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Customer success manager • elgin il

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Customer Support Account Manager

Customer Support Account Manager

World Insurance Associates, LLC.Barrington, IL, US
[job_card.full_time]
The Account Manager is responsible for providing general office support and a variety of client support and other related tasks. The Account Manager will be responsible for collecting, organizing, a...[show_more][last_updated.last_updated_30]
Manager - Business Development (Contract / Customer Success Management)

Manager - Business Development (Contract / Customer Success Management)

WescoCarol Stream, IL, United States
[job_card.full_time]
We’re seeking a dynamic Business Development Manager who thrives at the intersection of contract negotiation and customer success. In this role, you'll drive strategic partnerships, ensure the succe...[show_more][last_updated.last_updated_30]
CRSS Success Program Facilitator

CRSS Success Program Facilitator

Envision UnlimitedCarol Stream, IL, United States
[job_card.full_time]
Founded in 1948, Envision Unlimited provides a full spectrum of care for individuals with disabilities of all ages.We are dedicated to serving everyone, regardless of race, gender, religion, or abi...[show_more][last_updated.last_updated_1_day]
  • [promoted]
Customer Service - Self Storage Manager

Customer Service - Self Storage Manager

Illinois StaffingCarol Stream, IL, US
[job_card.full_time]
Public Storage Job Opportunity.Public Storage is the self-storage industry leader and we are hiring now! Earn $17.Our benefits total rewards package available to our team includes : .Flexible and ful...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Customer Service Associate

Customer Service Associate

WalgreensCarpentersville, IL, US
[job_card.full_time]
Models and delivers a distinctive and delightful customer experience.Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.Eng...[show_more][last_updated.last_updated_30]
Customer Service Representative

Customer Service Representative

AmazonDundee, IL, USA
[job_card.full_time]
Join Amazon's customer service team and help us provide world-class support to our customers.As a Customer Service Representative, you will answer customer inquiries, resolve issues, and ensure cus...[show_more][last_updated.last_updated_30]
F / T Customer Experience Manager

F / T Customer Experience Manager

MichaelsBloomingdale, 402 W Army Trail Dr
[job_card.full_time]
Store - CHI-BLOOMINGDALE, ILQue ferez-vous?.Offrir une expérience de magasinage centrée sur la clientèle en gérant et en. Diriger les processus omnicanaux.Maintenir les normes de rangement du magasi...[show_more][last_updated.last_updated_30]
Customer Service Manager - State Farm Agent Team Member

Customer Service Manager - State Farm Agent Team Member

Kevin Navarro - State Farm AgentStreamwood, IL, US
[job_card.full_time]
As a Customer Service Manager - State Farm Agent Team Member with Kevin Navarro - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a suc...[show_more][last_updated.last_updated_30]
  • [promoted]
Customer Specialist

Customer Specialist

CarMaxAlgonquin, IL, US
[job_card.full_time]
As a Customer Specialist, you will be empowered to provide an iconic experience for our Customers by acting as a guide and offering support during every step of their CarMax journey, reinforcing ou...[show_more][last_updated.last_updated_30]
Customer Service Associate

Customer Service Associate

Raising Cane'sAlgonquin, IL, United States
[job_card.full_time]
Randall Rd [Restaurant Associate / Team Member] As a Customer Service Associate at Raising Cane's, you'll : Provide a positive Customer experience, including ensuring all food orders are prepared to...[show_more][last_updated.last_updated_variable_days]
Customer Success Rep I-Bilingual Spanish / English

Customer Success Rep I-Bilingual Spanish / English

4overElgin, IL, US
[job_card.full_time]
At 4over, we are committed to building a diverse and inclusive workplace welcoming to people of all backgrounds.Providing our employees with job training and opportunities for growth, development, ...[show_more][last_updated.last_updated_variable_days]
Customer Service Self Storage Manager

Customer Service Self Storage Manager

Public StorageCarol Stream, Illinois, USA
[job_card.full_time]
Our Property Managers get to work independently at multiple locations; spending time both inside and outside.We assess customer storage needs and make suggestions including selling packing and movi...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Customer Service

Customer Service

LowesCarpentersville, IL, United States
[job_card.full_time]
Job Title : Customer Service Representative.As a Customer Service Representative at Lowe’s, you will be responsible for providing exceptional customer service by assisting customers with inquiries, ...[show_more][last_updated.last_updated_30]
  • [promoted]
Server – Customer Service

Server – Customer Service

Buffalo Wild WingsHoffman Estates, IL, US
[job_card.part_time]
In most jobs, everyone doesnt spontaneously erupt into applause and start raining down high-fives.At Buffalo Wild Wings, thats just a Thursday night. This is the place to start the next phase of you...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Customer Support Account Manager

Customer Support Account Manager

World InsuranceBarrington, IL, US
[job_card.full_time]
The Account Manager is responsible for providing general office support and a variety of client support and other related tasks. The Account Manager will be responsible for collecting, organizing, a...[show_more][last_updated.last_updated_30]
Customer Support Account Manager

Customer Support Account Manager

World Insurance Associates LLCBarrington, IL
[job_card.full_time]
The Account Manager is responsible for providing general office support and a variety of client support and other related tasks. The Account Manager will be responsible for collecting, organizing, a...[show_more][last_updated.last_updated_30]
Customer Service Representative

