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...

Our client is a successful wealth management firm seeking an experienced Client Service Manager for their firm in New York, NY. Qualified candidates must demonstrate experience with HNW client services, confidentiality, excellent communication, and problem-solving skills in a highly collaborative team environment. Candidates with a strong operations...

PosteOur Louis Vuitton store in New Orleans, Louisiana, is seeking a highly motivated Client Advisor with a passion for creating memorable experiences for our worldly clientele. ProfilThis is an opportunity for those who thrive in a fast-paced environment, see themselves as more than a Sales Associate but as a true personal 'advisor'- someone who is seeking...

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...

Our Brand: MCM is a luxury lifestyle goods and fashion house founded in 1976 with an attitude defined by the cultural Zeitgeist and its German heritage with a focus on functional innovation, including the use of cutting-edge techniques. Today, through its association with music, art, travel, and technology, MCM embodies the bold, rebellious and aspirational....

Our client is a successful wealth management firm seeking an experienced Client Service Manager for their firm in New York, NY. Qualified candidates must demonstrate experience with HNW client services, confidentiality, excellent communication, and problem-solving skills in a highly collaborative team environment. Candidates with a strong operations...

Our client is a successful wealth management firm seeking an experienced Senior Client Service Associate for their firm in New York, New York. Qualified candidates must demonstrate experience with HNW client services, confidentiality, excellent communication, and problem-solving skills in a highly collaborative team environment. Candidates with operations...

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

New Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to manage their financial assets,...

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

POSTING DATE: May 15, 2024- JOB FAMILY: Our stores- LOCATION: New York, United States**POSITION OVERVIEW**: Delivers on stage the Stone Island Customer Experience. With passion and authenticity, welcomes and guides each Client across our values and heritage, gets to know the Client and advises honestly and genuinely. As the direct and trusted point of...

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...

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...

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...

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...

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, Advisor, Designer, Client, Retail, Banking

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

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...