70 Client Management jobs in Chicago

**Discover. A brighter future.**
With us, you'll do meaningful work from Day 1. Our collaborative culture is built on three core behaviors: We Play to Win, We Get Better Every Day & We Succeed Together. And we mean it - we want you to grow and make a difference at one of the world's leading digital banking and payments companies. We value what makes you unique so that you have an opportunity to shine.
Come build your future, while being the reason millions of people find a brighter financial future with Discover.
**Job Description:**
**What You'll Do**
Responsible for leading the sales, business development, and client management efforts for merchants within one or more assigned industry verticals (portfolio). Develops and executes key objectives associated with the industry, including an emphasis on driving/protecting incremental revenue, improving market share, enhancing the customer experience while maximizing profitability against key initiative and goal priorities.
**How You'll Do It**
+ Regularly engages clients (in-person, via phone and email) and prospective clients in order to maintain and grow market share and contribute toward the achievement of company's financial performance
+ Maintains client contact records in CRM tool.
+ Maintains a pipeline of sales opportunities in CRM tool.
+ Travels required to meet with clients (and prospects), internal meetings and industry trade shows.
+ Assists with other strategic initiatives as assigned and lead and participate in unit and cross functional projects.
**Qualifications You'll Need**
**Minimum Requirements**
+ Bachelors Business Administration and Management, Marketing or related
+ 8+ years Sales, Account Management, Business Development or Related
**In Lieu of Education Experience**
+ 10+ years Sales, Account Management, Business Development or Related
**Preferred Requirements**
+ Masters Business Administration and Management, Marketing or related
+ 10+ years Sales, Account Management, Business Development or Related?
**Physical and Cognitive Requirements**
The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable a qualified individual with disabilities to perform the essential functions of the position as required by federal, state, and local laws:
+ Primarily remain in a stationary position.
+ Occasionally move about the work environment to complete the major responsibilities of the job.
+ Primarily performed indoors in an office setting.
+ Ability to operate office equipment such as but not limited to computer, telephone, printer, and calculator.
+ Ability to communicate verbally. Ability to communicate in written form.
+ Travel Requirements - Travel up to 50% of the time.
**_Discover will not sponsor or transfer employment work visas for this position. Applicants must be currently authorized to work in the United States on a full-time basis._**
**Application Deadline:**
The application window for this position is anticipated to close on Jul-23-2025. We encourage you to apply as soon as possible. The posting may be available past this date, but it is not guaranteed.
**Compensation:**
The base pay for this position generally ranges between $91,000.00 to $153,400.00. Additional incentives may be provided as part of a market competitive total compensation package. Factors, such as but not limited to, geographical location, relevant experience, education, and skill level may impact the pay for this position.
**Benefits:**
We also offer a range of benefits and programs based on eligibility. These benefits include:
+ Paid Parental Leave
+ Paid Time Off
+ 401(k) Plan
+ Medical, Dental, Vision, & Health Savings Account
+ Short and Long Term Disability, Life, and Accidental Death & Dismemberment insurances
+ Recognition Program
+ Education Assistance
+ Commuter Benefits
+ Family Support Programs
+ Employee Stock Purchase Plan
Learn more at mydiscoverbenefits.com .
What are you waiting for? Apply today!
All Discover employees place our customers at the very center of our work. To deliver on our promises to our customers, each of us contribute every day to a culture that values compliance and risk management.
Discover, a division of Capital One, N.A., is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or other legally protected status. (Know Your Rights) ( complies with federal, state, and local laws applicable to qualified individuals with disabilities and is committed to providing reasonable accommodations. If you require a reasonable accommodation to search for a position, to complete an application, and/or to participate in an interview, please email . Any information you provide regarding your accommodation needs will be kept confidential and will only be used to determine and provide necessary accommodation.
At Discover, we are committed to creating an inclusive and equitable workplace through our Fair Chance Hiring practices. Fair Chance Hiring means that we base our hiring decisions on an applicant's qualifications rather than their criminal record. All our positions are subject to Section 19 of the Federal Deposit Insurance Act. Our applicants go through a background check, and we follow all applicable local laws, including the Los Angeles County Fair Chance Hiring Ordinance (LA County Fair Chance ( ).
Positions marked as remote eligible are limited to remote locations within the country in which the position is based.
Applicants must be 18 or older at the time of hire.

