- Insight Global (Chicago, IL)
- Job Description As a Client Relationship Manager/ Client Service Representative (CSR) you will be the main point of contact for client 's customers ... should be followed up with call reports Work with Client Service Relationship Managers to establish prioritization...- 2+ years of professional experience, ideally coming from financial services - Experience client … more
- Raymond James Financial, Inc. (Bloomington, IL)
- …to review clients' current portfolio design, understand client goals, enter client data, and conduct financial analysis. * Evaluates overall individual and ... clearly communicate the recommendations and alternatives related to the client 's financial analysis and comprehensive plan design....(FINRA), Series 65 or Series 66_RA - Investment Adv Rep - Financial Industry Regulatory Authority (FINRA),… more
- Paychex (Chicago, IL)
- …PEO products and services by developing new clients and increasing the client base to increase profits in the PEO Sales organization. Responsibilities + Under ... procedures to ensure a smooth transition onto the PEO service . Expediting the resolution of client problems...opportunity. + Attend partner meetings to educate on PEO services and processes. + Achieving and continually develop technical,… more
- PNC (Chicago, IL)
- …strategy and new business acquisition across our core product set including Shareholder Representative Services , Escrow Agent, and Paying Agent. * Cultivate deep ... opportunities by providing ideas and insights based on an understanding of the client 's needs and their financial well-being. Drives client engagement and… more
- Raymond James Financial, Inc. (Chicago, IL)
- …years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client ... assesses and responds to all corporate action items and client account alerts. + Prepares financial reports,...(FINRA), Series 65 or Series 66_RA - Investment Adv Rep - Financial Industry Regulatory Authority (FINRA),… more
- Truist (Chicago, IL)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... specialists and IRM partners who are designated to support client service and business development efforts (eg...investment, trust and fiduciary services , and insurance services ) in a manner that promotes client … more
- Kestra Financial (Deerfield, IL)
- …experience in administrative support in a professional environment. + Previous experience in financial services a plus + Advanced computer skills (Outlook, Word, ... our clients protect their current wealth and create long-term financial plans for more than 35 years. In addition... service " firm allows for us to better service our client needs from personal investing… more
- Xylem (Morton Grove, IL)
- …and sustainable solutions. The **Outside Sales Rep ** **(Valve & Hydrant Services )** will be responsible for maximizing the financial performance of their ... financial performance of the region by expanding the service contracts of Xylem's Wachs Water Services ...any concerns. + Provide prompt and accurate responses to client inquiries and requests, and proactively identify and communicate… more
- Proven IT (Chicago, IL)
- Managed Services Representative Chicago, IL (http://maps.google.com/maps?q=151+N+Franklin+Chicago+IL+USA+60657) * Sales Apply Job Type Full-time Description ... + Emerging Leaders Program + Mentorship SUMMARY The Managed Services Representative is a selling consultant with...(Roth) basis to the 401K plan, administered by Principal Financial Services . Proven offers an employer match… more
- Wolters Kluwer (Springfield, IL)
- We are currently seeking dynamic **Customer Service Representative ** to join our growing teams across the country. Wolters Kluwer Lien Solutions is the global ... In this role, you will report to the Manager, Client Services and work from your remote...Bachelor's degree from an accredited college/university or equivalent B2B client service experience. Experience: + Strongly preferred… more