- Robert Half Finance & Accounting (Chicago, IL)
- …Software - (We will train) 4. Cash Balance Reports review with registered advisor / monthly 5. Investment Policy Questionnaires with clients and recording results 6. ... Account Opening/Ongoing Maintenance 8. First point of contact and return client service requests 9. 529 College distributions to university payment centers 10.… more
- BMO Financial Group (Chicago, IL)
- Serves as an advisor , consultative leader and partner between the North American Commercial Banking business/group and Technology & Operations to define & document ... technology. + Provides strategic input into business decisions as a trusted advisor . + Provides strategic guidance on technology solutions that enhance operational… more
- World Insurance Associates, LLC. (Chicago, IL)
- …& HR solutions. Employee Benefits Sales Producer - Employee Benefits Client Advisor Position Overview World's Client Advisors bring risk management solutions to ... success + . . . Leverage excellent listening skills and consistently demonstrate a strong customer focus as well as a sustained sense of urgency and ability to meet… more
- ServiceNow, Inc. (Chicago, IL)
- …first 90 days. + Certified System Administrator + Certified Implementation Specialist - Customer Service Management + Ability to travel to support pre-sales and ... scope, and with the highest level of quality. + Customer Partnership: Act as a trusted advisor ...SaaS Expertise: Deep understanding of CRM processes (case management, sales/ service workflows, customer engagement). Familiarity with SaaS… more
- BMO Financial Group (Bartlett, IL)
- … customer experience. + Uses a consultative sales process to develop strong customer relationships, acts as client's trusted advisor and primary point of ... identify new opportunities and deliver a differentiated experience. Our customer -centric approach prioritizes client goals through financial planning, delivering… more
- Deloitte (Chicago, IL)
- …delivery teams and staff in local offices The Team Our Sales & Service offering drives global customer transformation by designing and implementing innovative ... Zuora Flexible Consumption Revenue Recognition Implementation Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with… more
- Scholastic (Oak Park, IL)
- …two (2) years of proven successful sales experience in telephone sales, personal selling, and customer service . + Proven track record of success in sales, with a ... Establish and nurture relationships with key stakeholders, decision-makers, and influencers within customer organizations. + Act as a trusted advisor to… more
- ServiceNow, Inc. (Chicago, IL)
- …Solutions Go-to-Market is a strategic role that partners with ServiceNow's customer -centric industry transformation sales teams, as well as other key functions ... across the company (eg, marketing, product, customer success, implementation partners), to accelerate the growth of...and C-level engagements) + Proven ability to build trusted advisor relationships with customers and internal sales teams +… more
- Amazon (Chicago, IL)
- …effectively and respectfully with employees, supervisors, and staff to ensure exceptional customer service ; and follow all federal, state, and local laws ... and/or management Consulting background to serve as a strategic advisor to customers, partners, and internal AWS teams. As...provide portfolio guidance and oversight; and meet and exceed customer satisfaction targets. As a DPM you are primarily… more
- Lumen (Springfield, IL)
- …sales and customer success leadership teams regarding the customer experience, product features/functionality, and service implementation/management. + ... leveraging technology innovation for the betterment of humanity. This exciting customer -facing solution engineering role will work in partnership with our Sales… more
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