Client Advisor, Private Client Group
1 month ago
Firm Description Founded in 2002, SCS Financial is a well-established and growing investment and wealth management firm serving ultra-high net worth families, family offices, and institutional investors. SCS employs just over 140 employees and is headquartered in Boston, with offices in New York City, Providence, Los Angeles, and West Pam Beach. SCS manages ~$30 billion in assets across public, alternative, and private market opportunities globally. SCS’ business model is client-aligned, and we aspire to redefine wealth management by delivering holistic client & asset management services built on a foundation of trust and exceeding expectations across generations. Our firm prides itself on our team-based approach, excellent investment performance, a powerful technology platform, and a culture of collaboration and camaraderie. Role SCS is seeking a Client Advisor to join the New York office – one of our growing locations at the firm. As a part of a client relationship team dedicated to serving the financial and investment needs of clients, the Client Advisor will work with the team to ensure that SCS clients continue to receive a world class experience. Specifically, the Advisor will be responsible for assisting senior team members to implement and maintain clients’ investment and strategic plans. This may include overseeing the account opening and administration of client portfolios, preparing client meeting presentations, confirming trading and other investment activity, monitoring portfolios against asset allocation targets, working on ad-hoc projects, working with accountants and estate planners, and assisting with client inquiries and requests among other tasks. We are seeking candidates who are well organized, energetic, and team-oriented. The right candidate is a self-starter with a strong work ethic who has excellent communication skills and attention to detail. This person must be willing to provide the highest level of client service, professionalism, and confidentiality. Furthermore, this person must be able to efficiently prioritize tasks and consistently meet deadlines. Qualifications Minimum of a Bachelor’s degree in Finance, Economics or other related discipline Interest in pursuing an advanced degree and or professional certification (CFA, CFP, etc.) preferred 1-4 years of relevant professional experience Strong proficiency in Microsoft Word, Excel, and PowerPoint (experience with applications such as Addepar or RedBlack would be additive) Excellent organizational, prioritization, and time management skills Analytical with a strong attention to detail; problem solve effectively High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment Strong written and oral communication skills #J-18808-Ljbffr
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Client Advisor, Private Client Group
1 week ago
New York, NY, United States SCS Financial Full timeFirm Description Founded in 2002, SCS Financial is a well-established and growing investment and wealth management firm serving ultra-high net worth families, family offices, and institutional investors. SCS employs just over 140 employees and is headquartered in Boston, with offices in New York City, Providence, Los Angeles, and West Pam Beach. SCS...
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Private Client Business Development
2 weeks ago
New York, New York, United States TD Bank Group Full timeJoin Our TeamWe are seeking a driven and results-oriented Private Client Business Development professional to join our team at TD Bank Group. As a key member of our Private Client division, you will have the opportunity to build and maintain strong relationships with high-net-worth individuals and families.ResponsibilitiesIdentify and pursue new business...
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Private Client Relationship Manager
1 day ago
New Bedford, United States Citizens Full timeJob Description: Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and...
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Associate Client Advisor
3 weeks ago
New York, United States Marsh & McLennan Companies Full timeAs a global leader in insurance broking and risk management, Marsh helps our clients succeed by defining, designing, and delivering innovative, industry-specific solutions that help them effectively manage risk. Marshs services are targeted to custo Client Advisor, Advisor, Associate, Business, Insurance, Diversity, Banking
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Client Advisor, NYC
6 months ago
New York, United States Tourneau|Bucherer Full timeJob 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...
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Client Advisor
3 months ago
New York, United States Acne Studios Full timeAcne 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 minimize our environmental impact across all our operations and to address societal challenges in the way we conduct our...
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New York, United States Bottega Veneta Full timeSummary Bottega Veneta - Inspiring individuality with innovative craftsmanship since 1966. Under the direction of Matthieu Blazy creativity lies at the heart of all that we do. Born in Vicenza the house is rooted in Italian culture yet maintains a truly global outlook. An inclusive brand with exclusive products Bottega Veneta is as much of a feeling as it is...
