- H&R Block (Aurora, IL)
- **558052BR** **Title:** Client Advisor - Small Business and Tax **What you'll do ** **:** Applies principles of accounting to analyze financial information and ... Accepted Accounting Principles + 5 years Minimum related work experience **Posting Title:** Client Advisor - Small Business and Tax **Sponsored Job:** \#LI-KM2… more
- H&R Block (Chicago, IL)
- **524697BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and… more
- H&R Block (Park Ridge, IL)
- **524481BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and… more
- JPMorgan Chase (Chicago, IL)
- …the use of our complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve ... Be a trusted advisor to our Commercial Bank clients. Manage multiple...the globe. You are a trusted member of the client 's team and deeply connected to deliver the growth… more
- JPMorgan Chase (Chicago, IL)
- …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 ... Be a trusted advisor to our Commercial Bank clients. Manage multiple...located in the United States and across the globe. Client Service Associates are a trusted member of the… more
- JPMorgan Chase (Wheaton, IL)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked ... with delivering exceptional client service, operational marketing, and administrative support to our...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made… more
- Robert Half Finance & Accounting (Chicago, IL)
- …10. Client indirect marketing/ birthday gifts, center of influence small events, etc 11. Compliance Reporting Monthly/quarterly: Trade Blotters, Share Class ... to promote from within. Job Description: 1. Answering phones/delivering messages 2. Scheduling client reviews and updating any changes prior to the client … more
- BlackRock (Chicago, IL)
- …this role** Due to our continued phenomenal growth, we are actively seeking client -facing sales professionals with a proven successful track record of managing an ... assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of the fastest growing areas of the Asset Management… more
- ADP (Chicago, IL)
- ADP is hiring a **Sales Representative, Small Business Services.** + _Are you ready to build a rewarding future? Uncapped commissions, lavish incentive trips, and ... set appointments, gather leads from established business partners, assess client or prospect needs to present the best ADP...+ **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- Bank of America (Chicago, IL)
- …helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. ... Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and… more
- Bank of America (Naperville, IL)
- …helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. ... Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and… more
- BlackRock (Chicago, IL)
- …sub-advisory relationships, USWAs mandate is to deliver One BlackRock to retail advisor practices. **Role Description:** BlackRock Portfolio Design Specialist is an ... Associate /VP eligible role in US Wealth Advisory. The team...+ Implement customized portfolio solutions in conjunction with the advisor 's investment goals + Deliver fiduciary and investment insights… more