- Bank of America (Swansea, IL)
- …+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...remain vibrant and vital. **Required Qualifications:** + **Currently holds Series 7 & 66 (63 & 65 in lieu… more
- Equitable (Oak Brook, IL)
- …demonstrating how these solutions can be tailored to meet their unique needs + Client Service and Implementation: Analyze and organize client data, ensure ... balance and champion limitless income potential! **Role Highlights** + Client Engagement: Cultivate and expand your network within established...work experience + Licensing: State Life & Health, SIE, Series 7, Series 66 + Personal Attributes:… more
- Fifth Third Bank, NA (Chicago, IL)
- …on our Preferred Program customers and mass affluent prospects. Proactively contact and service customers in the sales and service of bank products, conduct ... needs-based assessment of the prospective and existing client base, and engage partners to fulfill ...as trusted advisor by leveraging our consultative sales and service process. + Demonstrate ability to simplify and communicate… more
- Citigroup (Chicago, IL)
- **Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop ... clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market,… more
- Bank of America (Chicago, IL)
- …May also author whitepapers, articles and other material on topics impacting the UHNW client segment, or provide service to clients. Assist with the retention of ... articles and other material on topics impacting the UHNW client segment, or provide service to clients....+ Strong Tax, legal research and writing skills + Series 7 & 66 or the ability to obtain… more
- Bank of America (Chicago, IL)
- …Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model. This role is an FA Paid Resource. This position ... Identification + Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + Process… more
- Raymond James Financial, Inc. (Chicago, IL)
- …designated investments to identify trends and conditions. The ideal candidate is client - service oriented, detail-oriented, and one who thrives in a team-driven ... recommendation. + Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from… more
- Equitable (Deerfield, IL)
- …becoming a wealth manager through licensing and employment. **Role Highlights** + ** Client Engagement** : Build and nurture client relationships through ... personalized strategies, offering clear recommendations and guidance + **Product and Service Consultation** : Discuss financial products and services tailored to… more
- Coinbase (Springfield, IL)
- …platform among advanced traders globally. Team members manage business development, client relationships and service across the portfolio while collaborating ... reports. * Collaborate with internal stakeholders across departments to deliver outstanding service solutions and a superior client experience. *What we look… more
- Wells Fargo (Chicago, IL)
- …channel-agnostic center of excellence designed to: + Shorten the distance between the client request and the product or service delivery + Provide access ... dispersed but centrally managed teams + Create a more consistent advisor and client experience + Deliver best-in-class product and service offerings to all… more