Current jobs related to Customer Relationship Advisor - Carlsbad - CFA Institute

  • Financial Services Coordinator

    1 month ago

    Carlsbad, United States Comprehensive Advisor Full time

    Job OpportunityWe are seeking a highly motivated and detail-oriented individual to join our team as a Planning Support Specialist. As a key member of our team, you will play a crucial role in helping our clients achieve their financial goals.ResponsibilitiesAs a Planning Support Specialist, you will be responsible for:• Gathering and organizing client...

  • Service Advisor

    2 weeks ago

    Carlsbad, United States Tate Branch Autoplex Carlsbad Full time

    Job SummaryThe Service Advisor role at Tate Branch Autoplex Carlsbad involves providing exceptional customer service, scheduling appointments, and ensuring seamless vehicle maintenance experiences. Key responsibilities include greeting customers, obtaining vehicle information, and recommending maintenance based on age, mileage, and history.Key...

  • Construction Advisor

    2 months ago

    Carlsbad, United States Workrise Full time

    Role: Construction AdvisorOur Vision: Workrise is where the best workers power the world’s most successful projects. We are united by a common mission: to deliver services and technology that fundamentally change how skilled workers and the businesses they serve get hard work done.Job Description:Formulate construction strategies and plans to support...

  • Construction Advisor

    2 months ago

    Carlsbad, United States Workrise Full time

    Role: Construction AdvisorOur Vision: Workrise is where the best workers power the world’s most successful projects. We are united by a common mission: to deliver services and technology that fundamentally change how skilled workers and the businesses they serve get hard work done.Job Description:Formulate construction strategies and plans to support...

  • Lead Advisor

    3 weeks ago

    Carlsbad, United States TalentLink Solutions Full time

    We are a high-growth, dynamic financial planning and investment management firm providing services to individuals, families, and businesses. Our mission is to help clients create peace around the issue of money. We do this through proactive planning and building deep relationships with clients built on trust and integrity. We are a small, focused, highly...

  • Financial Advisor

    6 days ago

    Carlsbad, United States Northwestern Mutual Full time

    A New Career as a Financial AdvisorFinancial Advisors at Northwestern Mutual San Diego- Carlsbad help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and...

  • Senior Relationship Banker

    4 weeks ago

    Carlsbad, United States Banc of California Full time

    Job SummaryBanc of California is seeking a highly skilled Senior Relationship Banker to join our team. As a key member of our banking team, you will be responsible for providing exceptional customer service, building strong relationships with clients, and driving business growth.Key Responsibilities:Provide personalized banking services to clients, including...

  • Branch Relationship Banker

    4 weeks ago

    Carlsbad, United States BankTalent HQ Full time

    Job Title: Branch Relationship BankerAt BankTalent HQ, we are seeking a highly skilled Branch Relationship Banker to join our team at our Carlsbad Palomar Commons, CA Branch. As a key member of our team, you will be responsible for providing exceptional customer service to our clients and customers, building strong relationships, and driving sales and...

  • Entry Level

    1 month ago

    Carlsbad, United States Comprehensive Advisor Full time

    Job DescriptionJob DescriptionOur well-established and growing Financial Services Firm in Carlsbad, CA is seeking to add a New Business Specialist to our Team! The ideal candidate for this role will be someone who has the desire to work in the industry long-term and contribute to the growth of our business.Our office strives to provide excellent service to...

  • Service Advisor Express

    1 month ago

    Carlsbad, United States AutoNation Full time

    AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles,...

  • Construction Advisor 1

    1 month ago

    Carlsbad, United States NES Fircroft Full time

    MAIN FUNCTIONS • Champion Safety • Formulate construction strategies and plans to support successful construction planning and execution • Represent Construction in concept screening/selection, contracting strategy/evaluation, and other early project planning efforts • Provide core competency/expert Construction consultation and support to functional...

  • Administrative Coordinator

    7 days ago

    Carlsbad, United States Capstone Advisors Full time

    Capstone Advisors is seeking a highly skilled Administrative Coordinator to support the day-to-day operations of the office. This role will be responsible for managing administrative tasks, serving as the first point of contact for visitors, and providing exceptional support to the team.The ideal candidate will have a strong background in administration,...

  • Microsoft Sentinel Services Engineer

    2 weeks ago

    Carlsbad, United States Proficio Inc Full time

    Job SummaryWe are seeking a highly skilled Cybersecurity Advisor to join our team at Proficio Inc. As a Microsoft Sentinel Services Engineer, you will be responsible for providing expert-level support and guidance to our clients on the implementation and optimization of Microsoft Sentinel, a next-gen SIEM solution. About the RoleThis is a unique opportunity...

