- H&R Block (Rockford, IL)
- **528212BR** **Title:** Client Advisor - Small Business and Tax **What you'll do ** **:** Apply principles of accounting to analyze financial information ... Accounting Principles + 5 years Minimum related work experience **Posting Title:** Client Advisor , Small Business & Tax **Sponsored Job:** \#indeedmh… more
- H&R Block (Aurora, IL)
- **558055BR** **Title:** Associate Client Advisor - Small Bus & Tax **Our Company** **:** Applies principles of accounting to analyze financial information and ... use macros, pivot tables, and query **Posting Title:** Associate Client Advisor - Small Bus & Tax...Advisor - Small Bus & Tax **Job Family:** Small Business **Pay Range Minimum:** 24.04 **Pay… more
- World Insurance Associates, LLC. (Chicago, IL)
- …plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk ... presented client "pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your… more
- JPMorgan Chase (Oak Brook, 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 ... years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset… more
- Bank of America (Northbrook, IL)
- …your network.** Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be ... be taught the foundational skills needed to be an advisor - from acquiring, building and managing client...and changes. * Opportunities to connect with experts including small business consultants, mortgage lenders and investment… more
- H&R Block (Arlington Heights, IL)
- …an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our ... **524722BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we...tools - (video conferencing, phone, chat, email)** + **Generate business growth, increase client retention, and offer… more
- H&R Block (Glen Ellyn, IL)
- …an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our ... **524479BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we...tools - (video conferencing, phone, chat, email) + Generate business growth, increase client retention, and offer… more
- Pinkerton (Chicago, IL)
- …management on loss prevention tactics, polices, and procedures. 9. Serve as an advisor and partner closely with client stakeholders and store operations teams ... Regional Loss Prevention Advisor Chicago, IL - United States We are...The RLPA is responsible for working directly with the client and other vendors/employees to ensure accurate and timely… more
- Citigroup (Arlington Heights, IL)
- …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....contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial… more
- CIBC (Chicago, IL)
- …on a quarterly and annual basis including data analysis of mortgage, consumer, small business and/or commercial loans to identify significant variances to fair ... learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Compliance Advisor will be instrumental in supporting the execution of the… more
- JPMorgan Chase (Chicago, IL)
- …years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset ... Be a trusted advisor to our Commercial Bank clients. Manage multiple...treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you… more
- Bank of America (Hanover Park, IL)
- …clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to ... to provide financial center clients with both consumer and small business solutions, services, and strategies when... Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business … more
- Guardian Life (Springfield, IL)
- …The Trusted Advisor to their clients. Through continued growth and creation of client and advisor solutions, we aim to help Field Representatives grow and ... Head of Wealth Management Associates, who in turn reports to the Head of Business Development, you will have a deep understanding of the approved annuity platform… more
- Stantec (Chicago, IL)
- …spirit in managing their business . + Influence within the region, business center, major project/ client work, or Functional Service Team and may ... that supports pre-positioning for and winning work. Serve as client or technical advisor . Serve as a...leadership for professional excellence and project execution that drives client satisfaction. Collaborates across the business to… more
- JPMorgan Chase (Chicago, IL)
- …years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset ... Private Bank on utilizing life insurance solutions to meet client investment and income needs around the Goals Based...territory. The ability to work across the lines of business and across functions is paramount in delivering a… more
- Deloitte (Chicago, IL)
- …companies. Manager level responsibilities include: + Provide service excellence by identifying key client business issues + Determine client needs by ... do As a Manager, you will lead and deliver small engagements, or components of larger more complex engagements,...Evaluate and validate analysis and developing recommendations for the client in the context of the overall engagement +… more
- Microsoft Corporation (Chicago, IL)
- …and Microsoft's advertising solutions (eg, Search, Display, Native, Video, Retail) to solve client business and technology issues and to elevate client ... provides global empowerment to advertisers by selling to partners, agencies, and small -to-medium business customer divisions. Microsoft's mission is to empower… more
- Citigroup (Skokie, IL)
- …but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events to enhance ... contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- HUB International (Chicago, IL)
- …equalize peak work periods or otherwise to balance the workload. + Act as client lead for small and mid-market clients; provide support to large clients ... insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and… more
- Deloitte (Chicago, IL)
- …Leading full life cycle implementations. + Developing statements of work and/or client proposals. + Identifying business opportunities to increase usability and ... Our Finance & Performance team serves as a trusted advisor to CFOs, COOs, CIOs, and key executives. We...As a Specialist Master you will lead and deliver small engagements, or components of larger more complex engagements,… more