- Rise (Chicago, IL)
- …culture. The Manager, Affiliate is the strategic lead on his or her respective client accounts. In this role, you will be responsible for taking charge on strategic ... Affiliate channel as a strong resource to deliver upon client goals. The Manager, Affiliate has a "growth-based mindset,"...a fast paced, high growth environment Serve as trusted advisor and consultant to clients on calls, emails, and… more
- Bank of America (Chicago, IL)
- Private Client Advisor II Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... **Job Description:** This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve… more
- Bank of America (Chicago, IL)
- Private Client Advisor II Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... **Job Description:** This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve… more
- Neuberger Berman (Chicago, IL)
- **Summary** The Vice President, Institutional Client Advisor (CA) will work independently and closely with the Managing Director, Client Advisor on a ... in some cases lead) day-to-day new business development and client coverage action items to ensure team goals are...ensure team goals are met. Tasks may involve direct client prospecting, responding to client requests, meeting… more
- JPMorgan Chase (Chicago, IL)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… 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 information and ... ability to use macros, pivot tables, and query **Posting Title:** Lead Client Advisor -Small Business and Tax **Sponsored Job:** \#hrbjob #indeedkm **Job… more
- 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 information and ... Experience: + 8 years Minimum related work experience **Posting Title:** Lead Client Advisor -Small Business and Tax **Sponsored Job:** \#indeedkm #hrbjob **Job… more
- The Hartford (Chicago, IL)
- Client Advisor Priority Business - SA08DE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and ... obtain Life & Health Insurance License prior to being assigned BOB and maintain Client Advisor Role. + Must reside in Chicago, IL, or Michigan area to be… more
- H&R Block (Naperville, IL)
- **528214BR** **Title:** Associate Client Advisor -Small Bus & Tax **What you'll do ** **:** Applies principles of accounting to analyze financial information and ... to use macros, pivot tables, and query **Posting Title:** Associate Client Advisor , Small Business & Tax **Sponsored Job:** \#hrbjob #indeedmh #LI-MH **Job… more
- PNC (Chicago, IL)
- …and have an opportunity to contribute to the company's success. As a Sales and Client Experience Advisor within PNC's Retail Branch organization, you can sit in ... The Franklin Building, Chicago, IL. **Job Description** + Through observation and coaching, supports the development of tactics and resources to drive the successful execution of strategic priorities. Implements initiatives to grow revenue including… more
- Neuberger Berman (Chicago, IL)
- …NB Alternative products and strategies Serve as the primary internal and client -facing point of contact for the illiquid alternatives platform Provide clients, ... in order to drive utilization and education of those solutions and satisfy client needs and objectives Travel frequently to various domestic locations to attend … more
- Bank of America (Chicago, IL)
- …targets to measure their ability to progress to the next phase as an advisor + Prioritizes client requests and makes introductions to appropriate internal ... service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill… more
- Bank of America (Chicago, IL)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Registered Wealth Management Client Associate Chicago, Illinois **Job Description:** Merrill Wealth...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Bank of America (Chicago, IL)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Registered Wealth Management Client Associate Chicago, Illinois **Job Description:** At Bank...us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).… more
- Forrester (Chicago, IL)
- …information officers, chief technology officers, and chief digital officers is a client 's trusted advisor and thought partner. By building deep relationships ... Executive Partners (EPs): 1) develop a comprehensive understanding of a client 's key priorities, company environment, and personal aspirations; 2) provide candid,… more
- Acosta Group (Schaumburg, IL)
- …and innovative technology that helps improve their lives. **Position Overview** Our Beauty Advisor will represent our client , Dyson, and their premium line of ... **Beauty Advisor - Dyson** Location**IL - SCHAUMBURG** **Are you...meets engineering excellence!** We are seeking a**Part Time B**eauty Advisor ** who will be excited about bringing to life… more
- Huntington National Bank (Chicago, IL)
- Description The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, ... and managing a high-net-worth client 's Wealth Plan. Duties and Responsibilities: + Builds relationships...coordinates the involvement of other specialists to fulfill the client 's Wealth Plan with a strong focus on capturing… more
- CIBC (Chicago, IL)
- …external vendors and key third party providers to deliver solutions to improve the Client and Advisor Experience + Prioritize, direct and implement assignments / ... vendors and key third party providers to deliver solutions to improve the Client and Advisor Experience. + Lead team members who are responsible to manage and… 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 + ... + Commercial Insurance program designs + Coordinate placement strategy with World Client Advisers and Account Executives to achieve optimal outcomes for clients and… more
- Publicis Groupe (Chicago, IL)
- …will enable client satisfaction, growth, and trust. Ultimately become the Client 's trusted advisor . **Requirements** + 4+ years of professional business ... **Company Description** **Job Description** The Client Associate will grow a current book of...into Tech and Digital. **Responsibilities** + Serve as a client partner, focusing on creating win/win outcomes to drive… more
