- Quatrro Talent Acquisition & Organizational Development… (Oak Brook, IL)
- …safeguard their financial assets and investmentsServe as subject matter expert and advisor on all client -related accounting and financial matters, including, but ... (ASUs)Foster strong, collaborative relationships with key stakeholders at each client organization, serving as a trusted advisor ...each client organization, serving as a trusted advisor and advocateAddress client concerns and ensure… more
- Morgan Stanley (Chicago, IL)
- …working in partnership with the Financial Advisor / Private Wealth Advisor to deliver solutions. DUTIES and RESPONSIBILITIES: Client Support: Establishes and ... to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider. Collaborates with the Financial… more
- Quatrro HR Services (Chicago, IL)
- …safeguard their financial assets and investments.Serve as subject matter expert and advisor on all client -related accounting and financial matters, including, ... (ASUs).Foster strong, collaborative relationships with key stakeholders at each client organization, serving as a trusted advisor ...each client organization, serving as a trusted advisor and advocate.Address client concerns and ensure… more
- Forvis Mazars, LLP (Chicago, IL)
- …expands your flexibility to help clients grow, preserve, and protect wealth. The Private Client Tax Director serves as a trusted advisor and member of various ... Location: US-IL-ChicagoWorking Time: Full TimeDescription & RequirementsForvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and… more
- AHEAD (Chicago, IL)
- …delivery team.Focused primarily on successful delivery but utilizes their position as a trusted advisor to explore other client needs and working with the team ... directing a diverse team of advisory and delivery talent. Provides onsite, hands-on client engagement management which involves the day-to-day running of a client… more
- AHEAD (Chicago, IL)
- …delivery team.Focused primarily on successful delivery but utilizes their position as a trusted advisor to explore other client needs and working with the team ... directing a diverse team of advisory and delivery talent. Provides onsite, hands-on client engagement management which involves the day-to-day running of a client… more
- Houlihan Lokey - Experienced Careers (Chicago, IL)
- …Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. Houlihan Lokey is the No. 1 ... M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the...creation and oversight of financial models, marketing collateral, and client presentations, in addition to performing research and various… more
- Houlihan Lokey (Chicago, IL)
- …advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services.Houlihan Lokey is the No. 1 investment ... M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the...creation and oversight of financial models, marketing collateral, and client presentations, in addition to performing research and various… more
- Choreo, LLC (Chicago, IL)
- …Advisors and will focus on enhancing our Wealth Advisory division's overall client experience and retention. In addition, the leader will ensure business development ... The Vice-President of Advisory Services will help shape Choreo's future client experience strategy.Primary ResponsibilitiesThe VP will partner with and support the… more
- Beacon Hill (Chicago, IL)
- …chain to find a dynamic People Business Partner. This HRBP will be an advisor and thought partner with leaders and team members at the company's facilities in ... the western suburbs. This client runs on a hybrid work schedule working onsite 3 days a week and are seeking a candidate bilingual in Spanish. Responsibilities:… more
- The Post At Mint Hill Llc (Chicago, IL)
- …and guide core components of all social strategy workstreams and serve as a daily client contact. The VP of Social Strategy will have a high degree of autonomy to ... accounts and teams. Weber Shandwick engages audiences in our client 's stories, wherever they get told. Our success is...and establish relationships with senior clients as a trusted advisor . Bring enthusiasm for digital business growth and creating… more
- DragonSpears (Chicago, IL)
- …As a Principal Consultant, you'll be directly involved in determining each client 's needs and expectations, identifying critical aspects of the project (s) that ... a project and ensure they meet all deadlines within budget. Essential functions: Client Relations Gain deep understanding of clients , their business, and business… more
- AON PLC (Chicago, IL)
- …growth in the insurance and reinsurance sectors, and acting as a trusted advisor to key stakeholders and client executives. Researching issues publicly disclosed ... peer or industry studies. Developing targeted content to address identified client /prospect needs. Calling on internal and external networks and stakeholders to… more
- BMO US (Chicago, IL)
- …within the Commercial Bank. NIT provides national coverage of a diversified client base, notably mid-corporate companies that access both pro-rata and institutional ... support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This… more
- Alpha Leadership Co. (Chicago, IL)
- …performance, and position clients for long-term success.Key Responsibilities: Client Engagement:Lead high-impact consulting engagements focused on organizational ... teams to understand their needs and objectives.Serve as a trusted advisor to clients, providing strategic insights and recommendations that drive organizational… more
- Vizient (Chicago, IL)
- …consulting advice and services that drive decision making.Responsibilities:Act as a strategic advisor for providers to leverage Vizient / Sg2 analytic tools to help ... opportunities for members.Identify opportunities for business development and work with client relations or sales team on proposal development.Provide voice of the… 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
- JPMorgan Chase (Wheaton, 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 (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 #LI-KM2… more
- Neuberger Berman (Chicago, IL)
- **Summary** The Vice President, Institutional Client Advisor (CA) will work both independently and in partnership with the Managing Director, Client ... 39 cities worldwide, the firm manages $481 billion in client assets (as of June 30, 2024) across a...2,800 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people… more
