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Client Service Associate
1 week ago
Kovitz Chicago, United StatesPOSITION OVERVIEW · Our Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Adv ...
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Client Services Associate
2 weeks ago
Savills North America Chicago, United StatesABOUT SAVILLS · At Savills, a leading global commercial real estate services firm, we help organizations find the solutions that ensure employee success. Sharply skilled and fiercely dedicated, our integrated teams of consultants and brokers are experts in better real estate. Wit ...
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Meeting Services Associate
5 days ago
American Academy of Pediatric Dentistry Chicago, United StatesAbout Us: The American Academy of Pediatric Dentistry (AAPD), founded in 1947, is the not-for-profit professional membership association representing the specialty of pediatric dentistry and is the recognized authority on children's oral health. As advocates for children's oral h ...
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Service Associate
3 weeks ago
Cover Whale Chicago, United StatesJob Description · Job DescriptionWho is Cover Whale? · Cover Whale improves road safety by combining the insurance products we sell with our data-driven driver coaching and safety program. Our safety program is proven to save lives while delivering better insurance for our driver ...
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Customer Service Associate
3 days ago
Addison Group Chicago, United Statesob Title: Customer Service Associates · Location: Remote WILL BE WORKING CST HOURS · Industry: Consumer Goods · Pay: $16-$18 per hour, based on experience · About Our Client: Our client, a leading online retailer in the consumer goods sector, is dedicated to providing an easy ...
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Associate Service Consultant
4 days ago
AbbVie North Chicago, United States Full timeJob Description · The Associate Service Consultant is accountable to improve the business/end user experience with a forward-looking mindset and spirit of continuous improvement. This includes: · • Delivering business value by maximizing financial investment and the sustainabilit ...
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Financial Services Associate
2 weeks ago
Riverpoint Wealth Management Chicago, United StatesClient Service Associate · Riverpoint Wealth Management is a boutique financial planning firm serving high-net-worth clients. We are an independently owned and nationally registered investment advisory (RIA) firm. Riverpoint specializes in comprehensive planning including investm ...
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Client Service Associate
3 weeks ago
Business Talent Group Chicago, United StatesAbout Us: · Business Talent Group (BTG) is the leading talent marketplace that connects independent management consultants, subject matter experts, project managers, and interim executives with the world's best companies. BTG provides just the right on-demand talent needed: remo ...
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Client Service Support Associate
1 week ago
Kovitz Chicago, United StatesPOSITION OVERVIEW · Based in our downtown Chicago headquarters, a Client Service Support Associate is a critical part of the wealth management team, providing a broad range of client management support to Advisors and Kovitz clients. The individual selected for this role will hel ...
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Customer Service Associate
6 days ago
Raising Cane's Chicken Fingers Chicago, United States$16 per hour - $17.5 per hour As an important part of our team, Customer Service Associates impact all areas of the customer experience. As the name suggests, your main priority is to provide great customer service. In this role, you will be responsi Customer Service, Associate, ...
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Client Service Associate
1 week ago
BCI - Brokerage Consultants Inc. Chicago, United StatesClient Service Associate | Chicago, IL / (3 days in; 2 WFH) | $70-80k + bonus · Chicago RIA seeks highly organized Client Service Associate to help deliver exceptional service via document prep, CRM, new account opening/data entry/transaction processing, travel arrangements/expen ...
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Loan Servicing Associate
1 week ago
RF RENOVO MANAGEMENT COMPANY LLC Chicago, United StatesJob Description · Job DescriptionPosition: Loan Servicing AssociateWho We Are: · Renovo Financial is a rapidly growing Chicago-based private lender serving real estate investors who acquire and renovate single and multi-family residential properties. We pride ourselves on support ...
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Customer Service Associate
1 week ago
Chicago Artists Coalition Chicago, United States**Customer Service Associate** · *Chicagos Old Town School of Folk Music is the largest community school of the arts in the U.S. and a non-profit organization committed to celebrating American music and global cultures. Founded in 1957, the Old Town School of Folk Music provides ...
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Loan Servicing Associate
1 week ago
RF RENOVO MANAGEMENT COMPANY LLC Chicago, United StatesJob Description · Job Description · Position: Loan Servicing Associate · Who We Are: · Renovo Financial is a rapidly growing Chicago-based private lender serving real estate investors who acquire and renovate single and multi-family residential properties. We pride ourselves o ...
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Client Service Associate, Institutional
1 week ago
Fiducient Advisors Chicago, United StatesFiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct pu ...
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Client Service Associate
1 week ago
BCI - Brokerage Consultants Inc Chicago, United StatesClient Service Associate | Chicago, IL · Chicago RIA seeks highly organized Client Service Associate to support document preparation, new account opening, CRM management, deposits, transaction processing, expense/travel arrangements, and various administrative support/data entry ...
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Associate, Client Service II
2 weeks ago
THE BANK OF NEW YORK MELLON CORPORATION Chicago, United StatesBring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or ...
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Guest Service Associate
4 weeks ago
AEG Chicago, United StatesGuest Service Associates will work with the Operations Department on match days to assist with · establishing and maintaining a superior level of customer satisfaction for Red Stars fans and · attendees. This is an hourly, paid position where associates are required to work multi ...
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Client Service Associate
1 week ago
Bank of America Chicago, United StatesClient Service Associate · Chicago, Illinois · Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, team ...
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Service Desk Associate
1 day ago
Harris & Harris Chicago, United StatesJob Description · Job DescriptionHarris & Harris has over 50 years of experience in customer care and revenue recovery, specializing in the utilities, government, and healthcare markets. We're looking for a professional, and motivated Service Desk Associate to join our team. If y ...
Accounting and Loan Servicing Associate - Chicago, United States - AIO Logic
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Description
Job DescriptionJob Description
We are looking for an Accounting and Loan Servicing Associate to join our accounting team in executing on reconciliations and customer data entry processes.
We are looking for someone with an intermediate to advanced level of Microsoft Excel experience and a background in customer relations.
This job will include:
Responsible for management of loan data, including payment schedules and collections dataCreate and reconcile loan-related ledger entriesSetup participations and waterfalls and manage monthly distributionsCheck and reconcile loan balances and enter adjusting entriesProvide weekly collections reporting to managementIdentify overpayments and interest refunds dueSet up and process bank ACH payments
Required Qualifications:
Experience in loan servicing or accounting, monthly reconciliations, and general ledger maintenance.
Highly Proficient in MS Excel, including advanced functions and power query.
Must possess excellent analytical and problem solving skills, be detailed oriented with a commitment to a high level of data integrity and accuracy.
Knowledge of General Ledger balancing, accounting entries, and common banking transactions.Ability to MultitaskAbility to Adapt to Process Changes and Direction
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