Customer Service Representative

Family DollarHanover Park, IL, USA
[job_card.full_time]
Join the Family Dollar team as a Customer Service Representative and provide friendly and helpful service to our customers. As a CSR, you will handle transactions, answer customer questions, and ens...[show_more][last_updated.last_updated_30]
Customer Success Manager

Customer Success Manager

VirtualVocationsElgin, Illinois, United States
[job_card.full_time]
A company is looking for a Customer Success Manager to manage key customer accounts and drive product adoption.Key Responsibilities : Serve as the primary point of contact for customer accounts, e...[show_more][last_updated.last_updated_30]
  • [promoted]
Import / Export Freight Forwarding & Customer Success Specialist

Import / Export Freight Forwarding & Customer Success Specialist

Brilliant Group, Inc.Algonquin, IL, US
[job_card.full_time]
Are you a freight forwarding expert who thrives in a dynamic environment, dealing with customers, vendors, and the movement of goods? Do you have what it takes to handle detail-oriented work, seein...[show_more][last_updated.last_updated_variable_days]
Customer Support Account Manager

Customer Support Account Manager

World Insurance Associates, LLC.Barrington, IL, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

Position Overview

The Account Manager is responsible for providing general office support and a variety of client support and other related tasks. The Account Manager will be responsible for collecting, organizing, and analyzing client data as well as other administrative and support functions such as scheduling client appointments, greeting clients, answering incoming calls, receiving and processing investment checks, scanning and maintaining client information in CRM and completing applications and forms.

Primary Responsibilities

The Account Manager can expect to focus their work in the following areas :

  • Client Communication

Greet clients and guests in a professional, friendly and hospitable manner

  • Answer telephones and direct callers to appropriate member of the firm
  • Respond to client emails in a professional manner
  • Attend client meetings in a technical, supporting, and learning role
  • Client relationship development, including ongoing and regular client contact and communications
  • Client Preparation

    • Client support including performing a wide range of activities, such as data gathering and analysis, development of recommendations, implementation, and ongoing portfolio management – within a financial planning context.

  • Assist advisors and clients in completing application, enrollment and other forms as needed
  • Client service, including planning updates, portfolio changes and reviews, information data gathering, portfolio returns, and new opportunity identification
  • Data gathering from clients for initial meeting, engagement meeting and ongoing management meetings. Prepare necessary documentation and agendas one week in advance of appointments.
  • Manage the follow-up process including action items, next contact date, follow up letter, update and maintain CRM.
  • Prepare and mail forms and applications to clients as needed
  • Forward investment checks and enrollment / application forms to necessary broker
  • Administrative Tasks

    • Daily Downloads (Pershing, DST Fan Mail)

  • Review alerts from custodians
  • May buy and sell investments for clients at the advisor’s discretion
  • Maintain electronic filing system, clear folders at the COB each day
  • Administer and coordinate client billing process
  • Consistently review accounts for compliance requirements
  • Schedule client meetings with appropriate advisor
  • Coordinate the pick-up and delivery of express mail services (UPS, Fed Ex)
  • Scanning, filing, faxing and collating
  • Place appropriate postage on outgoing mail and send via appropriate boxes
  • Other

    • Open and close the office (locking doors, turning off lights)

  • Maintain kitchen area, stock refreshments and refrigerator
  • Attend team meetings, Investment Committee Meetings and other meetings as necessary
  • In addition to participation in the Financial Planning and Investment Committee meetings the CRA may participate in developing investment and financial planning strategies for the committees
  • Complete special projects as needed

    • Required Qualifications

  • Self-confidence, personal integrity and an understanding of fiduciary responsibility
  • A team player, with strong leadership skills and ability to multi-task and manage time effectively
  • Ability to think through issues and problems from the client's perspective and offer solutions, willing to take responsibility for task completion, and seeks out ways to improve processes
  • 2 years of relevant service-oriented experience and / or training, or equivalent combination of education and experience
  • Ability to work independently on assigned tasks as well as to accept direction on given assignments
  • Excellent verbal and written communication skills, and exceptional interpersonal communication skills
  • Sound organizational skills and strong personal computer skills (MS Office Suite)

    • Compensation

    Pay / benefits are competitive based on industry standards.

  • Salary will be based on experience and industry benchmarks.
  • Eligibility for Individual Performance as well as Firm-wide Incentive Bonuses

    • Perks & Benefits

  • 401(k) with Employer Match
  • Health Insurance (with HSA option)
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Paid Time Off Policy
  • Flexible Spending Account (FSA)
  • Healthy Work / Life Balance
  • Maternity / Paternity Leave Policy

    • About World Investment Advisors

    World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier independent retirement plan and investment advisory services to employers, executives, and individual investors. Collectively, WIA supports $76B assets1 across 65 offices and 310 team members.

    Stimulating Environment

    At World Investment Advisors we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.

    Team-Oriented

    Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.

    Why World Investment Advisors?

  • Great company culture with an awesome team-oriented atmosphere!
  • Professional growth opportunities
  • Friendly and collaborative work environment

    • World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Pensionmark is committed to equality and deeply believes in diversity, sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.

    #LI-GP1

    #LI-Hybrid

    1As of 12 / 31 / 2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.

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