Wealth Management Client Associate
Northbrook, Illinois
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
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Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
**Responsibilities:**
+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
+ Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
+ Dual role, providing high-level administrative and organizational support to the senior team members
+ Manage complex and ever-changing calendars; schedule and confirm internal meetings, client reviews, and strategic planning sessions
+ Coordinate high-touch client interactions, including meeting prep, agenda creation, follow-up tasks, and personalized touches that reinforce a concierge-level client experience
+ Support event planning for webinars, seminars, and in-person client events, including vendor coordination, RSVP tracking, and logistics
+ Assist in preparing and proofreading important documents such as proposals, letters, contracts, and regulatory forms with accuracy and attention to detail
+ Book and manage all travel logistics for business development trips, client visits, and conferences-including flight, hotel, ground transportation, and itinerary coordination
**Skills:**
+ Account Management
+ Client Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Business Development
+ Client Solutions Advisory
+ Pipeline Management
+ Prioritization
+ Administrative Services
+ Emotional Intelligence
+ Referral Identification
+ Written Communications
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Wealth Management Client Associate
Highland Park, Illinois
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
**Responsibilities:**
+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
+ Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
**Skills:**
+ Account Management
+ Client Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Business Development
+ Client Solutions Advisory
+ Pipeline Management
+ Prioritization
+ Administrative Services
+ Emotional Intelligence
+ Referral Identification
+ Written Communications
**Desired Qualifications:**
+ Energetic individual that is self-motivated, coachable and flexible in thought
+ Enjoys a fast-paced environment with changing and evolving responsibilities
+ Detail oriented
+ Invested in personal development
+ Consistently pursues client experience excellence
+ Works quickly to fulfill client needs, delivering complex solutions
+ Frequent communication and an abundance of discretion with sensitive information
+ Microsoft Word, Excel and PowerPoint experience with Salesforce a plus
+ Professional verbal and written communication?
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Wealth Management Client Associate
Northbrook, Illinois
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
**Responsibilities:**
+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
+ Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
**Skills:**
+ Account Management
+ Client Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Business Development
+ Client Solutions Advisory
+ Pipeline Management
+ Prioritization
+ Administrative Services
+ Emotional Intelligence
+ Referral Identification
+ Written Communications
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
37.5
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

