- JPMorgan Chase (Chicago, IL)
- …capabilities, and skills:** + College degree or equivalent experience + Minimum 3 years of client service experience + FINRA Series 7 and Series ... The Client Service Associate is the primary...The Client Service Associate is the primary point of contact...This role is responsible for establishing, maintaining, and building client relationships. The Client Service … more
- Thrivent Financial (Crete, IL)
- …thrives working not only independently but also with a team. The Securities Client Service Administrator's main responsibilities will include providing client ... service along with advisor support: answering client questions regarding insurance and financial accounts; assist advisors...or be interested in attaining securities registration with SIE, Series 7 and Series 66 within 120… more
- Citigroup (Chicago, IL)
- The Registered Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- Bank of America (Chicago, IL)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... a plus + Professional verbal and written communication **Responsibilities:** + Provides excellent Client Service to the bank's clients through educating them on… more
- JPMorgan Chase (Libertyville, IL)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer...goals-based planning and advice + A valid and active Series 7 + A valid and active Series… more
- JPMorgan Chase (Woodridge, IL)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer...goals-based planning and advice + A valid and active Series 7 + A valid and active Series… more
- PNC (Peoria, IL)
- …strong client commitment and advocacy by delivering proactive and responsive service to meet client goals.Differentiates client experience through ... and have an opportunity to contribute to the company's success. As a Premier Client Banker within the PNC Investments organization, you will be based in Peoria, IL.… more
- Wells Fargo (Chicago, IL)
- …and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + ... with customers + Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to listen to customer needs… more
- Kestra Financial (Deerfield, IL)
- …estate planning. Being a "full service " firm allows for us to better service our client needs from personal investing and retirement planning to life ... messages appropriately and according to firm guidelines. + Manage client needs regarding processing, service , and problem...direct control + Smartoffice CRM knowledge a plus + Series 6 and 63 or 7 and 65/66, or… more
- Robert Half Finance & Accounting (Chicago, IL)
- …are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly ... motivated Financial Advisors and their High-Net-Worth individual clients. Responsibilities: + Client onboarding, including preparation of new account paperwork and … more