- 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
- Sedgwick (Chicago, IL)
- …National Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Manager Client Services **PRIMARY ... PURPOSE** : To manage accounts of multiple client service programs or single large national...required to include three (3) years as an Account Representative **OR** five (5) years adjuster experience including one… 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
- American Express Global Business Travel (Springfield, IL)
- …with the financial data as required. + Reviews and approves monthly client financial settlement summaries. + Monitors direct reports to achieve the highest ... of the sales team and as an Amex GBT representative during site inspections, program operations, and client...purpose of developing direct reports and ensuring and improving client satisfaction. + Develops service recovery plans,… 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
- CIBC (Worth, IL)
- …Contact Center where you'll have meaningful client -focused conversations. As an Inbound Financial Services Representative , you'll be the first point of ... to their banking needs. You'll deepen relationships by understanding the client 's needs, and quickly resolving issues or problems. You'll proactively identify… 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
- CVS Health (Springfield, IL)
- …all with heart, each and every day. **Position Summary:** Health Concierge -Customer Service Representative is the face of Aetna to provide targeted, ... member self- service tools, etc. + Uses customer service threshold framework to make financial decisions...on various elements of benefit plan information and available services created to enhance the overall customer service… more
- Choice Hotels (IL)
- Account Management Representative (Illinois) Location: Must be based in Illinois Who are we looking for? Choice Hotels, one of the world's largest lodging ... franchisors, has an exciting new opportunity as our Account Management Representative to join our Global Sales Organization team. In this pivotal role, you will be… more
- Wolters Kluwer (Chicago, IL)
- …Wolters Kluwer by developing and maintaining comprehensive knowledge of Wolters Kluwer services , industry trends and general business and financial acumen ... . Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers… more
- KeyBank (Chicago, IL)
- …to work remotely on the remaining day. **Job Summary** The Sr Sales Representative , FX works within the Payments group on the Corporate Foreign Exchange (FX) ... responsibility for driving foreign exchange sales revenue through high quality client servicing, strong internal partnerships, and excellence in the sales process.… more
- Acosta Group (Oak Brook, IL)
- **DESCRIPTION** The Sales Support Representative is an essential function managing vendors orders, confirming accuracy, ensuring vendor commitments in accuracy and ... pricing, preventing any financial deductions. The Lead, Sales Support must possess proven...Diploma/GED + Three (3) year's business process solutions, customer service and/or office administrative experience preferred in manufacturing, costing,… more
- Insight Global (Des Plaines, IL)
- Job Description Insight Globals client is looking for a Business Development Representative to grow our medical network. They will be responsible for growing and ... groups into the medical network. They will engage in understanding the process and financial needs for each medical practice and negotiate the product and terms with… more
- Sedgwick (Chicago, IL)
- …Top Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Disability Representative Sr. **Our teams ... clinical case management for additional review when appropriate. + Maintains professional client relationships and provides excellent customer service . + Meets… more
- Sedgwick (Chicago, IL)
- …meaningful, each and every day. It's having support for your mental, physical, financial and professional needs. It means sharpening your skills and growing your ... to Work(R) Most Loved Workplace(R) Forbes Best-in-State Employer Commercial Claims Representative , Auto (Hybrid Onsite Work Schedule) **This position is a hybrid… more