- CIBC (Chicago, IL)
- …Outcomes:** Prepare insightful performance reports, address liquidity needs, and manage tax strategies and manager transitions to enhance client results. ... you will play a key role in supporting a Senior Relationship Manager to deliver comprehensive financial planning and exceptional service to our high-net-worth… more
- BMO Financial Group (IL)
- …and net new clients) + Advice on Maturities + Uncovering uninvested opportunities ** Asset Retention** Manage direct client relationships and maintaining a group ... groups. + Understanding and ability to explain Cost Basis, Tax documents, IRA (Individual Retirement Account) RMD (Required Minimum...offer and applicable securities regulations + This role has direct impact on the achievement of key business unit… more
- PCI Pharma Services (Rockford, IL)
- …pioneer and shape the future of PCI. Position Summary This position will direct staff and manage all accounting activities to ensure compliance with generally ... receivable, billing, general ledger, fixed assets, audit, etc.). + Direct and supervise a team of people and proactively...+ Assist with compilation of information for preparation of tax returns. + Knowledge of and adherence to all… more
- Oracle (Springfield, IL)
- **Job Description** The Client Manager for our Customer Health team ensures that AI-generated customer metrics for all customers meet the same high standard as those ... crafted by a seasoned client manager -delivering decision-grade quality, not generic output. Your domain expertise must come from firsthand experience owning… more