Current jobs related to Financial Services Professional - Chicago, Illinois - Northern Trust
-
Financial Services Professional
1 week ago
Chicago, Illinois, United States Wintrust Financial Full timeFinancial Advisor RoleAt Wintrust Financial, we're seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you'll play a crucial role in helping our clients achieve their financial goals.Key Responsibilities:Build strong relationships with clients and prospectsDevelop and implement comprehensive financial plansProvide expert advice on...
-
Financial Services Professional
2 weeks ago
Chicago, Illinois, United States Lakeshore Financial Group Full timeUnlock Your Potential as a Financial Advisor at Lakeshore Financial GroupAre you a driven and customer-focused individual looking to grow and thrive in a dynamic team environment? Do you have a passion for helping clients achieve their financial goals and building lasting relationships?Lakeshore Financial Group is expanding its team in Chicago and seeking...
-
Financial Services Professional
3 weeks ago
Chicago, Illinois, United States LPL Financial Holdings, Inc. Full timeUnlock Your Potential as a Financial AdvisorLPL Financial partners with TruStage to offer a comprehensive suite of financial services to credit union clients. This employment opportunity at TruStage, located at Michigan State University Federal Credit Union (MSUFCU) in Chicago, IL, presents a unique chance to join Michigan State University Federal Credit...
-
Financial Professional
6 days ago
Chicago, Illinois, United States Voya Financial Advisors Inc Full timeSeeking a Financial Professional for Defined Contribution PlansVoya Financial Advisors, Inc. is a leading independent broker-dealer in the defined contribution & defined benefit business. We are currently seeking a Financial Professional to join our team in the greater Chicago area to work with plan sponsor relationships. This position will be responsible...
-
Senior Financial Professional
3 weeks ago
Chicago, Illinois, United States Creative Financial Staffing Full timeSenior Accountant OpportunityCreative Financial Staffing is seeking a highly skilled Senior Accountant to join their team. This is an excellent opportunity for a motivated professional to take on a leadership role and contribute to the growth of a well-respected private equity firm.Key Responsibilities:Prepare and review financial statements, including...
-
Senior Financial Professional
3 weeks ago
Chicago, Illinois, United States Creative Financial Staffing Full timeSenior Accountant Job DescriptionWe are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will be responsible for providing financial leadership and support to our clients.Key Responsibilities:Lead the month-end close process, ensuring accurate and timely financial reportingPerform account...
-
Financial Services Representative
3 weeks ago
Chicago, Illinois, United States OneMain Financial Full timeAt OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals, as well as customer...
-
Financial Services Professional
2 weeks ago
Chicago, Illinois, United States New York Life - Todd Couture Full timeJob OverviewNew York Life Insurance Company is seeking a seasoned financial advisor to join our team. As a trusted advisor, you will work closely with clients to understand their financial goals and develop customized plans to achieve them.Key ResponsibilitiesProvide exceptional customer service to existing clients, tracking and monitoring communications in...
-
Financial Services Representative
1 week ago
Chicago, Illinois, United States OneMain Financial Full timeAt OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals as well as customer...
-
Financial Services Representative
4 weeks ago
Chicago, Illinois, United States OneMain Financial Full timeAt OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals, as well as customer...
-
Financial Services Professional
3 weeks ago
Chicago, Illinois, United States Wintrust Full timeFinancial Advisor Job DescriptionAt Wintrust, we're committed to providing exceptional financial services to our clients. As a Financial Advisor, you'll play a key role in helping individuals and businesses achieve their financial goals.Key Responsibilities:Build strong relationships with clients to understand their financial needs and goalsDevelop and...
-
Financial Services Representative
2 weeks ago
Chicago, Illinois, United States OneMain Financial Full timeAbout the Role:At OneMain Financial, we empower customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you will learn the lending and servicing business, allowing you to grow your career.Key Responsibilities:Deliver results related to individual and branch sales goals as well as...
-
Financial Services Liaison
2 weeks ago
Chicago, Illinois, United States Chicago Financial Search Full timeJob Title: Client Services RepresentativeAre you a seasoned professional with experience in managing the full financial services institutional client lifecycle? Do you have expertise in building client relationships and acting as a customer advocate?We are seeking a highly skilled Client Services Representative to join our team at a premier financial...
