<p>We are looking for a Bilingual Customer Service Representative to support a non-profit organization serving members in Chicago, Illinois. This Long-term Contract position is ideal for someone who brings a calm, service-focused approach to high-volume phone support and enjoys helping people understand policies, required documentation, and next steps. The role requires strong attention to detail, reliable attendance, and confidence working across web-based systems and standard office applications.</p><p><br></p><p>Responsibilities:</p><p>• Respond to incoming member calls in a courteous, compassionate, and detail-focused manner while resolving questions efficiently.</p><p>• Record detailed and accurate notes during each interaction and enter member information into internal systems with a high level of precision.</p><p>• Explain program guidelines, coverage details, policies, and follow-up actions so members clearly understand what to expect.</p><p>• Guide callers on documentation requirements and practical steps needed to complete requests or move cases forward.</p><p>• Process service-related updates and order entry tasks while maintaining data accuracy and timely follow-through.</p><p>• Use tools such as SharePoint, web-based member platforms, and Microsoft Office applications to manage information and support daily operations.</p><p>• Handle both inbound and outbound communication as needed to provide updates, clarify information, and complete service requests.</p><p>• Contribute to additional customer support activities and administrative tasks assigned by leadership in support of team goals.</p>
<p><em>The salary range for this position is $85,000-$90,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p> </p><p>You know what’s awesome? A high-paying job that respects your work-life balance. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. </p><p><em> </em></p><p><strong>Job Description:</strong></p><p>We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Client onboarding, including preparation of new account paperwork and client information-gathering</li><li>Account maintenance, including any account registration and account profile changes</li><li>Asset movement processing, including journals, wire transfers and EFTs</li><li>Assist with quarterly billing and performance reporting</li><li>Client issue resolution</li><li>Gathering tax information for clients and assisting with tax reporting</li><li>Relationship management, including regular client contact</li><li>General administrative functions, including but not limited to:</li><li>Maintaining information in the Client Relationship Management System</li><li>Exception report review</li><li>Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.</li><li>Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries</li><li>Trade execution and trade error resolution, as may be applicable and required</li></ul><p><em> </em></p>