**JOB REQUISITION**
Client Solutions Director (Management Resources)
**LOCATION**
IL HOFFMAN ESTATES
**JOB DESCRIPTION**
**Robert Half** is looking for professionals to join our business development team. As a **Client Solutions Director** in the **Management Resources** practice, you will focus on cultivating project and business consulting opportunities within finance and accounting, human resources and operations, and business systems and transformation. If you are a self-confident, motivated person with a strong work ethic and excellent communication skills, and enjoy a fast-paced environment, contact us today!
**SUMMARY**
As a **Client Solutions Director,** you will be responsible for:
+ Introducing our services via video, telephone, and in-person meetings with new and existing clients.
+ Developing enterprise-wide relationships with key stakeholders to present Robert Half's suite of offerings for complex client initiatives requiring senior-level professionals.
+ Researching trends in hiring, the labor market and the competitor landscape.
+ Delivering and analyzing marketplace insights and industry trends to clients to become a trusted business advisor.
**QUALIFICATIONS**
+ A business-related degree, ideally in finance or accounting. CPA and/or MBA a plus.
+ 5+ years of professional experience. Public/industry accounting/finance or professional services experience a plus.
+ Excellent negotiation, conflict management, problem solving and decision-making skills.
+ Strong relationship development and persuasive skills-at all levels of the organization.
+ Proficient in Microsoft office; knowledge of Salesforce or other CRM system a plus.
**Salary:**
The typical salary range for this position is $90,000 to $100,000. The salary is negotiable depending upon experience and location. The position is eligible for a bonus based upon achievement of performance objectives.
**Top Reasons to Work for Robert Half:**
+ **EXCITING CAREER OPPORTUNITIES WITH THE INDUSTRY LEADER -** For more than 75 years, our history of success and strong client relationships provide a level of stability few companies can match.
+ **PERFORMANCE = REWARD -** We offer exceptional earning potential and a competitive benefits package, including a base salary and bonus pay (for talent professional positions), group health insurance benefits (medical, vision, dental), flexible spending and health savings accounts, life and accident insurance, adoption, surrogacy and fertility assistance, paid parental leave of up to 6 weeks, and short/long term disability. Robert Half provides paid time off for vacation, personal needs, and sick time. The amount of Choice Time Off (CTO) our people receive varies based on their years of service and is pro-rated based on the hours worked per week. A new hire earns up to 17 days of CTO per calendar year. Our people also receive up to 11 paid holidays per calendar year. We also offer the opportunity to contribute to our company 401(k) savings and investment plan or deferred compensation plan (if eligible), with an employer match of 100% on the first 3% of your contributions for eligible employees. Learn more at roberthalfbenefits.com .
+ **UPWARD MOBILITY -** With more than 300 locations worldwide, we provide excellent career advancement potential, both locally and beyond.
+ **TOOLS FOR SUCCESS -** We provide world-class training, client relationship management tools and advanced technology to help you succeed.
+ **RESPECTED WORLDWIDE -** Robert Half has appeared on FORTUNE magazine's list of "Most Admired Companies" since 1998, as well as numerous "Best Places to Work" lists around the world.
+ **OUTSTANDING CORPORATE RESPONSIBILITY -** We believe in an "Ethics First" philosophy, which means we are committed to social responsibility, promoting inclusion in the workplace, and actively participating in communities where we live and work. Learn more by downloading Robert Half's Corporate Responsibility Report at roberthalf.com/about-robert-half/corporate-responsibility .
Robert Half is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to or call 1. for assistance.
In your email please include the following:
+ The specific accommodation requested to complete the employment application.
+ The location(s) (city, state) to which you would like to apply.
For positions located in San Francisco, CA: Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
For positions located in Los Angeles County, CA: Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
**JOB LOCATION**
IL HOFFMAN ESTATES

