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105 results for Customer Service Manager in Skokie, IL

Sales Support Analyst
  • Rosemont, IL
  • onsite
  • Permanent
  • 60000.00 - 70000.00 USD / Yearly
  • <p>Our client, a supplier in the U.S. is looking for a detail-oriented and motivated Sales Support Analyst to provide essential support to their sales and supply chain operations in Rosemont, Illinois. In this role, you will collaborate with cross-functional teams to contribute to efficient supply planning, data analysis, and customer service enhancements. This is an exciting opportunity to work in a dynamic environment where your analytical skills and organizational abilities will play a key role in driving operational success. This position is 100% on-site and offers a salary range, based on experience, of $60,000-$70,000 annually plus benefits.</p><p><br></p><p>Responsibilities:</p><p>• Plan and coordinate supply and order mapping to ensure efficient distribution.</p><p>• Design and maintain insightful reports to track customer ordering patterns and trends.</p><p>• Collaborate with sales, supply chain, and customer service teams to enhance communication and operational alignment.</p><p>• Develop and manage dashboards to support sales, operations, and supply chain decision-making.</p><p>• Actively participate in weekly meetings to discuss ongoing projects and address challenges.</p><p>• Analyze data to identify trends and provide actionable insights for improving processes.</p><p>• Support the development of key performance indicators (KPIs) and monitor progress.</p><p>• Assist with additional tasks and responsibilities as assigned to support team objectives.</p>
  • 2025-09-16T12:34:39Z
Supply Chain Specialist
  • Rosemont, IL
  • onsite
  • Permanent
  • 70000.00 - 80000.00 USD / Yearly
  • <p>We are looking for a dedicated Supply Chain Specialist to manage and grow relationships with key clients in the food manufacturing industry. Based near Rosemont, IL this role involves working closely with customers across the foodservice and retail sectors to ensure satisfaction and drive revenue growth. If you have a strong background in customer service and supply chain management, we encourage you to apply. This position is 100% on-site. This position requires travel to client, tradeshows and conferences.</p><p><br></p><p>Responsibilities:</p><p>• Oversee a portfolio of national accounts, ensuring client needs are met and relationships are strengthened.</p><p>• Build and nurture strong partnerships with customers in both foodservice and retail markets.</p><p>• Identify opportunities for growth within accounts and negotiate favorable terms to increase revenue.</p><p>• Analyze market trends and commodity prices to guide strategic pricing and contract decisions.</p><p>• Collaborate with internal teams to ensure smooth supply chain operations and resolve any logistical challenges.</p><p>• Address customer inquiries promptly through email and phone, providing effective solutions and support.</p><p>• Maintain accurate records of customer contracts, quotes, and invoices to ensure seamless account management.</p><p>• Lead regular meetings with clients to discuss performance metrics and address any concerns.</p><p>• Proactively implement strategies to enhance customer retention and satisfaction.</p>
  • 2025-09-25T21:04:31Z
Customer Experience Specialist
  • Elmhurst, IL
  • onsite
  • Temporary
  • 22.80 - 26.40 USD / Hourly
  • <p>We are looking for a dedicated Customer Experience Specialist to support inside sales activities within the transportation equipment manufacturing industry. This contract position is based in Elmhurst, Illinois, and involves managing customer inquiries, preparing quotations, and processing orders to ensure seamless customer service. The ideal candidate will excel at fostering strong relationships and maintaining organized workflows.</p><p><br></p><p>Responsibilities:</p><p>• Prepare accurate price quotations for both prospective and current customers.</p><p>• Process and enter customer orders into the enterprise resource planning system, ensuring all necessary documentation is attached.</p><p>• Address customer inquiries regarding pricing, orders, shipments, deliveries, and invoices in a timely and detail-oriented manner.</p><p>• Serve as a liaison between customers and internal departments, promoting effective communication and collaboration.</p><p>• Maintain and update customer information in the system, including filing and organizing sales order documents.</p><p>• Represent the company at industry meetings and trade association events when required.</p><p>• Assist with accounts receivable collections by following up with customers as needed.</p><p>• Identify and report market opportunities, as well as flag potential challenges that could impact operations.</p><p>• Handle incoming calls, directing them to the appropriate team or individual for resolution.</p><p><br></p><p>The salary range for this position is $22/hr to $24/hr. Benefits available to contract/temporary professionals, include medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <u>roberthalf.gobenefits.net</u> for more information.</p>
  • 2025-09-24T13:43:55Z
Accountant
  • Chicago, IL
  • onsite
  • Permanent
  • 100000.00 - 110000.00 USD / Yearly
