- Thrivent Financial (IL)
- …preparation of financial plans, investment research and analysis, and coordination of client service needs with team members. The Client Relationship Manger ... and follow-up as necessary + Update CRM (Salesforce) with client information and managing tasking updates in the system...workflows + Other responsibilities as assigned by the Lead Advisor + Note: CANNOT be listed as the servicing… more
- SHI (Springfield, IL)
- …client requirements, goals, and pain points. + Design and present tailored solution solutions , addressing business and technical needs. + Lead discovery ... In this pivotal role, you will act as the " Solution Orchestrator" for data-centric projects, driving the architecture and...showcase the value of Microsoft Fabric and our data solutions . + Act as a trusted advisor … more
- JPMorgan Chase (Burr Ridge, IL)
- …representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment ... JP Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private … more
- JPMorgan Chase (Chicago, IL)
- …technically complex clients within Global Corporate Banking. As a Vice President in Client Service, you will support a portfolio of Global Corporate Banking clients ... payment products and services. In this role, you will resolve client requests, enhance operations, and identify product/service gaps and development opportunities.… more
- Grant Thornton (Chicago, IL)
- …spanning the US, Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by ... Grant Thornton is seeking a Private Equity Client Relationship Executive (Director) to join the team...manage the pursuit process and act as a key advisor to the pursuit team throughout the sales process.… more
- OEC Group (Itasca, IL)
- …Work closely with our sales support team to ensure quotes align with each client 's requirements. + Be a trusted advisor : Conduct in-person meetings with existing ... career growth opportunities, this is your chance to develop your skills, forge strong client relationships, and make an impact! What we're looking for + Driven &… more
- Parexel (Springfield, IL)
- …+ Collaborate with Solution Consultants to identify appropriate, integrated solutions ** Client Relationship Management** + Ensures appropriate hand-off to ... all key functions up and down the sponsor organization; maintain high visibility within client organization and become the trusted advisor + Develop a strong… more
- OEC Group (Itasca, IL)
- …Work closely with our sales support team to ensure quotes align with each client 's requirements. + Be a trusted advisor : Conduct in-person meetings with existing ... record in freight forwarding? Do you have the drive to build lasting client relationships and expand business opportunities? Join OEC Group and make a meaningful… more
- Deloitte (Chicago, IL)
- …Build and nurture executive-level client relationships, serving as a trusted advisor on BPaaS and outcome-based solutions that drive operational efficiency, ... outcome-focused sales? Deloitte Services LP is seeking a high-performing client relationship and solutions Sales Executive to...manage the pursuit process, and act as a key advisor to the pursuit team throughout the sales process.… more
- KeyBank (Chicago, IL)
- …with Business Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor by the client /borrower, critical and knowledgeable contributor ... support multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile.… more