- Nuveen Investments (Chicago, IL)
- Client Service Associate will partner closely... service and operational nuances required to support Alternative investment products in the US Wealth ... Physical Requirements: Sedentary Work **Career Level** 5IC **Preferred Experience** + 3+ years of Client Service Experience + 3+ years of experience in the Asset… more
- 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 (Glen Ellyn, 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
- Citigroup (Glen Ellyn, 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
- BMO Financial Group (Chicago, IL)
- …Prioritize and follow up on tasks in a timely fashion + Own certain centralized client service activities and backup on others + Organize and maintain client ... vision is to be the single reference point for service to families of significant wealth . Our...files + Log, review and track client service activities **Key Accountabilities** + Prepare and/or review various… 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
- 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
- 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
- CIBC (Chicago, IL)
- …Partner with internal teams to provide seamless, professional, and timely client service . + **Contribute to business development:** Support business ... + Advanced technical skills to support portfolio management and reporting. + Exceptional client service and relationship management skills. + A commitment to… more
- HUB International (Chicago, IL)
- …insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue ... and coordinate the production move + Recommend solutions or alternatives to meet end-user needs or to help users...and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an… more
- Cherry Bekaert (Chicago, IL)
- …+ Ability to prioritize tasks and work efficiently on highly analytical tasks + Superior client service focus + Ability to travel up to 15% **What we offer ... energy, and expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We are all… more
- Cherry Bekaert (Chicago, IL)
- …Lead tax staff and seniors in a fast-paced, dynamic environment + Demonstrate superior client service skills **What you bring to the role:** + Bachelor's degree ... to support our Chicago Metro market. The successful candidate will manage the client 's tax compliance needs, anticipate tax and business issues, and recognize tax… more
- Cherry Bekaert (Chicago, IL)
- …and communicate effectively both with the client and internally to provide superior client service . **What you bring to the role:** + Bachelor's degree in ... you will:** + Solve interesting and complex international tax problems + Lead client relationships on day-to-day tax matters supporting partners with service … more
- Cherry Bekaert (Chicago, IL)
- …develop Tax Staff and Seniors in a fast-paced, dynamic environment + Demonstrate superior client service skills + Consult with market and firm leaders + Network ... within the community and client industries **What you bring to the role:** +...LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards.… more
- Cherry Bekaert (Chicago, IL)
- …An ideal fit for our firm displays a passion for superior client service , uncompromising integrity, excellent project management abilities, and leadership ... LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry… more
- Cherry Bekaert (Chicago, IL)
- …Collaborate with Tax Staff and Managers in a dynamic environment. + Provide excellent client service . Qualifications for this role include: + A Bachelor's degree ... LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry… more