Client Advisor: salario promedio en Santa Clara, 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...

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 Client Advisor you will cultivate relationships with clients through elevated selling, exceptional customer service, and personal engagement while becoming their trusted style confidante. A Client Advisor will service clients who come into our store and digitally using the latest technology for...

Follow the Client journey to elevate the Client experience in the store: Ensure a great initial impression; discover your client, be a product and styling expert and close the sale to maintain the relationship with the client. JOB PURPOSEThe Client Advisor builds relationships with Burberry’s new an...

An opportunity exists for an experienced Client Advisor to join the retail team in our San Jose Valley Fair boutique, opening in early September. Ability to build ongoing rapport with clientele. ...

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...

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...

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...

As a Client Advisor you will cultivate relationships with clients through elevated selling, exceptional customer service, and personal engagement while becoming their trusted style confidante. A Client Advisor will service clients who come into our store and digitally using the latest technology for...

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...

Consult with high-net-worth clients and their team of advisors as needed on income tax planning, trust, estate, and inheritance tax planning . Advise clients on a full spectrum of tax services, including planning, research, compliance, allocations and general transactional activities. Review and con...

Follow the Client journey to elevate the Client experience in the store: Ensure a great initial impression; discover your client, be a product and styling expert and close the sale to maintain the relationship with the client. The Client Advisor builds relationships with Burberry’s new and existing ...

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...

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...

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...

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...

As a Gucci Lead Client Advisor, you will assist the Store Director and Team Manager in the driving of sales results, training and supervision of Client Advisors, merchandise management and daily store operations. Provide supervision and guidance to Client Advisors on the selling floor to deliver the...

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...

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...

We are currently seeking a Client Advisor to join our dynamic boutique team. The Client Advisor contributes actively to the store sales and key indicators achievement. Provide outstanding client and after-sale service to all visitors and clients. They provide a unique, memorable, sophisticated, and ...

Manage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines and develops less experienced engagement personnel, primarily managers and supervisors. Train and develo...

Reporting to Panerai Boutique Manager, the Client Advisor is responsible for achieving the personal sales target as well as contributing to the achievement of the boutique’s objectives, developing the client panel and establishing best in class customer’s experience by delivering high operational an...