- Alight (IL)
- …to inform management 's strategic decision-making **Client Relationship Management ** + Serve as a strategic partner/trusted advisor , understanding client ... and financially secure workforce by unifying the benefits ecosystem across health, wealth , wellbeing, absence management and navigation. With a comprehensive… more
- Bank of America (Northbrook, IL)
- …delegated compliance, administrative, and business functions to support the Merrill Wealth Management Market Executives (MEs) overall managerial and supervisory ... a deep understanding of industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products… more
- US Bank (Chicago, IL)
- …problem resolution, escalating items beyond specified authority to the assigned Private Wealth Management Advisor or respective specialist. Works proactively ... you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Universal Assistant is a...to maximize client satisfaction and encourage expansion of the relationship . Develops working knowledge of assigned area and accounts… more
- Citigroup (Chicago, IL)
- …thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to ... investment strategies in a way that is easily understood ** Relationship Management ** + Serve as the client's...on financial matters + Create, organize, and implement a wealth management strategy designed to deepen relationships… more
- Carrington (Springfield, IL)
- …and to collaborate and explore alternative solutions. + Ability to interact with Senior Management as an advisor on projects, and to act as a spokesperson ... & Development Manager will be part of the Learning & Leader Development management team, this role is responsible for developing and driving the strategy and… more
- Coinbase (Springfield, IL)
- …needs of a high-growth and fast paced organization. * Fantastic communication and relationship management skills, passion for assisting customers to use Coinbase ... in the most efficient manner. * Be a trusted advisor , listen and empathize so the customer knows they...in cryptocurrency and Coinbase products * Experience in Banking, Wealth Management , Corporate Fiance, Asset Management… more
- BankFinancial (Downers Grove, IL)
- …and trust beneficiaries to discuss their needs and the benefits of using our Wealth Management Services. + Maintains knowledge of the Onesource Trust Tax system ... point of contact for existing clients in partnership with the assigned relationship manager. + Maintains contact with existing clients, beneficiaries, and referral… more