- IQVIA (Chicago, IL)
- … orders, for assistance with remediation needs are required by the client ; including hardware, software, networking, customer service and other computer ... orders, for assistance with remediation needs are required by the client ; including hardware, software, networking, customer service and other computer… more
- TIAA (Chicago, IL)
- …This job partners closely with the Advisor Consultant to maintain current client assets, drive sales, cross sell advisors and convert prospects to clients. ... and industry developments and masters all company product and service solutions. **Key Responsibilities and Duties** + Partners with...Required; 3+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series … more
- Bank of America (Skokie, IL)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on...Fridays and rotating Saturdays Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu… 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
- Raymond James Financial, Inc. (Danville, IL)
- …goals for assets under management and required production. + Provides a high level of client service . + Manages the full scope of a client relationship ... build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service...that an exemption or grandfathering cannot be applied. + Series 7 and Series 66 or the… more
- IQVIA (Chicago, IL)
- Our **MedTech Field Service Engineer** experiences a unique opportunity employ their technical experience by collaborating with healthcare professionals and leading ... and batteries in hospitals across the United States, while delivering exceptional customer service . This is a great opportunity for you to advance your technical… more
- Marex (Chicago, IL)
- …- Clients are at the heart of our business, with superior execution and superb client service the foundation of the firm. We respect our clients and always ... and divisions provides its customers with clear advantage, and its technology-led service provides access to all major exchanges, order-flow management via screen,… more
- Wells Fargo (Chicago, IL)
- …financial accounting, credit analysis, valuation, and modeling. You will also prepare for Series 63, 79, and SIE license exams. Following training, you will step ... directly into deal execution and client advisory work. Your responsibilities may include: + Building valuation models and supporting transaction execution +… more
- IQVIA (Chicago, IL)
- …English + Ability to gain new technical skills quickly + Strong customer service skills and positive attitude + Ability to communicate complex technical concepts in ... Hepatitis B vaccine, Influenza vaccine (seasonal), and COVID-19 vaccine primary series (heavily enforced by most facilities, some require booster(s)). Please note,… more
- Citigroup (Orland Park, IL)
- …discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools ... based on client profiling. + With the support of product specialists,...expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more