- H&R Block (Chicago, IL)
- …results. It's an exciting time to be a part of H&R Block! What you'll do As a Client Advisor - Small Business and Tax you will apply principles of accounting ... tax statements and returns for businesses and clients. The Client Advisor - Small Business...engagement What you'll bring to the team Education: + Associate 's degree in a related field or the equivalent… more
- JPMorgan Chase (Chicago, IL)
- …major market throughout the world. **Job Summary** As an Asset Management - Internal Client Advisor - Associate within the Workplace Retirement team, you ... will be responsible for distributing JPMC's small market 401(k) solution in partnership with Chase Business...of the client relationship.** + **Partners with Client Advisor to ensure a collaborative and… more
- JPMorgan Chase (Chicago, IL)
- …JPMorgan Asset Management, you will partner with an external Private Wealth Alternatives Client Advisor (PWA CA) to drive market share in JPMorgan alternatives ... alternatives industry and JPMorgan's suite of alternatives products. Internal clients are Client Advisors and Internal Client Advisors in multiple generalist… more
- H&R Block (Arlington Heights, IL)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and… more
- JPMorgan Chase (Chicago, IL)
- The Client Service Associate is the primary...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 ...Provide high quality, high touch service to JP Morgan Advisor clients across the deposit product offering. + Manage… more
- JPMorgan Chase (Chicago, IL)
- The Client Service Associate is the primary...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 ...services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad… more
- JPMorgan Chase (Chicago, IL)
- …a meaningful impact in the ever-evolving world of Global Corporate Banking. As a Client Service Account Associate within our Payments team, you'll build strong ... and improved efficiency. **Job responsibilities:** + Act as key advisor to the client , providing advice and...institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent… more
- JPMorgan Chase (Chicago, IL)
- …'s other advisors (attorney, accountant); highly respected by external professional advisor community. + Develop, retain and deepen client relationships. ... JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global...JD, industry certification such as Certified Trust and Financial Advisor (CTFA) or paralegal certificate, with paralegal experience in… more
- BlackRock (Chicago, IL)
- **About this role** **About this role:** We are actively seeking client -facing sales professionals with a proven successful track record of managing an assigned ... territory to help identify, develop, and own client relationships. As the world's largest asset manager, BlackRock has product and solution offerings for almost any… more
- BlackRock (Chicago, IL)
- …this role** Due to our continued phenomenal growth, we are actively seeking client -facing sales professionals with a proven successful track record of managing an ... assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of the fastest growing areas of the Asset Management… more
- BlackRock (Chicago, IL)
- …for adding scale to our alternatives distribution strategy by developing client relationships, educating financial advisors on the benefits of investing in ... internal colleagues to deliver all of BlackRock's resources and solutions to the client - strong prioritization and resource allocation skills are key + Embrace… more
- JPMorgan Chase (Chicago, IL)
- …focused on developing innovative banking tools and product offerings that put the client at the center of everything we do. As Control Manager in Digital ... a natural part of the product development lifecycle. + Be a proactive, independent advisor and thought leaderfor the product team, s erving asa subject matter expert… more
- H&R Block (Lincolnwood, IL)
- …Specialist, you will p rovide bookkeeping and payroll services to Block Advisors small business clients including assisting with client onboarding, accurate and ... assist in the overall development of the business services client base serviced by Block Advisors. Day to d...bookkeeping and payroll information in order for the Tax Advisor to complete an accurate tax return + Provide… more
- Deloitte (Chicago, IL)
- …technology & data platforms. Our delivery models are tailored to meet each client 's unique requirements. Recruiting for this role ends on 11/30/2025. Work You'll Do ... and confirms work products meet our firm's and the client 's quality standards. Additionally, Specialist Masters are expected to...pursuits as a pursuit team member or subject matter advisor . Participate in the oral presentation of the proposal… more