- JPMorgan Chase (Highland Park, IL)
- …by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a ... **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively...of clients more convenient by sharing and setting up self- service options to access their accounts 24 hours a… more
- Wells Fargo (Schaumburg, IL)
- …complement of clients serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees who are not fully ... banking, credit and investment financial solutions and services + Identify client needs and goals for business, mortgage, retirement, and investment services,… more
- Huntington National Bank (Chicago, IL)
- …FINRA SIE, Series 7 and Series 63 + Proven experience in client service , operations, or sales support within financial services + Detail oriented with ... day-to-day sales support and coordinating a wide range of client service activities, including client ...obtain within 12 months of hire the FINRA SIE, Series 7 and Series 63 + 1… more
- BMO Financial Group (Bartlett, IL)
- **This is a licensed position requiring the SIE, Series 6, 63, Life and Health ins licenses** **_The mission of Premier Services is to help mass affluent clientele ... and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor… more
- Charles Schwab (Chicago, IL)
- …that directly protect firm capital while maintaining a white-glove approach to client service . Key responsibilities include: + Managing real-time risk in ... and sound judgment in dynamic, fast-moving trading environments + Series 7 and 63 required; Series 3...complex risk scenarios to clients and stakeholders + Demonstrated client service experience in high-pressure, high-stakes environments… more
- Bank of America (Chicago, IL)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- BMO Financial Group (IL)
- …available to work the 10-7pm CST shift as needed)_ + **Licensed Position** _:_ Active Series 7, 66 or 7,63+65 and Life and Health are Required for this role ... This role is accountable to invoke trust and build strong client relationships, determine individual investment needs and provide professional, customized advice… more
- Bank of America (Elmhurst, IL)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client … more
- Citigroup (Chicago, IL)
- …through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely ... related teams. **Responsibilities:** + Lead client onboarding and account opening efforts around our world-class...opening process + Provide the highest level of customer service and teamwork to our clients + Possess an… more
- Truist (Chicago, IL)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... specialists and IRM partners who are designated to support client service and business development efforts (eg...Bachelor's Degree Required + FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry… more