In-Plan Client Support Advisor
3 days ago
We are seeking a highly motivated and customer-focused In-Plan Client Support Advisor to join our team at Corebridge Financial. As a key member of our Retirement Education Center, you will play a critical role in providing exceptional service and support to our clients.
Key Responsibilities- Actively engage with existing plan participants to educate them on their investment products and services.
- Develop targeted strategies to increase plan participation and improve plan health metrics.
- Provide a client-first approach to deliver an exceptional client experience.
- Educate and service 10-12 clients daily.
- Identify additional client needs and refer them to their local advisor.
- A salary-paid position with a monthly incentive bonus.
- Company-paid licensing, including exams, materials, and study time.
- A flexible work environment with the opportunity to work remotely.
- Ongoing training and development, including mentorship.
- A competitive benefits package with immediate access to medical, dental, vision, life insurance, and 401(k) match.
- 24 days of paid time off in the first year, plus holidays.
- Bachelor's degree or equivalent.
- 2+ years of proven track record in customer service, strong interpersonal and communications skills, demonstrated team building, leadership, and the ability to manage multiple complex strategies concurrently.
- Ability to pass Securities Industry Essential, Series 7, Series 66, and Life and Health Variable Life Insurance license within allotted time.
- Experience in developing trusting relationships with clients.
- Ability to collaborate and drive results.
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Support Advisor
3 days ago
Houston, Texas, United States Hightower LLC Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Support Advisor to join our team at Hightower LLC. As a Support Advisor, you will play a critical role in delivering exceptional client service and supporting our advisors in managing their clients' financial planning needs.Key ResponsibilitiesCollaborate with lead advisors and the service...
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Client Advisor
3 days ago
Houston, Texas, United States The Hartford Full timeAbout The HartfordThe Hartford is a leading insurance company that provides a wide range of products and services to individuals and businesses. We are committed to making a difference in the lives of our customers and employees.Job SummaryWe are seeking a highly skilled and experienced Client Advisor to join our team. As a Client Advisor, you will be...
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Client Advisor, Houston
3 days ago
Houston, Texas, United States Giorgio Armani Full timeAbout the RoleWe are seeking a highly motivated and results-driven Client Advisor to join our team at Giorgio Armani in Houston. As a Client Advisor, you will play a key role in driving sales and providing an exceptional client experience that represents the brand.Key ResponsibilitiesAssist in the execution of merchandising and client relationship...
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Client Support Specialist
10 hours ago
Houston, Texas, United States Corebridge Financial Full timeAbout the RoleWe are seeking a highly motivated and customer-focused individual to join our team as an In-Plan Client Support Advisor. As a key member of our Retirement Education Center, you will play a critical role in providing exceptional service and education to our clients, helping them make informed decisions about their retirement savings plans.Key...
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Property Client Advisor
2 months ago
Houston, Texas, United States Marsh Full timeMarsh is seeking candidates for our open Client Advisor position based in our New York City or Houston offices:Property Client Advisor – Energy & PowerWhat can you expect: Becoming a member of Marsh's best in class Power & Energy team who delivers expert broking & strategy solutions to help manage risk with confidence. In this Client Advisor role, you...
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Associate Client Advisor
4 weeks ago
Houston, Texas, United States Marsh Full timeMarsh is seeking candidates for our open Associate Client Advisor - Casualty within our Energy & Power practice.What can you expect: Becoming a member of Marsh's best in class Power & Energy team who delivers expert broking & strategy solutions to help manage risk with confidence. In this Associate Client Advisor role, you will develop an understanding of...
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Experienced Client Support Consultant
3 weeks ago
Houston, Texas, United States Linscomb Wealth Full timePosition Title: Senior Client Relationship Manager Reports To: Wealth Advisor Team Lead FLSA Status: Exempt Department: Client Services Overview The Senior Client Relationship Manager (Senior CRM) exemplifies a high degree of expertise in all Client Service functions, engaging with both new and established client partnerships, as well as collaborating with...
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Commercial Risk Client Advisor
3 weeks ago
Houston, Texas, United States Baldwin Risk Partners Full timeThe Baldwin Group is a distinguished, entrepreneur-driven insurance brokerage firm renowned for its expertise in delivering tailored Commercial Insurance and Risk Management solutions. We specialize in Private Insurance, Employee Benefits, Asset Protection, and comprehensive Risk Mitigation strategies for clients across the U.S. and internationally. Our...
