Talent.com
Senior Client Relationship Advisor
Senior Client Relationship AdvisorThe Blue Haven Life • Garland, Texas, USA
Senior Client Relationship Advisor

Senior Client Relationship Advisor

The Blue Haven Life • Garland, Texas, USA
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

This senior-level advisory role involves working with clients who value high-level expertise and strategic insight. You will guide individuals through detailed consultations helping them evaluate complex information and choose the solutions that best align with their priorities. You will exercise leadership in your communication approach maintaining a polished and professional presence during every interaction. The position involves managing a higher volume of ongoing conversations documenting all communication thoroughly and providing a premium advisory experience. Candidates with backgrounds in leadership customer strategy or client consulting will excel in this fast-paced and high-trust role.

Requirements

U.S. citizen; strong leadership presence; advanced communication skills; management or advisory experience preferred.

Benefits

Remote; leadership-path opportunities; advanced training; high-earning potential.

Required Skills :

Requirements : Must be a U.S. citizen. Strong communication and people skills. Self-motivated disciplined and coachable. Ability to work independently and manage time effectively. Previous sales or customer service experience is a plus but not required (training is provided).

Key Skills

Account Management,Attorney,Data Warehousing,Corporate Risk Management,Leaflet Distribution,Lighting

Employment Type : Full Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 120431 - 160629

[job_alerts.create_a_job]

Relationship Advisor • Garland, Texas, USA

[internal_linking.related_jobs]
Client Relations Manager - Fully Remote Position

Client Relations Manager - Fully Remote Position

Globe Life : American Income Division • Dallas, TX, United States
[filters.remote]
[job_card.full_time]
The Manager-in-Training (MIT) position is crafted for ambitious individuals who are motivated to take on leadership roles within the organization. This role is a key part of our leadership developme...[show_more]
[last_updated.last_updated_30] • [promoted]
Senior Coverage Advisor

Senior Coverage Advisor

The Blue Haven Life • Prosper, TX, us
[job_card.full_time]
[filters_job_card.quick_apply]
This role is ideal for professionals with prior leadership or sales experience seeking to leverage their communication and relationship-building skills. As a Senior Coverage Advisor, you will conduc...[show_more]
[last_updated.last_updated_variable_days]
Senior Wealth Advisor - Wealth Advisory - Dallas, TX

Senior Wealth Advisor - Wealth Advisory - Dallas, TX

CliftonLarsonAllen • Dallas, TX, US
[job_card.full_time]
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory...[show_more]
[last_updated.last_updated_30] • [promoted]
Senior Client Executive

Senior Client Executive

TierPoint • Dallas, TX, US
[job_card.full_time]
The Senior Client Executives grow the incredible roster of clients that TierPoint supports through personalized and comprehensive IT solutions. Client Executives are new client acquisition engines, ...[show_more]
[last_updated.last_updated_30] • [promoted]
Sales Advisor - Merchant Services

Sales Advisor - Merchant Services

Huntington • Dallas, TX, US
[job_card.full_time]
Responsible for generating and expanding client relationships by providing expert payment solutions and recommendations in the business / middle market space from $3-$50 million.You will also partner...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Client Services Associate

Client Services Associate

CornerStone Staffing • Dallas, TX, US
[job_card.full_time]
Bonus : Up to $10,000 (uncapped potential).Full-Time | W2 | Start Dates : January 2026.Launch your career at the intersection of global finance and strategic intelligence. As a Client Services Associa...[show_more]
[last_updated.last_updated_30] • [promoted]
VP, New Client Partnerships - Commercial Contract Sales - Boston

VP, New Client Partnerships - Commercial Contract Sales - Boston

Amplity Health • Dallas, TX, US
[job_card.full_time]
VP, New Client Partnerships - Commercial Contract Sales.Join Amplity, the full-service go-to partner of biopharma companies that delivers flexible + specialized medical + commercial services.No mat...[show_more]
[last_updated.last_updated_30] • [promoted]
Client Advisor

Client Advisor

Marsh & McLennan • Dallas, TX, US
[job_card.full_time]
Marsh is seeking a talented Construction Client Advisor to join their team.This role is based in one of our Texas offices and is a hybrid role that has a requirement of working at least three days ...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
WM Client Relationship Consultant

WM Client Relationship Consultant

TIAA • Frisco, Texas, USA
[job_card.full_time]
Wealth Client Relationship Manager.Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with ou...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Mid-Corporate Services, Relationship Associate, VP

Mid-Corporate Services, Relationship Associate, VP

Citigroup • Dallas, TX, US
[job_card.full_time]
The Relationship Associate is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Senior Associate- Transaction Advisory Services (TAS)

Senior Associate- Transaction Advisory Services (TAS)

EisnerAmper • Dallas, TX, United States
[job_card.full_time]
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...[show_more]
[last_updated.last_updated_30] • [promoted]
Private Client Advisor II

Private Client Advisor II

Bank of America Corporation • Dallas, TX, United States
[job_card.full_time]
Job Description : This role is responsible for new client acquisition, deepening client relationships and building upon an internal and external network to achieve business development goals.The Pr...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Settlement Advisor

Settlement Advisor

Credit Associates • Plano, TX, US
[job_card.full_time]
CreditAssociates, a leading direct-to-consumer financial services company based in Plano, TX, seeks a people-oriented Settlement Advisor to join its team. The Settlement Advisor (SA) has the critica...[show_more]
[last_updated.last_updated_30] • [promoted]
Relationship Associate

Relationship Associate

Grameen America Inc • Dallas, TX, United States
[job_card.full_time]
Grameen America is a nonprofit microfinance organization dedicated to helping low-income women entrepreneurs build businesses to enable upward financial mobility. We envision an inclusive society in...[show_more]
[last_updated.last_updated_30] • [promoted]
Senior Debt Resolution Advisor

Senior Debt Resolution Advisor

CreditAssociates • Plano, TX, United States
[job_card.full_time]
CreditAssociates, an industry leading financial services company, is recruiting self-driven and career-minded individuals to make $65,000 - $80,000 in their first year as a Bilingual Senior Debt Re...[show_more]
[last_updated.last_updated_30] • [promoted]
Client Relationship Specialist

Client Relationship Specialist

AE Perkins • Dallas, TX, US
[filters.remote]
[job_card.full_time]
[filters_job_card.quick_apply]
The Client Relationship Specialist (CRS) is responsible for providing outstanding, dedicated client care while maintaining professional relationships with current, potential, and former clients.Wor...[show_more]
[last_updated.last_updated_30]
J.P. Morgan Wealth Management Private Client Advisor - McKinney, TX

J.P. Morgan Wealth Management Private Client Advisor - McKinney, TX

JPMorgan Chase • Mckinney, TX, US
[job_card.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]
[last_updated.last_updated_30] • [promoted]
Financial Advisor (Training Provided)

Financial Advisor (Training Provided)

Spectrum Financial Group • Dallas, TX, United States
[job_card.full_time]
Spectrum Financial Group is a full-service financial services firm offering financial solutions to investors in all stages of life. With decades of experience, we provide comprehensive investment ad...[show_more]
[last_updated.last_updated_30] • [promoted]