  • <p><em>The salary range for this position is $100,000-$110,000 plus bonus 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><br></p><p>Join the wave of young finance professionals who are swapping their mundane 9-5s for fresh opportunities with Chicago’s top companies.</p><p><br></p><p>The focus of this position will be on the delivery of financial services to a set of individual clients through accounting, operational activities, and reporting.</p><p><br></p><p><strong>Job Description: </strong></p><ul><li>Manage the personal accounting for a variety of the company’s clients, both individuals and trusts. This includes preparing journal entries and finalizing personal financial statements on a monthly basis. This also includes completing a quarterly reporting package with detailed financial analyses, for example, budget vs. actual spending summaries.</li><li>Within twelve months, recommend a new personal financial report, analysis, or graphic to be included with the quarterly reporting package for the individual or trust clients which you manage.</li><li>Manage the annual financial reporting, administration of grants, and recording of documentation for a private foundation. This includes preparation of federal and state tax filings and calculation of the required minimum charitable distributions.</li><li>Within six months, assume responsibility for the company’s cash management activities. This includes initiating weekly cash transfers on behalf of our business entities and individual clients, reviewing individual investor accounts for liquidity limitations, and coordinating monthly income distributions to individual clients.</li><li>Gather and organize all annual tax information necessary for the preparation of income tax filings for our clients.</li><li>Calculate quarterly estimated tax payments for individuals and trusts.</li><li>Prepare annual extension estimates of taxable income from underlying investments.</li><li>Participate in recurring calls with external service providers (public accounting firms).</li><li>Manage the tax compliance calendar and track the ongoing progress of annual tax returns for all entities.</li><li>Prepare tax returns to be reviewed and signed by the CFO (Individual x1, Trust x1, and a Private Foundation x1). Review tax returns prepared by external service providers (Corporations x2, Partnership x8, Individuals x4, and Trusts x27).</li><li>Work closely with CFO and President in any tax planning/modeling on behalf of our clients (e.g., estate planning, charitable tax planning, etc.)</li><li>Coordinate real estate tax payments, required annual state filings for LLCs, and draft responses to federal and state income tax notices, as needed.</li><li>Within six months, manage the annual calculation of after-tax investment returns for each of our underlying partnership investments (excluding private equity).</li><li>Complete a variety of ad hoc projects working directly with the company’s President, CFO, Client Service Manager, or other team members on an as needed basis. This might include projects related to Corporate and Partnership Accounting, Private Equity & Compliance, Payroll, Administration, Debt and Liquidity Planning, or other analyses requested by the company’s clients.</li></ul>
  • 2025-09-10T19:34:13Z
Customer Service Representative
  • Rosemont, IL
  • onsite
  • Contract / Temporary to Hire
  • 21.85 - 25.30 USD / Hourly
  • We are looking for a Customer Service Representative to join our team in Rosemont, Illinois. In this Contract-to-permanent position, you will play a key role in providing exceptional support to customers, ensuring their needs are met throughout the order lifecycle. This opportunity is ideal for individuals who excel in communication, problem-solving, and delivering outstanding service.<br><br>Responsibilities:<br>• Respond to and direct incoming customer inquiries with professionalism and efficiency.<br>• Accurately input customer orders, ensuring details such as product specifications and pricing are correct.<br>• Track and monitor order progress, providing timely updates to customers as needed.<br>• Address and resolve customer concerns related to order processing, ensuring satisfaction.<br>• Collaborate with internal teams to troubleshoot and resolve issues during the fulfillment process.<br>• Investigate and correct discrepancies in orders to maintain accuracy.<br>• Communicate with customers to update them on issue resolution and order status.<br>• Document recurring issues and suggest improvements to enhance processes.<br>• Deliver exceptional customer service throughout the entire order lifecycle, including the resolution of any challenges.
  • 2025-09-30T13:23:44Z
Bilingual Spanish/English-Customer Service-Worksite Repre...
  • Chicago, IL
  • onsite
  • Temporary
  • 19.00 - 20.55 USD / Hourly
  • We are looking for a dedicated and bilingual Spanish/English Customer Service Worksite Representative to join our dynamic team in Chicago, Illinois. This is a long-term contract position requiring strong communication skills and the ability to provide exceptional service to policyholders. As part of a growing organization with over 100 years of success in the insurance industry, you will play a vital role in ensuring customer satisfaction and operational efficiency.<br><br>Responsibilities:<br>• Assist policyholders by providing accurate information about insurance products and policy statuses.<br>• Respond to inquiries regarding claims services and intake-related issues with professionalism and empathy.<br>• Perform basic technical troubleshooting to support customers with self-service tools.<br>• Facilitate transfers to the sales team to drive revenue growth.<br>• Handle claim intake processes effectively and in accordance with company standards.<br>• Consistently meet or exceed departmental performance metrics, including quality, average handle time, and other KPIs.<br>• Participate in training and mentorship programs to support representatives in entry-level roles.<br>• Collaborate with leadership to identify and support process improvements.<br>• Represent the organization's values, such as empathy, problem-solving, and ownership, during customer interactions.<br>• Adapt to various shifts within operational hours as required.
