- Plante Moran (Chicago, IL)
- …budgets and be able to understand complicated financial and legal documents + Client service orientation combined with creative problem solving skills + ... will include, but not be limited to: + Interviewing client to determine client 's assets, liabilities, cash...preferred + This position may be filled as a Senior Advisor or Manager depending on applicable… more
- Citigroup (Arlington Heights, IL)
- …opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) ... The Wealth Relationship Advisor SAFE Act is a seasoned professional role....and recommend the best offering to clients based on client profiling and suitability assessments + Make securities recommendations… more
- Huntington National Bank (Naperville, IL)
- …build long-lasting relationships with both existing and new clients to become Financial Advisor Senior . Our Financial Advisors partner closely with branch staff ... to uncover client needs and offer most appropriate financial solutions for...Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of… more
- Fifth Third Bank, NA (Chicago, IL)
- …specific to guardianship administration . ESSENTIAL DUTIES AND RESPONSIBILITIES Client Service : + Serve as a trusted advisor by developing relationships with ... or care teams, and functioning as the clients' trusted advisor ) directly with the client , the ...experience and expertise within Trust + 3-5 years fiduciary client service /sales experience + CTFA or working… more
- JPMorgan Chase (Chicago, IL)
- …Full-Time Program, which follows a 2 year progression of phone-based roles in the Client Service Center, allowing Analysts to deepen their knowledge of customer ... and professionally. As a Summer Analyst in the Financial Advisor Development Track Program (FADT), you will take part...well-rounded academic background with an interest in providing exceptional client service and financial advice + Pursuing… more
- BMO Financial Group (Chicago, IL)
- …management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an ... understanding of and care for the client through proactive delivery of holistic advice and solutions...assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on… more
- JPMorgan Chase (Chicago, IL)
- …with 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... client requests while working in partnership with ... client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the… more
- JPMorgan Chase (Chicago, IL)
- …their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client ... offers US based clients and their advisors the personalized service of a dedicated wealth management business and the...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide… more
- Publicis Groupe (Chicago, IL)
- **Company Description** **Job Description** **How You'll Make an Impact:** **The Senior Client Associate** will be responsible for driving significant revenue ... opportunities, and closing deals that align with Epsilon's strategic objectives. As a Senior Client Associate, you will play a pivotal role in developing… more
- Deloitte (Chicago, IL)
- …& Data Strategy. The Technology Strategy & Business Transformation (TS&BT) team is hiring a Senior Manager to serve as a trusted advisor to our clients, working ... Technology Strategy & Business Transformation Senior Manager Monitor Deloitte's Strategy practice brings together several key capabilities to architect integrated… more
- Robert Half (Chicago, IL)
- …You excel at identifying opportunities to integrate product solutions and resources to improve client service capabilities. + You have interest in working with a ... JOB REQUISITION Salesforce Financial Services Cloud Architect Senior Manager LOCATION CHICAGO ADDITIONAL LOCATION(S) JOB DESCRIPTION...objectives and solutions. + You serve as a trusted advisor to the client driving conversations with… more
- Robert Half (Chicago, IL)
- …at identifying opportunities to integrate product solutions and resources to improve client service capabilities. + You are technically sound and understand ... JOB REQUISITION Internal Audit Strategy & Technology Enablement Senior Manager LOCATION CHICAGO ADDITIONAL LOCATION(S) DENVER, FT...You have interest in contributing to the preparation of client proposals and strategies to win new business. +… more
- KPMG (Chicago, IL)
- …trusted advisor + Generate hypotheses from data/information received by client and identify and execute supporting quantitative and qualitative analysis + ... **Business Title:** Advisory Senior Associate, Strategy | Multiple Locations Fall 2025...currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do notanticipate that… more
- JPMorgan Chase (Chicago, IL)
- …+ Build collaborative internal and external relationships to provide the best in client advice and service , develop the business to ensure a seamless ... clients, then a role as a Business Relationship Manager Senior Government Not-for-Profit is for you. As a Business...multiple products and services + Serve as a trusted advisor to the client in delivering comprehensive… more
- WTW (Chicago, IL)
- …team skills + Flexibility and proven ability to diagnose and resolve issues; strong client service orientation + Proficient in Microsoft Office (Word, Excel and ... In this challenging role as a Pension Outsourcing Benefits Senior Associate, you will contribute as part of a...client 's broader business issues + Develop a trusted advisor relationship with client contacts through effective… more
- KPMG (Chicago, IL)
- **Business Title:** Senior Associate, Consumer Compliance **Requisition Number:** 118209 - 32 **Function:** Advisory **Area of Interest:** **State:** IL **City:** ... Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In… more
- BMO Financial Group (Chicago, IL)
- …and new business. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new ... to the client 's/prospect's business and needs. + Directs sales and service administration and processing ensuring client experience is seamless and… more
- BMO Financial Group (Chicago, IL)
- …the client and the business relationship. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. ... attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client ...build capability and drive business growth. + Meets high-quality service standards to maximize relationship retention and growth. +… more
- KPMG (Chicago, IL)
- …help build new relationships with key targets + Experience leading multiple engagements and client service teams as well as developing and mentoring staff within ... **Business Title:** Senior Manager, Business Tax Services - Private Clients...clients and be accountable for delivering high quality tax service and advice and play a key role in… more
- WTW (Chicago, IL)
- …globally + Manage client expectations and raise appropriate issues to senior consultants + Develop a trusted advisor relationship both internally and ... The position of Senior Associate in the Willis Towers Watson (WTW)...delivering global coordination of global engagements, utilizing established systematic service delivery processes, standards, and global resources. Principally, the… more