- 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
- Neuberger Berman (Chicago, IL)
- **Summary** The Vice President, Institutional Client Advisor (CA) will work independently and closely with the Managing Director, Client Advisor on a ... in some cases lead) day-to-day new business development and client coverage action items to ensure team goals are...ensure team goals are met. Tasks may involve direct client prospecting, responding to client requests, meeting… 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 ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- H&R Block (Lincolnwood, IL)
- **517621BR** **Title:** Lead Client Advisor -Small Business and Tax **What you'll do ** **:** Apply principles of accounting to analyze financial information and ... Work Experience: + 8 years Minimum related work experience **Posting Title:** Lead Client Advisor -Small Business and Tax **Job Family:** Small Business **WOTC… 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 **Job… 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 (Chicago, 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)
- …on client satisfaction, growth, and building trust to become the Client 's Trusted Advisor . **Requirements:** + 5+ years of experience managing Retail ... a dynamic individual to join our team as a Client Management Director specializing in the Retail Vertical. In...this role, you will be instrumental in fostering strong client partnerships and driving revenue growth within the Retail… more
- Publicis Groupe (Chicago, IL)
- …enable client satisfaction, growth, and trust. Ultimately aspire to become the Client 's Trusted Advisor . **Requirements:** + 5+ years in managing digital / ... + The individual is responsible for becoming primarily a client partner. We expect them to create win/win outcomes...create and deliver customized sales solutions that address the client 's compelling events and help them meet their goals.… 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
- Acosta Group (Chicago, IL)
- …and creative technology that enhances their lives. **Position Overview** The Coffee Sales Advisor will represent our client , Nespresso, and their premium line of ... **Coffee Sales Advisor - Part Time** Location**IL - CHICAGO** **ActionLink...tocaffeinated success!** We are seeking a **Part Time Coffee**Sales Advisor **who will enjoy demonstrating the latest advancements in brewing… more
- Acosta Group (Chicago, IL)
- …love and creative technology that helps improve their lives. **Position Overview** The Sales Advisor will represent our client , Dyson, and their premium line of ... **Sales Advisor - Dyson Home** Location**IL - CHICAGO** **Join...the power of clean!** ActionLink is seeking a**Part Time**Sales Advisor ** who will enjoy bringing to life the latest… 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
- World Insurance Associates, LLC. (Crown Point, IN)
- …at the start of the new year? Then you need to talk to us about our Client Advisor Program where you steadily build a book of clients and receive annual ... services, and human capital management solutions. Position Overview Our Client Advisors bring risk management solutions to both businesses...management solutions means that there is not one prospective client that you would not be able to help.… 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
- BMO Financial Group (Chicago, IL)
- …+ Uses a consultative sales process to develop strong customer relationships; acts as client 's trusted advisor and primary point of contact. + Proactively works ... and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor… more
- Publicis Groupe (Chicago, IL)
- …mindset and align with C level executives as a Strategic Trusted Advisor . + Understand the client 's culture, capabilities, team structure, decision-making ... in Digital Business Transformation (DBT), is looking for a Client Partner with a demonstrated track record of results...PS GTM offerings and solutions, brand and network building, cross- client line of businesses, and industry trends + Cross-sell… more
- Bank of America (Chicago, IL)
- …written and oral communication skills. The role supports the Financial Advisor / Client relationship, requiring the candidate to have strong relationship ... (UHNW) individuals and families + Experience and interest in authoring client -facing and/or Advisor -facing pieces to share family governance insights… more
- Founder's CPA (Chicago, IL)
- …an improved customer experience that provides deeper, more meaningful value as our client 's trusted advisor . We believe in an outcomes-based approach that ... team + Identifying and developing solutions for complex tax issues + Answering client inquiries and working with management to triage and problem solve tax issues… more