  • 2025-09-04T21:34:44Z
Spanish Bilingual Customer Service Representative
  • Chicago, IL
  • onsite
  • Temporary
  • 20.00 - 24.00 USD / Hourly
  • We are looking for a dedicated and empathetic Customer Service Representative to join our team on a long-term contract basis. Based in Chicago, Illinois, this position involves providing exceptional support to members and ensuring their inquiries are resolved efficiently. As part of a non-profit organization, you will play a vital role in delivering service excellence while utilizing your expertise in call center operations.<br><br>Responsibilities:<br>• Respond to inbound calls with professionalism and empathy, addressing member inquiries effectively.<br>• Accurately document call details and input data into the system using web-based tools.<br>• Provide members with clear information regarding policies, procedures, and next steps.<br>• Offer guidance on best practices and required documentation to support member needs.<br>• Utilize software such as SharePoint and Microsoft Office Suite to manage and organize member data.<br>• Collaborate with team members to ensure seamless communication and resolution of member issues.<br>• Maintain high standards of attendance, professionalism, and attention to detail.<br>• Adhere to organizational policies and procedures while delivering exceptional customer service.<br>• Complete all onboarding requirements as part of the hiring process.<br>• Perform other duties as assigned to support the team and organization.
  • 2025-09-04T16:04:24Z
Office Manager
  • Villa Park, IL
  • onsite
  • Contract / Temporary to Hire
  • 18.05 - 21.00 USD / Hourly
  • <p>Our client is looking for a dedicated and detail-oriented Office Manager to oversee daily administrative operations in Villa Park, Illinois. This position offers a contract-to-permanent opportunity with the potential for long-term growth. The ideal candidate will excel at managing office tasks, providing exceptional customer service, and handling financial transactions with accuracy and integrity. This is a part time position. Hours are Monday and Friday from 12-7PM and Saturday and Sunday from 10AM-6PM. Weekend hours are mandatory. </p><p><br></p><p>Responsibilities:</p><p>• Deliver outstanding customer service by assisting merchants and vendors with inquiries and resolving issues promptly.</p><p>• Process rent payments from merchants using credit cards, Zelle, and cash, ensuring all transactions are accurately recorded.</p><p>• Maintain and update spreadsheets and lists by performing precise data entry tasks.</p><p>• Organize and manage office supplies, as well as sort and distribute mail efficiently.</p><p>• Assist management with event planning, billing operations, and document preparation.</p><p>• Monitor and document weekend bar sales to ensure accurate financial tracking.</p><p>• Support the office staff by handling clerical tasks and ensuring smooth day-to-day operations</p>
  • 2025-10-07T17:53:46Z
Service Specialist
  • Chicago, IL
  • onsite
  • Temporary
  • 19.00 - 21.00 USD / Hourly
  • We are looking for an experienced Service Specialist to join our team in Chicago, Illinois. This long-term contract position involves providing comprehensive post-implementation support to clients, ensuring their needs are addressed efficiently and improving overall satisfaction. The ideal candidate will excel at building strong relationships with stakeholders, managing administrative tasks, and delivering exceptional service.<br><br>Responsibilities:<br>• Offer prompt and detail-oriented support to clients, addressing inquiries and resolving issues to enhance client satisfaction.<br>• Maintain accurate and up-to-date customer records by updating administrative systems and documenting policyholder interactions.<br>• Develop trust-based relationships with internal teams, employer groups, and external stakeholders to foster collaboration.<br>• Execute administrative tasks effectively, including premium billing and account updates, ensuring compliance with company policies.<br>• Meet or exceed departmental standards for quality, customer satisfaction, and key performance indicators (KPIs).<br>• Identify and address issues proactively, implementing remediation strategies and escalating concerns when necessary.<br>• Utilize critical thinking and problem-solving skills to manage diverse client needs and deliver tailored solutions.<br>• Collaborate with cross-functional teams to ensure seamless service delivery and support sales efforts.<br>• Apply project management principles to organize and prioritize work across multiple functions.<br>• Perform additional duties as assigned to support organizational goals.
