- Citigroup (Arlington Heights, IL)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of… more
- Citigroup (Chicago, IL)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of… more
- Citigroup (River Forest, IL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of… more
- BlackRock (Chicago, IL)
- …solutions to clients and provide exceptional service to clients.** ** Alternatives Specialist** **: responsible for developing client relationships and ... Representing a full suite of strategies from iShares ETFs, Alternatives , Mutual Funds to SMAs and sub-advisory relationships USWAs...Financial Advisors to identify, develop, partner on and own client relationships. The US Wealth team is… more
- BlackRock (Chicago, IL)
- …views, products and platforms, field questions from clients via inbound calls, service client requests, support senior sales teams, collaborate internally to ... Representing a full suite of strategies from iShares ETFs, Alternatives , Mutual Funds to SMAs and sub-advisory relationships USWAs...Financial Advisors to identify, develop, partner on and own client relationships. The US Wealth team is… more
- Citigroup (Bloomingdale, IL)
- …banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via ... our Citibank branches and centralized service centers. The Home Lending Officer role represents the...business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents,… more
- WTW (Chicago, IL)
- …pre-renewal strategy, CRB's (Corporate Risk & Broking) Engagement 365 approach, impeccable client service , and industry specific thought leadership. + Defines, ... Vertical Leaders with particular focus and support for the Alternative Asset Insurance Solutions Team (Mergers & Acquisitions team)...of clients within the HC&LS industry including leading the client service team, managing the client… more
- TIAA (Chicago, IL)
- …This job partners closely with the Advisor Consultant to maintain current client assets, drive sales, cross sell advisors and convert prospects to clients. ... portfolio and industry developments and masters all company product and service solutions. **Key Responsibilities and Duties** + Partners with Advisor Consultant(s)… more
- WTW (Chicago, IL)
- **Description** Client Management links our clients to our exceptional capabilities and solutions to drive profitable revenue growth. This includes responsibilities ... portfolio of clients across our two business segments, Health, Wealth and Career and Risk and Broking. The Managed...Broking. The Managed Care Growth Leader is the primary client lead managing the totality of the Willis Towers… more
- JPMorgan Chase (Park Ridge, IL)
- …end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience + Protect the firm ... monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when… more