-
Financial Consultant
1 month ago
Chicago, Illinois, United States Discover Financial Services Full timeJob Title: Principal Financial ConsultantDiscover Financial Services is seeking a highly skilled Principal Financial Consultant to join our team. As a key member of our Finance & Corporate Services organization, you will play a critical role in providing financial and business analysis support to enhance decision making.Key Responsibilities:Drive project...
-
Financial Services Professional
2 weeks ago
Chicago, Illinois, United States NFP Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Services Professional to join our team as an AVP, Advisor. In this role, you will be responsible for leading the execution of sophisticated financial plans, ensuring optimal outcomes while nurturing enduring client relationships.Key ResponsibilitiesLead and/or support other advisors in...
-
Financial Consultant
1 month ago
Chicago, Illinois, United States Discover Financial Services Full timeJob Title: Principal Financial ConsultantDiscover Financial Services is seeking a highly skilled Principal Financial Consultant to join our team. As a key member of our Finance & Corporate Services organization, you will play a critical role in providing financial and business analysis support to enhance decision making.Key Responsibilities:Drive project...
-
Financial Services Professional
2 weeks ago
Chicago, Illinois, United States Taos Global Group Inc. Full timeAbout the Role:We are seeking a highly motivated and results-driven Financial Services Professional to join our team at Taos Global Group Inc. as an Insurance and Investment Specialist. In this role, you will be responsible for selling commercial/personal insurance and investment products to small and mid-size business owners.Key Responsibilities:Develop and...
-
Principal Financial Consultant
2 months ago
Chicago, Illinois, United States Discover Financial Services Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Consultant to join our team at Discover Financial Services. As a Principal Financial Consultant, you will play a key role in providing financial and business analysis support to enhance decision making.Key ResponsibilitiesProvide financial and business analysis support to drive strategic...
-
Financial Professional
2 weeks ago
Chicago, Illinois, United States Voya Financial Advisors Inc Full timeFinancial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the greater Chicago area. As a key member of our team, you will be responsible for working with plan sponsor relationships, providing 403(b)/457 enrollment, retirement, and investment strategies, as well as participant education and...
-
Senior Financial Professional
4 weeks ago
Chicago, Illinois, United States Creative Financial Staffing Full timeAbout the CompanyCreative Financial Staffing is a leading provider of financial staffing solutions. Our client is a rapidly growing healthcare organization that is seeking a Senior Accountant to join their team.Reasons to Work HereRemote work scheduleStrong medical, dental, and vision benefitsStrong 401(k) planInsurance optionsDiscretionary bonusExciting...
Financial Services Professional
2 months ago
About Northern Trust:
Northern Trust is a globally recognized, award-winning financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.
Our Asset Servicing, Custody group is comprised of multiple service teams that service over 1,400 client-appointed investment manager relationships and over 400 self-managed client relationships in North America. The Senior Client Service Representative (Sr. CSR) plays a critical role in this team, acting as the primary point of contact for our investment manager and client relationships.
Key Responsibilities:
- Primary point of contact for client-appointed investment manager relationships and self-managed client relationships across North America
- Service the investment manager or client with commitment and adaptability to meet their expectations
- Develop and maintain relationships with assigned investment managers or clients and internal Northern Trust partners or groups
- Provide technical knowledge of all systems and applications required to effectively service investment managers, clients, and internal Northern Trust partners
- Stay informed of changing market conditions and procedures
- Adhere to all applicable risk management standards, policies, and programs
- Actively involved in ongoing training for new hires and other members of the service team
Requirements:
- College degree or relevant work experience in client servicing; financial services preferred
- Prior Asset Servicing, Custody experience preferred
- Experience in a fast-paced, deadline-oriented environment where adaptability and multitasking are critical for success and development
- Knowledge of general investment, finance, and business concepts
- Strong verbal and written communication skills, as well as strong interpersonal abilities
- Critical thinking, analytical problem-solving, and organizational skills
About the Role:
As a Senior Client Service Representative, you will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. You will have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional service to our clients.
About Northern Trust:
At Northern Trust, we are committed to working with and providing reasonable accommodations to individuals with disabilities. We value an inclusive workplace and understand flexibility means different things to different people. We are an equal opportunities employer and welcome applications from diverse candidates.