  • 2025-09-06T22:34:04Z
Accounting Manager
  • Chicago, IL
  • onsite
  • Permanent
  • 120000.00 - 140000.00 USD / Yearly
  • <p><em>The salary range for this position is $120,000 - $140,000 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><br></p><p>You know what’s awesome? PTO. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your PTO. 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><br></p><p><strong>Job Description:</strong></p><p>• Collaborates and shares responsibility for the monthly close process to prepare, or review, financial statements, which encompasses maintaining all accounting records, designing, executing financial controls, and preparing financial reports for management.</p><p>• Analytically reviews monthly reported results against previous periods, plan and forecast to identify unusual activity and/or transactions.</p><p>• Preparation of capital call and distribution calculations and related notices to investors</p><p>• Journal entries to record capital contributions and distributions</p><p>• Oversee the monitoring of investment-in and capital balances, including investor statements and internal rate of return calculations</p><p>• Respond to ad hoc investor requests</p><p>• Prepare wire and ACH payment requests</p><p>• Assist with the development of the investor portal and ongoing monitoring of documents and communications.</p><p>• Supervision of new entity setup and new joint ventures ensuring all Owner/Entity requirements are documented and met.</p><p>• Support the external auditors and tax preparers to assist in their completion of an efficient audit and tax returns of the entities</p><p>• Review of tax returns</p><p>• Oversee the 1099 process and work with external tax preparers to assist in their completion of forms</p><p>• Provides overall support by investigating accounting questions, issues, and judgments and by partnering with team members from other business units to assist with accounting questions.</p><p>• Provide leadership in knowledge, training, and utilization of assigned accounting and investor software.</p>
  • 2025-09-08T17:44:21Z
Property Accounting Manager
  • Chicago, IL
  • onsite
  • Permanent
  • 120000.00 - 140000.00 USD / Yearly
  • <p><em>The salary range for this position is $120,000-$140,000 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><br></p><p>The two biggest things on people’s minds right now: ‘Street Festival season is here!’ and ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly.  </p><p><br></p><p><strong>Job Description:</strong> </p><ol><li>Main contact for the company who are responsible for the accounting of stabilized properties</li><li>Reviews all the company's deliverables and communicates any applicable adjustments, process changes, and/or improvements</li><li>Responsible for coordination of uploading business plan budgets into Yardi Voyager</li><li>Reviews lease agreements and ensures applicable information is accurately uploaded</li><li>Prepares cash distributions for operating properties not outsourced to the company.</li><li>Reviews quarterly/annual common area expense reconciliations</li><li>Primary liaison with Asset Management team to assist with needs related to new tenants and 3rd party property managers</li><li>Prepares and distributes debt refinancing analysis on an as needed basis</li><li>Responsible for lender reporting in collaboration with Capital Markets team</li></ol><p><br></p>
  • 2025-09-08T17:48:43Z
Sr. Accountant
  • Plainfield, IL
  • onsite
  • Permanent
  • 75000.00 - 80000.00 USD / Yearly
  • <p><em>The salary range for this position is $75,000-$80,000 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><br></p><p>Spring will be here before you know it! Want to be with a company that will ensure you get to enjoy the warm weather when it gets here? You don't have to be a 'people person' to want to work for a company that prioritize cultivating a healthy work environment for their employees while emphasizing the importance of a work-life balance. </p><p><br></p><p><strong>Position</strong></p><p>This role reports into the Finance Manager and is responsible for providing lead accounting support for our accounting function. This position contributes to our financial health through responsibilities that include: lead for new contract setup; accounts receivable lead for the company, and accounting system and work process training for the accounting and payroll team. </p><p><br></p><p><strong>Responsibilities and core functional areas</strong></p><ul><li>New contract setup and maintenance in our accounting systems including dissemination of new contract info to the rest of the accounting team.</li><li>Responsibility for centralized system-wide accounts receivable, ensuring that invoicing and receivable functions are administered with best practices.</li><li>In collaboration with the accounting manager, provide budget system inputting and reporting, as well as updates as needed.</li><li>Liaison between internal program managers, billing departments and government contract managers. </li><li>Responsibility for accounting and reporting for joint venture and sub-contractor partnerships, ensuring that timely payable and receivable processes occur, in close cross-functional working relationship with the Finance Manager.</li><li>Prepare documents for auditing as needed. Identify and prevent gaps in processing using technology, team-based work processes and the use of reporting.</li><li>Provide excellent customer service and follow up, both internally to MEL and externally with our outside partners.</li><li>Using our financial systems, Excel and other accounting tools and software, analyze trends and create reports as needed.</li><li>Other projects as assigned.</li></ul><p><br></p>
  • 2025-09-10T19:34:13Z
Sr. AR Accountant
  • Plainfield, IL
  • onsite
  • Permanent
  • 75000.00 - 80000.00 USD / Yearly
