- 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
- Insight Global (Chicago, IL)
- …products to customers' specific needs and develop strong partnerships to create a solid client base. The company offers a full suite of financial products to be sold ... factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic...Must Haves: - Needs to have either of a Series 6 or a Series 7 -… more
- Google (Chicago, IL)
- …consultants and analysts in these roles are all dedicated to top-notch client service . Whether negotiating with Fortune 500 companies, solving technical ... a 1:1 mentor and hearing from company leadership through a unique speaker series . Interns will be considered for potential full-time opportunities in their host… more
- First National Bank of Omaha (Dekalb, IL)
- …of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning. **About This Role:** ... sophisticated investment needs Meets regularly with clients to assess client financial situation to determine investment objectives and risk...in the investment or financial services industry. + FINRA Series 7 and 66 (or Series 63… more
- PNC (Chicago, IL)
- …+ Supports the internal and external customer experience by providing excellent service at all times; takes accountability and ensures problem resolution. May ... industry information to create proposals and to make decisions in support of client transactions. PNC Employees take pride in our reputation and to continue building… more
- Smith Bucklin Corp (Chicago, IL)
- …functions. + You thrive in a fast-paced, professional-services environment with a client - service mindset. Basic Qualifications: + Bachelor's degree in Human ... Facilitate and manage thePeople Manager Development Program(DDI certified), a blended series of virtual and in-person sessions. + Design and DeliveryManager… more
- US Bank (Chicago, IL)
- …Bank's Institutional Client Group (ICG) cultivates clients' trust through customized service and access to the bank's resources and expertise. This One US Bank ... on the Fintech sector within the Technology, Media and Telecom group. This client -oriented individual will handle and grow a complex portfolio of loans, prospect for… more
- BlackRock (Chicago, IL)
- …the unique needs of our clients including relationship management, marketing, sales, client service , and product development and management. Professionals within ... Systematic Active Equity and our Index platform. + Record client activities and opportunities in CRM systems on a...objectives. + Lead support staff on assigned accounts to service clients and implement sales strategy. + Mentor junior… more
- JPMorgan Chase (Chicago, 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
- Veterans Affairs, Veterans Health Administration (Chicago, IL)
- …Informaticist Registered Nurse, under the Associate Director for Patient Care Service , oversees the Electronic Health Record Modernization (EHRM) including the ... Collaborates with interdisciplinary team members, including other program and service leaders at the facility and network. Works closely...- All persons currently employed in VHA in 0610 series and performing the duties as described in the… more