- Bank of America (Northbrook, IL)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through...Communications **Required Qualifications:** + FINRA Securities Industry Essentials (SIE), Series 7 , 63/65 or 66 + Displays… more
- PNC (Peoria, IL)
- …) may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** FINRA Series 7 , 66 (or 63 & 65) required. Life and ... strong client commitment and advocacy by delivering proactive and responsive service to meet client goals.Differentiates client experience through… more
- Kestra Financial (Deerfield, IL)
- …estate planning. Being a "full service " firm allows for us to better service our client needs from personal investing and retirement planning to life ... messages appropriately and according to firm guidelines. + Manage client needs regarding processing, service , and problem...direct control + Smartoffice CRM knowledge a plus + Series 6 and 63 or 7 and… more
- PNC (Chicago, IL)
- …and 63 within 180 days of employment. DCM (Loan Syndications & Equipment Finance) - SIE, Series 79, Series 7 , and 63 within 120 days of employment. ... and memorandums, developing new initiatives, executing transactions and providing client relationship support. + Develops and maintains advanced industry,...Derivatives - SIE, Series 7 and 63 within 120 days… more
- Robert Half Finance & Accounting (Chicago, IL)
- …are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly ... Requirements: + Bachelor's degree + Minimum of 4+ years relevant experience + FINRA Series 7 and 66 licenses strongly preferred + Familiarity with estates… more
- JPMorgan Chase (Rockford, IL)
- …if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/ 7 , state registration (including 63 or 66 if required) and Life ... tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main...of clients more convenient by sharing and setting up self- service options to access their accounts 24 hours a… more
- Huntington National Bank (Chicago, IL)
- …1 year of Broker dealer experience + FINRA SIE, Series 7 and Series 63 + Proven experience in client service , operations, or sales support within ... day-to-day sales support and coordinating a wide range of client service activities, including client ...obtain within 12 months of hire the FINRA SIE, Series 7 and Series 63… more
- Bank of America (Northbrook, IL)
- …investment management, or relationship management. Key responsibilities include providing quality client service , and operations support and executing problems ... execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation...achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 &… more
- BMO Financial Group (Bartlett, IL)
- **This is a licensed position requiring the SIE, Series 6, 63, Life and Health ins licenses** **_The mission of Premier Services is to help mass affluent clientele ... and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor… more
- BMO Financial Group (IL)
- …must be 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 ... role is accountable to invoke trust and build strong client relationships, determine individual investment needs and provide professional,...minimum of 3-5 years of financial industry experience + Series 7 and 66 or ( 7… more