- Raymond James Financial, Inc. (Chicago, IL)
- …portfolio losses while preserving client loyalty. + Provide a high level of client service with a strong focus remaining on what's best for their personal ... a unique development program designed to provide training and support to prepare trainees for a successful career as...skilled to effectively and efficiently function in the Financial Advisor role: + Develop client pipeline by… more
- JPMorgan Chase (Chicago, IL)
- …position offers an exciting opportunity to work within a Center of Excellence/Shared Service construct, providing support to senior HR Business Advisors and ... dynamic Human Resources Team as a Human Resources Business Advisor (HRBA), where you will play a crucial role...organizational changes within Line of Business (LOB) areas. + Support the year-end compensation process and assist managers with… more
- CIBC (Chicago, IL)
- …with precision. + Outstanding Relationship Skills: A passion for delivering exceptional client service and building lasting partnerships. + Dedication to ... Regular **Weekly Hours** 40 **Skills** Analytical Thinking, Business Development, Client Service , Financial Advising, Portfolio Management, Researching,… more
- Bank of America (Vernon Hills, IL)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... Financial Solutions Advisor - Vernon Hills, IL Vernon Hills, Illinois...and feedback to referral partners based on knowledge of client needs and potential product services recommended… more
- Bank of America (Skokie, IL)
- …applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + ... service skills with ability to manage the full client end-to-end experience and problem resolution + Has a...+ A working knowledge of small business products and services + Bilingual skills **Skills:** + Client … more
- Kestra Financial (Deerfield, IL)
- …by the Registered Investment Assistant or the Advisor in order to support our client needs Requirements + Bachelor's degree in a business-related field ... service " firm allows for us to better service our client needs from personal investing...candidate will have 2+ years of experience in administrative support in a professional environment. + Previous experience in… more
- H&R Block (Wilmette, IL)
- …Generate business growth, increase client retention, and offer additional products and services + Provide clients with IRS support + All certification levels ... means you'll serve clients with diverse tax and business services needs year-round. You'll have the support ...client relationships + Provide tax preparation, tax audit support and tax planning year-round + Create confidence in… more
- Zebra Technologies (Lincolnshire, IL)
- …locally and globally. Come make an impact every day at Zebra. The Services Product Management team is seeking a results-driven Strategic Business Development Senior ... Advisor to identify, evaluate, and pursue new business opportunities...and strategic partnerships within our managed/professional and other emerging services portfolios. Individual will analyze market data to identify… more
- PNC (Chicago, IL)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or ... to contribute to the company's success. As a Financial Advisor within PNC's Wealth Management organization, you may be...advisors' success. We provide a robust training program, administrative support and state of the art technology designed to… more
- Wolters Kluwer (Springfield, IL)
- …role. Candidate can be located anywhere in the US** The Customer Success Advisor is responsible for building and maintaining post sales strategic relationships with ... assigned accounts. This role will serve as a trusted advisor to accounts in complex industries, providing strategic vision,...+ Develop key relationships in an account to diversify client contact touch points and interaction frequency. + Engaging… more