- JPMorgan Chase (Chicago, IL)
- … client needs, initiating trades in the capital markets, and completing service -oriented transaction + Document all client interactions and meeting all ... for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion As… more
- Ensono (Chicago, IL)
- …reshape how our world runs. As an expert technology adviser and managed service provider with cross-platform certifications, Ensono empowers our clients to keep up ... hardware equipment such as HCD and IOCP. During new client migrations, you will be the point person for...data center migrations. + Career level familiarity with Z Series HMC and support element. + Ability to contribute… more
- Charles Schwab (Chicago, IL)
- …Managing performance - Part of this role includes the monitoring of client interactions and coaching to improve Financial Planning and advice quality. This ... degree + CFP(R) designation + Active and valid FINRA Series 7 license + Active and valid FINRA ...volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and… more
- UMB Bank (Rockford, IL)
- …, you will lead a highly integrated team-based approach working to ensure the client 's priorities are at the center of every action. The Sr. Wealth Advisor works ... closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that aligns with the … more
- Fifth Third Bank, NA (Springfield, IL)
- …REQUIRED: + Minimum of 5-7 years of successful high net worth sales and client service experience in financial services and investment management industries. + ... process. Relationship Management- (20%-60%) + Serves as the primary client facing professional for assigned relationships. + Works with...+ Proven time management skills are necessary. + A Series 65 license, 66 license or a qualifying designation… more
- Humana (Springfield, IL)
- …such as Consumer Experience, preventive and enhanced services, client support, client services, client administration, customer service , enrollment and ... of experience in call center operations or a related service operations environment. + Prior experience with LTSS or...a SMS Text interview, you will be asked a series of questions to which you will be using… more
- BlackRock (Chicago, IL)
- …the unique needs of our clients including relationship management, marketing, sales, client service , and product development and management. Professionals within ... + Achieve sales goals by aligning consultant needs and client opportunities with BlackRock's capabilities + Key contributor in...field + Has, or is willing to obtain, the series 7and 63 licenses + Effective team player; able… more
- JPMorgan Chase (Wauconda, IL)
- …banking solutions and cutting-edge financial technology combined with friendly and attentive service . You will take a lead role in acquiring, managing, and retaining ... clients first and exceed their expectations - deliver attentive and friendly service , creating a welcoming environment. + Manage assigned clients and proactively… more
- Bank of America (Northbrook, IL)
- …Coordinates team assignments, projects and key initiatives, and ensures execution of teams client service strategy. Requires a thorough knowledge of the Merrill ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Citigroup (Arlington Heights, IL)
- …business partners and recommend the best offering to clients based on client profiling and suitability assessments + Make securities recommendations and provide ... Acquire new clients through converting referral leads. + Manage client follow-up and adhere to all Regulatory and Compliance...experience + Experience in a proactive, successful sales and service role in the financial services industry + Strong… more