- Wells Fargo (Chicago, IL)
- …proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as ... an advisor to senior leadership to develop, influence, or lead...Completion of formal credit training program + Commercial banking account relationship management experience for clients with annual revenue… more
- Thrivent Financial (Geneva, IL)
- …all client account and application paperwork + Gather and maintain customer suitability information + Research and analyze investment and portfolio allocations + ... smooth and consistent experience + Collaborate with financial associates to assist customer /member to purchase, sell, hold or exchange securities products + Verbal… more
- Deloitte (Chicago, IL)
- …analytics, Generative AI, transformative technologies, and creative design. We can enhance customer experiences and drive sustained growth and customer value ... Specialist Leader at Deloitte, you serve as a senior advisor to both the firm and our clients, leveraging...their needs and identify opportunities to help grow the account . + People Development: Perform role of mentor and… more
- ServiceNow, Inc. (Chicago, IL)
- …help support our transformational vision: 'Partner Success' is synonymous with ' Customer Success' in accelerating Digital Transformation and predictable outcomes for ... "Sourced" NNACV. You will produce new business in logo accounts , and ensuring our partners help provide successful projects...with Field Sales, Solution Sales specialists, Pre-sales, and the Customer Outcome teams to grow the pipeline. You will… more
- Guidehouse (Chicago, IL)
- …+ 401(k) Retirement Plan + Basic Life & Supplemental Life + Health Savings Account , Dental/Vision & Dependent Care Flexible Spending Accounts + Short-Term & ... while managing client expectations. You will become the client's trusted advisor that contributes to the "key client" business development strategy. You… more
- Robert Half Finance & Accounting (Chicago, IL)
- …Questionnaires with clients and recording results 6. ACH/ Money Movement between accounts or institutions 7. New Account Opening/Ongoing Maintenance 8. First ... Raymond James on operations requirements 13. Monthly review with the advisor on recording investments, rationale, and documenting the information in Redtail… more
- World Insurance Associates, LLC. (Chicago, IL)
- …custom programs to eliminate gaps in coverage + Identify opportunities to round out accounts for existing clients + Drive account retention and maintain client ... & HR solutions. Employee Benefits Sales Producer - Employee Benefits Client Advisor Position Overview World's Client Advisors bring risk management solutions to… more
- CBRE (Springfield, IL)
- …of Projects supports and manages all client relationships, acting as a trusted advisor and to grow the business relationship and projects offering within Data Centre ... existing client base. The Head of Projects will ensure alignment between the account organization and other departments within DCS to maximize value creation and… more
- Acxiom (Springfield, IL)
- …- Partner / Client Lead at Acxiom, you'll serve as the trusted advisor and primary point of contact, championing Adobe's success with Acxiom's innovative products ... services. The Partner / Client Lead serves as the account owner and is responsible for leading, managing, and...number one mantra for every business - know your customer . For fifty years, we've helped marketers deal with… more
- Discover (Riverwoods, IL)
- …ensuring compliance with new processes and business practices. + Serve as trusted advisor between Discover and their portfolio of accounts by maintaining ... for building and maintaining a portfolio of key relationships with external account stakeholders to drive business growth. Works cross functionally to meet business… more
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