- Kestra Financial (Deerfield, IL)
- …estate planning. Being a "full service " firm allows for us to better service our client needs from personal investing and retirement planning to life ... needed and direct/take messages appropriately and according to firm guidelines. + Manage client needs regarding processing, service , and problem resolution in a… more
- Bank of America (Rolling Meadows, IL)
- …be a Year Up intern** Job Description: This role is responsible for phone-based service to relationship role where the representative is expected to take 20 ... to 30 inbound service calls daily to solve for financial needs. These...a central entry point into a fully licensed financial services career. An Investment Specialist Trainee (responsibilities):… more
- Robert Half-Robert Half Corporate (Chicago, IL)
- **JOB REQUISITION** Client Representative , Managed Technology Solutions **LOCATION** IL CHICAGO **JOB DESCRIPTION** **Job Summary** In the role ** Client ... Managed Solutions business development group. The main responsibility of a Sales Representative is to schedule meetings for the business development teams related to… more
- Bank of America (Rolling Meadows, IL)
- Consumer Investments - Financial Service Representative Chandler, Arizona;Jacksonville, Florida; Hunt Valley, Maryland; Lincoln, Rhode Island; Rolling Meadows, ... about developing strong relationships with clients, then the Financial Services Representative I is the ideal role...of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service … more
- Morgan Stanley (Chicago, IL)
- …on our Financial Services team! As an unlicensed Financial Services Representative , you would use your amazing customer service skills and knack for ... be other things you can help with). A Typical Workdayas aFinancial Services Representative includes: * Fielding inbound customer inquiries toassistcustomers with… more
- Bankers Life (Schaumburg, IL)
- …a variety of backgrounds including, but no limited to, sales, athletics, military, client services , or client -facing roles. Regardless of your professional ... Entry Level Financial Representative - Insurance Sales Location: Schaumburg, IL, United...Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust … more
- Comcast (Chicago, IL)
- …for customers in the assigned area, manage contracts for accounts and provide client services support for the portfolios of more senior representatives, ... at an amazing pace, thanks to our remarkable people, who bring cutting-edge products and services to life for millions of customers every day. If you share in our… more
- HUB International (Chicago, IL)
- …email and client inquiries in a timely manner + Maintain service standards as outlined in the procedure manual + Maintain confidentiality requirements regarding ... insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services . From offices located… more
- HUB International (Chicago, IL)
- …those risks. + Builds strong relationships with internal customers (producers, sales leadership, client service , Risk Services , and Claims Consulting) as ... independent of manager approval. + Leads all aspects of client service for the Middle Market segment...providing property and casualty, life and health, employee benefits, investment and risk management products and services .… more
- HUB International (Chicago, IL)
- …array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services . With over 17,000 ... insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services . From offices located… more
- Mizuho Corporate Bank (Chicago, IL)
- …duties as assigned or needed. Required Skills and Qualifications: + A Futures Client Service Representative should possess extensive operational knowledge. + ... We are looking for a Futures customer service representative who will maintain the...Mizuho Americas is a leading provider of corporate and investment banking services to clients in the… more
- AECOM (Chicago, IL)
- …of program services + Represents PMO on contractual matters with the client and as the senior delivery representative + Senior leadership team development, ... best for the world. With an acceleration in infrastructure investment , your bold ideas and global expertise have never...client satisfaction with fulfillment of agreed scope of services , and overall financial performance of contract to budgets… more
- HUB International (Des Plaines, IL)
- …response to those changes independent of manager approval. + Leads all aspects of client service , marketing, and renewal of book of business. Uses judgment and ... insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services . From offices located… more
- HUB International (Chicago, IL)
- …array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services . With over 17,000 ... a timely manner and with utmost quality to ensure client satisfaction **Our expectations for all Team Members:** +...providing property and casualty, life and health, employee benefits, investment and risk management products and services .… more
- HUB International (Chicago, IL)
- …array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services . With over 17,000 ... maintain a clear and consistent brand voice for each client . **Our expectations for all team members:** + Willingness...providing property and casualty, life and health, employee benefits, investment and risk management products and services .… more
- Principal Financial Group (Chicago, IL)
- …Required within 5 months of employment:** + Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 ... you will use your skills to position our products as the ultimate solution for the client . Here are some of the examples of the things you'll do: + Drive retirement… more
- CBRE (Chicago, IL)
- …Service and Excellence. We are the global leader in commercial real estate services and investment . This role will provide the following benefits: 401(K), ... and building technical staff resolve problems promptly. Ensures that services are provided by following policies, procedures, regulations and contractual… more
- HUB International (Downers Grove, IL)
- …insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services . From offices located ... success by developing relationships with others **Summary** The Surety Account Representative is responsible for assisting Surety Account Managers and Producers with… more
- CBRE (Chicago, IL)
- Assistant Fund Controller Job ID 155151 Posted 03-May-2024 Service line Advisory Segment Role type Full-time Areas of Interest Accounting/Finance Location(s) Chicago ... The Role: We are looking for an Assistant Fund Controller for CBRE Investment Accounting & Reporting Solutions, an exciting and growing environment. Contributors in… more