  • <p><em>The salary range for this position is $75,000-$85,000 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><br></p><p><strong><u>Job Description </u></strong></p><p><br></p><p><strong>Position</strong></p><p>This role reports into the Finance Manager and is responsible for providing lead accounting support for our accounting function. <strong>This position contributes to our financial health through responsibilities that include: lead for new contract setup; accounts receivable lead for the company, and accounting system and work process training for the accounting and payroll team</strong>. This position will have a close working relationship with the accounting, payroll, and finance team members as well as leadership throughout the organization.</p><p> </p><p><strong>Responsibilities and core functional areas</strong></p><ul><li>New contract setup and maintenance in our accounting systems including dissemination of new contract info to the rest of the accounting team.</li><li>Responsibility for centralized system-wide accounts receivable, ensuring that invoicing and receivable functions are administered with best practices.</li><li>In collaboration with the accounting manager, provide budget system inputting and reporting, as well as updates as needed.</li><li>Liaison between internal program managers, billing departments and government contract managers.</li><li>Responsibility for accounting and reporting for joint venture and sub-contractor partnerships, ensuring that timely payable and receivable processes occur, in close cross-functional working relationship with the Finance Manager.</li><li>Prepare documents for auditing as needed. Identify and prevent gaps in processing using technology, team-based work processes and the use of reporting.</li><li>Provide excellent customer service and follow up, both internally to MEL and externally with our outside partners.</li><li>Using our financial systems, Excel and other accounting tools and software, analyze trends and create reports as needed.</li><li>Other projects as assigned.</li></ul><p><br></p>
  • 2025-09-23T14:58:43Z
Sr. Accountant
  • Chicago, IL
  • onsite
  • Permanent
  • 90000.00 - 110000.00 USD / Yearly
  • <p><em>The salary range for this position is $90,000-$110,000 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><br></p><p>Let’s get you into a job where you’re not under compensated for your hard work. How about one where the company values your time? A high-end firm that was just rated one of the top places to work in Chicago just created a new Senior Accountant position. Which may seem pretty standard…until you get to the best part: The perks.</p><p><br></p><p>1)          The pay rates are above what their top competitors pay their employees</p><p>2)          They have higher bonus structures</p><p>3)          There’s work from home flexibility and prioritization for employee work/life balance.</p><p>4)          The position is a fast-track career growth opportunity (as the company is expanding rapidly thru acquisitions)</p><p>5)          And more…</p><p><br></p><p><strong><u>Job Responsibilities</u></strong></p><ul><li>Participate in global and segment-level finance groups to complete project</li><li>Perform ad hoc value-added analyses, and provide forward-looking insight and decision support</li><li>Compile and analyze the monthly, quarterly and year-end consolidated reporting packages and supporting schedules for senior leadership</li><li>Review and consolidate monthly P& L variance commentary to provide enhanced management reporting that includes meaningful and actionable insights</li><li>Report on Key Performance Indicators (KPI’s) to measure progress of Company against stated short-term and long-term goals</li><li>Help establish a reporting rhythm with Segment leaders in an effort to strengthen our ability to track and monitor updates to quarterly performance expectations</li><li>Contribute to the preparation of presentation materials for the Board of Directors and executive leadership</li><li>Play a key role in the development of the quarterly Operating Reviews to Global CFO, including enhancement of reporting through development of metrics that will provide management with internal and external drivers impacting financial and operational performance</li><li>Participate in the development and distribution of best practices, process documentation, and user support materials for data management tools</li><li>Demonstrate high level of customer service with business leadership and finance team</li><li>Collaborate with team to share and improve technical skills</li></ul>
  • 2025-09-18T13:59:04Z
Operations Manager
  • Sugar Grove, IL
  • onsite
  • Permanent
  • 85000.00 - 85000.00 USD / Yearly
  • <p>Our client is looking for a dedicated Operations Manager to oversee the daily activities of their small distribution center in Sugar Grove, Illinois. This role is essential for ensuring efficient workflows, managing teams, and maintaining high standards in shipping, receiving, and customer service. As a key member of the team, you will collaborate closely with leadership while driving operational success and fostering a productive work environment. This position is 100% on-site and offers a salary of $85,000 + a full, generous benefits package.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily operations of the distribution center, ensuring smooth workflows and optimal efficiency.</p><p>• Supervise and provide guidance to a team of customer service representatives, warehouse staff, and managers.</p><p>• Oversee inbound and outbound shipments, ensuring timely delivery to customers across the nation.</p><p>• Implement strategies to improve warehouse processes, focusing on safety, cost-effectiveness, and performance.</p><p>• Monitor inventory levels to guarantee accurate receiving, storage, and dispatch of products.</p><p>• Facilitate communication between warehouse staff, customer service teams, and senior leadership to ensure alignment.</p><p>• Ensure compliance with company policies, safety standards, and regulatory requirements within the facility.</p><p>• Track and analyze performance metrics related to shipping, delivery, inventory, and overall productivity.</p><p>• Lead recruitment, training, and development initiatives to build a motivated and efficient team.</p><p>• Address operational challenges and customer concerns with effective problem-solving and decision-making.</p>