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Client Support Specialist
2 weeks ago
Houston, Texas, United States Corebridge Financial Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Client Support Specialist to join our team at Corebridge Financial. As a Client Support Specialist, you will play a critical role in providing exceptional service and support to our clients, helping them to achieve their financial goals.Key ResponsibilitiesActively contact existing clients...
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Client Engagement Advisor
3 weeks ago
Houston, Texas, United States Neiman Marcus Group Careers Full timeAbout Neiman Marcus Group:Neiman Marcus Group stands as a premier luxury retailer, celebrated for its innovative spirit and dedication to cultivating a culture of inclusion. As a Client Advisor specializing in jewelry, you will be instrumental in transforming luxury interactions for our esteemed clientele. Your primary duties will encompass:Upholding a...
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Senior Client Relations Advisor
3 weeks ago
Houston, Texas, United States Charles Schwab Full timeYour Opportunity At Charles Schwab, you are encouraged to influence your career trajectory. Here, innovative thinking converges with creative problem-solving, enabling us to 'challenge the status quo' and reshape the financial services landscape collaboratively. Our branch network plays a crucial role within the larger Investor Services division,...
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Client Relationship Financial Advisor
2 weeks ago
Houston, Texas, United States Fidelity Investments Full timeJob Overview:Utilizing your exceptional expertise and unwavering integrity, you will earn the trust of clients as you guide them through their financial journeys. Join a team that is equally committed to your growth, offering premier products, advanced technology, and a top-tier investment platform. Here, you will cultivate enduring relationships with...
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Bilingual Client Success Advisor
3 weeks ago
Houston, Texas, United States ICIS Full timeCompany OverviewICIS is committed to enhancing the efficiency of global resources. By focusing on delivering clarity to international markets, we assist organizations in making sustainable and informed choices. Our extensive perspective on commodity markets provides essential data and insights to businesses aiming to navigate global supply chains...
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Senior Client Relationship Advisor
3 weeks ago
Houston, Texas, United States BankTalent HQ Full timePosition Overview:We are seeking a Senior Client Relationship Advisor to become a vital part of our Private Banking division. The successful candidate will be responsible for a variety of essential functions, including:Key Responsibilities:Overseeing all Premier Wealth Management support initiatives, special projects, and internal compliance...
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High Net Worth Client Advisor
2 weeks ago
Houston, Texas, United States BOK Financial Full timeAbout the RoleAs a Private Wealth Advisor at BOK Financial Corporation Group, you will be responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, family businesses, and similar entities. You will have the autonomy to focus on diverse service offerings, including our Registered Investment Advisor (RIA)...
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Client Advisor, Giorgio Armani Houston
6 days ago
Houston, Texas, United States Armani Group Full timeJob SummaryWe are seeking a highly motivated and results-driven Client Advisor to join our team at Giorgio Armani Corporation. As a Client Advisor, you will play a key role in driving sales and providing an exceptional client experience that represents the brand.Key ResponsibilitiesAssist in the execution of merchandising and client relationship strategies...
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Client Advisor
10 hours ago
Houston, Texas, United States Giorgio Armani Full timeAbout the RoleWe are seeking a highly motivated and results-driven Client Advisor to join our team at Giorgio Armani Corporation. As a key member of our sales team, you will be responsible for driving sales and providing an exceptional client experience that represents the brand.Key ResponsibilitiesAssist in the execution of merchandising and client...
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Client Advisor
1 week ago
Houston, Texas, United States Bottega Veneta Full timeJob SummaryBottega Veneta is seeking a skilled Client Advisor to join our dynamic team in Houston Galleria. As a Client Advisor, you will be responsible for providing exceptional customer service, meeting and exceeding sales goals, and building strong relationships with clients.Key ResponsibilitiesSales and Customer Service: Meet and exceed monthly sales...
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Client Advisor
6 days ago
Houston, Texas, United States Bottega Veneta Full timeJob SummaryBottega Veneta is seeking a skilled Client Advisor to join our dynamic team in Houston Galleria. As a Client Advisor, you will be responsible for providing exceptional customer service, meeting sales goals, and building strong relationships with clients.Key ResponsibilitiesSales and Customer Service: Meet and exceed monthly sales goals and KPIs by...
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Wealth Planning Associate
1 day ago
Houston, Texas, United States Linscomb Wealth Full time{"Job Title": "Associate Wealth Advisor", "Job Summary": "At Linscomb Wealth, we are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team. As a key member of our Wealth Advisory team, you will play a critical role in advancing your career and developing your expertise in wealth planning and advisory...