- James Perse Los Angeles (Boca Raton, FL)
- JAMES PERSE IS CURRENTLY HIRING A FULL TIME CLIENT ADVISOR FOR OUR BLOOMINGDALE'S BOCA RATON MEN'S SHOP OBJECTIVE OF THE POSITION The Client Advisor is ... with James Perse. + Ensure the highest standards of client service are maintained at all times....embrace talented people with diverse backgrounds and experiences, and support policies and practices that prohibit discrimination against any… more
- Tiffany & Co. (Costa Mesa, CA)
- …timeless design, and a dedicated commitment to corporate sustainability. **As a Tiffany Client Advisor you will:** + Hold the critical position of embodying ... our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization...creating an organization that recognizes and rewards excellence in service of this promise. We expect all employees to… more
- JPMorgan Chase (Columbus, OH)
- …through the duration of the client relationship.** + **Partners with Client Advisor to ensure a collaborative and integrated approach to planning ... funds. For individual investors, the business also provides retirement products and services , brokerage and banking services including trusts and estates, loans,… more
- Tiffany & Co. (New York, NY)
- …deliver excellence and to contribute to Tiffany & Co.'s continued legacy. **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...pillars. + Convert clients through curiosity and discovery daily ** Service :** + Elevate in store experience by consistently delivering… more
- Charles Schwab (Orlando, FL)
- …advisory firms. AWS seeks to add value to industry-leading advisors by providing exceptional client service and support . The Service Excellence Team ... Service organization to ensure the delivery of world-class client experiences through effective coaching. We do so by... Services Quality Dashboard, Advisor Wealth Services quality program). + **Expertise in service … more
- Charles Schwab (Orlando, FL)
- …for this role to work on site in the specified location(s)._ **What you'll do:** The Advisor Services (AS) Cost Basis Team services all Schwab advisors with ... **Your opportunity** Schwab Advisor Custody and Trading (ACT) is the leading...from Advisors and internal business partners + Respond to client and service team requests received via… more
- Kestra Financial (Wappingers Falls, NY)
- …Essential Duties and Responsibilities + Supports Lead Advisor , including managing client needs regarding service , asset allocation, case design and financial ... The Associate/ Service Advisor reports to the Lead...and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor… more
- Vanguard (Malvern, PA)
- …excellence. As the Senior Manager, Head of Strategy Development for our Financial Advisor Services (FAS) business, you will lead the design and evolution ... led strategy development in asset management, wealth, or financial advisor services environments and understand the dynamics...and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the… more
- Bank of America (New York, NY)
- …UHNW clients + Proven relationship building and business partnering skills. + Strong client service experience **Desired Skills:** + Experience with manager of ... Brokerage Services Financial Advisor New York, New...toward goals. + Delivery of an appropriate level of service over the lifetime of the client … more
- Bank of America (Pinehurst, NC)
- …of clients by providing exceptional client care with industry leading products, services , and education. + Robust marketing support to reach wider audiences ... your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a… more