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Client Advisor
1 month ago
New York, United States KHAITE Full timeABOUT KHAITE KHAITE is a way of looking at the world. Shaped by formative encounters, cultural touchstones, and secret desires, this point of view comes to life through womenswear and accessories that find confidence in contrast. Each piece proposes a fresh balance of opposing elements- masculine and feminine, strength and softness, structure and fluidity-...
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Private Client Specialist I
4 weeks ago
New York, United States TD Bank Group Full timeWork Location: New York, New York, United States of America Hours: 40 Line of Business: TD Wealth Pay Detail: $27.00 - $40.25 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and...
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Client Advisor, Giorgio Armani Saks Fifth Avenue
7 months ago
New York, United States Armani Group Full timeJOB DESCRIPTION Client Advisor | Giorgio Armani Saks Fifth Avenue | Full-Time The Armani Group is one of the leading fashion and luxury goods groups in the world today with more than 8,500 direct employees, 12 production plants and more than 2,704 boutiques in 60 countries around the world. It designs, manufactures, distributes and retails fashion and...
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Associate Client Advisor
2 weeks ago
New York, United States Marsh & McLennan Companies Full timeCompany: Marsh Description: As a global leader in insurance broking and risk management, Marsh helps our clients succeed by defining, designing, and delivering innovative, industry-specific solutions that help them effectively manage risk. Marsh's services are targeted to customers who seek professional advice on program structure, market knowledge,...
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Private Client Relationship Manager
1 month ago
New Bedford, MA, United States Citizens Full timeJob DescriptionDescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and...
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Senior Client Advisor
2 months ago
New York, United States KHAITE Full timeABOUT KHAITE KHAITE is a way of looking at the world. Shaped by formative encounters, cultural touchstones, and secret desires, this point of view comes to life through womenswear and accessories that find confidence in contrast. Each piece proposes a fresh balance of opposing elements- masculine and feminine, strength and softness, structure and fluidity-...
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Senior Client Advisor
1 hour ago
New York, United States KHAITE Full timeABOUT KHAITE KHAITE is a way of looking at the world. Shaped by formative encounters, cultural touchstones, and secret desires, this point of view comes to life through womenswear and accessories that find confidence in contrast. Each piece proposes a fresh balance of opposing elements- masculine and feminine, strength and softness, structure and fluidity-...
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Tax Senior Manager | Private Client
2 months ago
New York, United States FORVIS Full timeRequisition Number2233949 Description & Requirements Forvis Mazars Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. The Tax Senior Manager serves as a trusted advisor and member of various client...
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Client Advisor-Jewelry, Flagship
4 months ago
New York, United States Tourneau|Bucherer Full timeJob Title: Client Advisor - Jewelry Reports to: Jewelry Manager/Store Director Division: Retail Overview: The Client Advisor-Jewelry will act as an ambassador of Tourneau/Bucherer and is responsible for providing clients with an elevated shopping experience, exploring both their immediate and future needs. The Client Advisor-Jewelry exhibits the highest...
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Client Advisor, Investment Manager
5 days ago
New York, United States Deutsche Bank Full time $110,000 - $220,000Client Advisor, Investment Manager - Vice President Job ID: R0356530 Full/Part-Time: Full-time Regular/Temporary: Regular Listed: 2024-11-29 Location: New York Position Overview J ob...
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Client Advisor, Investment Manager
5 days ago
New York, United States Deutsche Bank Full time $110,000 - $220,000Client Advisor, Investment Manager - Vice President Job ID: R0356530 Full/Part-Time: Full-time Regular/Temporary: Regular Listed: 2024-11-29 Location: New York Position Overview J ob...
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New York, United States Disability Solutions Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
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Client Advisor
2 months ago
New York, United States World Insurance Associates LLC Full timeDo you love prospecting and selling but do not like "starting over at zero" at the start of the new year? Then you need to talk to us about our Client Advisor Program where you steadily build a book of clients and receive annual commissions every year. We do not start you over at zero every January 1st. You can continue to enjoy your sales career while...