- BMO Financial Group (Bartlett, IL)
- …+ Uses a consultative sales process to develop strong customer relationships, acts as client 's trusted advisor and primary point of contact. + Proactively works ... SIE, Series 6, 63, Life and Health ins licenses** **_The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding… more
- Paylocity (Schaumburg, IL)
- …results with clients, and provide hands-on support through the transition to our Client Services team. This role is ideal for detail-oriented professionals who ... to perform the essential functions. + Act as our client 's trusted advisor , ensuring exceptional customer experiences...necessary. Education and Experience + 1+ years of Customer Service or Customer interfacing role + 1+ years of… more
- IBM (Chicago, IL)
- …AI Market Knowledge: Expertise in the Data & AI market to serve as a trusted client advisor (training on IBM's Data & AI offerings will be provided). * ... work that will compel our clients to invest in IBM's products and services . **Your role and responsibilities** As a Technology Sales Specialist you'll work closely… more
- Burns & McDonnell (Chicago, IL)
- …challenges. This role is more than sales; it's about becoming a trusted advisor who understands client needs, crafts tailored solutions, and ensures successful ... to understand their needs, manage expectations, and facilitate communication. + Lead client -focused strategies and action plans for consulting services and… more
- IBM (Chicago, IL)
- …with current releases, features and practices and share with team. * Act as senior client -facing advisor on designs and best practices. * This Job can be ... A Practice Director will work with project teams to assist with client advisory, scoping of implementations, solution design and overall engagement advisory for… more
- BMO Financial Group (Chicago, IL)
- …Proven track record in developing and growing a profitable financial or related client services business. + Extensive knowledge and technical proficiency related ... consolidate client assets and inrease revenues. Contributes to enhancing the client and BMO Advisor experience thus driving increased profitability, improved… more
- Burns & McDonnell (Chicago, IL)
- …of national account managers, initiative leaders, and seller-doers in the environmental services space. General Description of Job Duties: Client Engagement: ... client engagement in the pursuit of environmental service sales to meet client needs. Work...managers on various techniques and approaches to selling consulting services to clients. BDM will assess the client… more
- IBM (Chicago, IL)
- …current releases, features and practices and share with team. * Act as senior client -facing advisor on designs and best practices. * Perform hands-on delivery of ... design, build, testing, training, go-live and post-production support. * Working closely with client teams to understand their needs and offer solutions and design *… more
- Raymond James Financial, Inc. (Chicago, IL)
- …who thrives in a collaborative environment and is passionate about delivering exceptional client service . As a key member of our expanding group, you'll ... + May participate in live meetings with the Financial Advisor and their respective client (s). + Manages...Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent… more
- TIAA (Chicago, IL)
- …with advisors in a defined geographic territory. This job partners closely with the Advisor Consultant to maintain current client assets, drive sales, cross sell ... **Wealth Distribution Internal Advisor Consultant** The Wealth Distribution Internal Advisor...and industry developments and masters all company product and service solutions. **Key Responsibilities and Duties** + Partners with… more