• Investment Services Client

    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
    Kestra Financial (03/11/25)
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  • Marketing and Sales Representative

    Visiting Angels (Waukegan, 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
    Visiting Angels (03/09/25)
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  • Principal Financial Consultant - Payment…

    Discover (Riverwoods, IL)
    …Product, Network Operations, Global Network Analytics & Pricing, Risk and Strategic Client Management to assess investment opportunities and guide your business ... or related + 4+ years of experience in Financial Services , Consulting, Investment Banking, or related **Physical...and Cognitive Requirements** The physical requirements described here are representative of those that must be met by an… more
    Discover (02/11/25)
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