Senior Client Services Advisor

Senior Client Service AssociateBoutique Wealth Management FirmHouston, TXOverviewIndependent RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services.The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net...

Senior Client Service Associate Boutique Wealth Management Firm Houston, TX Overview Independent RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services. The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra...

JOB DESCRIPTION Client Advisor | A|X Houston | Part-Time As an associate with Giorgio Armani Corporation, you will be part of a diverse team , who you will work with to drive sales and provide an excellent client experience that represents the brand. Your ability to combine entrepreneurial spirit , passion for the brand, exemplify the company's values...

Who we are Corebridge helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and...

We are looking for a highly motivated and experienced Senior Tax Advisor to join our team. As a Senior Tax Advisor, you will play a key role in providing strategic tax planning advice to clients and overseeing all tax compliance and preparation activities.About the Role:The successful candidate will have extensive knowledge of local, state, and federal tax...

About the Role 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 seasonal trends. As a Client Advisor, you will provide a superior level of service through an...

Job Description Job Description Salary: Since our inception in 2017, PURPLE has been on a mission to redefine denim culture. Blending industrial design, streetwear, and luxury fashion, we've curated a collection of mens denim and luxury basics that transcend trends. At PURPLE, we take pride in challenging conventions through design that is grounded in a...

The Senior Advisors Group is a leading provider of insurance services, dedicated to delivering exceptional results to our clients. We are seeking experienced insurance professionals who possess excellent communication skills and a customer-first approach.RequirementsLicensed Insurance Professional: Must hold a current insurance license.Sales Expertise:...

About the RoleWe are looking for a highly motivated Affluent Client Advisor to join our team. In this role, you will work closely with high net worth individuals to understand their financial goals and objectives. You will provide expert advice and guidance on our financial products and services to help them achieve their goals.

For nearly 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating expertise in financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,200 families in more than 90 cities across the U.S. We are an...

Transform IT Risk Management for ClientsWe are looking for a skilled Senior Technology Advisor to join our Technology Risk Advisory Team. As a key member of the team, you will contribute to the growth of the team and help achieve key goals and initiatives. Your impact will be felt as you lead IT risk advisory engagements from beginning to end, including...

Client Service Administrator Are you a detail-oriented professional with a passion for delivering exceptional client service? Do you thrive in a fast-paced environment where you can challenge yourself daily, work one-on-one with clients, and provide top-tier administrative support? If so, we'd love to talk to you LKJ Financial , a dynamic and growing...

Client Service AdministratorAre you a detail-oriented professional with a passion for delivering exceptional client service? Do you thrive in a fast-paced environment where you can challenge yourself daily, work one-on-one with clients, and provide top-tier administrative support? If so, we'd love to talk to youLKJ Financial, a dynamic and growing financial...

The ERM International Group Limited is seeking a skilled Sustainability Consultant to fill the Senior Environmental Advisor position. This role involves supporting key clients in the Galleria area of Houston, Texas, through a full-time (40 hours per week), limited-term contract lasting one year, potentially renewable.Responsibilities:Support clients in...

About Our TeamOur Client Service Department consistently strives for service excellence. The Front Desk Associate is a vital part of our team, providing exceptional service experiences with every client interaction.In this role, you will greet and assist our clients and guests with service requests and appointments, partner with advisor team to set and...

This iconic Australian brand has stayed true to its original vision: sophisticated femininity, a passion for detail and a love of colour and print. Sisters Nicky and Simone ZIMMERMANN founded their namesake brand in Sydney in 1991.Early in its evolution, ZIMMERMANN took the bold step of fusing fashion with swimwear and presented it to the world. It...

Job OverviewCadence Bank seeks a motivated and detail-oriented Wealth Advisor Associate to join our team. As a key member of our wealth management department, you will work closely with senior wealth advisors to provide exceptional client service and support.

Job RequirementsThe CLIENT SATISFACTION ADVISOR will be responsible for providing exceptional customer service to our clients, patients, and requestors. This role requires a high level of communication skills, strong analytical and problem-solving skills, and the ability to work independently.Responsibilities:• Assist clients with the status of requests...

Location: On site at location listed in job posting.Summary:We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a 'Best in Class' culture, then you have found your home with First...

About the OpportunityThe Colony Group is seeking a skilled Financial Services Advisor to join our team. As a Financial Services Advisor, you will work closely with experienced advisors to provide high-quality financial services to clients.Key responsibilities include developing a mastery of The Colony Group's evidence-based investment philosophy, creating...