Client Account Specialist/Advisor

Position: Client Account Specialist/AdvisorLocation: New York, NY (Hybrid)Company: Global Am 100 Law FirmComp Package: Base salary to $120k, Paid Overtime, Bonus, Full Benefits, Tuition Reimbursement, 401K+, etc.Responsibilities:Communicate regularly with the Client Accounting Team in NY and globally to obtain information regarding client negotiated billing...

Wealth Management Advisor - Nationwide Advisor Avenue is a specialized recruiting firm dedicated to connecting experienced Wealth Management Advisors with tailor-made opportunities within our extensive network of prestigious Wealth Management firms. We understand the unique needs and aspirations of our candidates and strive to match them with the perfect...

Wealth Management Advisor - NationwideAdvisor Avenue is a specialized recruiting firm dedicated to connecting experienced Wealth Management Advisors with tailor-made opportunities within our extensive network of prestigious Wealth Management firms. We understand the unique needs and aspirations of our candidates and strive to match them with the perfect...

ABOUT THE ROLE Title: Client Advisor Status: Part-Time Compensation: $16.00-$17.00/ hr + Commission(s) Position Summary: The Kith Client Advisor is a very important piece of the client's in-store experience as well as the overall operations of the store. Through best-in-class service, the Client Advisor ensures customers have a consistent, genuine, and...

Company: Marsh Description: Marsh has a great opportunity open for a Surety Client Advisor. Client Advisor - Surety What can you expect? Independently oversees and manages large or complex accounts and brings the entire team together to formulate the procedure and go to market strategy. Works to maintain a near complete understanding of the clients'...

The Virtual Client Advisor connects with clients through Virtual Appointments, Phone, Texting, Email, or any other preferred method of contacts for Ralph Lauren Store clients to purchase virtually. The Virtual Client Advisor must embody a passion for Client Advisor, Advisor, Customer Experience, Virtual, Client Relations, Customer Service, Business Services

Partners with Wealth Advisors and other internal client team members to serve the unique needs of Wilmington Trusts ultra-high net worth (UHNW) clientele. Works closely with Wealth Advisors to develop and execute customized wealth plans for UHNW cli Client Advisor, Wealth Advisor, Client Relations, Advisor, Senior, Relationship, Banking

Marsh is seeking candidates for our open Client Advisor position based in our NYC, Philadelphia or Washington D.C. office. What can you expect:Becoming a member of Marsh's Multinational team who delivers expert broking & strategy solutions to help m Client Advisor, Advisor, Business, Client, Banking, Solutions

Ralph Lauren Corporation (NYSE:RL) is a global leader in the design, marketing and distribution of premium lifestyle products in five categories: apparel, accessories, home, fragrances, and hospitality. For more than 50 years, Ralph Lauren's reputation and distinctive image have been consistently developed across an expanding number of products, brands and...

Position Title: Wealth Management Client Relationship SpecialistLocation: New York, New YorkJob Overview:At Bank of America, our mission is to enhance financial well-being through meaningful connections.We prioritize Responsible Growth, ensuring we meet the needs of our clients, employees, communities, and shareholders consistently.Our commitment to...

JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR MADISON LOCATIONOBJECTIVE OF THE POSITIONThe Senior Client Advisor is responsible for achieving all objectives set forth by the company with a focus on client development and client sales. They will set the example in areas of customer service excellence, adherence to visual...

About the RoleWe are seeking a highly skilled and experienced Senior Insurance Client Advisor - West to join our team at Allspring Global Investments. As a key member of our insurance channel development team, you will be responsible for developing and managing our insurance channel in the Western region, with a focus on new business development.Key...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

Job Title: Client Advisor Reports to: Store Director Division: Retail, Multi-brand OVERVIEW The Client Advisor is responsible for providing an outstanding client experience and meeting or exceeding sales objectives. Creating an outstanding client experience is a critical aspect of this job. It is accomplished by creating a positive, inviting and elevated...

Client Onboarding Support SpecialistWhat is the Opportunity?As a vital member of our team, you will collaborate with branch and departmental colleagues to facilitate all aspects of the client onboarding process. Your role will involve working closely with Portfolio Management teams to manage requests for new platforms or existing accounts, as well as...

Position OverviewLocationNew York, NYEmployment TypeFull TimeEducation RequirementBachelor's Degree PreferredCompensation$65,000 - $75,000IndustryFinanceThe Client Relations Specialist plays a crucial role within our organization, offering support through various tasks focused on organization and effective communication. This position involves interacting...

About Rockefeller Financial:Rockefeller Financial, established as a premier independent advisory firm, has a rich history dating back to 1882. Our evolution has led us to provide exceptional strategic guidance to ultra- and high-net-worth individuals, families, institutions, and corporations across numerous markets in the United States and beyond. We...

About the RoleWe are seeking a highly skilled Client Relationship Specialist to join our team at Capital Group. As a key member of our Private Wealth team, you will play a critical role in supporting our financial advisors and building strong relationships with our high-net-worth clients.Key ResponsibilitiesAdministrative Support: Provide exceptional...

Client Relationship SpecialistLocation: New York, NYEmployment Type: Full-TimePosition OverviewThe Client Relationship Specialist will focus on generating and nurturing leads, enhancing client connections, driving revenue growth with both new and existing clients, and managing ongoing account relationships. Utilizing a consultative sales methodology, the...

About the RoleCleary Gottlieb Steen & Hamilton LLP is seeking a highly skilled Client Account Advisor to join our team. As a key member of our finance department, you will be responsible for leading the billing and collection strategy for our assigned partners and practice groups.Key ResponsibilitiesCollaborate closely with partners and practice group...