Northbrook, Illinois, United States · On-site
$24/hr–$28/hr
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial plan…
Skills: Client service, Administrative support, CRM database management, Financial planning, Investment management
Northbrook, Illinois, United States · On-site
$24/hr–$28/hr
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial plan…
Skills: Administrative support, Client service, CRM database management, Financial planning, Data entry
Northbrook, Illinois, United States · On-site
$160k–$210k/yr
Reporting to the Sr Director Commercial Effectiveness, the Director Commercial Analytics and Intelligence will spearhead the commercial analytics function, delivering strategic insights and analytical excellence to prope…
Skills: Commercial analytics, Strategic planning, Sales operations, Data-driven decision making, KPI monitoring
Northbrook, Illinois, United States · On-site
$300k/yr
Why USA Clinics Group? Founded by Harvard-trained physicians with a vision of offering patient-first care beyond the hospital settings, we’ve grown into the nation’s largest network of outpatient vein, fibroid, vascular,…
Skills: Financial strategy, Financial reporting, Revenue cycle management, Strategic planning, Budgeting
Bell Flavors & FragrancesNorthbrook, Illinois, United States · On-site
$60k–$120k/yr
About the Role Bell Flavors & Fragrances Inc. is seeking a Senior Pricing Analyst to join our Finance & Accounting team in Northbrook, IL. This position plays a critical role in developing and supporting accurate, compet…
Skills: Pricing strategy, Financial analysis, Cost analysis, Margin analysis, Microsoft Excel
Bell Flavors & FragrancesNorthbrook, Illinois, United States · On-site
$35k–$70k/yr
About the Role Bell Flavors & Fragrances, Inc. is seeking a detail-oriented, analytical, and motivated Pricing Associate to join our Finance & Accounting team in Northbrook, IL. The Pricing Associate will support the adm…
Skills: Microsoft Excel, Data analysis, ERP systems, Microsoft Dynamics 365, Financial reporting
Northbrook, Illinois, United States · On-site
$85k–$105k/yr
This position is based in Northbrook, IL, and requires the ability to be in the office 5 Days a week. Overview: SmartBiz Bank offers a broad range of business banking solutions to small businesses across the U.S. – solut…
Skills: Accounting, Financial reporting, GAAP, Regulatory reporting, Call reports
Northbrook, Illinois, United States · Hybrid
$155k–$160k/yr
This is a hybrid role requiring 3 days per week in Northbrook, IL. ResponsibilitiesDevelops, executes, and implements operational strategy for the region to drive. Organic/inorganic growth and profitability while ensurin…
Skills: Operational strategy, P&L management, Financial forecasting, Project management, Business development
Northbrook, Illinois, United States · On-site
The UL Solutions HR Business Advisor team serves as a trusted strategic partner to leaders across the organization, helping drive business success through thoughtful people strategies, organizational effectiveness, and e…
Skills: Mergers and acquisitions, Divestitures, HR due diligence, Organizational design, Change management
Northbrook, Illinois, United States · On-site
$130k–$145k/yr
Join Our Team at HuFriedyGroup – Innovating Excellence in Dental Instrument Manufacturing HuFriedyGroup is a leading manufacturer of dental instruments and infection prevention products. Our 10,000-plus products, h…
Skills: Strategic Sourcing, Commodity Management, Category Management, Procurement, Negotiation
Northbrook, Illinois, United States · Remote OK
Job Description ECS Financial Services is a well-established, full-service CPA and advisory firm founded in 1962. We are financially strong, entrepreneurial, and consistently growing due to our specialization in the equi…
Skills: GAAP, Financial reporting, Audit management, Compilation, Review engagements
Northbrook, Illinois, United States · On-site
Job Description The Property Tax Accountant will assist in all areas of the property tax process, including preparing renditions, processing assessment notices and tax bills, and researching various tax issues. Position …
Skills: Property tax, Bookkeeping, Accounts payable, Accounts receivable, Financial principles
Northbrook, Illinois, United States · Hybrid
$80k–$100k/yr
This position is based in Northbrook, IL, and requires the ability to be in the office. Overview: SmartBiz Bank offers a broad range of business banking solutions to small businesses across the U.S. – solutions built spe…
Skills: IT Support, Mac administration, Okta, Jamf Pro, Helpdesk administration
Northbrook, Illinois, United States · Hybrid
$50k–$65k/yr
As one of the largest premium finance companies in the country, FIRST Insurance Funding provides full premium finance services, plus additional services built specifically for agencies. We pride ourselves on the variety …
Skills: Financial Services, Bank Operations, Underwriting, Inside Sales, Account Management
Northbrook, Illinois, United States · Hybrid
$18/hr–$25/hr
Description Join Our Growing Team at SperoMD! Medical Billing Representative – Hybrid schedule, must be able to commute to Northbrook, Illinois. Are you looking to make an impact at a rapidly growing company in the healt…
Skills: Medical billing, Claims processing, Payment posting, Accounts receivable, Appeals
Northbrook, Illinois, United States · On-site
$90k–$115k/yr
This role is full-time 5 days a week on-site, based at our Northbrook (40%) and Chicago (60%), IL offices. The Senior Executive Assistant is a dedicated support for the Chief Finance Officer and handles a wide variety of…
Skills: Executive support, Calendar management, Travel coordination, Financial document preparation, Stakeholder management
Northbrook, Illinois, United States · On-site
$28/hr–$33/hr
Job Description: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we …
Skills: Client Experience, Client Solutions, Advisory, Investment Management, Pipeline Management
Northbrook, Illinois, United States · On-site
$40k–$50k/yr
Benefits: Health insurance Opportunity for advancement Paid time off Training & development 401(k) Bonus based on performance Competitive salary Flexible schedule ABOUT OUR AGENCY: I began my State Farm agency career in …
Skills: Customer service, Communication, Interpersonal skills, Detail-oriented, Multitasking
Northbrook, Illinois, United States · Hybrid
$110k–$140k/yr
The Manager, Financial Systems is part of the Controllership organization and is responsible for managing, supporting, and continuously improving Oracle Enterprise Performance Management applications used by the Accounti…
Skills: Oracle EPM, FCCS, ARCS, EDM, PCM
Wiss, Janney, Elstner Associates, Inc.Northbrook, Illinois, United States · On-site
$24/hr–$36/hr
Position Summary: The Accounting Associate II is an intermediate level clerical position that provides accounting support for the company. The tasks at this level range from routine to moderate in difficulty requiring so…
Skills: Accounting, Billing, Accounts payable, Payroll, Collections
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The Client Service Associate serves as the primary point of contact for clients, managing office operations and providing comprehensive administrative support to financial advisors. Responsibilities include onboarding new clients, maintaining CRM records, preparing meeting materials, and facilitating account transactions.
