- 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
- Publicis Groupe (Chicago, IL)
- …of people managing experience, overseeing five or more reports in an account management/ client services team. + Deep industry relationships with ad tech firms, ... primary investment leader for the agency, overseeing investment for one or more client across...fluently to channel buying tactics; often acting as a representative of the full media investment team… more
- Publicis Groupe (Chicago, IL)
- …of people managing experience, overseeing five or more reports in an account management/ client services team + Deep industry relationships with ad tech firms, ... fluently to channel buying tactics; often acting as a representative of the full media investment team...and oversight. + Work with Analytics team to oversee client pacing & performance across digital media portfolio. +… more
- Truist (Chicago, IL)
- …job description:** Responsible for providing client relationship management and investment banking services including strategic advisory services to ... suite as well as floating rate and F/X, private wealth, insurance and other services . Senior investment banking professionals are also expected to serve the… more
- CBRE (Chicago, IL)
- Investment Sales Analyst Job ID 185779 Posted 27-Sep-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales Support Location(s) Chicago - ... Located in the six key logistics hubs, the 90 investment sales and support professionals connect local market insight...constant communication with the team, the market and the Client . + Work directly with clients - equity funds,… 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 (Chicago, 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: Chicago, IL, United...Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust … more
- Marex (Chicago, IL)
- …- Clients are at the heart of our business, with superior execution and superb client service the foundation of the firm. We respect our clients and always ... The Group provides comprehensive breadth and depth of coverage across four core services : Market Making, Clearing, Hedging and Investment Solutions and Agency… more
- Wolters Kluwer (Chicago, IL)
- …by developing and maintaining extensive knowledge of how CT product implementation and client services are initiated and delivered; ensure that the assigned ... Compliance** provides a wide range of technology-enabled lending, regulatory and investment compliance solutions, corporate services , and legal entity compliance… more
- Visiting Angels (Northbrook, IL)
- …with clients, their family members and referral sources. Demonstrate a strong commitment to client service excellence. + Ability to lawfully work in the US ... POSITION PURPOSE : The Marketing/Sales Representative is responsible for generating business from referral...trends to represent and differentiate Visiting Angels and its services in the local market. + Effectively articulate the… more
- Mizuho Corporate Bank (Chicago, IL)
- …the Americas, EMEA and Asia. Mizuho Americas is a leading provider of corporate and investment banking services to clients in the US, Canada, and Latin America. ... (GTBA) provides various transaction banking solutions, such as payment/collection services , cash management, liquidity management, trade finance (conventional L/C,… 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
- Bankers Life (Chicago, IL)
- …a variety of backgrounds including, but not limited to, sales, athletics, military, client services , or client -facing roles. Regardless of your professional ... including but not limited to: Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management -… more
- Principal Financial Group (Chicago, IL)
- …and monitored. Sit on and approve items on various management committees as a representative of the client . + Valuation, Compliance & Reporting: Collaborate with ... execute investment strategies. Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live… 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... and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services , and insurance… more
- Publicis Groupe (Chicago, IL)
- …Serve as a central point of contact for clients and internal teams for the client investment portfolio. + Speak fluently to multiple media channels, calling on ... fluently to channel buying tactics; often acting as a representative of the full media investment team...experience, overseeing five or more reports in an account management/ client services team + Deep industry relationships… more
- AECOM (Chicago, IL)
- …There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to ... growth through direct engagement in opportunities and premier customers which are representative of the digital future within B+P + Collaborating with strategic… more
- JPMorgan Chase (Chicago, IL)
- …your knowledge, skills, and abilities in the margining space. **Job Description** As a Client Services representative in the Margins team, you will serve ... Money, Regulatory Reporting, Static Data Management and Position Management. The Americas Client Services Margin team is responsible for client facing… 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
- AECOM (Chicago, IL)
- …There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to ... of all integration and technical infrastructure fit-out activities associated with client -owned system and/or services and critical infrastructure that is… more