- 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
- PCI Pharma Services (Rockford, IL)
- …operations, project management, finance, legal, and other departments to ensure optimal service delivery, timeline adherence, and client satisfaction. + ** ... biopharma companies and their patients. **We are PCI.** Our investment is in People who make an impact, drive...to the Director, Business Development in managing complex global client relationships and driving top-line growth across PCI Pharma… 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
- ASM Research, An Accenture Federal Services Company (Springfield, IL)
- …the examination of costs, benefits, and risks associated with the proposed investment or project. + Recommends alternatives for solutions and highlights strategic ... + Serves as liaison with clients, participating in meetings to ensure client needs are met. + Architects, designs, implements, supports, and evaluates secure,… 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