- Citigroup (Orland Park, IL)
- …needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. + With the support of product ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more
- Citigroup (Oakbrook Terrace, IL)
- …needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. + With the support of product ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:**… more
- Bank of America (Chicago, IL)
- …concepts, generally with annual revenues of $50 million to $2 billion. Targeted size of client is over 20 units if a franchisee and over $50mm in revenue if an ... include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates,… more
- Quantis (Chicago, IL)
- …own senior client relationships, being the primary contact and trusted advisor for clients. Your next step will be Sustainability Principal, where you'll drive ... The Role As a Sustainability Manager focusing on client relationships, you'll lead client engagements,...and helping to design the next generation of winning services and solutions. + You have an understanding of… more
- Highmark Health (Springfield, IL)
- …analysis, wellness studies, predictive modeling, benefit benchmarking, claim reserving and strategic client support that is both client facing and supportive to ... underwriters. This role is a critical component in fulfilling the Trusted Advisor role the Underwriting department provides to our clients and Sales. **ESSENTIAL… more
- WTW (Chicago, IL)
- …Advisory practice you will be primarily responsible for selling, leading and delivering large client engagements and serving as a strategic advisor to clients in ... client contracting terms (eg scope of work, Master Services Agreements) + Be a positive role model of...goals + Identify opportunities to cross-sell new products and services + Coordinate with existing client teams… more
- Paylocity (Schaumburg, IL)
- …resource for escalations, mentorship, and process improvement, ensuring a smooth handoff to Client Services and a world-class client experience. This role ... to perform the essential functions. + Act as our clients trusted advisor , ensuring exceptional customer experiences throughout the implementation process for complex… more
- City National Bank (Springfield, IL)
- …Wealth Strategists, and other colleagues in the development of U/HNW client facing materials and deliverables. The ideal candidate should have experience ... with client discussions/presentations, proficiency in financial planning software (eMoney), and...work within a team environment to deliver integrated planning services to clients. * Partner with the Wealth Strategy… more
- Robert Half (Chicago, IL)
- …the Managing Directors, ensure that each client project is completed with the client satisfied with our service and the quality of our work. Directors ... within our organization and the business community. Directors pride themselves on client satisfaction and as leaders on engagements, ensure that each engagement… more
- BMO Financial Group (Chicago, IL)
- … support activities as required to meet client needs and maintain overall service standards. + Acts as a trusted advisor to senior leaders for making ... teams to deliver the highest level of products and services for the Private Banking client segment....service industry and expert knowledge of the banking services for the high net worth / ultra high… more