Position Overview
International is undergoing a transformation from being a supplier of trucks, buses and engines to a being a supplier of complete and sustainable transport solutions and is strongly committed in evolving its digital capabilities and tools.
We have a great opportunity on our Team for a Sr. Product Owner - Customer Relationship Management (CRM) based in our Lisle, Illinois Corporate Headquarters.
The ideal candidate will have a strong background in CRM technologies, excellent communication skills, and a proven track record of successfully managing product lifecycles from conception to launch.
The individual will interact with the stakeholders, developers, analysts, and business leads to create a strategic prioritization of features, adding value and drive innovation and revenue who will serve as the soup-to-nuts product leader from ideation and requirements gathering through deployment and lifecycle management.
Responsibilities
+ Product Vision and Strategy:
+ Support the Develop ment and communicate the product vision and strategy for the CRM system.
+ Align product goals with business objectives and customer needs.
+ Backlog Management:
+ Create, prioritize, and maintain the product backlog.
+ Ensure that the development team has a clear understanding of the product requirements and priorities.
+ Stakeholder Collaboration:
+ Work closely with stakeholders, including sales, marketing, customer support, and IT, to gather requirements and feedback.
+ Facilitate communication between stakeholders and the development team.
+ Product Development:
+ Collaborate with the development team to define and refine user stories and acceptance criteria.
+ Participate in sprint planning, reviews, and retrospectives.
+ Ensure timely delivery of high-quality product increments.
+ Performance Monitoring:
+ Monitor product performance and user engagement metrics.
+ Identify areas for improvement and implement changes to enhance the product.
Minimum Requirements
+ Bachelor's degree
+ At least 9 years of technical project/program management and/or product owner experience
+ At least 2 years of lead experience
OR
+ Master's degree
+ At least 5 years of technical project/program management and/or product owner experience
+ At least 2 years of lead experience
OR
+ At least 12 years of technical project/program management and/or product owner experience
+ At least 2 years of lead experience
Additional Requirements
+ Qualified candidates, excluding current employees, must be legally authorized on an unrestricted basis (US Citizen, Legal Permanent Resident, Refugee or Asylee) to be employed in the United States. We do not anticipate providing employment related work sponsorship for this position (e.g., H-1B status)
Desired Skills
+ Strong understanding of CRM technologies and best practices.
+ Excellent communication, presentation, and interpersonal skills.
+ Ability to work collaboratively with cross-functional teams.
+ Strong analytical and problem-solving skills.
+ Experience with Agile methodologies and tools (e.g., Scrum, Kanban, Jira).
+ Proven experience in managing the product lifecycle from concept to launch.
+ Experience with specific CRM platforms (e.g., Salesforce, Microsoft Dynamics, HubSpot).
+ Certification as a Product Owner (e.g., CSPO, PSPO).
+ Familiarity with data analytics and reporting tools.
Benefits and Compensation
We provide a competitive total rewards package which ensures job satisfaction both on and off the job. We offer market-based compensation, health benefits, 401(k) match, tuition assistance, EAP, legal insurance, an employee discount program, and more.
For this position, the expected salary range will be commensurate with the candidate's applicable skills, knowledge and experience.
You can learn more about our comprehensive benefits package at Overview
ABOUT TRATON
With its brands Scania, MAN, International, and Volkswagen Truck & Bus, TRATON SE is the parent and holding company of the TRATON GROUP and one of the world's leading commercial vehicle manufacturers. The Group's product portfolio comprises trucks, buses, and light-duty commercial vehicles. "Transforming Transportation Together. For a sustainable world.": this intention underlines the Company's ambition to have a lasting and sustainable impact on the commercial vehicle business and on the Group's commercial growth.
ABOUT INTERNATIONALFrom a one-man company built on the world-changing invention of the McCormick reaper in 1831, to the 15,000-person-strong company we are today,?few companies can lay claim to a history like International. Based in Lisle, Illinois, International Motors, LLC* creates solutions that deliver greater uptime and productivity to our customers throughout the full operation of our commercial vehicles. We build International® trucks and engines and IC Bus® school and commercial buses that are as tough and as smart as the people who drive them. We also develop Fleetrite® aftermarket parts. In everything we do, our vision is to accelerate the impact of sustainable mobility to create the cleaner, safer world we all deserve. As of 2021, we joined Scania, MAN and Volkswagen Truck & Bus in TRATON GROUP, a global champion of the truck and transport services industry. To learn more, visit ( .
*International Motors, LLC is d/b/a International Motors USA in Illinois, Missouri, New Jersey, Ohio, Texas, and Utah.
EEO Statement
We are an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you are a qualified individual with a disability and require a reasonable accommodation to access the online application system or participate in the interview process due to your disability, please email? ?to request assistance. Kindly specify Job Requisition Number / Job Title and Location in response. Otherwise, your request may not be considered.

