- H&R Block (Naperville, IL)
- **528214BR** **Title:** Associate Client Advisor - Small Bus & Tax **What you'll do ** **:** Applies principles of accounting to analyze financial ... and Excel including ability to use macros, pivot tables, and query **Posting Title:** Associate Client Advisor , Small Business & Tax **Job Family:** … more
- JPMorgan Chase (Chicago, IL)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client … 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
- Morgan Stanley (Chicago, IL)
- …Responsibilities may include:* * VEA Associate Desk Managers may have a small number of Financial Advisor assignments. Proactively analyze client ... provide virtual support to Financial Advisors in areas including digital engagement, client prospecting, and financial planning. Associate Desk Managers assist… more
- Bank of America (New Lenox, 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
- Wipfli LLP (Chicago, IL)
- …experience to perform numerous accounting related responsibilities such as: + Respond to client and firm associate requests in a timely, accurate, positive and ... professional manner + Respond to inquiries from client and work with client to gather...Develop experience and skills to become a trusted business advisor for clients and associates + Gain hands-on experience… 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
- Deloitte (Chicago, IL)
- …external alignment The successful candidate will possess: + Ability to maintain Salesforce Associate Certifications - AI associate , Marketing associate + ... access and influence decision-makers at the highest levels in client organizations + Experience crafting and executing strategic and...manage the pursuit process and act as a key advisor to the pursuit team throughout the sales process.… more
- Huron Consulting Group (Chicago, IL)
- …In fact, they shape and deliver results that seamlessly align with client goals, visions and missions. Remarkably versatile, our Managers also spend significant ... opportunity and exposure you need for your career growth-but small enough to give you individual attention for your...give you individual attention for your professional development. Every associate adds to who we are as an organization-and… more