- CIBC (Chicago, IL)
- …opportunities. + ** Client engagement -** Active development and maintenance of Client Relationship Management (CRM) in order to ensure accurate pipeline ... focused to drive new business revenue generation and new client acquisition. The Senior Business Development Officer will work...needed. + ** Relationship Management** - Collaborate with Relationship Manager as part of a team… more
- WTW (Chicago, IL)
- **Description** As an Absence, Disability Management and Life Insurance Senior Associate, you will be at the forefront of managing projects for large, complex ... You will position yourself to grow into a senior relationship management and/or leadership role by serving as the...time-off, sick leave, life and accidental death and dismemberment insurance and related programs; sample projects include: o ADML… more
- BMO Financial Group (Naperville, IL)
- …attorneys, accountants) to create integrated business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / ... + Bridges banking, trust and investment disciplines together for client communications when the full relationship exists....as other perks and rewards. BMO also offers health insurance , tuition reimbursement, accident and life insurance ,… more
- HUB International (Des Plaines, IL)
- …primary consultant to the client . The Producer has primary responsibility for client relationship management and initiating new sales. The AE has primary ... assigned and the AE also is primarily responsible for client relationship management.) + Ensure Producers, when...CSS team members. Provide input and feedback to the Client Services Manager (CSM) as to the… more
- BMO Financial Group (IL)
- …clients to accurately and thoroughly complete appropriate required documentation + Utilize client relationship management system to track activities and contacts ... insurance products, fixed annuities, variable annuities and life insurance ) -Resolve any client issue or concern...the firm, regulatory authorities and the nature of the client relationship -Maintain accurate transaction records as… more
- PNC (Champaign, IL)
- …certifications/licensures needed to be successful in this position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk ... plans for clients. Grows and retains an investment and insurance book of business. Owns the client ...and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team… more
- BMO Financial Group (Chicago, IL)
- …with external advisors of clients on behalf of the private wealth advisor / relationship manager . + Develops an understanding of the customer needs and the ... business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an… more
- CIBC (Chicago, IL)
- …financing solutions. This role will prepare you for a rewarding career as a Relationship Manager , Commercial Banking and strategic partner to some of Canada's ... CIBC's Commercial Banking team to provide support to account teams through client acquisition, relationship management and credit management processes as well… more
- BMO Financial Group (Chicago, IL)
- …agency or probate accounts in the role of trustee. + May act as the Relationship Manager to assigned clients and effectively interacts with others assigned to ... branch and the regional team as part of the client / relationship management solution. Identifies and makes referrals...as other perks and rewards. BMO also offers health insurance , tuition reimbursement, accident and life insurance ,… more
- HUB International (Chicago, IL)
- …our client data. We aspire to have a single, holistic, accurate view of our client base & our relationship with each client . Benefits of improved data ... Service Operations and will serve as the day-to-day manager of the newly formed outsourced Data Entry Team...insurance brokerage industry + Prior experience in a client service, operations management, sales support, or sales management… more