- 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
- 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 ... treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will...Chase customers have learned to expect. Job Responsibilities + Lead your assigned book of clients autonomously by delivering… more
- JPMorgan Chase (Chicago, IL)
- …management framework. The successful candidate will become a trusted extension of the Advisor team to help identify new client opportunities, propose solutions ... imperative business relationships with field leadership teams and our Advisor community + Lead the strategy and...for existing clients, in efforts to attract and retain client assets + Lead with the liquidity… 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
- KPMG (Chicago, IL)
- …within executed tasks, processes, and procedures; may oversee work product(s) and lead entire small projects, managing deadlines, expectations, and often ... throughout the contract management process, escalating to leadership when necessary; review client redlines and client terms for specific contracts by leveraging… more
- KPMG (Chicago, IL)
- …credibility across peer group and ECC leaders + Oversee work product(s) and lead entire small projects, managing deadlines, expectations, and often contribute to ... throughout the contract management process, escalating to leadership when necessary; review client redlines and client terms for specific contracts by leveraging… more
- Deloitte (Chicago, IL)
- …for this role ends on 10/01/2024 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...Our Finance & Performance team works as a trusted advisor to CFOs, COOs, CIOs, and key executives. We… 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
- Deloitte (Chicago, IL)
- …The Team ~ The Finance & Enterprise Performance Offering partners as a trusted advisor to CFOs, COOs, CIOs, and key executives. We advise, implement and deliver as ... a Manager at Deloitte, you will manage and deliver components of client engagements by identifying, designing, and implementing technology and creative business… 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
- Deloitte (Chicago, IL)
- …in a row! The team Our Finance & Performance team serves as a trusted advisor to CFOs, COOs, CIOs, and key executives. We advise, implement, and deliver as-a-service ... A Manager at Deloitte manages and delivers components of client engagements that identify, design, and implement technology and...processes. + Proven skills as a team member, team lead or project manager on at least one full… 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