3 jobs found in rolling meadows

Job Description: Job Description The Merrill Edge Life Services Investment Specialist team specializes in end-to-end relationship management, guiding heirs and executors through the wealth transition experience. The Life Services team helps clients make informed decisions with inherited assets through a dedicated relationship with a specialist committed to their needs. Life Services Specialists connect with the client to understand financial goals, provide education on inheriting assets, and deliver solutions to meet client needs - all while providing a white-glove client experience. Through active client engagement, the specialist's goals are to deepen the client relationship through retention and consolidation with Merrill Edge, and complete the transition by understanding necessary document requirements. The specialist is responsible for taking ownership of the process and managing it from beginning to end. Attention to detail is critical, as is the ability to multi-task during the day while working in a fast-paced, contact center environment. The ideal candidate must maintain a client-centric attitude and strive to understand client perspectives and needs. The successful candidate will: * Establish strong client relationships by exceeding client expectations and following through on commitments * Quickly assess customer objectives and position solutions appropriately and effectively * Uncover additional client needs, deepen existing relationships and refer clients to business partners * Possess a problem-solving mentality and the ability to use personal resources to find and implement solutions * Grasp complex, technical material quickly * Form and maintain strong working relationships with internal business partners while working together to better serve clients * Maintain current knowledge of Merrill Edge products, policies and services while keeping abreast of financial markets and regulations * Have a proven track record of success operating in a fast-paced environment Required Skills: * Series 7 and Series 66 is required; if 66 not currently held, must be obtained within 90 days * Ability to establish strong client relationships * Strong time management and organizational skills, ability to multi-task and operate efficiently in high-stress settings * Ability to adapt and embrace change in a highly evolving environment * Attention to detail and high quality of work standards * Strong computer skills with an ability to multitask in a fast paced environment * Ability to adapt and seek solutions for customers and communicate effectively * Bachelor's degree is preferred, or 1-2 years relevant work experience Preferred Skills: * Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy * Capable of effectively operating in a team oriented and highly collaborative environment * Excellent interpersonal, leadership and oral/written communication skills * Capable of multi-tasking and working efficiently under stress and high volume * Proven ability to meet and exceed productivity and quality monitoring goals Posting Date: 06/05/2017 Location: US-IL-Rolling Meadows Travel: No Full / Part-time: Full time Hours Per Week: 40 Shift: 1st shift Posted by StartWire

Job Description: : Job Description The Merrill Edge Life Services Investment Specialist team specializes in end-to-end relationship management, guiding heirs and executors through the wealth transition experience. The Life Services team helps clients make informed decisions with inherited assets through a dedicated relationship with a specialist committed to their needs. Life Services Specialists connect with the client to understand financial goals, provide education on inheriting assets, and deliver solutions to meet client needs - all while providing a white-glove client experience. Through active client engagement, the specialist's goals are to deepen the client relationship through retention and consolidation with Merrill Edge, and complete the transition by understanding necessary document requirements. The specialist is responsible for taking ownership of the process and managing it from beginning to end. Attention to detail is critical, as is the ability to multi-task during the day while working in a fast-paced, contact center environment. The ideal candidate must maintain a client-centric attitude and strive to understand client perspectives and needs. The successful candidate will: * Establish strong client relationships by exceeding client expectations and following through on commitments * Quickly assess customer objectives and position solutions appropriately and effectively * Uncover additional client needs, deepen existing relationships and refer clients to business partners * Possess a problem-solving mentality and the ability to use personal resources to find and implement solutions * Grasp complex, technical material quickly * Form and maintain strong working relationships with internal business partners while working together to better serve clients * Maintain current knowledge of Merrill Edge products, policies and services while keeping abreast of financial markets and regulations * Have a proven track record of success operating in a fast-paced environment Required Skills: * Series 7 and Series 66 is required; if 66 not currently held, must be obtained within 90 days * Ability to establish strong client relationships * Strong time management and organizational skills, ability to multi-task and operate efficiently in high-stress settings * Ability to adapt and embrace change in a highly evolving environment * Attention to detail and high quality of work standards * Strong computer skills with an ability to multitask in a fast paced environment * Ability to adapt and seek solutions for customers and communicate effectively * Bachelor's degree is preferred, or 1-2 years relevant work experience Preferred Skills: * Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy * Capable of effectively operating in a team oriented and highly collaborative environment * Excellent interpersonal, leadership and oral/written communication skills * Capable of multi-tasking and working efficiently under stress and high volume * Proven ability to meet and exceed productivity and quality monitoring goals Shift: 1st shift (United States of America) Hours Per Week: 40

Start a Rewarding Career with Alliant: Why Alliant? We're not a typical financial institution - we're better. We are innovative, strengths-based, highly-engaged and committed to our company and the communities we serve. We love to recognize and celebrate each other and get to wear jeans every day. Over 90% of our employees say we are a great workplace that is focused on our mission, vision and the future of banking. What will your day look like? You will support the day-to-day and operational activities to ensure the effective execution of secondary loan market transactions. The role requires timely analytics, communications and reporting necessary to administer a large diversified portfolio of sold and purchased loans. Primary functions include the following but is not limited to (i) conducting asset valuations to facilitate pricing decisions; (ii) providing investor support and analytics; (iii) maintaining and enhancing tracking, reporting, and analysis tools; and (iv) coordinating with internal and external stakeholders. This position requires approximately 15% travel. Responsibilities: Do you see yourself doing this? Prepares marketing and portfolio performance and characteristics for internal and external use, including attribution analysis, "cheat sheets" and other ad hoc reports Effectively distributes all reporting documents including monthly investor reports and remittances, notices and ad hoc reporting and correspondence Conducts best execution analysis for purchased or sold consumer and residential loans Reviews transactions and related documents and verifies work processes to ensure completeness, accuracy and conformance to established service levels and applicable policies and procedures Monitor market and industry trends including in-depth investor, industry, asset, and competitor research Qualifications: What makes you a great fit? You'll be a great fit if in addition to a Bachelor's degree in Finance, Economics, Accounting or similar quantitative discipline and 1 or more years of experience in one or a combination of the following: Investment or Fund Management, capital markets, or banking industry. Also, you have: Experience with secondary market transactions, quantitative modeling and consumer lending preferred. Knowledge of the secondary market including relevant regulations, the economic environment, market trends, and the financial markets Strong technical skills, including accounting and asset valuation/pricing modeling Proficient in SalesForce, Microsoft Office applications: Excel, Word, and PowerPoint required. Experience with SQL, MATLAB, Business Objects and Bloomberg highly desired Strong communication skills, both written and verbal Ability to manage multiple complex tasks while delivering high quality results As a thank you for joining our team, you'll benefit from: When you're happy, we're happy! As a thank you for joining our team, you'll benefit from: Casual dress code Competitive medical, dental, and free vision benefits On-site massages and contributions towards gym memberships Generous PTO and banking holidays off S till not convinced? We're on the list of 100 Best Medium Companies to work for, check it out here . For more details you can also visit our Glassdoor and LinkedIn profiles. Posted by StartWire