Client Advisor
2 weeks ago
remote
Los Angeles, California, USA .
full-time . June 22, 2023
Description
Are you passionate about success? We’re scaling rapidly and we need best-in-class talent.
At Manrkē, business and tax professionals from around the world are empowering clients to become financial champions. From top athletes to musicians and global influencers as well as entrepreneurs in business tech, digital media, e-commerce, virtual education, and more, our clients are high performers requiring tailored solutions for financial success.
From our offices in Dubai, Los Angeles, and Toronto, we’ve built a diverse team that’s committed to growth and success. We’re entrenched in the practical aspects of our clients’ corporate and personal lives, domestic and foreign, providing valuable insights and tangible results across manifold financial matters - from business management to taxation, accounting, family office services and wealth and asset management.
By combining modern systems and technology with fully remote business services, we’re able to provide a high-quality, integrated experience to our clients.
We want to have the best qualified people in every job – people who are as passionate as we are about championing our clients. We offer flexible hybrid work arrangements and have remote team members around the world supporting our clients and our vision daily. Our digital-first mindset ensures everyone is connected and working to deliver client success, while helping you do your best work.
We offer competitive salaries and an excellent benefits package for full-time employees, including paid time off, referral bonuses and a comprehensive health plan. We recognize employee birthdays, participate in team retreats, celebrate holidays and milestones, and offer perks throughout the year.
We are an equal opportunity employer.
We currently have an opportunity for a
CLIENT ADVISOR
, based in Los Angeles,
who is as passionate as we are about championing our clients.
POSITION OVERVIEW:
Our Client Advisors deliver a comprehensive approach to meet the financial needs of our clients. They provide outstanding support on a daily basis, ensuring client satisfaction and a positive working relationship. They’re big thinkers, creative problem solvers and subject matter experts on everything from sports and entertainment to business tech and more. They have strong financial and analytical skills and can look beyond just the numbers.
Key Responsibilities:
· Act as a trusted advisor to clients, understanding their business and delivering on client expectations.
· Monitor financial performance of clients, providing guidance and escalating concerns to management.
· Collaborate with internal teams to develop customized solutions and strategies tailored to clients’ specific needs.
· Ensure timely and accurate delivery of reports and services, including monthly management report, commission reports, royalty reports, net worth statements, burn rate, run rate, cashflow, AR/AP, net cash position, and client payroll.
· Create budgets and estimate forecasts based on client’s performance.
· Prepare compilation engagements/tax returns and conduct annual tax filing and delivery.
· Oversee Client Administrators and bookkeeping team, reviewing assigned tasks and approving initiated payments.
· Service client ad hoc financial requests with administrative support where needed.
Qualifications :
· Strong understanding of business management, accounting, and financial principles.
· Exposure to corporate and personal tax.
· Exceptional communication and interpersonal skills.
· Excellent problem-solving and analytical abilities.
· Ability to work independently and effectively in a team environment.
· Proficiency in using accounting software (QuickBooks Online) and MS Office Suite.
· Highly organized, detail-oriented, and able to manage multiple client engagements simultaneously.
Requirements :
· 2 or more years’ experience with full cycle bookkeeping and engagements, preferably with owner-managed businesses.
· Bachelor’s Degree in Accounting or related field is preferred.
· Commensurate with experience.
Know someone who would be a perfect fit? Let themknow
#J-18808-Ljbffr
-
Client Advisor
3 weeks ago
Los Angeles, United States Asystem Full timeBezel is the first technology company dedicated to high end watches, building a 100% authenticated marketplace that delivers trust at scale. We are rethinking the entire watch buying experience from browsing & transacting to tracking the market. We’re a team of collectors, enthusiasts, and technologists disrupting the $26B secondary watch market. Bezel is...
-
Remote Client Advisor
2 weeks ago
Los Angeles, United States Pierre Strand Full timeAre you ready to take the next step in your career, blending the best of sales and client service? Look no further! We're on the lookout for passionate and motivated individuals to join our dynamic team as Remote Client Advisor, leading our sales effort. Get ready to unlock your full earning potential while enjoying a fulfilling and rewarding career path.As...
-
Client Services Advisor
2 days ago
Los Angeles, United States ASCENDO Full timeClient Service Advisor - Wealth Management - Los Angeles, CA Our client is seeking a full-time Senior Client Service Associate to join our Client Service team in their Los Angeles, CA office. This is a mid-level position that is instrumental in supporting advisory teams and an excellent opportunity to develop within the financial services industry while...
-
Client Services Advisor
1 week ago
Los Angeles, United States ASCENDO Full timeClient Service Advisor - Wealth Management - Los Angeles, CA Our client is seeking a full-time Senior Client Service Associate to join our Client Service team in their Los Angeles, CA office. This is a mid-level position that is instrumental in supporting advisory teams and an excellent opportunity to develop within the financial services industry while...
-
Client Advisor
7 days ago
Los Angeles, United States Dolce & Gabbana S.r.l. Full timeDolce & Gabbana, a leader in the world of luxury fashion, has an exceptional career opportunity available at our Los Angeles Beverly Center Boutique . We are seeking an exceptional Client Advisor with an established client portfolio and 3-5 years of previous Luxury Retail experience working for a luxury brand. Main Activities And Responsibilities Provide...
