Client advisor [h1.location_city]
[job_alerts.create_a_job]
Client advisor • washington dc
[last_updated.last_updated_variable_hours]
Private Client Service Professional.Brown Advisory's Private Client Service team is searching for career-minded and ambitious professionals with a strong passion for client service.The ideal candid...[show_more][last_updated.last_updated_30]
Join Prudential Advisors - Greater D.About Prudential : Founded in 1875, Prudential Financial is a Fortune 100 company renowned for its legacy of helping individuals and institutions achieve financi...[show_more][last_updated.last_updated_30]
The Client Advisor is a Brand Ambassador who embodies the Moncler Client Promise and represents the Brand's values in the execution of their role.
Reporting to a Client Advisor Manager or Store Mana...[show_more][last_updated.last_updated_variable_days]
We offer an inclusive and comprehensive range of benefits to our valued associates including : .Medical Dental Vision Benefits.
Paid Parental Leave Paid Family Leave and Adoption Support.Retirement Sa...[show_more][last_updated.last_updated_variable_days]
Why Choose The Tyler Brewer Agency?.First year agents average $50,000-$75,000 / year, with top performers reaching $100,000 in their first year.
This is fully commission / 1099 position.Work remotely fr...[show_more][last_updated.last_updated_variable_days]
RETIREMENT CLIENT ADVISOR-DALLAS-FT.The Retirement Client Advisor generates new business opportunities and manages a customer portfolio defined in the business plan.
This involves being the primary ...[show_more][last_updated.last_updated_variable_days]
Focus on the core content of the job post, removing all extra metadata, headers, and redundant information.Keep the formatting beautiful and high signal to noise ratio.[show_more][last_updated.last_updated_30]
Join the Winning Team at Tysons District - Northwestern Mutual!.Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financ...[show_more][last_updated.last_updated_30]
As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning.Why choose Henley...[show_more][last_updated.last_updated_30]
Brunello Cucinelli Job Opportunity.Those who work with us take part in the company's life.Everybody knows that their work is an indispensable contribution to our shared growth.Brunello Cucinelli, f...[show_more][last_updated.last_updated_30]
Advanced Solutions International is a global software company focused on helping not-for-profits and membership organizations grow revenue, reduce expenses, improve performance, and engage and serv...[show_more][last_updated.last_updated_30]
As the Client Advisor, you are the Gucci brand ambassador responsible for achieving sales objectives by deepening client connections to Gucci and providing them with the best-in-class service, elev...[show_more][last_updated.last_updated_30]
Join the Winning Team at The Chadwick Group of Northwestern Mutual!.Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Fi...[show_more][last_updated.last_updated_30]
Our client is a historic, family-owned, nondenominational cemetery in Arlington, Virginia.More than just a cemetery, it is a living landscape, an event space, and a monument business, where history...[show_more][last_updated.last_updated_30]
As an associate with Giorgio Armani Corporation, you will be part of a.As a Client Advisor, you will assist in the execution of.
Your daily presence on the sales floor will allow you to.To be succes...[show_more][last_updated.last_updated_variable_days]
If you are a Dream-maker, this is the place for you.Together, we'll create the real fabric of Gucci.A community of people united by the same passion : breaking new ground in the fashion world and be...[show_more][last_updated.last_updated_30]
Dolce & Gabbana, a leader in the world of luxury fashion, has an exceptional .This role requires a strong understanding of luxury retail, a passion for fashion, and the ability to build lasting cli...[show_more][last_updated.last_updated_variable_hours]
As a Client Advisor SME you will provide vital services in support of the TSA's mission of protecting the nation's air, rail, transit, and highway transportation systems to ensure freedom of moveme...[show_more][last_updated.last_updated_30]
Diligent is the global leader in modern governance, providing SaaS solutions across governance, risk, compliance, audit and ESG.