  • 2025-09-09T18:24:11Z
Client Relationship Specialist
  • Chicago, IL
  • onsite
  • Permanent
  • 85000.00 - 90000.00 USD / Yearly
  • <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? Sweater weather. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your holiday season. 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>
  • 2025-09-05T15:18:46Z
Implementation Manager
  • Rosemont, IL
  • onsite
  • Permanent
  • 120000.00 - 140000.00 USD / Yearly
  • <p>Are you an experienced professional with a knack for managing multi-faceted projects and delivering excellent client solutions? We’re seeking an <strong>Implementation Manager</strong> to join our dynamic team! In this role, you’ll oversee the successful implementation of services, systems, and solutions for clients, ensuring efficiency, quality, and on-time delivery. If you thrive in a fast-paced environment and excel at building strong relationships while managing cross-functional teams, this is the job for you.</p><p><strong>Responsibilities:</strong></p><ul><li>Manage end-to-end implementation projects, from initial planning to delivery and post-launch evaluation.</li><li>Coordinate with clients to define project scope, goals, deliverables, and timelines while addressing specific business needs.</li><li>Provide leadership to cross-functional teams across development, operations, sales, and customer support.</li><li>Monitor project progress through regular status updates, identifying and mitigating risks or roadblocks to ensure timely completion.</li><li>Facilitate effective communication with clients to ensure satisfaction and alignment during the implementation process.</li><li>Prepare and maintain comprehensive project documentation, including timelines, budgets, and resource allocation.</li><li>Identify opportunities to optimize workflows to improve the efficiency and success of future implementations.</li><li>Ensure client training and onboarding as part of the successful delivery of solutions.</li></ul>
  • 2025-09-15T15:04:57Z
Financial Planning & Analysis Manager
  • Schaumburg, IL
  • onsite
  • Permanent
  • 170000.00 - 175000.00 USD / Yearly
  • <p><em>The salary for this position is $170,000 plus bonus, 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><br></p><p>The #1 thing on everyone's mind right now: ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. </p><p><br></p><p><strong>Job Description:</strong></p><p>•      Lead monthly and quarterly financial reporting and analysis, including variance and profitability analysis, and produce comprehensive management and board reporting packages. Present written analysis to articulate key drivers, trends, and insights.</p><p>•      Develop and maintain annual budget and rolling forecast models, ensuring alignment with operational and financial goals. Regularly track and assess project performance and communicate results effectively to key stakeholders, including senior leadership and the Board of Directors.</p><p>Operational Performance & Metrics Analysis:</p><p>•      Conduct detailed analysis of operational drivers that impact company margin, including sales, contribution margins, operational expenses (OPEX), and delivery metrics (e.g., service tickets, labor hours, project timelines).</p><p>•      Provide root cause analysis and present findings and actionable insights to leadership to drive business improvements.</p><p>Process Improvement & System Integration:</p><p>•      Lead the design, implementation, and optimization of financial planning processes, systems, and tools, including business intelligence solutions.</p><p>•      Take a proactive role in leading process improvement initiatives and system enhancements, including the integration of any new forecasting tools into the business operations.</p><p>Strategic Financial Modeling & Cross-Functional Collaboration:</p><p>•      Develop financial models to support strategic initiatives, including customer pricing, labor staffing, and cost optimization.</p><p>•      Work closely with cross-functional teams across operations, sales, and leadership to ensure financial insights are integrated into business strategies and build strong working relationships with stakeholders to foster a collaborative environment.</p><p>Team Leadership & Development </p><p>•      Lead and mentor 1 Financial Analyst, providing training on financial reporting and analysis while fostering a collaborative team environment.</p><p>•      Provide hands-on leadership to promote continuous learning and deepen financial acumen.</p><p>•      Balance day-to-day execution with leadership responsibilities, ensuring the Analyst's success while maintaining your own individual deliverables. </p>
  • 2025-09-12T16:05:52Z
Wealth Management Associate
  • Chicago, IL
  • onsite
  • Permanent
  • 90000.00 - 100000.00 USD / Yearly
