- MultiPlan (Naperville, IL)
- …a 40-year legacy that helps our customers thrive by interpreting our client 's needs and tailoring innovative healthcare cost management solutions. Our commitment to ... for executing and maturing the program. JOB RESPONSIBILITIES:1. Serve as a trusted advisor and subject matter expert, providing IT risk management services to IT… 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 (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
- 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
- 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
- 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
- JPMorgan Chase (Chicago, IL)
- …Skills - identify risks, opportunities and appropriately evaluate and prioritize + Client Focus - understand the unique needs of retirement clients + Innovation ... - identify opportunities to stay in front of clients and advance sales prospects while differentiating products and features + Relationship Skills - strong relationship and collaboration skills to partner with internal and external colleagues at all levels… 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
- Publicis Groupe (Chicago, IL)
- …that will enable client satisfaction, growth and trust. In time, become the Client 's Trusted Advisor + Develop the internal talent needed to deliver strong ... individual is responsible for becoming first and foremost a client partner. We expect them to create win/win outcomes...create and deliver customized sales solutions that address the client 's compelling priorities and help them meet their goals… 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 ... 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 (Chicago, IL)
- …love and creative technology that helps improve their lives. **Position Overview** The Sales Advisor will represent our client , Dyson, and their premium line of ... **Sales Advisor - Dyson Home** Location**IL - CHICAGO** **Join...the power of clean!** ActionLink is seeking a**Part Time**Sales Advisor ** who will enjoy bringing to life the latest… 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
- World Insurance Associates, LLC. (Crown Point, IN)
- …at the start of the new year? Then you need to talk to us about our Client Advisor Program where you steadily build a book of clients and receive annual ... services, and human capital management solutions. Position Overview Our Client Advisors bring risk management solutions to both businesses...management solutions means that there is not one prospective client that you would not be able to help.… 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
- BMO Financial Group (Chicago, IL)
- …+ Uses a consultative sales process to develop strong customer relationships; acts as client 's trusted advisor and primary point of contact. + Proactively works ... and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor… more
