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Financial Services Accounting & Finance

Client Operations Specialist - Financial Services

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: Heritage Planning Partners
Full Time position
Listed on 2026-06-12
Job specializations:
  • Finance & Banking
    Financial Services, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm located in Chicago is seeking an Operations Associate to manage client accounts and prioritize tasks. The ideal candidate will handle client inquiries, ensure documentation accuracy, and collaborate with various departments. A Bachelor's degree and proficiency in Microsoft applications are required, along with strong organizational skills. This position offers an opportunity for those looking to grow within the financial sector and may require a life/health insurance license.
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