484 client advisor jobs at 114 companies in Bohemia, NY
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Client Advisor
United States or New York or Connecticut or Delaware or Charlotte or Charlottesville or Naples or New York City or Palm Beach
$100k-$130k/yr OnsiteFull Time
5+ YOEBachelor’s degree preferred in finance, economics, or business administration; 5–7 years in wealth management or family office services; strong client service, investment transaction, financial planning, communication, and analytical skills.
2mo
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Private Client Advisor
East Haven, Connecticut, United States
HybridFull Time
Sales-focused advisor for mass-affluent clients; requires FINRA SIE, S7, S66/S63 and S65, resident state insurance licenses; high school diploma required (BA preferred); ability to obtain required licenses if not held.
2mo
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Client Advisor-Manhasset
New York, New York, United States
$22-$30/hr OnsiteFull Time
3+ YOERetail, luxury retail, hospitality, or relevant client experience; proven sales results; POS, client tracking, and Microsoft Outlook proficiency; U.S. work authorization required.
Point of Sales (POS), Microsoft Outlook
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Client Advisor - New York City
New York City, New York, United States
$26-$29/hr OnsiteFull Time
Customer-focused advisor with a strategic sales/commercial mindset; prior retail or customer-centric experience preferred (luxury retail preferred); curious, willing to learn, adept at building client relationships and using in-house clienteling tools.
2mo
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Client Advisor-Manhasset
Manhasset, New York, United States
$22-$30/hr OnsiteFull Time
3+ YOERetail or luxury retail experience, proven sales results, flexible hours, ability to work with diverse clients, POS proficiency, and work authorization in the U.S.
POS systems, Outlook
2mo
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Private Client Advisor
Norwalk, Connecticut, United States
HybridFull Time
2+ YOE2+ years personal lines insurance experience with high-net-worth clientele, active P&C license, strong client service, ability to travel for meetings, and familiarity with luxury carriers a plus.
2mo
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Client Advisor
New York, New York, United States
$17-$18/hr OnsiteFull Time
3+ YOE3+ years retail sales experience; flexible availability including evenings, overnights, weekends and holidays; ability to lift 25 lbs, stand/walk prolonged periods, strong communication, multitasking and time management.
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Client Advisor
Naples or New York City or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Grand Cayman or Greenwich or Houston or Los Angeles or Miami or Palm Beach or Nevada or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
6+ YOEBachelor's degree in a relevant field, ideally 6+ years of related business experience, strong writing and presentation skills, and organizational, teamwork, and leadership abilities. Series 7 and Series 63 desired.
Microsoft Office Suite, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Salesforce, Trust Builder
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Client Advisor
New York City, New York, United States
OnsiteFull Time
3+ YOEProven luxury retail sales success with minimum 3 years experience, CRM proficiency, tech-savvy, excellent interpersonal and storytelling skills; multilingual a plus.
CRM
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Client Advisor
New York, New York, United States
$19-$22/hr OnsiteFull Time
2+ YOE2+ years luxury retail experience, strong customer service and communication, retail POS and Microsoft Word/Excel competency, sales-driven and able to multi-task in a fast-paced environment.
Microsoft Word, Microsoft Excel
2w
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Client Advisor Hybrid - Brookfield
New York City, New York, United States
$25-$32/hr OnsiteFull Time
Passionate, creative, and driven candidate to advise clients, achieve individual and team goals, support back-of-house efficiency, and enhance the in-store client experience.
2mo
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Client Success Advisor
New York or Vancouver or Washington
$99k-$124k/yr HybridFull Time
5+ YOE5+ years client-facing experience in legal/audit/risk/compliance; strong communication, analytical and relationship-building skills; GRC domain knowledge; ability to manage multiple clients and travel to client sites.
Diligent One Platform
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Client Advisor, Women's - Bloomingdales
New York, New York, United States
$22-$24/hr OnsiteFull Time
2+ YOE2+ years retail or client-facing experience (luxury preferred); strong interpersonal skills, professional presentation, English proficiency, Microsoft Word/Excel/Outlook familiarity; dependable and flexible.
Microsoft Word, Microsoft Excel, Microsoft Outlook
2w
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Client Advisor, Full Time
Las Vegas or New York City
$19-$20/hr OnsiteFull Time
Luxury client service and sales skills, strong communication, English proficiency, computer and inventory knowledge, flexibility, teamwork, and ability to lift at least 20 pounds. Retail sales preferred.
CRM
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Private Client Advisor
New York City, New York, United States
$80k-$110k/yr HybridFull Time
3+ YOEMinimum 3 years in business development, consultative sales, client acquisition, or similar revenue-generating work; bachelor's degree preferred; proven new-business success and sales-target achievement.
CRM
2mo
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Advisor, Client Engagement
Chicago or New York or Irving
$88k-$132k/yr HybridFull Time
5+ YOE2+ MgmtBachelor's degree or equivalent, 5+ years industry experience, program/project management, MarTech experience (Email/CRM/Loyalty), 3+ years client-facing, 2+ years managerial, financial competence, and strong Microsoft Office, ServiceNow, Jira, and SharePoint skills.
Epsilon PeopleCloud, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, ServiceNow, Jira, Microsoft SharePoint
1mo
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Client Advisor - Client Services Center
Jersey City, New Jersey, United States
$24-$26/hr OnsiteFull Time
Experience in luxury customer service preferred; strong written/verbal communication, sales negotiation, multitasking, and proficiency with Microsoft Office; fluent English and Spanish, French and Mandarin ideal.
Microsoft Office, Salesforce, Diorlink, SCRM
2mo
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Client Advisor - Certified Pre-Owned
New York, New York, United States
OnsiteFull Time
Generate vehicle sales, perform needs analysis, negotiate deals, maintain lead records, deliver vehicles, and develop client relationships; strong communication and self-motivation required.
1mo
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Client Advisor, Madison Ave - Marni
New York, New York, United States
$19-$22/hr OnsiteFull Time
Previous retail/fashion experience, strong sales and communication skills, product knowledge and styling ability, client relationship development, flexibility for weekends/holidays/early-late shifts, multilingual preferred.
3w
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Private Client Advisor II
New York City, New York, United States
$100k-$275k/yr OnsiteFull Time
12+ YOERequires Series 7, 63, and 65 or Series 7 and 66, plus 12+ years of private banking or complex financial services experience. Requires business development, wealth planning, negotiation, and client relationship skills.
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