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world.
**Job Summary**
As an Asset Management - Internal Client Advisor - Associate within the Workplace Retirement team, you will be responsible for distributing JPMC's small market 401(k) solution in partnership with Chase Business Bankers. You will deliver a differentiated set of tools and insights to help clients build stronger retirement plans that lead to better outcomes for participants.
**Job Responsibilities**
+ **Drive 401(k) pipeline and sales growth in a specified geographic region in partnership with Chase Business Bankers to their small and micro market clients.**
+ **Engage with Bankers and their leaders to best align activities with shared goals to optimize business results through a collaborative partnership that promotes the benefits of JPMC 401(k) plan recordkeeping solutions, and develops strategic prospecting plans to grow territory sales.**
+ **Prepare and deliver client presentations in partnership with Bankers from Initial thru Finals stage, and offers guidance through the on-boarding process to ensure an optimal client implementation and/or transition experience.**
+ **Manages multiple facets of the sales process including meeting coordination, product comparisons, proposals, pipeline management, follow-up items/activities, etc.**
+ **Engage with bankers for effective client engagement from point-of-sale through the duration of the client relationship.**
+ **Partners with Client Advisor to ensure a collaborative and integrated approach to planning and managing the territory.**
+ **Assist in maintaining client relationships, collaborating with JP Morgan Relationship Managers and/or recordkeeper plan administration staff.**
**Required qualifications, capabilities and skills**
+ 2+ years of financial sales experience
+ Proven track record of success in selling Investment Management and/or Retirement plans and maintaining relationships
+ Proven success with multi-tasking and staying on top of priorities
+ Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
+ Capacity to build relationships across entire organization and with our partner firms (strength managing relationships)
+ Familiarity with financial markets, market terminology, capital markets history and a general understanding on the retirement space.
+ Excellent written and verbal communication skills
+ Ability to effectively leverage our resources
+ Required have or be able to obtain within the first 120 days Series 7; Series 63 (or 66)
**Preferred qualifications, capabilities and skills**
+ Bachelor's degree preferred
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Chicago,IL $70,000.000 - $70,000.00

Wealth Management Operations - Client Services Associate

Join to apply for the Wealth Management Operations - Client Services Associate role at Plante Moran

Wealth Management Operations - Client Services Associate

Join to apply for the Wealth Management Operations - Client Services Associate role at Plante Moran

Direct message the job poster from Plante Moran

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Your role.

Your Work Will Include, But Not Be Limited To

• Portfolio Administration
• Self-review of tasks performed, including client deliverables
• Manage and prioritize tasks and workflows
• Serve as a liaison between advisors and broader PMFA operations team
• Field questions related to client data, reports or any items as a result of work
• Research and resolve issues related to client information
• Client Services Administration
• Deliver superior client service
• Serve as a liaison between internal staff, custodian, and others as needed
• Preparation of new account paperwork
• Preparation of paperwork for account changes
• Preparation of account transfer paperwork and verification of asset transfer eligibility
• Ensure timely completion of account transfers and other paperwork processing
• Frequent communication with custodians and internal staff
• Monitor and follow up on alerts
• Identify and communicate client service opportunities to internal professionals
• Assist with money movement activities
• General
• Adhere to PMFA policies and procedures
• Develop, document and/or maintain process policies and procedures for department
• Frequent interaction with internal and external professionals and clients
• Cross train and back up to other team members roles in operations
• Assist in testing and roll out of system upgrades, system integration and new technology
• Coordinate workload with other client service associates
• Review agreements and be familiar with terms to ensure paperwork is in compliance
  

The Qualifications.

• High School diploma or GED equivalent is required
• Bachelors degree in Business, Accounting, Finance or IT or the equivalent work experience in one of these areas is preferred, but not required
• 2+ years industry experience. Previous investment industry and administrative experience preferred
• Client service orientation combined with creative problem solving skills; strong written and oral communication skills; the ability to work effectively as part of a team, yet function well with independent responsibilities
• Ability to successfully interact with clients and other professionals to effectively deliver quality professional services to clients
• Interest and aptitude for financial planning
• Strong computer skills
• High attention to detail
• High energy and ability to thrive in a challenging and fast paced environment characterized by interruptions and multiple demands with strict deadlines; high stress tolerance
  
  

What makes us different?

On the surface, were one of the nations largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and youll see what makes us different: were a relatively jerk-free firm (hey, nobody s perfect) with a world-class culture, consistent recognition as one of Fortune Magazines 100 Best Companies to Work For, and an endless array of opportunities.At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So,what are you waiting for? Apply now.

