- Coinbase (Springfield, IL)
- …* Work experience in customer support roles focused on Institutional Client Services or High Net Worth Individuals (HNWIs). * Industry experience within ... alignment. Attendance is expected and fully supported. As a Specialist , Prime Client Services you'll join a high... Specialist , Prime Client Services you'll join a high performing team of client servicing professionals whose performance… more
- AIG (Chicago, IL)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... Underwriter Specialist , Midwest Region The Primary Accounts Casualty Group...Casualty Group of AIG is looking for an Underwriter Specialist to join our Chicago Office . Make your… more
- Robert Half Finance & Accounting (Chicago, IL)
- …support to a team of highly motivated Financial Advisors and their High - Net - Worth individual clients. Responsibilities: + Client onboarding, including ... from within. Job Description: We are seeking a highly motivated Client Relationship Specialist to provide high -touch client service and dedicated operational… more
- AIG (Chicago, IL)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... Underwriting Specialist , Casualty Make your mark in Underwriting AIG underwriting teams help to find insurance solutions in… more
- Truist (Chicago, IL)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... a broad range of wealth products and services to high net worth individuals. **ESSENTIAL...and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners… more
- BMO Financial Group (Winnetka, IL)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial ... experience thus driving increased profitability, improved share of wallet and Net Promoter Scores. + Provides customized advice and specialized planning services… more
- BMO Financial Group (Mundelein, IL)
- …sales and relationship management, boasting a robust network of COIs, Business Owners, and High Net Worth clients in the area. Provides advisory-based sales ... internal stakeholders to build capability and drive business growth. + Meets high -quality service standards to maximize relationship retention and growth. + Develops… more
- M&T Bank (Chicago, IL)
- …aspects of Global Capital Markets trust or entity administration and servicing of high net - worth private and institutional clients. Supports senior account ... normal course of business utilizing available resources. + Develop and maintain a high level of industry knowledge applicable to the business and demonstrate the… more
- Deloitte (Chicago, IL)
- …compliance and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement ... (GPHR) + Certified Equity Professional (CEP) + Certified Employee Benefits Specialist (CEBS) + Certified Pension Consultant (CPC) + Certified Payroll Professional… more
- BMO Financial Group (Chicago, IL)
- …personal and corporate financial statements, liquidity, contingent liabilities, cash flow, and net worth to determine repayment support and mitigate credit risk. ... agreements. + Ensure that loan renewals, annual reviews and high -risk loan monitoring are completed on a timely basis....with deal team members across functions - including deal specialist , legal and Credit - to analyze, structure, and… more