- 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 (Lincolnwood, IL)
- **517621BR** **Title:** Lead Client Advisor - Small Business and Tax **What you'll do ** **:** Apply principles of accounting to analyze financial ... Work Experience: + 8 years Minimum related work experience **Posting Title:** Lead Client Advisor - Small Business and Tax **Job Family:** Small … more
- H&R Block (Rockford, IL)
- …correctly interpret and apply complex instructions, policies and regulations **Posting Title:** Associate Client Advisor , Small Business & Tax ... **516087BR** **Title:** Associate Client Advisor - Small Bus &...and payroll services to Block Advisors small business clients including assisting with client onboarding,… more
- PNC (Libertyville, IL)
- …locations. **Job Description** + Markets credit card systems and support services for business customers. Attracts and retains client relationships to meet sales ... Inquiries, Merchant Services, Negotiation, Operations Management, Sales Operations **Competencies** Business Acumen, Client Relationship Management, Customer Experience… 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 (Aurora, 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
- Bank of America (Matteson, IL)
- …**Qualifications** : + Has demonstrated experience and proven success with business -to- business sales, or small business banking. + Has strong ... Business Solutions Advisor - Matteson Matteson,...in-person customer service and sales. + Experience working with small business clients. + Experience meeting or… 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 (Glen Ellyn, 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 ... **517250BR** **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
- Citigroup (Chicago, IL)
- …Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.) . Acquire new ... Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank,… more
- Truist (Chicago, IL)
- …in revenue with emphasis on family wealth relationships of tenured partners within LSG client firms. 2. Develop a business plan annually to include marketing and ... States of America) **Please review the following job description:** A Legal Wealth Advisor 3 is responsible for origination and on-going management of a profitable… more
- Huntington National Bank (Chicago, IL)
- … client relationships by providing expert payment solutions and recommendations in the small business space from $0-$3 million. You will also partner with ... various bank units to identify cross-selling possibilities and maximize client profitability. + Resolve client concerns and...and relationship-building skills. + Previous sales expertise in the small business space from $0-$3 million in… more
- Wolters Kluwer (Springfield, IL)
- …face-to-face as required, via webcast, or phone; discussing, documenting and fully understanding client business needs and goals + Own and coordinate all sales ... (WK) Legal and Regulatory is responsible for prospecting new business in new customer accounts to support the execution...activities + Build and maintain strong, long-lasting client relationships + Negotiate contracts and close agreements to… 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 most complex Commercial Bank clients....treasury and cash management products and services. As a Client Relationship Manager (CRM) within 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 ... 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 (Glenview, IL)
- …the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client ... service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book of … more
- PNC (O Fallon, IL)
- …business customers so they can achieve their goals. PNC's targeted small business segments are Retail, Agricultural, Healthcare, Manufacturing, Professional ... from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage...be successful in this position. **Preferred Skills** Book Of Business , Client Relations, Credit, Credit Products, Customer… more
- The ODP Corporation (Oswego, IL)
- **Overview** At Office Depot Inc., the Service Advisor - Key Carrier (KC) is a part-time role providing "total solutions" to our customers encompassing Products, ... associate will quickly build and maintain customer relationships and become a trusted advisor by utilizing provided training to support sales offerings. The Service … 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
- Capital One (Chicago, IL)
- …of acquisitions experience or outbound sales experience + 2+ years of experience working with small or medium size business customers + 2+ years of experience in ... United States of America, Chicago, Illinois Inside Sales Executive, Business Cards & Payments (Remote Eligible) - Southern Illinois...the bottom line. We aspire to become a trusted advisor , an informed teacher, and a concierge to guide… more