- HUB International (Chicago, IL)
- …autonomy, and decision-making. + Prepares annual review reports and conducts client meetings to review the insurance program and make appropriate recommendations ... partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. + Responsible...Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB's… more
- Bank of America (Chicago, IL)
- Registered Private Wealth Client Associate Chicago, Illinois **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... times of absence or seasonal need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and … more
- Morgan Stanley (Chicago, IL)
- …concerning client accounts, including relaying stock positions, and providing account balances (eg, funds due and margin debit) * Enter profile information ... or pre-fill account documentation on client accounts and/or documents...characteristic protected by law. **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *Illinois-Chicago* **Requisition ID:**… more
- MUFG (Chicago, IL)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...will provide more details. **Job Summary** We're seeking an Associate who will be part of MUFG's Global Corporate… more
- Morgan Stanley (Chicago, IL)
- …and tracking follow-ups * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the ... Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member… more
- Deloitte (Chicago, IL)
- …architect plays an integral role in defining and assessing the client organization's cloud security strategy, architecture and practices. This individual's primary ... cloud security planning, deployment and review expertise to project teams and client organizations in the Cyber Risk space. Responsibilities include: + Lead the… more
- Deloitte (Chicago, IL)
- …and event management, data protection (DLP, encryption), user and administrator account management, SSO, conditional access controls and password/key management. + ... multi-protocol network environment. + Documenting Azure platform technical issues, analysis, client communication, and resolution as part of cyber risk mitigation… more
- HUB International (Chicago, IL)
- …of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in ... data from our warehouse and other systems to meet client needs and support strategic national initiatives. In this...and mentorship **Role Requirements** + Bachelor's degree. + Active Associate of the Society of Actuaries (ASA) certification +… more
- Valet Living (Chicago, IL)
- …compliance through training and communication + Work with the sales team and Account Executives to ensure client satisfaction and address issues + Identify ... Area Leaders + Analyze complex datasets to enhance operational processes and client experiences + Develop and implement budgetary guidelines, monitor spending, and… more
- Insight Global (Chicago, IL)
- …and support their current Associate Product Manager. 30+ APIs Core touching "My Account " flows Account for loyalty Account flows Update my information ... Job Description A client in the Chicagoland area is looking for...more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:… more
- Manulife (Chicago, IL)
- …to spearhead these activities. Today, HCM is known as Manulife Investment Management Private Equity & Credit ("MIM PE&C") and manages over $25 billion of capital. ... business totals $4B, and the team invests on behalf of Manulife's General Account and third-party clients. **Position Summary** The Analyst will report to the … more
- HUB International (Chicago, IL)
- …of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in ... data from our warehouse and other systems to meet client needs and support strategic national initiatives. In this...ongoing training **Role Requirements** + Bachelor's degree + Active Associate of the Society of Actuaries (ASA) certification +… more