- Hispanic Alliance for Career Enhancement (Chicago, IL)
- …Provide a first‑in‑class client experience servicing needs related to client onboarding , financial planning, and investor education. Collaborate with your ... to meet with clients in person, if needed. The Senior Private Wealth Advisor , Practice Lead (Personal...advisor and primary point of contact for high‑net‑worth client households. This role is focused on retaining and… more
- Genpact (Chicago, IL)
- …to ensure successful delivery Qualifications Minimum Qualifications Proven experience handling senior client relationships at Fortune 500 companies Experience ... Overview Job Description - Vice President, Lead Client Partner (CPG060318) Inviting applications for the role...Drive thought leadership conversations Builds reputation as a trusted advisor with CXO & Business Leaders by developing a… more
- TransUnion (Chicago, IL)
- …you'll work with great people, pioneering products and cutting-edge technology. As a Senior Solution Architect are an integral part of the Customer Success Team ... Fraud Solutions group. This includes consultations on solution architecture, onboarding support, technical troubleshooting and providing technical expertise for all… more
- Solid Rock Recruiting LLC (Chicago, IL)
- …team members through review and training Assist partners with business development, client onboarding , and workflow efficiency What They're Looking For Active ... $185,000 base + bonus (DOE) About the Opportunity Our client is a well-established public accounting firm known for...to lead engagements, mentor staff, and be a trusted advisor to clients. Key Responsibilities Manage complex tax engagements… more
- Knit (Chicago, IL)
- …and use cases where Knit's platform can deliver value. Act as a strategic advisor to senior Insights, Analytics, and Marketing leaders, helping them expand how ... Who we're looking for Role: Client Partner Supervisory Responsibility: This role does not...vision), and Additional Coverage, a company laptop and one‑time, onboarding Technology Stipend, a 401(k) with company match, flexible… more
- Vigilant Capital Management, LLC (Chicago, IL)
- …complex integrations, and driving operational excellence on a scale. Knowledge in advisor onboarding , custodial infrastructure, and client agreement ... Operations will play a pivotal role in shaping the advisor new account onboarding (NAO) and integration...and want to make a lasting impact on the advisor and client experience. What You'll Do… more
- BMO Financial Group (IL)
- **Summary of Role:** The Client Onboarding Advisor serves as the single point of contact for onboarding commercial, capital markets, and emerging middle ... with internal and external stakeholders to deliver a seamless client onboarding experience. Will need to build...participate in sales calls. + Act as a trusted advisor , influencing and negotiating to achieve business objectives. +… more
- KeyBank (Chicago, IL)
- **Location:** 127 Public Square, Cleveland Ohio The Sr . Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by ... providing client advisory services to Ultra High Net Worth (UHNW)...fiduciary risk. For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and… more
- BMO Financial Group (Chicago, IL)
- …& Agriculture, and Sponsor Finance & Funds. **Role Overview** As a Treasury Advisor , you will partner with senior sales professionals (Treasury Consultants) to ... **Treasury Advisor - Treasury & Payment Solutions Specialty Groups**...Treasury products and services + Collaborate with Service and Onboarding teams to ensure a smooth client … more
- JPMorgan Chase (Chicago, IL)
- …in our clients' lives and the wider community. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients by ... Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll...of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning,… more
- Publicis Groupe (Chicago, IL)
- … client onboardings. This person will serve as the primary contact regarding client onboarding workstreams. This role will report directly to the Project ... operational workflows, mitigating risk, and aiding in improving the client onboarding process. By aligning projects with...Sr . Project Manager will serve as a trusted advisor and execution partner for central initiatives. Demonstrate strong… more
- H&R Block (Naperville, IL)
- …payroll services to Block Advisors small business clients including assisting with client onboarding , accurate and timely recording of financial transactions, ... part of H&R Block! What you'll do As the Senior Block Advisors Accounting Specialist, you will provide bookkeeping...assist in the overall development of the business services client base serviced by Block Advisors. Day to day,… more
- BMO Financial Group (Chicago, IL)
- …& Funds. **Role Overview:** As a Treasury Consultant, you will serve as a senior sales advisor responsible for managing a portfolio of commercial clients and ... of the Bank's Treasury products and services. + Partner with Service and Onboarding teams to ensure seamless client implementations and ongoing support. +… more
- Oracle (Springfield, IL)
- …energy of a startup - backed by the global reach of Oracle. As a Senior Cloud Engineer (Cloud Native) in Oracle Cloud Infrastructure (OCI), you will play a pivotal ... Terraform, Ansible, Helm). + Work closely with customers in pre-sales, onboarding , and in-production phases to troubleshoot, optimize, and ensure effective adoption… more
- Deloitte (Chicago, IL)
- …and build trusted relationships with architects and executives: Serve as a strategic advisor to C-suite and senior IT leaders, translating business needs into ... AI Datacenter & Infrastructure Senior Manager -AI & Engineering Join our AI...platforms. Our delivery models are tailored to meet each client 's unique requirements. Recruiting for this role ends on… more
- Norstella (Springfield, IL)
- Senior RWD Analytic Consultant Company: Norstella Location: Remote, United States Date Posted: Jan 6, 2026 Employment Type: Full Time Job ID: R-1665 **Description** ... become more efficient, innovative, and responsive to patient needs. **The Role: Senior RWD Analytic Consultant** We are currently seeking a high energy, motivated… more
- Deloitte (Chicago, IL)
- …execution, we partner with clients to streamline trade lifecycle management, enhance client onboarding , transform pricing and risk analytics, and improve ... Senior Consultant - Capital Markets Operations and Technology...initial conception to implementation + Serve as subject matter advisor on client projects, including providing recommendations… more
- Zero Hash (IL)
- …executives of strategic accounts + Partner with internal teams to provide a smooth onboarding and positive client experience during implementation and go live. + ... About the Role Zero Hash's Client Services team is looking for an accomplished...and account related issues and be a creative, trusted advisor for both clients and internal partners. This is… more
- CoStar Realty Information, Inc. (Chicago, IL)
- Senior Sales Executive - CoStar Real Estate Manager - Chicago, IL Job Description **Overview** CoStar Group (NASDAQ: CSGP (https://www.costargroup.com/) ) is a ... customers. At CoStar Real Estate Manager, you will receive a world class onboarding experience that includes a robust training program designed to ensure new… more
- Founder's CPA (Chicago, IL)
- …school" approach to accounting and offer a modern approach that improves the client experience. This approach enables us to provide deeper and more meaningful value ... in our role as a trusted advisor . We're looking for curious and reliable team members...will be tasked with providing accounting services to our client base. Duties will include, but are not limited… more
