3+ YOE3-5 years financial services experience preferred; proficiency with Microsoft Outlook/Word/Excel, CRM and portfolio platforms; strong written and verbal business English; Associates or Bachelor's in business preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Practifi, Salesforce, Addepar, Schwab, Fidelity, Pershing, Laserfiche, DocuSign, Adobe, Nitro
Citi Commercial Bank - Relationship Associate – AVP
New York City or Chicago or Washington or Uniondale or Dallas
$88k-$133k/yrHybridFull Time
CitiNYSE: C: Providing global banking, investment, and wealth management services.
5+ YOE5+ years experience in client relationship management or banking, knowledge of KYC, credit documentation and regulatory compliance, strong analytical and communication skills, bachelor's degree or equivalent.
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
3+ YOE3+ years fiduciary/ personal trust experience preferred; college degree or relevant experience; knowledge of trust operations, accounting, fiduciary standards, financial products, strong analytical, communication, and sales skills.
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
1+ YOEHigh school diploma, SIE and Series 7 required, Series 63/65/66 as state-required; 1+ year securities or related experience preferred; strong communication, CRM and Microsoft Excel skills.
Client Relationship Management (CRM) software, Goal planning software, Microsoft Excel
Relationship Management Sales Associate - Institutional Client Group
Charlotte or Chicago or Minneapolis or Los Angeles
$98k-$116k/yrOnsiteFull Time
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
5+ YOEBachelor's or Master's degree; 5-7 years commercial lending experience; strong relationship, analytical, and credit knowledge; excellent communication and presentation skills.
Greenwich or New York City or Chicago or United States or Canada or Europe or Asia
$100k-$150k/yrOnsiteFull Time
DRW: Technology-driven principal trading firm operating in global financial markets
2+ YOE2+ years in institutional client coverage, sales, or relationship management; familiarity with electronic trading, FIX/API; Python and Java proficiency; Git, SQL, Linux familiarity; strong communication and presentation skills.
FIX, API, Python, Java, Git, SQL, Linux, Microsoft PowerPoint
Plano or Brooklyn or Wilmington or Chicago or Tampa or Jersey City or Palo Alto
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOERelationship management experience, client strategy, strong communication and presentation skills; payments industry knowledge; ability to grow and retain client relationships.
Johnson Financial Group: Provider of banking, wealth management, and insurance solutions.
2+ YOEBachelor's degree and 2+ years working with affluent clientele; commitment to pursue CFP; Series 65 required or obtainable within six months; strong communication, organization, and financial knowledge.
Senior Client Relationship Associate - Skokie, IL (Hybrid)
Skokie, Illinois, United States
$61k-$90k/yrHybridFull Time
EP Wealth Advisors: Provides fiduciary wealth management and financial planning services.
4+ YOEBachelor's degree, 4+ years in investment advisory/financial services, strong communication, organization, business judgment, CRM experience, and proficiency with Microsoft Office.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Tamarac Advisor View, CRM, eMoney, Schwab, Fidelity
Adobe Alliances Relationship Associate Director (New York, NY, US, 10001-8604)
New York City or Chicago or San Francisco
$203k-$369k/yrHybridFull Time
EY: Global firm providing audit, tax, and professional consulting services.
Experience in alliance management or business development for technology/professional services, strong relationship and governance skills, contract and financial management, program oversight, excellent communication and project management, ability to travel.
First Eagle Bank: A community bank providing personal and business financial services.
3+ YOEHigh school diploma required (associate/bachelor preferred), 3+ years banking account-opening experience, knowledge of BSA/AML, KYC/CIP, strong customer service and communication, proficiency with Microsoft Office and banking software, attention to detail.
Janie and Jack: Designs and retails premium clothing and accessories for children.
Customer-focused retail associate with strong communication, selling ability, flexibility for nights/weekends/holidays, and ability to maintain store presentation and customer relationships.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh school diploma or GED, 1+ years relevant experience, Microsoft Office proficiency, relationship-building and adaptability; preferred associate degree or professional certification and client-relationship experience.
3+ YOE3-4 years professional experience (or minimum 2 years transferable recruiting), BA/BS required, strong communication, research and relationship-building skills; Salesforce/CRM experience preferred.
EssilorLuxotticaEuronext Paris: EL: Designs, manufactures and distributes ophthalmic lenses, frames and sunglasses.
Customer-service oriented retail role focused on driving sales, building customer relationships, recommending eyewear; retail or optical experience preferred.
Signet JewelersNYSE: SIG: Sells diamond jewelry and watches through retail store brands.
Experience in luxury or diamonds sales; GIA certification preferred; Saturdays required; strong customer service and relationship-building; well-organized and professional.
Northwestern University: Private research university providing higher education and academic research.
2+ YOEB.S. in life science (or equivalent), 2+ years experience in IP development or commercialization, strong communication and relationship-building, experience connecting industry and research.