- Fidelity TalentSource LLC (Chicago, IL)
- Job Description:The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies ... maintaining a high level of superior service to drive client loyalty. The Skills\u00A0You BringAbility to execute key elements...comprehensive wealth and financial plan intended to organize the client s finances and plan for future goals and… more
- Fidelity TalentSource LLC (Chicago, IL)
- …providing investment solutions and growing relationships with a dedicated local advisor . The Expertise We re Looking ForEffectively utilizing Fidelity s guidance ... by presenting solutions and service offerings that best meet client needsLeveraging technology, you can prepare for and conduct...one-on-one appointments to make the best use of the client s time, as well as plan for post-appointment… more
- DivIHN Integration Inc (Hoffman Estates, IL)
- …consulting firm founded in 2002. We present ourselves and deliver as the Expert Advisor , Solution Provider, and True Partner of our Clients. Our Clients know that we ... Metrics and track SLA performance; prepare and submit reports to the client entities. Execute monthly customer satisfaction surveys. Coordinate DivIHN schedules to… more
- H&R Block (Chicago, IL)
- **515690BR** **Title:** Client Advisor -Small Business and Tax **What you'll do ** **:** Join our full-time, year-round Block Advisor Tax office in ... and more. H&R Block, the world's leader in tax preparation services, is looking for a Client Advisor - Small Business & Tax. The Client Advisor serves as… more
- JPMorgan Chase (Chicago, IL)
- …invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor (internal wholesaler), your responsibility will be helping financial ... funds, ETFs, and separately managed accounts in partnership with an External Client Advisor , and have the opportunity to demonstrate your passion about the… 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 (Evanston, 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
- Principal Financial Group (Chicago, IL)
- **What You'll Do** We're looking for a Senior Client Advisor to join our Institutional Sales team at Principal Asset Management where you will play a pivotal ... Managing Director - Institutional Sales and Relationship Management, the Senior Client Advisor will: + **Engage Proactively:** Forge meaningful relationships… 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
- BMO Financial Group (Chicago, IL)
- …service support to grow the Bank's market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, ... and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service needs through a… 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)
- …enable client satisfaction, growth and trust. Ultimately aspire to become the Client 's Trusted Advisor . **Requirements** + 10+ years of professional sales & ... **Job Description** + The individual is responsible for becoming first and foremost a client partner. We expect them to create win/win outcomes that will that will… more
- Publicis Groupe (Chicago, IL)
- …enable client satisfaction, growth and trust. Ultimately aspire to become the Client 's Trusted Advisor . **Requirements** + 5+ years of managing CPG digital ... **Company Description** **Job Description** **CPG Client Director - Job Description** + The individual...individual is responsible for becoming first and foremost a client partner. We expect them to create win/win outcomes… 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
- IBM (Chicago, IL)
- …Market Knowledge: Expertise in the Data & AI market to quickly become a trusted client advisor (training on IBM's Data & AI offerings will be provided). ... support of high value engagements and opportunities, you will augment partner and client engagements with IBM's breadth of capabilities to align sales and technical… more
- Acosta Group (Chicago, IL)
- …creative technology that enhances their lives.** **Position Overview** **The Coffee Sales Advisor will represent our client , Nespresso, and their premium line ... **Coffee Sales Advisor - Part Time** Location**IL - CHICAGO** **Are...** **We are seeking a **Part Time Coffee** **Sales Advisor **who will enjoy demonstrating the latest advancements in brewing… more
- Acosta Group (Schaumburg, IL)
- …and innovative technology that helps improve their lives. **Position Overview** Our Beauty Advisor will represent our client , Dyson, and their premium line of ... **Beauty Advisor - Dyson** Location**IL - SCHAUMBURG** **Are you...meets engineering excellence!** We are seeking a**Part Time B**eauty Advisor ** who will be excited about bringing to life… 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
- BMO Financial Group (Palatine, 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
- Capgemini (Chicago, IL)
- …in managing mid-sized to large global or regional accounts, are seen as a trusted advisor by the client , and have group responsibility towards the client . ... **Job Title: Client Partner - Service Industry** **Job Location:** Chicago,...and maintaining long-term relationships with clients as well as client influencers. **KEY RESPONSIBILITIES:** + Manage a portfolio of… more
