Top 3648 Financial representative Jobs in Willowbrook, Il

IPC - Investor Services Associate
The Inland Real Estate Group of Companies —Oak Brook, IL
- $60,000 - $70,000 a year
- Full-time
- Pass drug screening
- Research
- Mid-level
- Paid parental leave
- Paid holidays
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8d
Financial Advisor
Edward Jones —Hinsdale, IL
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Naperville, IL
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Member Service Representative
GreenState Credit Union —Westmont, IL
- $19.47 - $22.76 an hour
- Part-time
- Word processing
- High school diploma or GED
- Entry level
Financial Representative
LPL Financial —Oak Brook, IL
- $74,250 - $123,750 a year
- Full-time
- Research
- Mid-level
- Bachelor's degree
- Health insurance
- Paid time off
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8d
MEMBER SERVICE REPRESENTATIVE
Midwest Operating Engineers Fringe Benefit Fund —Countryside, IL
- $31.15 an hour
- Overtime
- Mid-level
- 3 years
- High school diploma or GED
Quick Apply
8d
Financial Advisor - Upper Midwest Advisor Group - HM
Thrivent —Chicago, IL
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Chicago Metropolitan Area
Thrivent —Chicago, IL
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor North Chicago and Surrounding Areas
Thrivent —Chicago, IL
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
1d
Financial Advisor - Champaign, IL
Thrivent —Chicago, IL
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Chicago Metropolitan Area
Thrivent —Oak Park, IL
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Glen Ellyn & Surrounding Areas
Thrivent —Lombard, IL
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
1d
Financial Advisor - Glen Ellyn & Surrounding Areas
Thrivent —Glen Ellyn, IL
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
1d
Outside Pre-Sales Representative
Legacy Restoration LLC —Lombard, IL
- From $46,800 a year
- Full-time
- Clean driving record
- Ability to walk for extended periods
- Residential
- Health savings account
- Health insurance
Quick Apply
Financial Advisor - Glen Ellyn & Surrounding Areas
Thrivent —Wheaton, IL
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
1d
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
Financial Advisor - Chicago Metropolitan Area
Thrivent —Glenview, IL
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisors - Oakbrook/Downers Grove/Surrounding Areas
Thrivent —Oak Brook, IL
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
1d
Entry Level Sales Representative
Ion Solar —Aurora, IL
- $75,000 - $112,000 a year
- Full-time
- Driver's License
- Military encouraged
- In-person
- Paid training
Quick Apply
Financial Advisor - Chicago Metropolitan Area
Thrivent —Winnetka, IL
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply

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financial representative jobs near willowbrook, il

IPC - Investor Services Associate

The Inland Real Estate Group of Companies -
Oak Brook, IL

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Job Details

Full-time
$60,000 - $70,000 a year
8 days ago

Benefits

Paid parental leave
Paid holidays
Disability insurance
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Life insurance

Qualifications

Typing
Quality data entry
Customer data entry

Full Job Description

Investor Services Associate
Position Summary
The Investor Services Associate plays a key role in supporting the full investor lifecycle by coordinating investor transactions, maintaining investor records, assisting with investor communications, and supporting investor-facing technology platforms. This position works closely with internal teams and external service providers to help ensure accurate transaction processing, data integrity, timely communication, and a consistent investor experience.
The ideal candidate is detail-oriented, service-focused, and eager to build a career in investor services, financial services, real estate, or investment operations. This role offers exposure to a variety of investor processes and provides opportunities to contribute to operational excellence, process improvements, and scalable service delivery.

Responsibilities

Support the review, coordination, and processing of investor transactions, including subscriptions, transfers, distributions, replacement payments, and related reconciliations and reporting.
Analyze and maintain investor records to ensure completeness, accuracy, and consistency across supporting documentation, internal procedures, investor portals, and third-party systems.
Monitor wire transfers, payments, and related transaction activity; research discrepancies and coordinate timely resolution with internal teams and external service providers.
Coordinate investor communications, including statements, confirmations, notices, and account updates, while supporting the maintenance of investor portals and document repositories.
Partner with third-party providers, including fund administrators, custodians, and transfer agents, to support transaction processing, reporting, issue resolution, and investor data integrity.
Deliver professional support to investors, financial professionals, and custodians by responding to inquiries, investigating account issues, providing status updates, and helping facilitate timely resolutions.
Collaborate with internal departments, including Fund Accounting, Investor Relations, Compliance, and Asset Management, to support ownership changes, account updates, refinances, investor documentation, and other investor-related activities.
Assist with investor portal administration, including user access, navigation support, troubleshooting, and issue resolution to ensure a positive investor experience.
Support system enhancements, data quality initiatives, process documentation, and reporting activities designed to improve operational efficiency and scalability.
Maintain the highest standards of personal and professional integrity while adhering to company policies, applicable laws, regulations, and industry requirements.
Perform additional duties and special projects as assigned.

