- Rep-Lite (Chicago, IL)
- …and aligning our services to their goals. + Coordinate with internal service teams to ensure seamless delivery and client satisfaction. + Maintain and ... top producers and firm leadership + Sell a sophisticated, service -based offering to C-suite clients + Build and grow...or industry specialization to position yourself as a trusted advisor . Client Relationship Management + Serve as… more
- First National Bank of Omaha (Dekalb, IL)
- …of investment management, fiduciary advice, specialized asset management, full service financial planning and business succession planning. **About This Role:** ... Duties May Include: Serves as an advisor to affluent clients with sophisticated investment needs Meets...sophisticated investment needs Meets regularly with clients to assess client financial situation to determine investment objectives and risk… more
- Huntington National Bank (Park Ridge, IL)
- Description Summary: The HHFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial ... Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches and/or book of...to detail in paperwork and commitment to excellence in service and follow up Exempt Status: (Yes = not… more
- BMO Financial Group (Rolling Meadows, IL)
- …management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an ... understanding of and care for the client through proactive delivery of holistic advice and solutions...build capability and drive business growth. + Meets high-quality service standards to maximize relationship retention and growth. +… more
- PNC (Springfield, IL)
- …higher degree of supervision. + With direction, acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet. Handles the ... financial analysis, negotiation and documentation of credit and non-credit products and services . + Manages risk/return and drives quality for new and/or existing… more
- Grant Thornton (Chicago, IL)
- …more, confidently. Your day-to-day may include: + Manage, direct, and monitor multiple client services teams on client engagements; plan, execute, direct, ... client 's tax burden + Consult, work with, and service client to make recommendations on business...business and process improvement and serve as a business advisor to client + Other duties as… more
- H&R Block (Oak Park, IL)
- …value of H&R Block + Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to ... + Serve as point of contact for onsite escalated client service concerns + Ensure clients are...your family. + Various discounts on everyday items and services . + Benefits with additional eligibility requirements : Medical… more
- City National Bank (Springfield, IL)
- …net worth investors who have expressed an interest in CNR investment services . Develops "partnering" relationships with Independent Financial Advisor , accounting ... objective of providing the highest level of investment management services to their clients. Performance in the role is...accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare … more
- H&R Block (Arlington Heights, IL)
- …tools (ie, video conferencing, phone, chat, email) + Generate business growth, increase client retention, and offer additional products and services + Understand ... transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we… more
- Leap (Schaumburg, IL)
- …accessories, including basic knowledge of materials, product features, and the service expectations of high-end clientele. + Availability: Flexible and adaptable to ... candidate's experience, skills, competencies, and qualifications. Interpersonal Skills: + Client -Centric & Hospitality-Driven- seeks to create genuine and authentic… more