Client Advisor

**Qualifications**: Knowledge of investment and portfolio administration such as fund transfers and withdrawals, RMDs, capital gains, and losses, calculation of stepped-up cost basis, ACATs, new account documentation, and classification of securities. Experience with the Fidelity custodial platform is preferred. **Responsibilities**: - Engage and promptly...

INTRODUCTIONAt Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today. We aim to provide an...

Client Advisors hold the critical position of embodying the Tiffany brand in each and every client interaction using the Tiffany touch; their own flair for making each clients experience extraordinary. The Client Advisor is an excellent communicator Client Advisor, Advisor, Client Relations, Brand Ambassador, Hospitality, Sales, Banking

Marsh is seeking candidates for our open Associate Client Advisor - Property position based in our New York office. Associate Client Advisor What can you expect:Becoming a member of Marsh's best in class Power & Energy team who delivers expert broki Client Advisor, Associate, Advisor, Property, Business, Client, Banking

Acne Studios is a progressive luxury house and through collaboration and curiosity, we set high aspirations and strive for excellence. We value everyone's contribution and embrace feedback to develop ourselves and others. We aim to minimise our environmental impact across all our operations and to address societal challenges in the way we conduct our...

Purpose & objective:AMIRI is looking for an enthusiastic Client Advisor to join the its SoHo location The AMIRI Client Advisor is responsible for delivering quality client service, achieving individual sales goals, building lasting dynamic client relationships through expert product knowledge and selling techniques, as well as understanding luxury boutique...

Purpose & objective:AMIRI is looking for an enthusiastic Client Advisor to join the its SoHo location! The AMIRI Client Advisor is responsible for delivering quality client service, achieving individual sales goals, building lasting dynamic client relationships through expert product knowledge and selling techniques, as well as understanding luxury boutique...

Marsh is looking for candidates to join their team as an Associate Client Advisor - Casualty based in New York.Role Overview: Join Marsh's top-notch Power & Energy team to provide expert broking & strategy solutions for managing risk confidently. As a Client Advisor, understand clients' business priorities and risk management needs to offer knowledge and...

Job DescriptionJob DescriptionOur client is a London based luxury ready to wear and lifestyle company. Known for its knitwear, garments made of the finest natural materials, and understated elegance. For more than 25 years, our client has created modern design with old world influences. Their flagship stores carry not only the women's collection, but...

As a Banana Republic Client Advisor, you will create aspirational and on trend looks that enhance the customer's emotional connection to the brand. You are an expert on styling and fashion, with a thorough understanding of designers, brands, and seas Client Advisor, Trade, Advisor, Designer, Client, Retail, Banking

Purpose & objective: AMIRI is looking for an enthusiastic Client Advisor to join the its SoHo location! The AMIRI Client Advisor is responsible for delivering quality client service, achieving individual sales goals, building lasting  dynamic client relationships through expert product knowledge and selling techniques, as well as understanding luxury...

ABOUT THE BRANDTemple St. Clair founded her namesake company in 1986 in Florence, Italy, thus beginning her collaboration with the world's finest goldsmiths. Nearly four decades later, and now headquartered in New York, Temple St. Clair is recognized as one of America’s pre-eminent independent jewelry brands with a collection of timeless, recognizable...

ABOUT THE BRANDTemple St. Clair founded her namesake company in 1986 in Florence, Italy, thus beginning her collaboration with the world's finest goldsmiths. Nearly four decades later, and now headquartered in New York, Temple St. Clair is recognized as one of America’s pre-eminent independent jewelry brands with a collection of timeless, recognizable...

About the jobZIMMERMANN is one of Australia's leading and most respected fashion designer brands. Zimmermann's ready-to-wear and swim and resort collections are sold through Zimmermann boutiques and high-end retailers both in Australia and internationally. We maintain stand-alone retail stores throughout Australia, EU, UK the USA and a successful online...

Bessemer Trust is seeking a dynamic and analytical individual to join our team as an Analyst for the Head of Client Advisor Solutions. The ideal candidate will possess strong presentation skills, adeptness in working with and manipulating data sets, and a proactive, self-starting attitude. Primary Responsibilities: * Data Analysis and Manipulation:...

Lead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm.We are helping our client in Midtown, hire a Planning and Insurance Associate.Our client offers Certified Financial Planning, a comprehensive approach to wealth management, and personal planning with a team-based/family office environment.Job...

Together we fight for everyones opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyones access to opportunitie Client Advisor, Solutions, Insurance, Associate, Solution, Advisor, Technology

PosteBVLGARI, a renowned Italian designer known for its luxury jewels and watches, is searching for a Client Advisor for the NYC Metro. The chosen individual will collaborate closely with the Store Director.The Client Advisor will embody the brand and curate a distinctive and unforgettable experience for our esteemed clientele. The role emphasizes...

We are currently seeking a Private Client Advisor who will report to the Store Manager as part of our dynamic team in our Madison Avenue Flagship. The Private Client Advisor is entrusted with the mission to build strong and long-term relationships wi Client Advisor, Retail Sales, Advisor, Private, Store Manager, Client, Banking

Company Description Our client is a prestigious manufacturer of the fitness and technology equipment, renowned for its innovative approach to wellness solutions. They are acclaimed for their high-end fitness equipment, catering predominantly to an elite clientele through a network of esteemed Interior Designers and Architects. Operating within a dynamic...