Qualifications
Education

Bachelor’s degree in Business, Finance, Accounting, Real Estate, or a related field from an accredited four-year college or university; or an equivalent combination of professional knowledge and relevant work experience.

Experience

0–3 years of related professional experience.
Experience in investor services, financial services, real estate, investment operations, fund administration, mortgage services, accounting, or client service operations is preferred.
Internship, administrative, processing, or operations experience within a professional office environment will also be considered.

Certifications/Licenses

No certifications or licenses are required for this position.

Skills

Strong attention to detail with the ability to review information for accuracy, completeness, and consistency.
Excellent organizational and time-management skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Superior communication and client service skills, with the ability to interact professionally with investors, financial professionals, custodians, third-party providers, and internal business partners.
Intermediate proficiency with Microsoft Office Suite, Adobe Acrobat, investor portals, and related business applications.
Ability to research routine account and transaction issues, identify discrepancies, and coordinate appropriate follow-up in accordance with established procedures.
Capable of working independently while collaborating effectively within a team environment.
Ability to apply established policies, procedures, and business practices to support accurate and consistent outcomes.
Strong keyboarding and data-entry skills required.

What You'll Bring

A commitment to delivering exceptional investor service and fostering positive relationships.
A proactive, solutions-oriented approach to problem-solving and issue resolution.
A strong sense of accountability and ownership when managing investor-related processes and transactions.
The ability to thrive in a collaborative environment while maintaining accuracy and attention to detail.

This role offers the opportunity to develop and expand expertise in investor services, fund operations, financial services, and real estate investment management. The ideal candidate brings a strong understanding of financial concepts and terminology, exceptional attention to detail, and a desire to contribute as a valued member of a collaborative, service-focused team.

Annual Base Salary Range: $60,000.00 to $70,000.00.

Inland offers a competitive range of benefits for eligible Full-time employees:

Medical/Dental/Vision insurance (PPO)
Participation in the company 401(k) plan with a company match
Vacation Time, Nine Paid Holidays, Three floating holidays per year
Sick time
Tuition reimbursement opportunity
Company-paid life insurance equaling your annual base salary
Company-paid short-term and long-term disability
Paid Parental Leave

This position is eligible as an internal promotion opportunity.

To learn more about the Benefits Inland offers its employees please click the link to learn more.

We are a drug-free workplace. Pre-employment background checks and drug screening is performed on all new hires, in accordance with applicable laws and regulations.

We are an Equal Opportunity Employer. We consider applicants for all positions without regard to race, color, religion, sex, national origin, age, sexual orientation, familial, marital or veteran status, disability, or any other legally protected classes.

We are an E-Verify employer. Please click the following link to learn more.

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Refine Your Search

financial representative jobs in willowbrook, il

IPC - Investor Services Associate

Financial Advisor

Financial Advisor

Member Service Representative

Financial Representative

MEMBER SERVICE REPRESENTATIVE

Financial Advisor - Upper Midwest Advisor Group - HM

Financial Advisor - Chicago Metropolitan Area

Financial Advisor North Chicago and Surrounding Areas

Financial Advisor - Champaign, IL

Financial Advisor - Chicago Metropolitan Area

Financial Advisor - Glen Ellyn & Surrounding Areas

Financial Advisor - Glen Ellyn & Surrounding Areas

Outside Pre-Sales Representative

Financial Advisor - Glen Ellyn & Surrounding Areas

Inside Sales Representative (Korean Bilingual)

Financial Advisor - Chicago Metropolitan Area

Financial Advisors - Oakbrook/Downers Grove/Surrounding Areas

Entry Level Sales Representative

Financial Advisor - Chicago Metropolitan Area

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