- Thrivent Financial (Crete, IL)
- …team. The Client Service Administrator's main responsibilities will include providing client service along with advisor support: answering client ... customers, and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to acquire,… more
- First National Bank of Omaha (Sugar Grove, IL)
- …and third-party referrals, growing relationships with new and existing customers. + Client Relationship Management: Serve as a trusted advisor , offering ... and insurance to support clients' wealth preservation and long-term goals. + Solution Identification: Recognize and transform client needs into relevant product… more
- World Insurance Associates, LLC. (Chicago, IL)
- …payroll & HR solutions . Employee Benefits Sales Producer - Employee Benefits Client Advisor Position Overview World's Client Advisors bring risk ... niche. While your focus is selling commercial lines risk solutions , you also are empowered to help clients with...discretion surrounding sensitive information Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- KeyBank (Chicago, IL)
- …effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of ... client aspirations and further position Key as the client 's trust advisor . + Interfaces with other...Promotes and coached to the use of open architecture solutions both in words and setting the appropriate example… more
- World Insurance Associates, LLC. (Chicago, IL)
- …is going to enjoy an incredible run with us. Compensation As a World Insurance Client Advisor , your compensation is tied to your effort and your performance. We ... / Revenue Producer - Greater Chicago Metro Area Our Client Advisors bring risk management solutions to both businesses and individuals. Your primary focus will… more
- IBM (Chicago, IL)
- …Cloud Market Knowledge: Ability to develop cloud market knowledge to become a trusted client advisor (training on IBM's Hybrid Cloud offerings will be provided). ... business requirements. Conduct gap analyses between delivered functionality and client needs, recommending effective and scalable solutions . Design, configure,… more
- Guidehouse (Chicago, IL)
- … client relationships while managing client expectations. You will become the client 's trusted advisor that contributes to the "key client " business ... their strategic intent through nuanced and bespoke program monitoring solutions . In this role you will be accountable for...client connections as well as trends and Guidehouse solutions . As you sell and deliver great work you… more
- Raymond James Financial, Inc. (Loves Park, IL)
- …and branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented...-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing… more
- IBM (Chicago, IL)
- …Cloud Market Knowledge: Ability to develop cloud market knowledge to become a trusted client advisor (training on IBM's Hybrid Cloud offerings will be provided). ... account managers, and delivery leadership to ensure successful execution of client engagements. Responsibilities * Lead and coordinate multiple project teams,… more
- BMO Financial Group (Bartlett, IL)
- …and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that ... of our banking product experts and process all banking solutions , including checking, savings, and lending needs. As a...sales process to develop strong customer relationships, acts as client 's trusted advisor and primary point of… more