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- ...Senior Client Advisor We are seeking a talented individual to join our Client Advisory team at Marsh. This role will be based in NYC. This is a hybrid role that has a requirement of working at least three days a week in the office. As a Senior Client Advisor, you will...SeniorWork at office3 days per week
Innopay
Chicago, IL3 days ago - ...About the Role We are seeking a seasoned Senior Client Advisor to manage and grow relationships with ultra-high-net-worth clients for our client, a well-known and respected MFO in Los Angeles. Youll play a pivotal role in overseeing diverse financial needs, including...Senior
International Search Consultants
Huntington Park, CA1 day ago $95k - $145k
A leading insurance brokerage in Nampa, Idaho is seeking an experienced insurance professional to manage 20 to 30 complex Commercial Lines accounts. The ideal candidate will have over 10 years of experience, hold a Property & Casualty license, and possess strong negotiation...Senior$94k - $141k
A leading global financial services company is seeking a seasoned professional for a Client Onboarding role in Los Angeles, California. This position requires 5-8 years of relevant experience in wealth management or financial services, strong analytical skills, and excellent...Senior$19 per hour
A prominent fashion retailer is seeking a Senior Client Advisor for their Bal Harbour location. The role focuses on achieving sales targets and providing exceptional customer service. Candidates should have retail experience with high-end goods, strong interpersonal skills...SeniorHourly pay- A financial services firm based in Pennsylvania is seeking a professional to serve UHNW clients, providing investment guidance and resolving complex account issues. Candidates should possess at least three years of experience in Financial Services and hold relevant licenses...Senior
- A leading financial services company is seeking an experienced banking professional to lead client acquisition and deepen relationships. In this role, you will manage client processes to identify opportunities, advocate for client needs, and ensure retention. The ideal...Senior
- A leading financial institution seeks a Client Service Senior Associate in Irvine, CA. This role requires strong Treasury Services knowledge and client management skills. You'll be the primary contact for complex client relationships, providing support and solutions. The...Senior
$100k - $275k
A major financial institution based in San Diego seeks a seasoned professional with over 12 years in private banking to lead client management efforts. The role emphasizes building relationships, identifying new business opportunities, and providing comprehensive wealth...Senior- A leading analytics firm in New York seeks an Analytics Client Consultant to manage a portfolio of clients. Responsibilities include providing expertise in risk management and portfolio construction while fostering deep client relationships. Candidates should possess a...SeniorFlexible hours
$66k - $123.1k
...Senior Private Client Advisor Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful...SeniorMinimum wageLocal areaFlexible hoursNight shiftMercer France
Chicago, IL4 days ago$105k - $123.5k
A leading financial institution in Kansas City is seeking a Private Client Advisor to deliver comprehensive wealth management solutions for high-net-worth clients. The ideal candidate will have over 10 years of experience in trust and financial planning, with strong analytical...Senior- A leading financial services organization in Cincinnati is seeking an experienced professional to lead client development in private banking. The role demands exceptional interpersonal skills and over 12 years of experience in complex financial services, driving business...SeniorWork at office
- ...financial institution in Orlando, FL is seeking an experienced Senior Private Client Relationship Manager. This role focuses on providing... ...solutions to high-net-worth families, serving as their primary advisor. Candidates should have over 8 years of experience in private...Senior
$66k - $123.1k
A leading insurance services firm in Minneapolis is seeking a Senior Private Client Advisor for their Private Client Services team. This role involves managing high-value client relationships, providing exceptional day-to-day support, and negotiating insurance solutions...Senior- A leading insurance agency located in Virginia is looking for a Client Advocate Associate. In this role, you'll provide exceptional service to clients by assisting with various insurance needs and learning about the industry. Candidates should have a Bachelor's degree...Senior
- A financial services firm located in Miami is seeking a Senior Client Advisor responsible for developing and maintaining client relationships. The ideal candidate will oversee a team and provide consultations in investment management, estate planning, and trust administration...Senior
- A respected financial services firm in California is seeking a collaborative and experienced professional for a long-term role in client relationship management. The ideal candidate will possess over 10 years of client-facing experience, a deep understanding of investments...Senior
- A leading insurance firm is seeking a Senior Private Client Advisor in Boston. In this hybrid role, you will assess client risks and recommend tailored insurance solutions to High-Net-Worth clientele. Candidates should have 5+ years of personal lines insurance experience...Senior
- A leading insurance firm based in Boston is searching for a Senior Private Client Advisor to enhance client relationships and ensure comprehensive risk management. The role involves analyzing client needs, presenting tailored insurance products, and maintaining high client...Senior
- A leading law firm in Seattle is seeking a qualified Client Relationship Officer to manage client accounts and provide high-quality service in trust administration and advisory roles. The position requires a Bachelor's degree and at least 10 years of financial experience...Senior
$20 per hour
A leading boutique retailer is seeking a full-time Senior Client Advisor for their Miami Design District location. The ideal candidate will excel in customer service, achieve sales targets, and ensure the store meets operational standards. Responsibilities include managing...SeniorHourly payFull timeFlexible hours- ...role is based in Dallas and is a hybrid role that has a requirement of working at least three days a week in the office. In this client-facing role, you will develop an understanding of clients' business strategic priorities, risk strategies, and risk management...SeniorWork at officeImmediate start3 days per week
$75k - $84k
A leading global accounting firm is seeking a Tax Senior in Private Client Services. This role involves delivering tax compliance and consulting services to high-net-worth clients, preparing complex tax returns, and mentoring junior staff. Ideal candidates will have a...Senior$154.2k - $328.4k
...Sr. Casualty Broker- Energy & Power Practice Marsh is seeking a Sr. Client Advisor within their Energy & Power Practice. This role will be based in New York City and is a hybrid role that has a requirement of working at least three days a week in the office. What...SeniorMinimum wageWork at officeLocal areaImmediate startRemote workFlexible hours3 days per week1 day per weekMarsh & McLennan
New York, NY4 days ago- A financial planning firm in New Jersey is seeking a Service Advisor to manage client relationships and ensure client satisfaction. The role involves providing high-touch service and improving client retention without the need for prospecting new business. Candidates should...Senior
- A premier financial services firm in Tempe seeks a Client Service Director to deliver exceptional service to financial advisors. This pivotal role requires over 8 years of client service experience and the ability to manage escalations effectively. The ideal candidate...Senior
- A national financial institution in Thousand Oaks is seeking a Client Relationship Consultant to engage with customers through various channels, ensuring they receive tailored banking solutions. Key responsibilities include building strong client relationships, educating...Senior
$90k - $100k
A leading insurance firm is seeking a Private Client Insurance Relationship Manager in Lake Forest, IL. The role focuses on building trusted relationships with private clients, delivering exceptional service, and managing account renewals. Successful candidates will have...Senior- A leading insurance brokerage firm is seeking a Private Client Services Family Office Advisor to provide personalized insurance and risk management solutions to high-net-worth clients. The ideal candidate will have 7-10 years of experience in the insurance industry, including...SeniorWork at office
