- JPMorgan Chase (Chicago, IL)
- …JPMorgan Chase & Co. manages legal and other risks, advises on products and services , interprets laws and regulations that impact the firm, and advises the firm on ... legal professionals with a reputation as thought leaders who deliver best-in-class services . As trusted advisors, we help the firm's clients while also safeguarding… more
- Capgemini (Chicago, IL)
- …influence at mid to senior business levels. Working with various levels: VPs, Advisor Partners, Client Communities, Capgemini Bid teams + Experience in working ... working with a global team of Business Transformation consultants in the Business Services , Intelligent Automation team. You will have a focus on Finance automation… more
- CIBC (Chicago, IL)
- …external parties related to the trust account including but not limited to client 's counsel, NTC or DTC counsel and interested parties to the prospective account, ... Estate Accounts, Group Problem Solving, People Management, Power of Attorney (POA), Trust Services , Work Collaboratively At CIBC, we are in business to help our… more
- City National Bank (Chicago, IL)
- …from the sales process to portfolio management is smooth and accurate. * Handle advisor and client communication. Serve as the central point of the relationship. ... *PORTFOLIO MANAGER* WHAT IS THE OPPORTUNITY? Manage City National Rochdale client assets. Develop investment strategies and make investment decisions, to achieve… more
- Capgemini (Chicago, IL)
- …this role you will play a key role in: . Serve as a trusted advisor to client executives, shaping strategic roadmaps for contact center modernization, service ... to deliver cutting-edge solutions. Join us to drive transformation tailored to our client 's challenges of today and tomorrow. Informed and validated by science and… more
- Sodexo (Chicago, IL)
- …to **accelerate your professional development** by working in a variety of environments, service models, and client cultures. You'll build a strong internal ... relationships with campus partners and acting as a strategic advisor to client leadership + Champion a...client leadership + Champion a positive, inclusive, and service -driven culture, supporting and developing a diverse workforce +… more
- JPMorgan Chase (Chicago, IL)
- …to team members + Exposure to global trade products and international client service + Ability to identify products and services to benefit clients + ... contact for client onboarding, transactions, and ongoing service requests + Act as a trade advisor...Guide and train team members on trade products and services + Liaise between Relationship, Operations, Treasury Management, Sales,… more
- Ensono (Chicago, IL)
- …posture, and enhanced customer experience. + **Relationship Management:** + Establish trusted advisor relationships with client stakeholders, from IT to business ... reshape how our world runs. As an expert technology adviser and managed service provider with cross-platform certifications, Ensono empowers our clients to keep up… more
- Kestra Financial (Deerfield, IL)
- …estate planning. Being a "full service " firm allows for us to better service our client needs from personal investing and retirement planning to life ... messages appropriately and according to firm guidelines. + Manage client needs regarding processing, service , and problem...as assigned by the Registered Investment Assistant or the Advisor in order to support our client … more
- First National Bank of Omaha (Sugar Grove, IL)
- …customer needs, recognize opportunities and recommend appropriate Wealth Management support and services to the primary Advisor . + Properly execute on ... it fits into our organization's success.** **Summary of the Job:** The Client Relationship Associate provides daily customer support and enables the efficient and… more