Client Services Specialist for Banking Advisors
$28.75 - $40 per hourBank of America Financial Center
Bank of America is looking for a Client Service support representative in Chicago, IL to provide exceptional service to its clients. You will support Financial Advisors and ensure client needs are met efficiently. Qualifications include at least one year in the banking or client servicing field, proficiency in Microsoft Word and Excel, and a High School Diploma. Bilingual candidates in Spanish, Portuguese, or Mandarin are encouraged to apply. This position offers a competitive hourly pay range of $28.75 - $40.00 and industry-leading benefits. #J-18808-Ljbffr
- ...Client Advisor In The Institutional Advisor Channel J.P. Morgan Asset... ...to providing exceptional service to our clients and business... ...marketing support, and product specialists, are dedicated to the support... ...Advisors, Private Banks, Trust Companies, and Multi-...Suggested
$19 - $25.5 per hour
...convenient, easily accessible financial services that meet our customers' growing needs.... ...Customer Guidance: Experience in guiding clients or stakeholders through various processes... ...s) in the consumer finance, lending, or banking industries preferred. Work Location: 10...SuggestedHourly payFull timeWork at officeLocal areaMonday to FridayWeekend workAfternoon shift$19 - $25.5 per hour
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BMO U.S. is seeking a licensed financial advisor in Park Ridge, Illinois. In this role, you will act as the primary contact for clients, uncovering financial needs while providing holistic banking and investment solutions. A major focus will be on client acquisition and...Suggested- ...Job Description Job Description Financial Service Representative — Branch Network Department; Evergreen Park Branch Banking • Full-Time • Branch Network Scott Credit Union is hiring a Financial Service Representative in Evergreen Park, IL to help support our...SuggestedFull timeTemporary workWork at office
$23.19 - $28.35 per hour
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$88.8k - $165.6k
...and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in... ...procedures while maintaining an exceptional client service environment. Responsibilities Negotiates...Work experience placementWork at officeLocal area$23.19 - $28.35 per hour
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we... ...at—all from Day One. Job Description Client Relationship Consultants build relationships... ...available deposit and loan products and services, and recommending solutions based on each...Temporary work$23.19 - $28.35 per hour
Responsibilities Client Relationship Consultants build relationships with customers, engaging... ..., assessing and attending to customers’ banking needs, obtaining and processing customer... ...available deposit and loan products and services, and recommending solutions based on each...Temporary work- ...Product Manager to lead strategy and delivery of client- and advisor-facing digital platforms for the Private Bank. This role is for a strong product leader who... ..., private banking, or other regulated financial services. Onboarding / KYC / account opening product experience...
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- A leading financial institution seeks a Client Service Associate in Chicago. In this role, you will foster client relationships and ensure premier service. Responsibilities include managing client inquiries, executing transactions, and adhering to compliance standards....Work at office
- ...Job Title Client Service Associate Job Description J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S.... ...equivalent experience ~ Financial services and/or banking industry experience ~1-3 years of client...Work at office
$19 - $23 per hour
...in Chicago is looking for individuals to join their team as a Customer Service Representative. This role involves handling teller transactions, providing operational support, and cross-selling banking products while ensuring an exceptional customer experience. Candidates...Hourly pay$122.4k - $228k
...Group: Commercial Sales & Service Analyzes credit information... ...for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and... ...enterprise-wide level and serves as a specialist resource to senior leaders and...Contract workPart timeWork experience placementWork at officeLocal areaShift work- Bank of Montreal is seeking a Retail Banking Sales & Service representative in La Grange, Illinois to deliver exceptional service to customers. In this role, you will engage with clients to understand their financial needs and offer tailored banking solutions. The ideal...
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...Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses.... ...personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking...Temporary workBank staffWork at officeFlexible hours$88.8k - $165.6k
...Street Job Family Group: Commercial Sales & Service Analyzes credit information to support... ...for new and existing Dealer Finance commercial banking loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in...Contract workPart timeWork experience placementWork at officeLocal area- ...Citi develop and deepen client relationships in order to... ...deliver quality Private Bank client relationships (solutions and services) in an intensely... ...Orchestrate appropriate specialist resources to develop tailored... ...’s advocate and trusted advisor (primary contact) for strategic...
$41.71k - $50.5k
...seeking a team member to provide exceptional service to customers in Western Springs, IL. You... ...through both digital and personal banking. Successful candidates will have 1-2 years... ...involves meeting banking needs, conducting client conversations, and supporting operational...$41.71k - $69k
Bank of Montreal is seeking a Retail Banking Sales & Service representative in Chicago, Illinois. This role focuses on exceptional customer service, identifying financial solutions, and building lasting relationships. Ideal candidates have 2-3 years of experience in financial...- ...Sales Representative manages a portfolio of Bank customers, maintaining existing... ...calling programs to introduce new products and services. Develop consultative selling relationships... ...Frequently communicate with staff and clients to exchange accurate information....Work at officeFlexible hours
$103.7k - $138.2k
...Position Title: Wealth Advisor Locations: Chicago_IL... ...this goes beyond traditional banking. We foster programs that empower... ...and optimizing our services to ensure we stay unique - providing... ...advice to perspective and current clients. Helps clients identify their...Full timeContract workTemporary workWork at officeFlexible hours$81k - $147.64k
...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...LLP (Baker Tilly) provide professional services through an alternative practice... ...with SOX and FDICIA compliance within the banking or financial services industry • Demonstrated...Work experience placementLocal areaWorldwide- ...DESCRIPTION About US Private Bank (USPB): With more than 160 years... ...the highest quality advice, service, capabilities, and products to... ...comprehensive solutions to help clients with the many complexities... ...delivery for the Alternatives Advisor and Client Experience, with a...
- ...The Canadian Imperial Bank of Commerce is seeking a Client Service Advisor in Chicago, IL. This role focuses on fostering strong client relationships, supporting private banking needs, and ensuring an exceptional client experience. Ideal candidates will have 1-3 years...
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