-
GUCCI Lead Client Advisor – The Grove
2 weeks ago
LOS ANGELES, United States Kering Group Full timeAs a Gucci Lead Client Advisor, you will assist the Store Director and Team Manager in the driving of sales results, training and supervision of Client Advisors, merchandise management and daily store operations. You will be a dynamic and inspiring l Client Advisor, Lead, Advisor, Customer Experience, Operations, Team Manager, Business Services
-
Client Advisor
2 weeks ago
Los Angeles, United States Banana Republic, Inc. Full timeAs 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, Farmer, Advisor, Designer, Client, Retail, Banking
-
Client Advisor
4 weeks ago
Los Angeles, United States International Search Consultants Full timeClient Advisor/Fiduciary AdvisorSouth Pasadena, CA and Newport Beach, CA ISC's team of Financial Services Recruiters are partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. They are looking to add key players to their West Coast offices as they continue to grow and expand. The Client Advisor will...
-
GUCCI Lead Client Advisor
5 days ago
Los Angeles, United States Kering Full timeSummary If you are a Dream-maker, this is the place for you. Together, we'll create the real fabric of Gucci. A community of people united by the same passion: breaking new ground in the fashion world and beyond. Job Description Role Mission As a Gucci Lead Client Advisor, you will assist the Store Director and Team Manager in the driving of sales results,...
-
Client Advisor | Nordstrom Santa Anita
1 month ago
Los Angeles, United States Burberry Limited Full timeINTRODUCTION At 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...
-
Client Advisor, Neiman Marcus
4 weeks ago
Los Angeles, United States Bulgari Full timePosition **BVLGARI,** a renowned Italian designer known for its luxury jewels and watches, is searching for a Client Advisor for its boutique at Neiman Marcus. The chosen individual will collaborate closely with the Store Director. **Overview**: The **_Client Advisor_** will embody the brand and curate a distinctive and unforgettable experience for our...
-
J.P. Morgan Advisors
2 weeks ago
Los Angeles, United States JPMorgan Chase & Co. Full timeJ. P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest Client Associate, Advisor, Senior, Financial Advisor, Associate, Client, Banking
-
Client Advisor, Pacific Palisades
24 hours ago
Los Angeles, United States Zimmermann Company Full timeAn opportunity exists for an experienced Client Advisor to join our retail team at our Pacific Palisades boutique located in Palisades Village. The applicant must have sales experience (essential), amazing customer service skills, the ability to achieve KPI results, impeccable attention to detail and exceptional communication skills. Previous experience in...
-
Balenciaga Sales
4 weeks ago
Los Angeles, United States Groupe Kering Full timeSummary We are currently seeking a Sales & Client Advisor with Keys who will report to the Store Director. YOUR OPPORTUNITY The Sales & Client Advisor with Keys is to aid management in ensuring opening and closing procedures are performed correctly according to company’s policies. Provide customers with top quality service by meeting their needs and...
-
Client Advisor, Pacific Palisades
3 days ago
Los Angeles, United States Zimmermann Full timeAn opportunity exists for an experienced Client Advisor to join our retail team at our Pacific Palisades boutique located in Palisades Village.The applicant must have sales experience (essential), amazing customer service skills, the ability to achieve KPI results, impeccable attention to detail and exceptional communication skills. Previous experience in...
-
Client Advisor, Pacific Palisades
3 days ago
Los Angeles, United States Zimmermann Full timeAn opportunity exists for an experienced Client Advisor to join our retail team at our Pacific Palisades boutique located in Palisades Village.The applicant must have sales experience (essential), amazing customer service skills, the ability to achieve KPI results, impeccable attention to detail and exceptional communication skills. Previous experience in...
-
Client Advisor, Pacific Palisades
2 days ago
Los Angeles, United States Zimmermann Full timeAn opportunity exists for an experienced Client Advisor to join our retail team at our Pacific Palisades boutique located in Palisades Village.The applicant must have sales experience (essential), amazing customer service skills, the ability to achieve KPI results, impeccable attention to detail and exceptional communication skills. Previous experience in...
-
Relationship Advisor
1 week ago
Los Angeles, United States VeeAR Projects Inc. Full timeJob Title: - Relationship AdvisorJob location: - Los Angeles – CA, SF Bay - CA, Salt Lake - UT or Boston, MAWorkplace type: HybridEmployment type: - 12+ Months ContractJob Description: -The Private Bank Relationship Advisor assists our client-facing team members by gathering and screening account documentation for deposits, trusts, and/or loans as part of...
-
Relationship Advisor
2 days ago
Los Angeles, United States VeeAR Projects Inc. Full timeJob Title: - Relationship AdvisorJob location: - Los Angeles – CA, SF Bay - CA, Salt Lake - UT or Boston, MAWorkplace type: HybridEmployment type: - 12+ Months ContractJob Description: -The Private Bank Relationship Advisor assists our client-facing team members by gathering and screening account documentation for deposits, trusts, and/or loans as part of...
-
Financial Advisor
3 weeks ago
Los Angeles, United States Northwestern Mutual Full timeDescription Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for...
