Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
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J. Alexander's Restaurants
Server Assistant
Northbrook, Illinois, United States · On-site
Entry level
SERVER ASSISTANT J. Alexander's Restaurant is a contemporary American restaurant, known for its daily scratch-made wood-fired cuisine. We strive to provide the highest-quality food and service in the hospitality industry…
Skills: Hospitality, Customer Service, Attention To Detail, Dining Experience
J. Alexander's Restaurants
Server
Northbrook, Illinois, United States · On-site
Entry level
SERVER - *$600-1,200 Weekly* J. Alexander's Restaurant is a contemporary American restaurant, known for its daily scratch-made wood-fired cuisine. We strive to provide the highest-quality food and service in the hospital…
Skills: Guest Service, Hospitality, Teamwork, Tableside Service, Attention To Detail
J. Alexander's Restaurants
Host
Northbrook, Illinois, United States · On-site
Entry level
HOST J. Alexander's Restaurant is a contemporary American restaurant, known for its daily scratch-made wood-fired cuisine. We strive to provide the highest-quality food and service in the hospitality industry, while fost…
Skills: Guest Relations, Seating Coordination, Hospitality, Communication, Customer Service
J. Alexander's Restaurants
Bartender
Northbrook, Illinois, United States · On-site
Entry level
BARTENDER J. Alexander's Restaurant is a contemporary American restaurant, known for its daily scratch-made wood-fired cuisine. We strive to provide the highest-quality food and service in the hospitality industry, while…
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Saks
Restaurant Server
Northbrook, Illinois, United States · On-site
$20/hr–$25/hr
Entry level
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LEV MONITORING SOLUTIONS INC
Customer Care Specialist
Northbrook, Illinois, United States · On-site
$23/hr–$25/hr
Mid level
Benefits: 401(k) matching Dental insurance Health insurance Paid time off Vision insurance About the Role: Join LEV MONITORING SOLUTIONS INC as a Customer Care Specialist in our Northbrook location. In this pivotal role,…
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Job DetailsJob Location: Northbrook Community Center - Northbrook, IL 60062Position Type: Part TimeEducation Level: NoneSalary Range: $16.00 - $17.00 HourlyJob Category: Customer Service/AdministrativeJoin the Northbrook…
Skills: Microsoft Office, Data Entry, Cash Handling, Customer Service, Multitasking
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$25/hr–$45/hr
Full-time
high school
Paid Time Off, Annual Discretionary Award
Posted 80d ago
~38 hrs/week
Responsibilities
Provide comprehensive client service support to multiple Financial Advisors by acting as the primary point of contact for client needs. Ensure operational excellence and risk management while promoting the bank's offerings to deepen client relationships.
Requirements
Must hold or obtain FINRA SIE, Series 7, and Series 66 licenses within a specified timeframe. Requires a high school diploma and advanced knowledge of investment products and industry practices.
Full job description
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Required Qualifications:
Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code.
Possesses advanced industry knowledge and an understanding of investment products
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications:
Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Demonstrates professional verbal and written communication skills
Skills:
Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Pay Transparency details
US - IL - Northbrook - 1033 SKOKIE BLVD (IL3518)Pay and benefits informationPay range$25.00 - $45.00 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.
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Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
How many Customer Service & Support jobs are open in Northbrook, IL right now?
There are currently 267 open customer service & support positions in Northbrook, IL listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Customer Service & Support roles in Northbrook, IL?
Companies currently hiring include Saks Fifth Avenue, Life Time Inc., Lowe's Companies, Inc., J. Blanton Plumbing, Starbucks, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Customer Service & Support jobs in Northbrook, IL?
Yes — 25 of the 267 open customer service & support positions offer remote or hybrid work (8 remote, 17 hybrid).
How do I apply for Customer Service & Support jobs in Northbrook, IL?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.