Plante Moran enjoys a Workplace for Your Day model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each persons ultimate potential begins with first acknowledging their inherent dignity. When we can recognize and celebrate our many human differences, were able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.Plante Moran is an Equal Opportunity Employer.

Plante Moran maintains a drug-free workplace.

Interestedapplicantsmust submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.

The specific statements above are not intended to be all-inclusive.

For Colorado & Illinois Applicants

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability and life insurance. These standard offerings are effective on the first of the month following your start date. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging and meal reimbursement for business-related use. A Pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers Interns and Contractors the option to elect health insurance under our contingent staff medical plan as of the 1st of the month following 60 days of employment in addition to limited paid time sick time. Seasonal staff are not eligible for benefits.

Compensation is commensurate with technical skills and experience is provided in accordance with applicable state requirement. Compensation information posted is based on a position being located in the state of CO or IL. Please review theposition location for theapplicable geographic location.

Under Colorados Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

Colorado hourly rate range is as follows: $25.84 - $8.76

Illinois hourly rate range is as follows: 25.84 - 38.76

Seniority level

• Seniority level Associate

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales
• Industries Accounting

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Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Your role.

Your work will include, but not be limited to:

• Portfolio Administration
  • Self-review of tasks performed, including client deliverables
  • Manage and prioritize tasks and workflows
  • Serve as a liaison between advisors and broader PMFA operations team
  • Field questions related to client data, reports or any items as a result of work
  • Research and resolve issues related to client information
• Client Services Administration
  • Deliver superior client service
  • Serve as a liaison between internal staff, custodian, and others as needed
  • Preparation of new account paperwork
  • Preparation of paperwork for account changes
  • Preparation of account transfer paperwork and verification of asset transfer eligibility
  • Ensure timely completion of account transfers and other paperwork processing
  • Frequent communication with custodians and internal staff
  • Monitor and follow up on alerts
  • Identify and communicate client service opportunities to internal professionals
  • Assist with money movement activities
• General
  • Adhere to PMFA policies and procedures
  • Develop, document and/or maintain process policies and procedures for department
  • Frequent interaction with internal and external professionals and clients
  • Cross train and back up to other team members roles in operations
  Assist in testing and roll out of system upgrades, system integration and new technology Coordinate workload with other client service associates Review agreements and be familiar with terms to ensure paperwork is in compliance

The qualifications.

• High School diploma or GED equivalent is required
• Bachelor's degree in Business, Accounting, Finance or IT or the equivalent work experience in one of these areas is preferred, but not required
• 2+ years industry experience. Previous investment industry and administrative experience preferred
• Client service orientation combined with creative problem solving skills; strong written and oral communication skills; the ability to work effectively as part of a team, yet function well with independent responsibilities
• Ability to successfully interact with clients and other professionals to effectively deliver quality professional services to clients
• Interest and aptitude for financial planning
• Strong computer skills
• High attention to detail
• High energy and ability to thrive in a challenging and fast paced environment characterized by interruptions and multiple demands with strict deadlines; high stress tolerance

What makes us different?

On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities.At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So,what are you waiting for? Apply now.

Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.Plante Moran is an Equal Opportunity Employer.

Plante Moran maintains a drug-free workplace.

Interestedapplicantsmust submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.

The specific statements above are not intended to be all-inclusive.

For Colorado & Illinois Applicants:

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability and life insurance. These standard offerings are effective on the first of the month following your start date. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging and meal reimbursement for business-related use. A Pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers Interns and Contractors the option to elect health insurance under our contingent staff medical plan as of the 1st of the month following 60 days of employment in addition to limited paid time sick time. Seasonal staff are not eligible for benefits.

Compensation is commensurate with technical skills and experience is provided in accordance with applicable state requirement. Compensation information posted is based on a position being located in the state of CO or IL. Please review theposition location for theapplicable geographic location.

Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

Colorado hourly rate range is as follows: $25.84 - $8.76
Illinois hourly rate range is as follows: 25.84 - 38.76

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