4 client director jobs found in Bloomington, IL

Experience more with a career at COUNTRY Financial! We’re excited you’re interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients. About the role Performs analysis and approvals of new business for the Broker-Dealer to determine suitability and regulatory requirements based on the purchased investment product. Provides guidance to Registered Representatives on securities sales and answers questions about investment products. Manages recurring task related to FINRA registration and production requirements including account processes, including account onboarding, administration, and client support. How does this role make an impact? •Lead candidates through Financial Advisor training curriculum, tracking progress and...

Experience more with a career at COUNTRY Financial! We’re excited you’re interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients. About the role COUNTRY Trust Bank’s Investment Services division is seeking a Firm Operations Administrator to join a team that is central to the integrity and efficiency of our investment securities operations. This professional-level opportunity offers exposure to custody, vendor management, and financial reporting - providing a strong foundation for career advancement within COUNTRY Financial. How does this role make an impact? •Oversees securities operations duties for investment custody, ensuring accuracy and compliance with regulatory standards. •Provides consultative support to...

Experience more with a career at COUNTRY Financial! We’re excited you’re interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients. About the role Responsible for prepping, scanning and/or indexing a wide variety of documents for client accounts, internal business partners and inbound checks, in accordance with established business processes and service level agreements. Operates and maintains automated mail opening equipment and high-speed imaging hardware to capture and store documents electronically in various systems for later retrieval. Decisions complex items using multiple systems to analyze and interpret client intent. Performs quality checks on scanned documents to ensure a high degree of clarity and readability....

Experience more with a career at COUNTRY Financial! We’re excited you’re interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients. About the role Manages relationship of every aspect of commercial lines through interaction with relevant departments, such as Claims, Underwriting, Actuary, Agency, Marketing, Reinsurance, IT and outside vendor partners. Develops action plans and strategic direction for functional areas and maintains alignment with product managers to ensure successful development of all commercial lines. Participates in the analysis, maintenance, implementation, and development of products and programs, including pricing, procedures, research, and underwriting to support Product Management leadership with the...