Client Advisor: Average Salary in San Rafael, CA in 2024

The role of the store sales team is to provide a client experience consistent with the VinFast US brand and vision, engage with clients to generate brand and product excitement, and to guide clients through the process of becoming VinFast vehicle owners. The Client Advisor is responsible for managin...

The Seasonal Client Advisor, with a strong presence and natural elegance, will guide clients through Moncler’s values and heritage, gaining a strong understanding of the client and his/her needs, by building a long-lasting relationship. ...

Prepares, submits and manages tax statement sand returns for businesses and clients. Create and return statements and documents to clients by set deadlines. Identify areas where clients and businesses can reduce tax, make claims and increase profit. Engage regularly with clients and maintaining stro...

Create an exceptional client experience. Strive to meet all client requests while exceeding their expectations. Always delight the client with tailored recommendations and expert brand/product knowledge. Build and maintain a personal client book. ...

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Morgan Chase, we have an en...

We are seeking an exceptional Senior Client Advisor with an established client portfolio and 3-5 years of previous Luxury Retail experience working for a luxury brand. Capture quality client information to understand and meet clients’ needs to build relationships and personalize future client develo...

The Gucci Client Advisor is responsible for providing our clients with exceptional service by meeting their individual needs and expectations, as well as serving as a “Gucci Ambassador”, promoting the philosophy and values of the brand. Maintain an active, accurate, neat, and organized client book, ...

Morgan Advisors, the ultra-high net worth division of J. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Service Group Manager in J. Morgan Advisors, you will be responsible for managing the sales support staff and administrative staff ...

Prepares, submits and manages tax statement sand returns for businesses and clients. Create and return statements and documents to clients by set deadlines. Identify areas where clients and businesses can reduce tax, make claims and increase profit. Engage regularly with clients and maintaining stro...

Job responsibilities: * Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and ...

Serves as business advisor to our clients aiming at maximizing engagement and achieving qualitative outcomes. Prepares, submits and manages tax statements and returns for businesses and clients. H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities ever...

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Morgan Chase, we have an en...

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 client’s experience extraordinary. Developing client relationships and exceeding sales plan is first and foremost in the Tiffany Cli...

Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures. Perf...

As a Tiffany Client Advisor you will:. Hold the critical position of embodying the Tiffany brand in each client interaction using the Tiffany touch; your own flair for making each client’s experience extraordinary. Develop client relationships and exceed commercial targets through the love of buildi...

This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity ...

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 client’s experience extraordinary. Developing client relationships and exceeding sales plan is first and foremost in the Tiffany Cli...

Serves as business advisor to our clients aiming at maximizing engagement and achieving qualitative outcomes. Prepares, submits and manages tax statements and returns for businesses and clients. ...

As a Tiffany Client Advisor you will:. Hold the critical position of embodying the Tiffany brand in each client interaction using the Tiffany touch; your own flair for making each client’s experience extraordinary. Develop client relationships and exceed commercial targets through the love of buildi...

The Vice President, Institutional Client Advisor (CA) will work both independently and in partnership with the Managing Director, Client Advisor on a large market territory in the western half of the United States. Experience covering “real money” clients, such as pension, endowments/foundations and...

Brings new clients to the firm by winning new mandates with them, makes new sales to existing clients, protects existing mandates with clients, manages relationships to proactively spot opportunity and risk while ensuring client satisfaction, oversees and participates in client service. The Institut...

This includes preparing custodian account applications and advisory agreements, as well as setting up accounts on our internal systems. Respond promptly and accurately to client service requests. Generate reports, materials, and assist with client meetings. Strong client service or operations backgr...

They will develop strategies to build sales through outreach to existing and new high potential clients, identify and capture client data for the purpose of developing curated client experiences, build key and influential relationships, and personalize client development opportunities, while represe...

Nurture enriching relationships to build clientele for life. Spending time with clients to determine their needs and advise vehicle options and pricing. Use the CRM to follow up with prospective client customers, set appointments, answer leads, follow up on portfolio and return email / voicemail thr...

Meet and exceed monthly sales goals and KPI’s thru client outreach; developing new clients via appointments and consignments, informing all clients of new collection deliveries, in-store events and relevant brand initiatives. We are currently seeking a Client Advisor who will report to the Store Man...