- 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 ... needed and direct/take messages appropriately and according to firm guidelines. + Manage client needs regarding processing, service , and problem resolution in a… more
- Navy Federal Credit Union (Schaumburg, IL)
- … to achieve the financial client 's goals as a registered representative /advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, ... assignment that are moderately difficult and under supervision. Responsibilities + Provide investment industry expertise to client investment consultations… more
- Publicis Groupe (Chicago, IL)
- …Serve as a central point of contact for clients and internal teams for the client investment portfolio. + Speak fluently to multiple media channels, calling on ... fluently to channel buying tactics; often acting as a representative of the full media investment team...experience, overseeing five or more reports in an account management/ client services team + Deep industry relationships… more
- HUB International (Chicago, IL)
- …to work from instead of a daily workplace. We are looking for a Digital Customer Service Representative to join our firm. This role is viewed as a developmental ... their businesses. Specialty Program Group offers access to capital and investment , deep carrier relationships, creative thinking, product development and broad… more
- Visiting Angels (Northbrook, IL)
- …with clients, their family members and referral sources. Demonstrate a strong commitment to client service excellence. + Ability to lawfully work in the US ... POSITION PURPOSE : The Marketing/Sales Representative is responsible for generating business from referral...trends to represent and differentiate Visiting Angels and its services in the local market. + Effectively articulate the… more
- Principal Financial Group (Chicago, IL)
- …our Private Fund Services team, leading end-to-end delivery of exceptional client service for our Private Fund Clients, orchestrating seamless collaboration ... across internal teams to deliver and execute on our client needs + Collaborate closely with Distribution, Investment teams, and Consultant Relationships to… more
- Navy Federal Credit Union (Schaumburg, IL)
- … to achieve the financial client 's goals as a registered representative /advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, ... for the promotion and growth of NFIS products and services . Recommend appropriate mixture(s) of insurance/ investment products...business based on member needs and complexity + Provide investment industry expertise to client investment… more
- KeyBank (Chicago, IL)
- …plan. + Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards. + Employs and maintains ... needs through expert advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at...based on client needs. Acts as a client advocate/ representative on assembled team. If needed… more
- CBRE (Chicago, IL)
- …United States of America About The Role: CBRE is the world's largest commercial real estate services and investment firm. We provide a full range of services ... new business opportunities, driving revenue growth, and building strong client relationships within the services sector, with...part of the global leader in commercial real estate services and investment that helps businesses and… more
- CBRE (Chicago, IL)
- …part of the Client Consulting function. They are responsible for Advisory services in relation to real estate operations and investments. **What You'll Do:** + ... of change management theory and practical application + Strong client - service oriented work ethic driven by a...part of the global leader in commercial real estate services and investment that helps businesses and… more