledge of investments, insurance, and financial planning concepts
Ability to manage multiple priorities while maintaining a high standard of accuracy and client service in a fast-paced environment.

Benefits

Benefits include:

Health benefits
401K
PTO
Opportunities for professional development and career advancement

At Lotus Women’s Institute, we specialize in connecting talented professionals with firms that value expertise, dedication, and exceptional client service. Our mission is to help professionals find fulfilling roles where they can thrive and make a meaningful impact. We partner with leading firms across the industry to recruit at all career stages. Whether you’re new to the finance profession or a seasoned advisor seeking your next challenge, we’ll collaborate with you to find a role that aligns with your skills, aspirations, and professional goals.

Apply with a resume if you would like to explore more.

Job Type: Full-time

Pay: From $90,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Professional development assistance
Retirement plan

Education:

Bachelor's (Required)

Experience:

Client services: 5 years (Required)

License/Certification:

Series 7 (Preferred)
Series 6 (Preferred)
Series 65 (Preferred)
Series 66 (Preferred)

Ability to Commute:

Naperville, IL 60540 (Required)

Work Location: In person

Quick Apply

Refine Your Search

client services manager jobs in river forest il

Client Services Manager- Wealth Management/Finance

Property Manager – On -Site Multifamily (Hillside, IL)

Inside Sales/ Showroom Manager

Contracts & Compliance Manager

Customer Relationship Manager/Associate Agency Representative (Oak Brook, IL)

SAP - Production Planning - PP - QM - Senior Manager - Consulting - Location OP

Tax Provision Manager - Tax Accounting & Risk Advisory (TARAS) - GCR - various locations

Restoration Crew Chief

Acoustic Senior Design Consultant, Hybrid Role: Chicago, IL

SAP - Supply Chain Planning - IBP - PPDS - Manager - Consulting - Location OPEN

Senior Account Executive

Loss Control Consultant - Group Captives

Funds and Commercial Contracts Attorney

Manager of Outpatient Programs

Funds and Commercial Contracts Attorney – Independent Contractor

Licensed Clinical Social Worker (LCSW)

Commercial Property Manager

Dental Practice Manager

Therapist (LCPC, LCP, or LCSW)

Board-Certified Behavior Analyst (BCBA)

I want to receive the latest job alert for client services manager in river forest il

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