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Client advisor Jobs in Philadelphia, PA

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Client advisor • philadelphia pa

Last updated: 7 days ago

Client Manager

Greenberg TraurigPhiladelphia, PA, United States
Full-time

Greenberg Traurig (GT), a global law firm with locations around the world in 15 countries, has an exciting employment opportunity for you.We offer competitive compensation and an excellent benefits... Show more

Client Associate

Rockefeller Capital ManagementPhiladelphia, PA, United States
Full-time

Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.Originally founded in 1882 as the family office of Jo... Show more

Private Client Advisor

Oliver Wyman, LLCPhiladelphia, PA, United States
$54,700.00 yearly
Full-time

Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talent drive our efforts to deliver purposeful w... Show more

Private Client Advisor

Mercer FrancePhiladelphia, PA, United States
$54,700.00 yearly
Full-time

Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talent drive our efforts to deliver purposeful w... Show more

Private Client Advisor

Marsh & McLennanPhiladelphia, PA, United States
$54,700.00 yearly
Full-time

Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talent drive our efforts to deliver purposeful w... Show more

J.P Morgan Wealth Management - Private Client Advisor - Drexel Hill, PA

JPMorgan ChaseHaverford, PA, United States
Full-time

Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus... Show more

J.P Morgan Wealth Management - Private Client Advisor - Drexel Hill, PA

ChaseHaverford, PA, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

Account Advisor

Nuvant Consulting Group LLCPhiladelphia, PA, United States
Full-time

We're hiring Account Advisors to help individuals and small businesses with tailored financial solutions.You'll serve as a trusted point of contact, helping clients navigate options and make confid... Show more

Private Client Advisor

TrucordiaPhiladelphia, Pennsylvania, United States
Full-time

Reports To: VP of Sales/Market Leader.Meets established sales quotas on monthly, quarterly, and annual basis.Utilizes Trucordia sales and marketing tools to execute results-oriented activities such... Show more

Private Client Advisor

Andreini & CompanyPhiladelphia, PA, United States
Full-time

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored.At Trucordia, our company is built on wildly successful b... Show more

J.P. Wealth Management - Private Client Advisor - Philadelphia, PA

JPMorgan Chase Bank, N.A.Philadelphia, US
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

Wealth Advisor

SunTrust Investment Services, Inc.Philadelphia, PA, United States
Full-time +2

Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.Responsible for developing and deepening client relationships through needs-based, high-level client... Show more

Service Advisor

KIA On The BoulevardPhiladelphia, PA, US
Full-time

We are seeking a customer-focused Automotive Service Advisor to join our growing team.The Service Advisor is the key link between our customers and service technicians.If you enjoy helping people, ... Show more

Financial Advisor

Northwestern MutualPhiladelphia, PA, United States
$61,000.00 yearly
Full-time

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi... Show more

Financial Advisor

Fulton BankCherry Hill, NJ, United States
Full-time

Our values define us and our culture inspires us to change lives for the better.Our employees are the heart and soul of our company, and every success we experience begins with them.Together we are... Show more

Client Sales Advisor

Stratford DavisPhiladelphia, PA, us
Full-time

Stratford Davis is actively growing its remote sales team and is seeking driven individuals who are ready to build a meaningful and financially rewarding career.This opportunity allows you to work ... Show more

Multinational Client Advisor

US001 Marsh USA LLCSouth th,Philadelphia
$92,500.00 yearly
Full-time

We are seeking a talented individual to join our team at Marsh as a.New York, NY, Philadelphia, PA or Washington DC.This is a hybrid role that has a requirement of working at least three days a wee... Show more

Block Advisor Tax Advisor

H&R BlockArdmore, PA, United States
Full-time

At H&R Block, we believe in the power of people helping people.Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ... Show more

Client Executive

SoftheonPhiladelphia, PA, US
$60,000.00 yearly
Remote
Full-time
Quick Apply

Job Title: Client Executive .Team: Client Success .Job Location: Remote .Join us in revolutionizing healthcare! We build software that simplifies the process of choosi... Show more

Service Advisor

Ardmore ToyotaArdmore, PA, US
Full-time

The Service Advisor is responsible for scheduling service work in the service department and for selling additional needed service to customers.The Service Advisor is the dealership's first-line cu... Show more

People also ask
Client Manager

Client Manager

Greenberg TraurigPhiladelphia, PA, United States
7 days ago
Job type
  • Full-time
Job description

Client Manager

Greenberg Traurig (GT), a global law firm with locations around the world in 15 countries, has an exciting employment opportunity for you. We offer competitive compensation and an excellent benefits package, along with the opportunity to work within an innovative and collaborative environment.

Join our Marketing Team as a Client Manager located in our Atlanta, Austin, Houston, Miami or Philadelphia office.

