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Forum Financial Management

Lincolnshire, Illinois

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Alkon & Levine PC

Massachusetts

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Hanmi Bank

Los Angeles, California

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Pittman & Brooks PC

Portland, Oregon

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Springer Nature

Jersey City, New Jersey

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OMS National Insurance Company

Schaumburg, Illinois

Horizon Wealth Management

La Grange, Illinois

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Access Financial Services, Inc.

Minneapolis, Minnesota

Asset Planning Corporation

KNOXVILLE, Tennessee

State Board of Administration

TALLAHASSEE, Florida

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Tate & Lyle

Hoffman Estates, Illinois

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Moisand Fitzgerald Tamayo, LLC

Orlando, Florida

Arch Insurance Group, Inc.

Nationwide

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ISCO INDUSTRIES INC

Louisville , Kentucky

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Budros, Ruhlin & Roe

Columbus, Ohio

ZINER & MURPHY, PC

STONEHAM, Massachusetts

BFG Financial Advisors

Timonium, Maryland

Vertex Accounting Partners, LLC

Downers Grove, Illinois

Delta Financial Advisors Inc.

Kensington, Maryland

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Covenant Living

Skokie, Illinois

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Next Chapter Holdings

Highland Park, Illinois

Kolnicki, Peterson, Wirth

Downers Grove, Illinois

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Private Client Manager
WHAT YOU'LL DO The Client Manager is responsible for prospecting and developing relationships with high net worth individuals. This position will identify opportunities to benefit these clients by leveraging relationships across all areas of the Bank. WHAT YOU'LL BRING Duties: Ensure proposed products and services maximize the clients' needs, goals, and objectives. Develop new relationships through prospecting and building community networks. Pursue and close on leads for those who qualify for recognition as clients. Resolve customer complaints and ensure customer satisfaction. Support the Net Promoter Score effort to gauge client satisfaction. Knowledge of:


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