Operating by appointment only, we offer a uniquely personalized experience to our clients. Join the Washington Diamond family as a Client Care Representative & Sales Associate, where your role goes beyond administrative tasks – it's an opportunity to contribute directly to our customers' experiences...
Responsible for many aspects of administration and client service for Business Clients and Retail Wealth Clients. This position supports the lead advisor with account management and client service needs. As a member of an advisory team, each member works together servicing clients. This will involve...
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 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...
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, co...
As a Banana Republic Client Advisor, you will create aspirational and on trend looks that enhance the customer's emotional connection to the brand. As a Client Advisor, you will provide a superior level of service through an inclusive environment that inspires brand loyalty and makes our customers f...
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, ...
Panerai | McLean, VARole OverviewReporting 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 ...
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...
The IWC Client Advisor is responsible for delivering stellar client experience and for achieving his/her personal sales targets as well as those of the boutique. CLIENT ADVISOR - IWC, TYSONS GALLERIA. Develop and maintain client database and manage clienteling activities on a day to day basis. We co...
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...
Develop and maintain client database and manage clienteling activities on a day to day basis. Hosting clients and other stakeholders with the ability to provide personalized customer experience. Identify and/or create sales opportunities inside and outside boutique environment to activate network to...
As a Private Wealth Alternatives Client Advisor in our Sales team, you will have the opportunity to help our clients build stronger portfolios. Perform a variety of sales functions including client meetings, client follow-up, proposal. Our Sales teams help our clients build stronger portfolios, for ...
About the Role: As a Client Advisor, you'll build relationships with clients, educate them about life insurance, and provide exceptional customer service. The Dyal Agency is searching for compassionate and driven individuals to join our team as Remote Client Advisors. Key Responsibilities: Client En...
Qualifications Must have proven experience selling a range of Insurance solutions to business owners Must be willing to become our clients' trusted risk management advisor and bring the entire World Insurance platform to our clients (P&C, Employee Benefits, Retirement Plans, Wholesale, and ...
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...
The Registered Client Service Associate reports to the Client Service Manager. Registered Client Service Associate. You will use your excellent customer service, polished communication, and superior problem-solving skills to confidently meet the service needs of our clients and partners. Your role w...
Senior Wealth Advisors are the most experienced advisors in the firm and are responsible for managing existing high value client relationships, formulating, and implementing advice, as well as developing new business. Senior Wealth Advisors are proactive, forward thinkers and natural problem solvers...
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equitable Advisors is a lead...
The Licensed Client Service Associate will have the unique role of providing high-touch client service by ensuring client needs are met in a timely and professional manner. Licensed Client Service Associate. The ideal candidate is passionate about client service, demonstrates exceptional communicati...
One of the top wealth management firms in the DMV is looking to add several client services associates to their team due to growth. Guide new clients through the onboarding process, ensuring a smooth transition and understanding of our services. Founded over 40 years ago, this firm has over $8B in a...
Up to $21 per hour / Fully paid medical benefits / 401k match / PTO / Laptop provided - As a Client Services Associate you'll: Provide timely and accurate information to inbound customer service requests; Respond promptly and professionally to incoming phone calls, E-mails, and other web-based syste...
Old NavyOld Navy - JobID: 305636 [Sales Associate / Team Member] As a Sales Associate at Old Navy, you'll: Express your passion for apparel and fashion trends that will enable you to thrive, drive sales, and delight customers as you execute company processes & procedures; Create memorable shopping e...
The Client Service Associate supports the Relationship Managers, Portfolio Managers, and Director of Client Services with a range of activities including the set-up and maintenance of client accounts; compilation and completion of client, custodian, and WFS paperwork; reconciling trades; review and ...
Competitive Pay - As a Customer Service Advisor you'll: Engage with homeowners to provide them advice on getting their remodels started, answering questions that may range from style choices, design features, budgeting, and selecting trusted service providers; Use live chat and virtual appointments ...