We are seeking a highly skilled professional who thrives in a fast-paced, deadline-driven environment. The ideal candidate possesses strong problem-solving and decision-making abilities, ensuring efficiency and accuracy in every task. With a dedicated work ethic and a can-do attitude, you will take initiative and approach challenges with confidence and resilience. Excellent communication skills are essential for collaborating effectively across teams and delivering exceptional client service. With a client-focused mindset and an initiative-taking approach, you will play a critical role in driving success, anticipating needs, and providing strategic solutions. If you are someone who demonstrates initiative, adaptability, and innovation, we invite you to join our team.

This role will be based in either our Atlanta, Austin, Houston, Miami or Philadelphia office. Regular in-office presence of four days a week is required for day-to-day operations, as well as for team meetings, training opportunities, and relationship building. This role reports to the Director of Marketing.

Position Summary

The Client Manager collaborates cross-functionally to implement best-practices in strategic account management, coordinates delivery of value-add services across operational teams, helps teams expand firm-wide client relationships, works with relationship attorneys to develop and manage client operational procedures and enables an exceptional client experience. The Client Manager works closely with Shareholders and extended client service teams and collaborates across the firm operational departments to facilitate a seamless support model that strengthens trusted-advisor relationships with the firm's strategic clients.

The Client Manager serves as the hub of the account team for 3-5 client accounts, working with the Client Relationship Shareholder(s) to support strategic execution and liaising with the clients' legal operations teams and other key contacts.

This position requires regular interaction with lawyers around the firm, attendance at firm and client meetings, periodic travel to client locations, and other travel as needed.

Key Responsibilities

Client Service responsibilities include:

  • Supports and advises the Client Relationship Shareholder(s) in development and implementation of a client-centric, action-oriented relationship development plan that pursues strategic priorities, identifies service opportunities, facilitates cross-selling, enhances community development efforts, and fosters a trusted-advisor relationship
  • Builds a deep understanding of the client's business, industry, and competitive environment to identify areas of opportunity and collaboration
  • Leads, executes, and manages regular communication, calls, and meetings with the GT client team, including regular reporting focused on key metrics, strategic actions, impact, client satisfaction, etc. for both firm leadership and the client team
  • Builds content and facilitates internal client account team meeting agenda and other communications
  • Ensures accurate and appropriate client relationship, experience and contact information is maintained in firm systems
  • Develops relationships with the clients' legal operations, in house lawyers, and other designated team members
  • Manages client-facing reporting on client programs, including community engagement, continuing legal education, secondments, and ESG
  • Champions and coordinates Client Feedback; works with Client Relationship Shareholder(s) to address feedback received
  • Collaborates across Marketing to identify opportunities to enhance client experience through industry events and other programs or communications of value to the client
  • Coordinates with billing team to assure billing arrangements are set up properly and follow client's Outside Counsel Guidelines, including rate sets, new timekeeper rate approvals, fixed fee billing processes
  • Coordinates with pricing team to provide detailed RFP pricing input, matter plans and budgets particularly where client rate agreements or Alternative Fee Arrangements (non-hourly) are being utilized
  • Leads onboarding of new attorneys to the client team
  • Serves as a role model, exhibiting the highest professional standards for internal and external client service
  • Collaborates with other Client Relationship Managers on the team and industry marketers in knowledge sharing and development of best practices

Qualifications

Skills & Competencies

  • Client-first, service-oriented mindset
  • Self-starter, proactive problem-solver
  • Ability to manage multiple competing projects, tasks, and deliverables and prioritize based on client and Client Relationship Shareholder needs
  • Strong organizational and project management skills
  • Proficient in budgeting, reporting and application of financial metrics
  • Exceptional communication skills, both oral and written
  • Ability to foster connections between and among diverse sets of clients and contacts
  • Operate effectively in a hybrid work environment
  • Ability to adapt to a changing environment
  • Strong business/commercial acumen
  • Ability to learn quickly, work independently, and meet tight deadlines
  • Deep understanding of the legal services industry

Education & Prior Experience

  • Bachelor's degree from an accredited university required; Master's degree (MBA, MA, MS, JD or other relevant graduate degree) preferred
  • Minimum of eight years relevant experience in marketing and business development at a law firm or other professional services firm, with proven experience supporting client relationships

Technology

  • Strong computer skills including advanced proficiency using Microsoft Office (Outlook, Word, Excel, and PowerPoint)
  • One Note and Visio experience a plus
  • High degree of comfort using and learning new computer software

GT is an EEO employer with an inclusive workplace committed to merit-based consideration and review without regard to an individual's race, sex, or other protected characteristics and to the principles of non-discrimination on any protected basis.