- JPMorgan Chase (Chicago, IL)
- …and experience of advisory services and a multitude of products and complex client accounts. + Possesses Working knowledge of the US financial regulation framework ... consistently evolvingStrong time management skills in order to meet service level agreements and/or project deadlines + Active and...agreements and/or project deadlines + Active and valid FINRA Series 7 and one or more of the following… more
- Mondelez International (Naperville, IL)
- …advantage to Mondelēz. Partner with internal & external stakeholders and service providers to define and meet Safety, Quality, Cost, Delivery, Sustainability, ... different sensors electrical usage. + Work with Allen-Bradley drives Power Flex series and Kinetic servos. + Troubleshoot and implement Cat-3 Safety Circuits and… more
- PNC (Peoria, IL)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or ... collaborate with you to develop customized financial solutions that reflect each client 's unique needs and aspirations. We take a comprehensive, holistic, and… more
- PNC (Naperville, IL)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or ... to internal business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client networking. Grows … more
- Fifth Third Bank, NA (Evergreen Park, 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
- Equitable (Deerfield, 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
- 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)
- …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
- 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
- JPMorgan Chase (Chicago, IL)
- …Business Management, Financial Planning, Investment Acumen, Relationship Management and Service . This role also supports market level leaders, helping them ... products and capabilities - specifically Wealth Plan (WP) and client relationship system + Build out useful advisor content...related to the financial plan and investment solutions + Series 7, Series 66 required **Preferred qualifications,… more