  • <p><em>The salary range for this position is $90,000-$100,000 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><br></p><p>You know what’s awesome? PTO. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your PTO. 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><br></p><p><strong>Job Description:</strong></p><p>1.     Answering phones/delivering messages</p><p>2.     Scheduling client reviews and updating any changes prior to the client meeting</p><p>3.     Client Reporting: Orion Software – (We will train)</p><p>4.     Cash Balance Reports review with registered advisor/ monthly</p><p>5.     Investment Policy Questionnaires with clients and recording results</p><p>6.     ACH/ Money Movement between accounts or institutions</p><p>7.     New Account Opening/Ongoing Maintenance</p><p>8.     First point of contact and return client service requests</p><p>9.     529 College distributions to university payment centers</p><p>10. Client indirect marketing/ birthday gifts, center of influence small events, etc</p><p>11. Compliance Reporting Monthly/quarterly: Trade Blotters, Share Class Reviews, etc</p><p>12. Working closely with our custodian Raymond James on operations requirements</p><p>13. Monthly review with the advisor on recording investments, rationale, and documenting the information in Redtail CRM system</p><p>14. Master user of the team calendar: Redtail CRM software</p><p><br></p><p>This candidate must be detail orientated. As a small business the position has many robust roles; outside of the box thinking is a encouraged. An energetic candidate will be rewarded as we continue to educate and reward financially. </p>
  • 2025-09-25T15:48:42Z
Billing Analyst
  • Chicago, IL
  • onsite
  • Permanent
  • 70000.00 - 80000.00 USD / Yearly
  • <p>Salary: $70-80k</p><p>Benefits: Medical, dental, vision, 401k</p><p><br></p><p>We are looking for an experienced Billing Analyst to join our team in Chicago, Illinois. In this role, you will oversee critical billing operations, ensuring accuracy and timeliness in financial processes. You will play a key part in managing accounts receivable and collaborating with various departments to maintain efficient workflows.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and process invoices for clients, ensuring accuracy and compliance with company policies.</p><p>• Manage accounts receivable operations, including tracking payments and resolving discrepancies.</p><p>• Utilize billing software such as Aderant to streamline billing processes and maintain records.</p><p>• Provide exceptional support to export customers by addressing inquiries and resolving billing issues.</p><p>• Analyze and report on billing data to identify trends and optimize financial procedures.</p><p>• Collaborate with internal teams to ensure timely processing of invoices and payments.</p><p>• Maintain accurate documentation of all billing activities for audit and compliance purposes.</p><p>• Assist in legal billing tasks to support the firm's financial operations.</p><p>• Monitor and improve billing workflows to enhance overall efficiency.</p><p>• Ensure adherence to regulatory standards and company policies within all billing activities.</p>
  • 2025-09-25T16:05:25Z
Staff Accountant
  • Chicago, IL
  • onsite
  • Permanent
  • 85000.00 - 95000.00 USD / Yearly
  • <p>We are looking for a knowledgeable and detail-oriented Project Accountant to join our team in Chicago, Illinois. In this role, you will play a key part in managing financial operations, ensuring compliance, and supporting the organization’s goals. The ideal candidate will bring expertise in accounting practices and a strong background in the design and construction industry.</p><p><br></p><p>Salary: up to $95k</p><p>Benefits: Medical, dental, vision, 401k, PTO</p><p><br></p><p>Responsibilities:</p><p>• Prepare and analyze financial statements, ensuring accuracy and compliance with established guidelines.</p><p>• Manage project accounting processes, including cost tracking and revenue recognition.</p><p>• Utilize Deltek Vantagepoint software to streamline accounting operations and reporting.</p><p>• Collaborate with teams across the organization to provide financial insights and support decision-making.</p><p>• Oversee accounts payable and receivable, ensuring timely processing and reconciliation.</p><p>• Conduct regular audits and reviews to maintain the integrity of financial records.</p><p>• Develop and maintain effective relationships with stakeholders to address financial inquiries and provide solutions.</p><p>• Monitor budgets and forecasts to identify trends and recommend adjustments.</p><p>• Assist in preparing tax filings and ensuring compliance with relevant regulations.</p><p>• Support continuous improvement initiatives to enhance accounting processes and systems.</p>
  • 2025-09-04T13:24:24Z
ERP/CRM Configuration SME
  • New Lenox, IL
  • onsite
  • Permanent
  • 80000.00 - 95000.00 USD / Yearly
  • We are looking for an experienced ERP/CRM Configuration SME to join our team in New Lenox, Illinois. In this role, you will leverage your expertise in Microsoft Dynamics 365 CE to support system configuration, administration, and user adoption. This position offers the opportunity to work collaboratively with cross-functional teams to optimize system functionalities and ensure successful implementation of the Dynamics 365 Field Service module.<br><br>Responsibilities:<br>• Configure and maintain workflows, forms, business rules, and processes within Microsoft Dynamics 365 CE.<br>• Oversee user roles, permissions, and system administration for Dynamics 365 CE applications.<br>• Investigate and resolve service requests, issues, and incidents related to Customer Engagement, with a focus on Field Service.<br>• Collaborate with implementation teams to gather requirements, design solutions, and support the rollout and adoption of Dynamics 365 CE modules.<br>• Develop comprehensive user documentation and training materials, and conduct training sessions to ensure effective system use.<br>• Partner with internal teams and external implementation partners during the rollout of the Dynamics 365 Field Service module, handling configuration, testing, and documentation tasks.<br>• Take ownership of post-implementation support to ensure system stabilization and user adoption.<br>• Utilize client-side scripting and Microsoft Power Automate to enhance system functionalities.<br>• Maintain system performance by conducting regular configuration management and updates.<br>• Support integration efforts using tools such as SSIS and SSRS to streamline data processes.
