- 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 ... ability to use macros, pivot tables, and query **Posting Title:** Lead Client Advisor - Small Business and Tax **Sponsored Job:** \#hrbjob #indeedkm… more
- H&R Block (Naperville, IL)
- …and Excel including ability to use macros, pivot tables, and query **Posting Title:** Associate Client Advisor , Small Business & Tax **Sponsored Job:** ... **528214BR** **Title:** Associate Client Advisor - Small Bus &...reports and prepares corporate entity and partnership returns. Prepares business income tax returns and statements for audits. Prepares,… more
- JPMorgan Chase (Chicago, 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 (Hinsdale, 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
- 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 ... their most important financial goals. This is a growth business for us with a strong commitment to diversity,...and professionally. As a Summer Analyst in the Financial Advisor Development Track Program (FADT), you will take part… more
- H&R Block (Chicago, 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 ... **524697BR** **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)
- …and management on loss prevention tactics, polices, and procedures. + 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
- 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 ... as a central point of resolution to support the client 's business operations, identifies product/service gaps and...and efficiency opportunities. **Job responsibilities:** + Be a key advisor and proactive partner to the client ,… more
- JPMorgan Chase (Chicago, IL)
- …of contact for all deposit account service-related needs of a JP Morgan Advisor 's client . This role is responsible for establishing, maintaining and building ... client relationships. The Client Service Associate Lead...preferred + Ability to adapt to a rapidly changing business and technology environment + Proficiency with Microsoft Office… more
- Avanade Inc. (Chicago, IL)
- …Midwest Region Drive growth and revenue in Sales with strategic business development, fostering client relationships, and cross-selling innovative solutions. ... market presence by helping new and existing clients solve their most complex business issues. Your expertise, dedication, and client -centric approach will be… more
- JPMorgan Chase (Chicago, IL)
- …products and services + Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored ... As a Business Relationship Manager (BRM) Senior Government Not-for-Profit in Business Banking, you'll manage existing client relationships and develop new … more
- The Brattle Group (Chicago, IL)
- …held, global economics consulting firm, is looking for a **Marketing and Business Development Manager** to join our **Boston, Chicago, New York, or Washington, ... DC** office. The position will help increase market visibility of and facilitate business growth within the firm's Securities & Finance practices. Reporting to the… 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
- Bank of America (New Lenox, 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
- JPMorgan Chase (Chicago, IL)
- …the Practice Management tools, products and capabilities - specifically Wealth Plan and client relationship system + Build out useful advisor content and drive ... concepts simply + Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business … more
- JPMorgan Chase (Chicago, IL)
- …management framework. The successful candidate will become a trusted extension of the Advisor team to help identify new client opportunities, propose solutions ... business relationships with field leadership teams and our Advisor community + Lead the strategy and design for...for existing clients, in efforts to attract and retain client assets + Lead with the liquidity management framework… more
- Fifth Third Bank, NA (Chicago, IL)
- …and conducting relationship strategy review meetings with internal Fifth Third Business Partners and Client 's trusted advisors (eg attorney, accountants) ... Experience + Meet with customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met + Lead and coordinate… 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
- Deloitte (Chicago, IL)
- …and both large and small dollar transactions + Significant existing business relationships with senior client /prospect executives in the Automotive sector + ... attributes/techniques? If so, Deloitte Consulting LLP is looking for a top-performing client relationship and solutions Sales Executive to pursue clients within its… more