- Bank of America (Chicago, IL)
- Wealth Management Client Associate Chicago, Illinois **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Bank of America (Chicago, IL)
- Registered Private Wealth Client Associate Chicago, Illinois **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- BlackRock (Chicago, IL)
- **About this role** **About this role:** We are actively seeking client -facing sales professionals with a proven successful track record of managing an assigned ... territory to help identify, develop, and own client relationships. As the world's largest asset manager, BlackRock has product and solution offerings for almost any… more
- Deloitte (Chicago, IL)
- Senior Consultant, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT… more
- JPMorgan Chase (Chicago, IL)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a… more
- JPMorgan Chase (Chicago, IL)
- JP Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources...customize solutions tailored to clients' specific needs. As a Client Service Associate Lead within JP Morgan… more
- HUB International (Merrillville, IN)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 17,000 employees in over ... Service Awards **Here's Where You Come In** As a Client Success Associate , you will manage a...by account team and\or Team Leader. + Maintain accurate client information in account management systems as… more
- Citigroup (Chicago, IL)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... The Registered Client Service Associate is a developing...manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and… more
- BlackRock (Chicago, IL)
- …Some knowledge of financial services and/or industry experience, if possible in Wealth /Asset Management . Ability to multi-task effectively and leverage internal ... **About this role** Seeking talented Client Onboarding and Investment Analysts/Associates who will be responsible for managing the onboarding process for… more
- CIBC (Chicago, IL)
- …**What you'll be doing** As an Associate Relationship Manager with CIBC Wealth Management 's Chicago office, you'll support a Senior Relationship Manager in ... Bring 10+ years of financial services experience, ideally with exposure to client relationship management , and hold a Certified Financial Planner (CFP)… more
- S&P Global (Chicago, IL)
- …This role blends research and quantitative and qualitative analytical skills, client -facing interactions, and project management . Daily tasks include completing ... internal use):** 12 **The Team** : S&P Global Ratings is seeking an Associate Director to join its Structured Finance practice, which provides credit ratings and… more
- Cherry Bekaert (Chicago, IL)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... 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)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... 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
- Truist (Chicago, IL)
- …America) **Please review the following job description:** Responsible for providing client relationship management and investment banking services including ... solutions product suite as well as floating rate and F/X, private wealth , insurance and other services. Senior investment banking professionals are also expected… more
- BlackRock (Chicago, IL)
- …years investment or asset management experience. + Sales experience within asset management , wealth management , or the financial industry more broadly is ... to retail advisor practices. **Role Description:** BlackRock Portfolio Design Specialist is an Associate /VP eligible role in US Wealth Advisory. The team is… more
- WTW (Chicago, IL)
- …**Clients** + Serve as the lead Executive Compensation Consultant on client projects, supporting management and/or the compensation committee, developing ... way that ensures profitable revenue for Willis Towers Watson, associate engagement and development and high client ...client relationship skills: the ability to influence senior management and the ability to work across all levels… more
- HUB International (Merrillville, IN)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 16,000 employees in over ... be responsible to retain our clients through customer service and maintaining accurate client information in our systems. You will work in a collaborative team… more
- HUB International (Chicago, IL)
- …business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion ... to junior team members and may eventually assume people management responsibilities. This role requires a hands-on approach to...data from our warehouse and other systems to meet client needs and support strategic national initiatives. In this… more
- Alight (Chicago, IL)
- …and financially secure workforce by unifying the benefits ecosystem across health, wealth , wellbeing, absence management and navigation. With a comprehensive ... to ensure proper execution of clinical consultation and reviews. + Participating in client meetings and providing clinical and absence management expertise for… more