  • 2025-09-16T17:38:51Z
SEC Reporting Manager
  • Chicago, IL
  • onsite
  • Permanent
  • 145000.00 - 150000.00 USD / Yearly
  • <p><em>The salary range for this position is $145,000-$150,000 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><br></p><p>Let’s get you into a job where you’re not under compensated for your hard work. How about one where the company values your time? A high-end firm that was just rated one of the top places to work in Chicago just created a new SEC Reporting Manager. Which may seem pretty standard…until you get to the best part: The perks.</p><p><br></p><p>1)         The pay rates are above what their top competitors pay their employees</p><p>2)         They have higher bonus structures</p><p>3)         There’s work from home flexibility and prioritization for employee work/life balance.</p><p>4)         The position is a fast-track career growth opportunity (as the company is expanding rapidly thru acquisitions)</p><p>5)         And more…</p><p><br></p><p><strong>Job Description:</strong></p><p>- Supervise key aspects of the SEC and FERC reporting process, including drafting disclosures, processing changes, ensuring accuracy and consistency throughout the document, maintaining quarterly list of disclosure items and coordinating with the printer.</p><p>- Interact with Business Units, Controller's Group, Investor Relations, Treasury, internal and external legal counsel, and the internal and external auditors to accomplish goals and ensure efficiency and effectiveness of information exchange.</p><p>- Research and appropriately apply new accounting pronouncements; benchmark SEC filings from other companies.</p><p>- Complete key financial and disclosure controls to ensure a strong control environment.</p><p>- Assist as appropriate in the supervision of staff accountants, including the review of information prepared to ensure completion of tie-out binders, checklists, etc.</p>
  • 2025-09-25T15:38:45Z
Accounting Manager
  • Skokie, IL
  • onsite
  • Permanent
  • 120000.00 - 140000.00 USD / Yearly
  • <p><em>The salary range for this position is $120,000-$140,000 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><br></p><p>You know what’s awesome? Sweater weather. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your Fall season. 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><br></p><p><strong><u>About the role</u></strong></p><p>In this role you will be preparing the SEC filings including coordinating and documenting supports to the financials and related footnote to ensure timely filing. Additionally, you will be assisting in the research and documentation of technical accounting and reporting matters, navigate new business initiatives and their corresponding accounting implications. The manager of SEC Reporting and Technical Accounting will be reporting to the Director of SEC Reporting and Technical Accounting. The ideal candidate is an avid learner and enjoys collaborating with people with a diverse set of talents in a dynamic and fast-paced environment.</p><p><br></p><p><strong><u>Key duties</u></strong></p><ul><li>Prepare the SEC filings (including 10-Q, 10-K, 8-K, Proxy, and associated XBRL reporting efforts) and ensure compliance with SEC rules and regulations and US GAAP,</li><li>Coordinate, prepare and ensure completeness and accuracy of supporting documentation for the financials and related disclosures (including Earnings Per Share and Statement of Cash Flow schedules), and assist with earnings releases, and other Investor Relations materials,</li><li>Work directly with external auditors and take responsibility for relevant audit requests</li><li>Monitor U.S. GAAP and SEC developments and lead the adoption of new accounting pronouncements and disclosure requirements,</li><li>Research accounting literature and prepare technical memorandums, white papers, and internal accounting policy documentation, to support accounting position and treatment of new transactions</li><li>Review new customer agreements under ASC 606 and coordinate with the Revenue team to ensure proper accounting treatment,</li><li>Work with the Controller and Accounting team to develop and maintain efficient processes and communication during the period-end close and audit,</li><li>Assist with the design and implementation of SOX compliant controls with the VP of Finance, the Finance Controller and the Director of SEC Reporting & Technical Accounting and ensure their effectiveness and efficiency overtime.</li></ul><p><br></p>
  • 2025-09-05T14:24:22Z
Tax Staff - Public
  • Chicago, IL
  • onsite
  • Permanent
  • 75000.00 - 90000.00 USD / Yearly
  • <p>We are looking for a motivated and detail-oriented Tax Staff member to join our dynamic team in the Chicago land area - near O'Hare. In this role, you will contribute to tax compliance and consulting efforts, working on a variety of individual, corporate, and partnership tax matters. This is a fantastic opportunity to grow your expertise in a collaborative environment while staying current on tax laws and regulations.</p><p><br></p><p>The firm offers outstanding work / life balance and advancement.</p><p>Base salary plus bonus plus commission for new business</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review tax returns for individuals, corporations, partnerships, and fiduciaries to ensure accuracy and compliance.</p><p>• Conduct research and analyze federal and state tax regulations to support compliance and planning efforts.</p><p>• Assist in the creation and maintenance of client files and documentation procedures.</p><p>• Support tax planning activities by providing detailed analyses and insights.</p><p>• Respond to federal and state tax notices, audits, and other inquiries with thorough documentation and solutions.</p><p>• Collaborate with Tax Managers and Partners on client engagements, including planning and administration tasks.</p><p>• Assist in implementing improved tax policies and procedures to enhance operational efficiency.</p><p>• Provide tax-related support to affiliated wealth management teams to ensure comprehensive client service.</p><p>• Stay updated on changes in tax laws and regulations through continuous learning and skill development.</p><p>• Maintain the firm's ethical standards and deliver high-quality work that meets organizational goals.</p><p><br></p><p>The benefits include insurance, 401K, vacation, holiday pay and more </p>
  • 2025-09-12T16:05:52Z
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