- Edward Jones (Olney, IL)
- …member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk ... various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing… more
- Bank of America (Chicago, IL)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- PNC (Chicago, IL)
- …management plan to acquire and retain clients. Is accountable for ongoing exceptional client experience. Responsible for managing a book of business. May assist ... to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis,… more
- SAM LLC (Schaumburg, IL)
- …SAM has built a reputation as a trusted, knowledgeable, and innovative partner . Our licensed professionals transform petabytes of complex spatial data into ... mitigate risks, achieve strategic objectives, and drive costs out of our client 's business. Our vision is to advance spatial data acquisition, improve analysis… more
- JPMorgan Chase (Elk Grove Village, IL)
- …banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management ... you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as...Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with… more
- CIBC (Chicago, IL)
- …to help clients achieve their unique financial goals. + **Cultivate Lasting Client Relationships:** Play an integral role in managing client portfolios, ... the emphasis on new business development. Your responsibilities will include financial planning, trading, client meeting preparation, investment analysis,… more
- Edward Jones (Wilmette, IL)
- …members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have ... Jones believes in a human centered approach as we partner for positive impact, to improve the lives of...allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on… more
- PNC (Chicago, IL)
- …management plan to acquire and retain clients. Is accountable for ongoing exceptional client experience. Responsible for managing a book of business. + Held ... participate in STEM OPT for this position. **Job Description** + Leads client management activities with clients and prospective clients. Responsible for the… more
- Fifth Third Bank, NA (Rosemont, IL)
- …critical thinking and verbal and written communication skills. + Professional presence ( client -facing). + Experience managing an advanced commercial client ... ABL Portfolio Management is the primary member of the ABL coverage team, managing all aspects of the ABL transaction. Directors are expected to be intimately… more
- NTT America, Inc. (Chicago, IL)
- …propose enhancements, and ensure client satisfaction. + Develop delivery and client partner talent to scale accounts appropriately. + Manage portfolio P&L ... States (US). **Req ID:** 303571 NTT DATA's Launch business unit is looking for a Managing Director to be our Launch Industry Lead for Public Sector State, Local and… more