- Equitable (Oak Brook, IL)
- Wealth Management Associate - IL, Oak Brook (2355) ( PIN\_15162 ) **Primary Location** : UNITED STATES-IL-Oak brook **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...you with the skills and tools needed for success: client relationship management , product knowledge, sales techniques,… 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
- 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
- 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
- Raymond James Financial, Inc. (Wheaton, IL)
- …support. As such, Foundation Wealth Strategies is seeking a dynamic Client Associate who truly enjoys working with people, is motivated, detail-oriented, ... deadlines in a fast-paced, task-oriented work environment. Join Foundation Wealth Strategies and see where a career with us...advisor. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists… 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
- 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 (Chicago, IL)
- …business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion ... 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
- 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
- Kiewit (Itasca, IL)
- …power generation markets, to drive safe and cost-effective solutions that achieve client expectations and further Kiewit's legacy of excellence. On our team, you'll ... impact millions across North America. With top-notch health benefits, a wealth -building 401k plan, and unbeatable growth opportunities, by joining Kiewit, you're… 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 ... Azure Data Services). - Familiarity with Microsoft SQL Server and data management best practices. - Knowledge of integration techniques using APIs, web services,… more