- 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 (Warrenville, 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 $439 billion in client assets (as of September 30, 2023) across a...2,700 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people… more
- H&R Block (Naperville, IL)
- **528214BR** **Title:** Associate Client Advisor -Small Bus & Tax **What you'll do ** **:** Applies principles of accounting to analyze financial information and ... to use macros, pivot tables, and query **Posting Title:** Associate Client Advisor , Small Business & Tax **Sponsored Job:** \#hrbjob #indeedmh #LI-MH **Job… more
- PNC (Chicago, IL)
- …valued and have an opportunity to contribute to the company's success. As a Client Solution Advisor within PNC's Corporate Banking Regional Credit Products Group ... flexibility to work both in the office and remotely. The Client Solution Advisor role is an administrative position which provides support to Underwriters… more
- PNC (Chicago, IL)
- …valued and have an opportunity to contribute to the company's success. As a Client and Advisor Experience Manager in PNC Investments, you can be located ... PNC digital and technology teams to deliver capabilities that improve the client and advisor 's digital experience * Partner with third-party vendors to deliver a… 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
- Bank of America (Lisle, 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)
- …decision-makers to secure positive outcomes and develop a strategic roadmap for client success, ultimately becoming their trusted advisor . Additionally, you will ... client satisfaction, growth, and trust. Work to become the client 's trusted advisor by continuously delivering value and aligning Epsilon's solutions with… more
- Publicis Groupe (Chicago, IL)
- …success that ensures client satisfaction, growth, and trust, ultimately becoming the client 's trusted advisor . + **Why you might stand out from other ... **Job Description** **How You'll Make an Impact** As a Client Associate 2 in Epsilon's Travel Vertical, you will...revenue growth for Epsilon. **What You'll Achieve** As a Client Associate 2 in Epsilon's Travel Vertical, you will… 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
- Bank of America (Oak Brook, 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 Oak Brook, Illinois **Job Description:** Merrill...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… 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 ... Private Wealth 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
- Publicis Groupe (Chicago, IL)
- …budget by looking for timely, strategic solutions. ** Client ** + Acts as a client advisor for strategic marketing issues; partners with client to develop ... of the strategic plan execution and ensures creative product achieves client 's and agency's objectives. The Account Supervisor also oversees the day-to-day… 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
- CIBC (Chicago, IL)
- …external vendors and key third party providers to deliver solutions to improve the Client and Advisor Experience + Prioritize, direct and implement assignments / ... vendors and key third party providers to deliver solutions to improve the Client and Advisor Experience. + Lead team members who are responsible to manage and… more
- IBM (Chicago, IL)
- …AI Market Knowledge: Expertise in the Data & AI market to serve as a trusted client advisor (training on IBM's Data & AI offerings will be provided). + Financial ... Role and Responsibilities Your primary responsibilities will include: + Maintain Client Relationships and Showcase IBM's Tech Value: Actively maintain and nurture… 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