Senior Client Advisor

Our client is a well-established, Multi Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. With a focus on delivering personalized solutions, they offer a range of services, fiduciary services, investment management, philanthropic advisory, and family office support.We’ve been retained to...

Our client is a well-established, Multi Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. With a focus on delivering personalized solutions, they offer a range of services, fiduciary services, investment management, philanthropic advisory, and family office support.We’ve been retained to...

Our client is a well-established, Multi Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. With a focus on delivering personalized solutions, they offer a range of services, fiduciary services, investment management, philanthropic advisory, and family office support.We’ve been retained to...

Job DescriptionWhittier Trust is a leading multi-family office providing exceptional client service and customized investment solutions for high-net-worth individuals and their families. Our dedicated professionals work closely with clients to deliver a range of services including investment management, fiduciary, philanthropic, and family office...

About the RoleWe are seeking a highly skilled and experienced Vice President, Client Advisor to join our team at The Whittier Trust Company. As a key member of our client services team, you will be responsible for managing high net worth clients and developing new business opportunities.Key ResponsibilitiesManage a portfolio of high net worth clients,...

About The Whittier Trust CompanyWe are a trusted partner with a long history of successfully navigating the financial markets to preserve, protect, and enhance our clients' wealth and well-being across generations.Job SummaryWe are seeking a highly skilled and experienced professional to join our team as a Vice President, Client Advisor. In this role, you...

Job Title: Client Partner, AmazonWe are seeking a highly skilled Client Partner to join our team at Meta. As a Client Partner, you will be responsible for building and maintaining strong relationships with our top advertisers, driving revenue growth, and developing executive client influence.Key Responsibilities:Strategic account planning to drive...

Job Title: Block Advisors Tax AdvisorAbout the Role:As a Tax Advisor at H&R Block, you will be responsible for providing tax preparation, tax audit support, and tax planning services to clients year-round. You will build strong relationships with clients, conduct tax interviews face-to-face and virtually, and generate business growth, increase client...

Unlock Your Potential as a Senior Wealth AdvisorAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Senior Wealth Advisor, you'll have the opportunity to make a meaningful impact on the lives of our clients, working as a fiduciary within a dedicated team to deliver an exceptional client experience.Key...

About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will play a critical role in providing expert tax guidance and support to our clients.Key ResponsibilitiesProvide tax preparation, tax audit support, and tax planning services to clientsBuild and maintain strong relationships with clients to...

We are seeking a highly skilled Senior Financial Advisor to join our team at AFIN Family Wealth Management. As a Senior Financial Advisor, you will play a crucial role in delivering comprehensive financial planning and investment management services to our esteemed clients.Key Responsibilities:Conduct thorough financial assessments to understand clients'...

Job Title: World Insurance- Client AdvisorAt World Insurance Associates LLC, we are seeking a highly motivated and personable Client Advisor to join our team. As a Client Advisor, you will play a crucial role in supporting our Account Executive with client management and retention responsibilities.Key Responsibilities:Identify and solicit new business...

Senior Client Service Associate | Chicago, IL / Hybrid Chicago RIA seeks highly organized Client Service Associate to support document preparation, new account opening, CRM management, deposits, transaction processing, expense/travel arrangements, and various administrative support/data entry as necessary. Will be responsible for learning internal...

About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing tax preparation, tax audit support, and tax planning services to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax needs and provide personalized...

Job OverviewWorld Insurance Associates, LLC. is a leading insurance brokerage firm offering a wide range of products and services to individuals and businesses.We are seeking a highly motivated and personable Client Advisor to join our team. As a Client Advisor, you will be responsible for identifying and soliciting new business opportunities, building and...

Job SummaryCitizens Financial Group, Inc. is seeking a highly skilled Financial Advisor to join our team. As a Private Client Financial Advisor, you will be responsible for helping individuals and families achieve their financial goals through personalized wealth management strategies.Key ResponsibilitiesDevelop and implement tailored financial plans to meet...

Financial Advisor - Private ClientCitizens is seeking a skilled Financial Advisor - Private Client to join our team. As a key member of our wealth management team, you will be responsible for providing personalized financial planning and investment advice to high-net-worth individuals and families.Key Responsibilities:Develop and implement comprehensive...

Senior Client ConsultantAt Shaker Recruitment Marketing, we're looking for a seasoned professional to join our team as a Senior Client Consultant. As the frontline of our organization, you'll be responsible for maintaining strong relationships with mid to large enterprise clients, driving engagement, and ensuring overall satisfaction.Key...

Job DescriptionThe Senior Client Consultant is a key role in our organization, responsible for managing mid to large enterprise accounts and ensuring client satisfaction. This individual will serve as the primary point of contact for clients, building strong relationships and identifying new opportunities for collaboration.Key Responsibilities:Manage...

We are seeking a seasoned and driven Senior Homecare Sales Representative to spearhead our sales efforts in the senior homecare services sector.In this role, you will be instrumental in expanding our client base and promoting our range of senior homecare solutions to key decision makers at various healthcare institutes (hospitals, skilled nursing facilities,...