- H&R Block (Crest Hill, IL)
- **558257BR** **Title:** Client Advisor - Small Business and Tax **What you'll do ** **:** Applies principles of accounting to analyze financial information ... Accounting Principles + 5 years Minimum related work experience **Posting Title:** Client Advisor - Small Business and Tax **Sponsored Job:** \#LI-KM2… 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 (Arlington Heights, 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
- Bank of America (Aurora, 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
- 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 **170+ Years...risk management services and programs specifically designed for each client . Pinkerton employees are one of our most important… 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
- 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 ... found the right team. As a Vice President, Digital Client Solution Specialist within the Cashflow360 team, you will...and deal closure, and becoming a strategic and trusted advisor to our clients. This role provides an opportunity… more
- PNC (Homer Glen, IL)
- …business customers so they can achieve their goals. PNC's targeted small business segments are Retail, Agricultural, Healthcare, Manufacturing, Professional ... from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage...be successful in this position. **Preferred Skills** Book Of Business , Client Relationship Building, Credit, Credit Products,… more
- BMO Financial Group (Chicago, IL)
- …Strategist** at BMO, you will: + Serve as a strategic partner, small business subject matter expert, and trusted advisor on Zero Barriers to Business ... expertise to provide comprehensive strategies and solutions for our small business customers' financial needs. + Enjoy...+ May support the sales team in development of client deals and related presentations. + Develops and maintains… more
- Pinkerton (Chicago, IL)
- …**Job Summary:** The Account Manager is guided by an assigned Director, serving as a client 's "Trusted Risk Advisor " by anticipating the client 's needs and ... the assigned portfolio. The Account Manager's responsibilities include fostering the business relationship, addressing client requests, and consistently applying… more
- Bank of America (Chicago, 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
- BlackRock (Chicago, IL)
- …this Job?** + Experienced Sales Professionals who have a track record of client engagement, relationship building and business development + Goal-oriented and ... **About this role** **About this role:** We are actively seeking client -facing sales professionals with a proven successful track record of managing an assigned… more
- Publicis Groupe (Chicago, IL)
- …is expected to work closely with the VP, Account Lead to be a strategic client contact and advisor , and a strong internal team leader and cross-functional ... a seasoned account person, wants to work with a small but talented team, and wants to drive the...provide constructive feedback + Has a comprehensive understanding of client 's business and a thorough understanding of… 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
- Citigroup (Chicago, 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