- Beonair Network of Media Schools (Chicago, IL)
- …is to be scheduled within 48 hours so the student can return to complete the FA process. * After a student is packaged and all internal documentation is filled out, ... to confirm all pulls were received. * Maintain compliant FA files to include all documents on checklist that...first term. (This includes: Enrollment Agreement, ISIR, NSEstimate of FA , Signed Award, Entrance Counseling, MPN, Payment Plan, and… more
- Bank of America (Chicago, IL)
- …strategic objectives, operational excellence goals, and client advocacy within the FA 's business, while customizing solutions based on their specific needs. Job ... and follows up on all client and Financial Advisor ( FA ) requests + Assists with ensuring practices are in...banking into day-to-day practices, while communicating outputs to the FA + Supports day-to-day team activities and needs including… more
- Wells Fargo (Chicago, IL)
- …role is a strategic liaison to field leadership and Financial Advisors ( FA ), accountable for driving the marketing strategy for the division, increasing Financial ... Advisor ( FA ) productivity through marketing, branding, education, and client experience....and initiatives that drive business outcomes, increase Financial Advisor ( FA ) productivity and support, from a marketing perspective, recruiting… more
- Citigroup (Chicago, IL)
- …clients to the appropriate partners as necessary (eg leverage video conference for FA , mortgage specialist, etc.) + Take full ownership of clients' problems to ... resolve client complaints/issues promptly and effectively to ensure complete client satisfaction with resolution + Recognize transaction needs of clients, direct them to the alternative self-service channels and provide assistance with self-service as needed +… more
- American Heart Association (Chicago, IL)
- …training. + Provide support on Oracle modules including Procurement, GL, AP, AR, FA , Projects, Subscription, and OM + Provide assistance and expertise with key ... system processes (ie process of month-end, quarter-end and year-end close processes) + Drive best practices for the Oracle ERP modules to be audit and SOX compliant. + Defines and executes test scripts and test scenarios. + Identifies opportunities for… more
- Citigroup (Chicago, IL)
- …clients to the appropriate partners as necessary (eg leverage video conference for FA , mortgage specialist, etc.) + Take full ownership of clients' problems to ... resolve client complaints/issues promptly and effectively to ensure complete client satisfaction with resolution + Recognize transaction needs of clients, direct them to the alternative self-service channels and provide assistance with self-service as needed +… more
- Bank of America (Chicago, IL)
- …activities, and conduct of market personnel + Manages day-to-day Financial Advisor ( FA ) business needs, while ensuring adherence to the bank's compliance policies ... and procedures + Coaches FAs, Client Associates (CAs), and other market personnel to drive adherence of policies and procedures related to the sales practice conduct + Partners with FAs, CAs, and other market personnel to manage risk of business growth… more
- Rush University Medical Center (Chicago, IL)
- …staff. * Responsible for day to day supervision of the Budget/Invoicing ( FA ) analysts. * Consistently monitor employee productivity metrics to evaluate performance ... and ensures staff meets productivity standards. * Performs annual performance evaluations. * Identifies staff issues and assists in resolution. * Participates in hiring, progressive discipline and termination processes. * Orients new staff and provides ongoing… more