- Edward Jones (Peotone, IL)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...**Can you see yourself ** + Delivering exceptional personalized service to ensure clients feel understood and informed +… more
- IBM (Chicago, IL)
- …of finance business processes and SAP systems. As a trusted business advisor who collaborates to provide business outcomes and innovative solutions for solving ... Consultant or Solution Architect. Specifics: . Solution design of work/device/ service management financial/accounting and collection processes and procedures. . Deep… more
- WTW (Chicago, IL)
- …this specific job opportunity. **The Role** Serve as the strategic partner and trusted advisor to clients in the design and management of their health and benefits ... programs. Responsibilities include: + Leading the client service team in the design and delivery of project plans; ensuring progress against established objectives,… more
- Valvoline (Batavia, IL)
- …drive the continued success of VIOC by providing reliable and impeccable preventive maintenance service . You will act as a trusted advisor to our customers, ... evaluating their needs and performing maintenance to keep their vehicle serviced and safe on the road. + Evaluate customers' needs, working quickly and efficiently + Contribute to a fun team atmosphere + Master products, services, and company knowledge +… more
- Raymond James Financial, Inc. (Deerfield, IL)
- …thrives in a collaborative environment and is passionate about delivering exceptional client service . As a key member of our expanding group, you'll work alongside a ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, and scheduling...+ May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and… more
- JPMorgan Chase (Chicago, IL)
- …care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using ... an environment that meets a high standard of customer service and excellence within the community by building deep...capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track… more
- KeyBank (Chicago, IL)
- …127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) * Senior advisor that exclusively works with UHNW families with a net-worth of greater than ... * Responsible for developing, documenting and executing on comprehensive sales and service strategy for uhnw families including the next gen * Responsible for… more
- WTW (Chicago, IL)
- …in North America. **The Role** + Serve as the strategic partner and trusted advisor to large, complex clients in the design and management of their health and ... benefits programs, + Primary accountability for creating and executing a business strategy to penetrate the local and regional market in obtaining completely new Health and Benefits clients of the company; retain and grow revenue with clients once on board +… more
- Deloitte (Chicago, IL)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to ... 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Solid understanding and experience with federal tax… more
- World Insurance Associates, LLC. (Chicago, IL)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services organization ... and payroll & HR solutions. As a Personal Lines Private Client Advisor , your primary responsibility is to identify, cultivate, and manage relationships with… more