Candidates should possess a bachelor's degree or equivalent experience along with strong customer service skills and attention to detail. Proficiency in Microsoft Office and a willingness to learn financial products, processes, and AI-driven productivity tools are required.
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Our Northbrook, IL office has an exciting opportunity for a Client Service Associate! As the primary point of contact for clients, this role is instrumental in fostering a welcoming office environment and delivering an exceptional client experience. The Client Service Associate provides comprehensive administrative and operational support to financial advisors, coordinates meetings and communications, manages account and service requests, and ensures seamless day-to-day office operations.
The hourly pay range for this role is $24.00 to $28.00/hour, depending on experience. We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.
Primary Job Functions
Reception and Office Support
Greet clients and ensure the office is clean and welcoming
Schedule meetings with product vendors and sponsors
Manage and distribute mail and coordinate overnight deliveries
Order office marketing materials and printer supplies; coordinate printer maintenance with vendors and Technology
New Client Onboarding
Ensure accurate completion of prospect and new client paperwork and setup
Follow up on funds transfers from surrendering companies
Maintain the CRM database and client files, including filing, copies, and data input
Research and follow up on issues with the Broker/Dealer, WEG Operations, and vendors
Record incoming assets to the appropriate tracking tool
Client Relationship Management
Engage with clients to understand their personal history and current financial needs
Prepare account transactions, trades, deposits, withdrawals, and required minimum distributions (RMDs)
Communicate to understand client requests, resolve issues directly or escalate to advisors as appropriate, including death claim processing
Collaborate with clients' tax or legal counsel as needed
Client Review Preparation and Follow-up
Gather client data and prepare materials for meetings and reviews
Conduct tax research, such as for IRS Forms 1099
Complete follow-up actions resulting from client reviews
Industry, Product, and Company Knowledge
Demonstrate knowledge of and adherence to WEG's Suitability Guidelines, operational processes, and sales model
Understand financial terminology and product offerings
Maintain working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices
Attend client services and company educational events; may attend vendor presentations
Team and Corporate Support
Assist advisor team operations to streamline processes
Complete operational projects to support enhancements and changes
Communicate process and sales updates to the team
Mentor and train Client Service Associates
Manage vendors to Service Level Agreements
All other duties as assigned.
Education/Qualifications
Bachelor's degree (or equivalent experience) in a relevant discipline
Customer service training, knowledge, or experience
Interest in learning financial concepts and products
Ability to work with deadlines, remain flexible under pressure, and prioritize work
Ability to work collaboratively as a team member
Ability to learn WEG's sales model, processes, and procedures
Ability to learn financial product features and riders
Ability to learn the client review process and its completion
Strong attention to detail and effective problem-solving skills
Superior verbal and written communication skills
Proficiency with Microsoft Office Suite or related software
Demonstrated ability to effectively use AI tools and technologies in daily work, including crafting prompts, evaluating AI-generated content, and integrating AI tools to enhance productivity while maintaining quality standards
Comfort with learning new AI applications and adapting to evolving AI tools and methodologies
WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $42,500 - $63,750. However, the base salary range bolded above ($24 to $28 per hour) is what we expect to pay as a starting range for this position.
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Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts. That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.
Offices: 505 N. Highway 169, Suite 900, Plymouth, Minnesota 55441, US · 975 34th Ave NW, Suite 250, Rochester, Minnesota 55901, US · 3900 Northwoods Drive, Suite 340, Arden Hills, Minnesota 55112, US · 100 Pierce Road, Suite 105, Itasca, Illinois 60143, US · 60 E 42nd Street, Suite 2400, New York, New York 10165, US
Based on 75 listings with disclosed salaries, most finance & accounting jobs in Northbrook, IL pay between $44k–$130k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 88 open finance & accounting positions in Northbrook, IL listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include UL Solutions, Old World Industries, USA Vein Clinics, Vascular, Fibroid and Oncology Centers, Hilco Global, SmartBiz, among others. Browse the listings above to see every active employer.
Yes — 28 of the 88 open finance & accounting positions offer remote or hybrid work (3 remote, 25 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
