- JPMorgan Chase (Chicago, IL)
- The Supervision Officer supports Supervisory Managers in the field by executing designated supervisory duties, thereby facilitating standardized oversight and ... enhanced focus on the investment sales process, while assuring compliance with securities industry regulations...team environment that is consistently evolving + Effective time management skills in order to meet service level agreements… more
- Bank of America (Northbrook, IL)
- …delegated compliance, administrative, and business functions to support the Merrill Wealth Management Market Executives (MEs) overall managerial and supervisory ... a deep understanding of industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products… more
- S&P Global (Chicago, IL)
- **About the Role:** **Grade Level (for internal use):** 05 **The Role:** Sales Associate, Client Coverage Internship **The Team:** The North American Client Coverage ... team is responsible for sales /licensing of intellectual property of S&P Dow Jones Indices. Additional responsibilities include establishing and building strong… more
- University of Iowa Community Credit Union (Plainfield, IL)
- …GreenState product and service or referring them to the specialized department ( Wealth Management , Commercial, Mortgage, GreenState Insurance etc.) to be served. ... demonstrate integrity, share one vision through teamwork. Meets and exceeds sales expectations by providing personalized, professional service to all members in… more
- HUB International (Downers Grove, IL)
- …property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means ... commission audits, updates, corrections, and reports, and respond to inquiries from sales staff around commissions and expenses. + Be a business process expert… more
- University of Iowa Community Credit Union (Naperville, IL)
- …GreenState product and service, or referring them to the specialized department ( Wealth Management , Commercial, Mortgage, etc.) to be served. + Provides ... demonstrate integrity, share one vision through teamwork. Meets and exceeds sales expectations by providing personalized, professional service to all members in… more
- University of Iowa Community Credit Union (Addison, IL)
- …GreenState product and service or referring them to the specialized department ( Wealth Management , Commercial, Mortgage, GreenState Insurance etc.) to be served. ... you - Thank each member for their business and make them feel valued. + Sales - Ask questions, listen to your members' needs and offer solutions that make sense.… more
- Bank of America (Chicago, IL)
- …and guidance related to the company's record-keeping, trust, custody, brokerage and wealth management services provided to retirement plans and retirement ... regulatory law changes affecting retirement plan governance, administration, and management + Provide day-to-day support to business personnel regarding operational… more
- Paycom Online (Chicago, IL)
- …related to the Paycom solution + Process small market payrolls under limited supervision & coordinate payroll processing timelines with all clients to ensure payroll ... + Responsible for consulting on the change and risk management strategy for clients who are implementing the Paycom...+ Employee Stock Purchase Program to help you build wealth for the future + Company + team-based events… more