• Field Liaison

    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
    HUB International (05/23/25)
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  • Treasury Management Officer III

    PNC (Chicago, IL)
    …to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, ... Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical… more
    PNC (05/03/25)
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  • Merrill Financial Solutions Advisor - Chicago…

    Bank of America (Chicago, IL)
    …(CRPC) + Obtained insurance licenses ​ **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
    Bank of America (04/09/25)
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  • Managing Director, Wealth Management

    BMO Financial Group (Winnetka, IL)
    …Leads a deal team to meet client needs when acting as the lead relationship manager . + Manages the retention and expansion of client relationships ... an objective of becoming their trusted advisor. + Develops relationship with client 's professional advisors in developing...as other perks and rewards. BMO also offers health insurance , tuition reimbursement, accident and life insurance ,… more
    BMO Financial Group (05/21/25)
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  • Senior Wealth Strategist

    BMO Financial Group (Winnetka, IL)
    …through specialized planning solutions that help to broaden the dialogue and enhance the client relationship in order to consolidate client assets and ... experience to partner collaboratively with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to… more
    BMO Financial Group (05/14/25)
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  • Independence Consulting Director

    Grant Thornton (Chicago, IL)
    …in evaluating new opportunities (audit or other) or existing relationships for a client (or prospect) or an affiliate of one that is subject to independence ... the applicable independence standard (eg, AICPA, SEC). + Advise teams with Relationship Checking activities (eg, guidance or processing assisting on relationship … more
    Grant Thornton (05/23/25)
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  • Senior Director - Commercial Specialty Lines…

    WTW (Chicago, IL)
    …origination of new business to the firm + Develop a trusted advisor relationship with client contacts through effective leadership of engagements, supported by ... (NA) team as a Property & Casualty (P&C) Director/Senior Director in our Insurance Consulting and Technology (ICT) practice. In this role, you will work beside… more
    WTW (05/09/25)
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  • In-Home Sales Specialist

    Lowe's (Bolingbrook, IL)
    …the comfort of their home. In Home Sales Specialist deliver a superior client experience by accurately assessing customer needs and swiftly creating a final ... The In Home Sales Specialist must be comfortable owning the customer relationship and engaging in conversation to understand customer needs, providing product and… more
    Lowe's (05/21/25)
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  • M&E Team Leader

    American Express Global Business Travel (Springfield, IL)
    …and training for all, using standard process approach, experience and knowledge. ** Relationship Management** + Participates in client meetings and presentations ... of communication with client to ensure understanding of expectations and client happiness. **Financial Management** + Strategize with manager to analyse,… more
    American Express Global Business Travel (04/26/25)
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  • Managing Director, Strategic Capital Management…

    BMO Financial Group (Chicago, IL)
    …risk or enhance returns. Analyzes portfolio to identify candidates and advises relationship managers on de-risking strategies and options. Serves as central point of ... by being able to conduct quality analysis, address issues appropriately, balance client needs and risk appetite, collaborate expertly to arrive at optimal solutions… more
    BMO Financial Group (04/03/25)
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