Client Advisor: salario promedio en Oakland, CA in 2024

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...

Associate Client Advisor to support Senior Client Advisors. The Associate Client Advisor will be a key member of the advisory team and will help deliver high-touch service in the Western region and nationally, with a focus on their local market. Partner with Senior Advisors to carry out the day-to-d...

At Acura of Concord, part of the Dosanjh Family Auto Group, we are committed to an environment where the customer is always treated with respect and dignity.Our associates are our most valuable resource and growth is encouraged through diligence, teamwork & training.Above all, there is the highest s...

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...

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 ...

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...

At Acura of Concord, part of the Dosanjh Family Auto Group, we are committed to an environment where the customer is always treated with respect and dignity.Our associates are our most valuable resource and growth is encouraged through diligence, teamwork & training.Above all, there is the highest s...

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...

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 ...

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...

Reporting directly to the Head of US Institutional, the SVP, Institutional Client Advisor, West (“Client Advisor”) will be responsible for driving new business from institutional investors as member of the US distribution team, covering a geographic region roughly defined as the Western region of th...

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...

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...

Create an exceptional client experience by way of advising clients in making purchases that satisfy their needs, desires, personal style, and lifestyle. Develops and fosters long-lasting client relationships through engaging conversation and active clientele management. Drive business and sales goal...

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...

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...

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...

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 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. ...

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...

Create an exceptional client experience by way of advising clients in making purchases that satisfy their needs, desires and personal style. Create the ultimate client experience that will cultivate client relationships that are maintained, while achieving/exceeding individual and store goals. Devel...

Client Advisor for our Boutique. The Client Advisor is responsible for acting as a Brand Ambassador and delivering an exciting and memorable customer experience. Welcome all clients/prospects entering the store for whatever reason (browsing, purchasing, after-sales), provide extraordinary service, a...

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...

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 ...

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...