- Robert Half Finance & Accounting (Chicago, IL)
- …prefer to promote from within. Job Description: We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service ... including but not limited to: + Maintaining information in the Client Relationship Management System + Exception report review + Preparation of miscellaneous… more
- Charles Schwab (Winnetka, IL)
- …us "challenge the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring ... operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help… more
- BMO Financial Group (Hinsdale, IL)
- …+ Contribute to the team's business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within ... calls. + Coordinates marketing activities and sales material to support client / prospect conversations. + Provides knowledge detailed information about products… more
- US Bank (Chicago, IL)
- …value of these relationships to the organization. Reviews and accepts new client relationships based on business line account acceptance policies and procedures. ... Provides quality service based on client needs, wants, and expectations; aligns actions accordingly; remains...- Ability to communicate quickly with clients to resolve client issues and disputes - Effective interpersonal, verbal and… more
- CIBC (Chicago, IL)
- …you'll succeed** + ** Relationship Building -** As a project manager the Client Solutions Specialist will lead and manage the transition effort while ... and/or service improvement opportunities and refer potential sales to appropriate client relationship /cash manager sales managers. Recognize business risk… more
- Bank of America (Chicago, IL)
- …to learn, grow, and make an impact. Join us! **Job Summary:** As a Client Relationship Manager/ Client Service Representative (CSR) you will be the ... FO&OTC Client Servicing Specialist Chicago, Illinois **Job...The primary functions of this role are to provide client support with trade/position management, relationship management,… more
- CIBC (Chicago, IL)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As an individual contributor, Client Banking Specialists are responsible for the following: +… more
- Bank of America (Northbrook, IL)
- …specialists/partners to address client 's needs + Manages aspects of the client relationship process, including client onboarding and resolving ... candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist...and reporting on client satisfaction + Attends client review meetings to assist with relationship … more
- Bank of America (Chicago, IL)
- Treasury Product Sales Specialist Charlotte, North Carolina;New York, New York; McLean, Virginia; Atlanta, Georgia; Dallas, Texas; Boston, Massachusetts; Los ... globe. We are seeking an experienced B2B Payables Sales Specialist to join our team. This payables focused sales...positioning, pricing and awareness across the Global Payment Solutions client base. **Job Responsibilities:** As a GPS B2B Treasury… more
- BlackRock (Chicago, IL)
- …by role.** **Hybrid Market Leader/Wholesaler** **: responsible for all aspects of client relationship and driving sales through all channels (RIA, Independent, ... solutions to clients and provide exceptional service to clients.** **Alternatives Specialist ** **: responsible for developing client relationships and educating… more
- Fifth Third Bank, NA (Chicago, IL)
- …result reporting. + Develop proactive, reciprocal calling and referral relationships with client relationship managers and sales officers to create planning ... Bank. GENERAL FUNCTION: The Senior High Net Worth Insurance Specialist works within the Wealth and Asset Management team...Design, implement and manage business plan for each HNW Specialist supporting the Territory. This includes client … more
- Huntington National Bank (Chicago, IL)
- Description Summary: The National Advice Center (NAC) Service Specialist II serves support specialist for Huntington Financial Advisors working with the clients, ... provides service for existing HFA clients with their current investment relationship , proactively calls NAC clients, sets appointments with NAC Financial Advisors,… more
- Deloitte (Chicago, IL)
- Artificial Intelligence Specialist Leader, Healthcare - SFL Scientific SFL Scientific, a Deloitte Business, is a US based, data science consulting firm specializing ... through AI & Data Strategy. We are looking for an Artificial Intelligence Specialist Leader to support the vision, strategy, and execution of our Artificial… more
- Bank of America (Chicago, IL)
- …management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client ... Wealth Management Specialist - NPD Chicago, Illinois **Job Description:** Merrill...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Byline Bank (Chicago, IL)
- …of the digital platforms including ticket/error resolution. + Act as product specialist of the onboarding platform including relationship management of ... for you. **About the Opportunity:** At Byline Bank, we're looking for hardworking, client -focused individuals to join our dynamic team. As part of our organization,… more
- CIBC (Chicago, IL)
- …Escalate to banking Centre employees all issues that may impact the ongoing client relationship . Develop strong relationships with banking Centre employees to ... We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.… more
- HUB International (Chicago, IL)
- …team. **Preferred Qualifications, Not Required:** + Consulting experience with client relationship management responsibilities + Large enterprise ... in mergers and acquisitions. **CRM Data Analyst & Migration Specialist ** We have an opportunity for a skilled data...years of experience; including at least 2 years in client or stakeholder direct-facing role + Experience with Microsoft… more
- Jacobs (Chicago, IL)
- …communities today to improve tomorrow. We're seeking a Senior Air Quality Specialist to oversee projects that support technical inputs and lead technical delivery ... for Jacobs projects. You'll serve as a technical specialist and lead for Air Permitting, Modeling, Monitoring, and Reporting. Based out of our Chicago, IL office,… more
- JPMorgan Chase (Chicago, IL)
- The Life Insurance Specialist will provide support to advisors across JPMorgan Securities on utilizing life insurance solutions to meet client investment, wealth ... Our products, tools, and thought leadership are designed to help strengthen our client 's financial health and achieve peace of mind in retirement by offering… more
- IBM (Chicago, IL)
- …skills often associated with this position, an IBM CSM is also Technical Specialist . Someone that can gain a deep understanding of technical complexities. A person ... Using excellent communication, you'll articulate their compatibilities with a client 's stack via use-case identification, solution architecture design, MVP builds… more