Client Service Specialist Jobs in Illinois

General Summary:

The Client Support Specialist is responsible for assisting with tax preparation, bookkeeping, payroll, financial advisory, and trust services. Maintains accurate client information in databases and systems, maintains and reviews client payroll to ensure timely and accurate processing, assists in financial advisory and trust account requests, performs a variety of bookkeeping and accounts payable duties for clients and trusts, assists in preparation and distribution of clients’ financial statements, and assists in the preparation and maintenance of various reports. Provides receptionist services as needed.

Skills and Abilities:

Excellent interpersonal and communication skills must be exhibited to positively represent the organization. Strong detail-oriented and problem-solving skills required. Must demonstrate ability to read, analyze, and interpret complex documents, including financial data. Working knowledge of Windows, Microsoft Word and Excel required. Knowledge of QuickBooks preferred.

Education and Experience:
High school diploma or equivalent required. Experience in accounting, bookkeeping or other related field preferred.

Physical Requirements:

While performing the duties of this job, the employee is frequently required to stand, walk, sit; use hands to finger, handle or feel; reach with hands and arms; see, talk, and hear. The employee is occasionally required to stoop, kneel or crouch; lift and/or move office products and supplies up to 20 pounds; lift and/or move safe deposit boxes up to 20 pounds from floor level to above head heights.

Work Environment:

This job operates in a professional office environment. The role routinely uses standard office equipment such as computers, phones, photocopiers, scanners, filing cabinets, and fax machines. The noise level in the work environment is usually moderate.

Other Duties:
Please note this job summary is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Characteristics and duties described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

We are proud to offer a competitive salary, PTO, 401k, health insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, short-term disability insurance, and more. The anticipated base hourly pay for this position is $17.00. The base pay will be determined by factors including, but not limited to, experience, credentials, education, certifications, and skill level required for the position. Actual base pay offered will be determined on a case-by-case basis.

FNB is an equal opportunity employer.

Pay: $17.00 - $19.00 per hour

Expected hours: 40.0 per week

Benefits:

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Work Location: In person