- H&R Block (Lincolnwood, IL)
- **517621BR** **Title:** Lead Client Advisor - Small Business and Tax **What you'll do ** **:** Apply principles of accounting to analyze financial ... Work Experience: + 8 years Minimum related work experience **Posting Title:** Lead Client Advisor - Small Business and Tax **Sponsored Job:** \#indeedkm… more
- H&R Block (Naperville, IL)
- **516868BR** **Title:** Lead Client Advisor - Small Business and Tax **What you'll do ** **:** Apply principles of accounting to analyze financial ... Excel including ability to use macros, pivot tables, and query **Posting Title:** Lead Client Advisor - Small Business and Tax **Sponsored Job:** \#hrbjob… more
- Truist (Chicago, IL)
- …a wide range of products and services 9. Excellent oral, written, presentation and client service skills 10. Demonstrated ability to lead multi-faceted client ... States of America) **Please review the following job description:** A Legal Wealth Advisor 3 is responsible for origination and on-going management of a profitable… more
- JPMorgan Chase (Chicago, IL)
- Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the ... use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client requests… more
- The ODP Corporation (Evanston, IL)
- **Overview** At Office Depot Inc., the Service Advisor - Key Carrier (KC) is a part-time role providing "total solutions" to our customers encompassing Products, ... associate will quickly build and maintain customer relationships and become a trusted advisor by utilizing provided training to support sales offerings. The Service … more
- JPMorgan Chase (Glenview, IL)
- …the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client ... service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book of… more
- Deloitte (Chicago, IL)
- …Transformation (TS&BT) team is hiring a Senior Manager to serve as a trusted advisor to our clients, working with them to make clear data-driven choices about where ... value across the stakeholder set. You will manage and deliver components of client engagements that identify, design, and implement technology solutions to solve our… more
- JPMorgan Chase (Chicago, IL)
- …the Practice Management tools, products and capabilities - specifically Wealth Plan and client relationship system + Build out useful advisor content and drive ... they can be the most effective advisors possible + Lead advisors in a Goals-Based Approach to Investing +...advisors in a Goals-Based Approach to Investing + Field advisor requests and identify how the request should be… more
- Fifth Third Bank, NA (Chicago, IL)
- …Business Development + Work independently to identify and develop profitable new " lead left" client relationships by leveraging centers of influence, existing ... customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met...relationship and ensure business needs are being met + Lead and coordinate all client facing activities,… more
- Deloitte (Chicago, IL)
- Are you up to the challenge of being a trusted business advisor with an opportunity to influence business strategy at one the world's leading professional services ... for the following aspects of the proposal management group operations: + Lead "must-win" proposal opportunities, providing strategic and tactical advice and guidance… more
- Deloitte (Chicago, IL)
- …for this role ends on 09/01/2024 Work you'll do As a Manager, you will lead and deliver small engagements, or components of larger more complex engagements, that ... responsibilities include: + Provide service excellence by identifying key client business issues + Determine client needs...Finance & Enterprise Performance team works as a trusted advisor to CFOs, COOs, CIOs, and key executives. We… more
- Deloitte (Chicago, IL)
- …for this role ends on 8/31/2024 Work you'll do As a Manager, you will lead and deliver small engagements, or components of larger more complex engagements, that ... Manager level responsibilities include: + Provide service excellence by identifying key client business issues + Determine client needs by supplementing the… more
- Deloitte (Chicago, IL)
- …role ends on September 1, 2024. Work You'll Do As a Manager, you will lead and deliver small engagements, or components of large, complex engagements that ... plans, test cases and project financials. + Identifying key client business issues, determining client needs by...best practices + Partnering with clients as a trusted advisor to bring DERMS and DER industry domain expertise… more
- Grant Thornton LLP (Chicago, IL)
- …all levels to manage expectations, ensure satisfaction, and become a trusted business advisor . + Build on client relationships by building, maintaining, and ... overall supply chain strategy and supporting initiatives. Specific to client interaction, you will play a key role in...goal of creating value. Your day-to-day may include: + Lead initial project scoping, use case prioritization, and connected… more
- Deloitte (Chicago, IL)
- …responsibility from the Corporate Treasury or TMS vendor space + Ability to lead small teams and own deliverables + Entrepreneurial nature: resourcefulness, ... on business opportunities, growing the practice and strengthening the existing client relations through advisory services, solution design and delivery. SAP Treasury… more
- World Insurance Associates, LLC. (Chicago, IL)
- …complex placements as requested + Recommend commercial insurance program designs to the Client Advisor and/or Account Executive after review with senior staff + ... and diverse knowledge of the global insurance industry marketplace including: + Small Commercial and Middle Market account segments + Standard property and casualty… more
- Huron Consulting Group (Chicago, IL)
- …bankruptcy case administration tasks including statutory reporting requirements - Ability to lead engagements with strong project and client management skills, ... in the projects they manage, and the teams they lead . Known for being politically savvy, they build long-standing...they shape and deliver results that seamlessly align with client goals, visions and missions. Remarkably versatile, our Managers… more
- Abbott (Abbott Park, IL)
- …products. The attorney will be responsible for acting as the day-to-day legal advisor for Abbott Nutrition's global supply chain function, and for the drafting and ... commercial legal function; + Developing knowledge of Abbott's businesses, products and client areas supported; + Maintaining familiarity with laws that affect … more
- Deloitte (Chicago, IL)
- …solutions for energy generation. Work You'll Do As a Manager, you will lead and deliver small engagements, or components of large, complex engagements ... teams , leveraging cross-geography insights and delivery professionals and managing client relationships to ensure exceptional performance + Leading functional and… more
- US Bank (Chicago, IL)
- …is equivalent to an internal, in-house strategy consulting firm with a focus on only one client , ie, US Bank. As a member of the SE leadership team, you will work in ... SE leaders and colleagues. You will become a trusted advisor to the SE leadership team and leaders across...across Operations, but also across the bank. Leading a small team of SE practitioners to manage a strategic… more