- 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:** ... Duties May Include: Serves as an advisor to affluent clients with sophisticated investment needs Meets...sophisticated investment needs Meets regularly with clients to assess client financial situation to determine investment objectives and risk… more
- Huntington National Bank (Park Ridge, IL)
- Description Summary: The HHFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial ... goals.Duties & Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. +… more
- BMO Financial Group (Rolling Meadows, IL)
- …to meet the client 's specific financial planning needs. Coordinates and integrated team of subject matter experts to craft and execute creative solutions for the ... relationship plans, financial plans and reviews) + Leads Annual Client Review with team members to evaluate...build capability and drive business growth. + Meets high-quality service standards to maximize relationship retention and growth. +… more
- H&R Block (Arlington Heights, IL)
- …tools (ie, video conferencing, phone, chat, email) + Generate business growth, increase client retention, and offer additional products and services + Understand ... as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to...needs and you'll have the support of an expert team , dedicated to providing you with advanced tax training… more
- Leap (Schaumburg, IL)
- …customer first. Key responsibilities include supporting sales initiatives, enhancing team and customer engagement, maintaining visual and operational standards, and ... accessories, including basic knowledge of materials, product features, and the service expectations of high-end clientele. + Availability: Flexible and adaptable to… more
- JPMorgan Chase (Chicago, IL)
- …you an experienced attorney with a passion for investment management? Join our dynamic team at JPMorgan Asset Management, where you'll play a pivotal role in shaping ... full array of investment products. Be part of a team that values innovation, strategic thinking, and collaboration. Elevate...manages legal and other risks, advises on products and services , interprets laws and regulations that impact the firm,… more
- CIBC (Chicago, IL)
- …we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued ... completing internal documentation that will enable the account opening team to properly set up the account and allow...to the trust account including but not limited to client 's counsel, NTC or DTC counsel and interested parties… more
- Raymond James Financial, Inc. (Loves Park, IL)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and...team . + Provide a high level of customer service . **Education/Previous Experience** + High School Diploma or equivalent… more
- JPMorgan Chase (Chicago, IL)
- Join a team where your passion for client service drives real impact for global clients. Grow your career in a collaborative, fast-paced environment that ... contact for client onboarding, transactions, and ongoing service requests + Act as a trade advisor...to global trade products and international client service + Ability to identify products and services… more
- WTW (Chicago, IL)
- …and management of their health and benefits programs. Responsibilities include: + Leading the client service team in the design and delivery of project ... standards + Proactively advising clients and ensuring the delivery of superior client service + Leading vendor procurement strategy, negotiation, implementation,… more