Empowering more than 1 million users and 700,000 board members and le...[show_more][last_updated.last_updated_30]
- [promoted]
Private Client Relationship Advisor
Brown AdvisoryWashington, DC, US[job_card.full_time]
Client Advisor Seeking Athletes
Prudential Advisors - Greater D.C.Washington, DC, United States[job_card.full_time]
Client Advisor - Washington DC
Moncler GroupWashington, DC, United States[job_card.full_time]
- [promoted]
Client Advisor- Contemporary Tysons Galleria
Neiman MarcusMcLean, Maryland, USA[job_card.full_time]
Client Success Advisor
Brewer AgencyGreenbelt, MD, US[job_card.permanent]
Retirement Client Advisor
UMB BankWashington, DC, United States[job_card.full_time]
- [promoted]
Private Client Financial Advisor
Citizens Financial GroupWashington, DC, US[job_card.full_time]
Client Advisor with Athletic Background
Tysons District - Northwestern MutualMcLean, VA, US[job_card.full_time]
Private Client Advisor
Henley & Partners - The Firm of Global Citizens®Washington, DC, US[job_card.full_time]
- [promoted]
CLIENT ADVISOR
Umane RisorseWashington, DC, US[job_card.full_time]
Client Advisor - Clowder
Advanced Solutions InternationalAlexandria, Virginia[job_card.full_time]
GUCCI Client Advisor - Tyson's Galleria
Gucci America Inc.MCLEAN[job_card.full_time]
Client Advisor Seeking Athlete
The Chadwick GroupSilver Spring, MD, United States[job_card.full_time]
Client Services and Sales Advisor
P3HiredArlington, Virginia, United States[job_card.full_time]
Client Advisor, Emporio Armani BLM
ArmaniChevy Chase, MD, United States[job_card.full_time]
- [promoted]
GUCCI Client Advisor - Tyson's Galleria
KeringFalls Church, VA, US[job_card.full_time]
- [new]
Client Advisor - Tysons Galleria
Dolce & GabbanaMcLean, VA, US[job_card.full_time]
- [promoted]
Client Advisor SME
CACI InternationalSpringfield, VA, US[job_card.full_time]
Senior Client Success Advisor
DiligentWashington, District of Columbia, United States[job_card.full_time]
Private Client Relationship Advisor
Brown AdvisoryWashington, DC, US[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Bachelor's degree required; degree in Finance or Business preferred Minimum of ten (10) years of relevant work experience Experience with Trusts and Fiduciary-based relationships CTFA preferred Knowledge of a variety of accounting tasks involving the preparation and maintenance of financial records Strong management skills and leadership experience, with the ability to train and develop junior colleagues Desire to learn and the ability to learn quickly Superior client service and communication skills Illustrates tact, discretion, and good judgment in handling sensitive and confidential information Strong decision making and problem-solving skills Strives for innovation and process improvement Ability to multi-task and adapt to changing priorities to meet client demands Self-motivated with strong work ethic and detail oriented Ability to work in the Washington, D.C. office
Private Client Service Professional
Brown Advisory's Private Client Service team is searching for career-minded and ambitious professionals with a strong passion for client service. The ideal candidate is pursuing a career in the finance industry and is interested in working with complex multi-generational families and family offices. Our team works in a dynamic, trust-based partnership with Portfolio Managers to serve a broad range of client needs. Candidates must possess the professional maturity to handle confidential and delicate client issues.
Essential Functions / Responsibilities :
- Responsible for all aspects of client service-related activity for high net worth families, family offices, endowments and foundations
- Effective communication with both internal and external contacts including prospects and clients
- Ownership of collaboration with outside advisors, (accountants, attorneys) to deliver the highest level of client experience
- Understanding of trust administration, endowments and foundations, and other complex entities, such as LLC's, limited partnerships, retirement accounts, and alternative assets
- Organize and manage client meetings from start to finish
- Ownership of all account maintenance activities (client onboarding, transactional execution and oversight, and recurring client deliverables, etc.)
- Understand fiduciary applications relevant to client relationships
- Proactive resolution of client inquiries
- Prepare letters and other client communications
- Complete customized analyses and / or reporting as requested by clients
- Strong understanding of competitor and industry products and services
Qualifications :
Salary : $100-$125k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).
At Brown Advisory we offer a competitive compensation package, including full benefits. Medical Dental Vision Wellness program participation incentive Financial wellness program Fitness event fee reimbursement Gym membership discounts Colleague Assistance Program Telemedicine Program (for those enrolled in Medical) Adoption Benefits Daycare late pick-up fee reimbursement Basic Life & Accidental Death & Dismemberment Insurance Voluntary Life & Accidental Death & Dismemberment Insurance Short Term Disability Paid parental leave Group Long Term Disability Pet Insurance 401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.