  • Customer Service Manager

    4 weeks ago

    Carlsbad, United States Atlantic Aviation Full time

    Customer Service ManagerAre you passionate about delivering exceptional customer experiences in a fast-paced aviation environment? Do you have a knack for building strong relationships with clients and teams? We're seeking a highly motivated and organized Customer Service Manager to join our team at Atlantic Aviation.Key Responsibilities:Supervise and train...

  • Customer Service Manager

    4 weeks ago

    Carlsbad, United States Atlantic Aviation Full time

    Customer Service ManagerAre you passionate about delivering exceptional customer experiences in a fast-paced aviation environment? Do you have a knack for building strong relationships with clients and teams? We're seeking a highly motivated and organized Customer Service Manager to join our team at Atlantic Aviation.Key Responsibilities:Supervise and train...

  • Customer Service Ambassador

    7 days ago

    Carlsbad, California, United States Waterworks Aquatics Full time

    Job OverviewWe are seeking a highly skilled Customer Service Representative to join our team at Waterworks Aquatics. As a key member of our customer-facing team, you will be responsible for delivering exceptional customer experiences, building relationships with our families, and ensuring a warm and welcoming environment for all visitors.Key...

  • Customer Service Representative

    1 week ago

    Carlsbad, California, United States John Cho - State Farm Agent Full time

    Job OverviewAs a valued member of our team at John Cho - State Farm Agent, we are seeking a highly motivated and customer-focused individual to join our agency in Oceanside. With a 35-year legacy in the insurance industry, we offer a dynamic and supportive work environment that fosters growth and development. Key ResponsibilitiesEstablish and maintain...

  • Audi Technologist and Customer Retention Specialist

    1 month ago

    Carlsbad, United States Hoehn Honda Full time

    Handles previous and current Sales and Service clients whose key role is Retaining both Service and Sales clients. You will work to secure Used Car Inventory using our Lease Maturity Tools and appointment setting tools for our Sales Department by collaborating with the Sales Managers, Service Manager, Service Advisors, and Audi Brand Specialist. You'll be...

  • Client Relationship Specialist- Carlsbad, CA

    3 months ago

    CARLSBAD, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to...

  • Customer Service Ambassador

    2 weeks ago

    Carlsbad, New Mexico, United States Pioneer Bank Full time

    Job OverviewPioneer Bank is seeking a highly skilled Customer Service Representative to join our team in Carlsbad, NM. As a key member of our banking team, you will be responsible for delivering exceptional customer service, building strong relationships with our customers, and promoting our range of banking products and services.Key Responsibilities:Provide...

Customer Relationship Advisor

2 months ago

Carlsbad, United States CFA Institute Full time

Position Type:
Regular

Your Opportunity

At CFA Institute, you are empowered to influence your career trajectory. Here, innovative thinking meets creative problem-solving, allowing us to redefine the finance industry together.


As a Client Engagement Specialist, you will have the chance to channel your enthusiasm for customer service into a role that fosters your growth within the financial services sector.

Your contributions will be vital to the operational success of our organization, working closely with your Client Relationship Manager and Branch Manager to ensure an exceptional client experience.

Development and growth are fundamental to this position.

Within the CFA Institute, you will find a clear path for advancement as well as countless opportunities to challenge yourself and enhance your expertise.

While licensing is not mandatory for this role, CFA Institute will assist you in obtaining the necessary licenses if it aligns with your career aspirations.

If you seek an entry point into the financial services field that allows you to engage with clients, broaden your knowledge, and build a lasting career, this may be the ideal opportunity for you.

What You Have

1+ years of experience in Client/Customer Service.

Preferred Qualifications:
Previous experience in Financial Services/Wealth Management or a closely related field.

Although licensing is preferred, it is not a requirement for this position; CFA Institute will support employees in this role in obtaining and/or maintaining the necessary licenses.

Ability to address client needs with professionalism and sensitivity.
Exceptional written and verbal communication skills.
Experience working autonomously and collaboratively as part of a team, while managing multiple tasks and responsibilities concurrently.
Ability to cultivate and sustain effective cross-enterprise relationships.
Basic understanding of brokerage regulations and the rules governing client accounts.

May be required to become a Notary.

What's in it for You
At CFA Institute, we are dedicated to empowering our employees' personal and professional success.

Our supportive culture and emphasis on your development ensure you will receive the resources necessary to make a positive impact in the finance industry.


We provide a competitive benefits package that supports your overall well-being - both now and in the future:401(k) with company match and Employee stock purchase plan.

Paid time off for vacation, community service, and a 28-day sabbatical after every five years of service for eligible positions.
Paid parental leave and family-building benefits.
Tuition reimbursement.
Health, dental, and vision insurance.

#J-18808-Ljbffr