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119 client advisor jobs at 56 companies in Pasadena, TX

4d
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Commercial Insurance - Client Advisor
Urbandale or Austin or Houston or Dallas
HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Provides global insurance brokerage, risk management, and professional consulting services.
3+ YOE3+ years client management experience in insurance (underwriting, brokerage, or P&C); bachelor’s degree required; strong project management, analytical, and communication skills.
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1w
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Client Advisor, Full Time
Houston, Texas, United States
$22-$23/hr OnsitePart Time
Ferragamo
FerragamoBorsa Italiana: SFER: Designs and manufactures luxury Italian footwear, apparel, and accessories.
Retail sales experience preferred; strong communication, client relationship building, storytelling, inventory and CRM skills; ability to stand and lift ~20 lbs; proficient English.
CRM
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1w
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Client Advisor, Houston Galleria
Houston, Texas, United States
$23-$25/hr OnsiteFull Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, clothing, and accessories.
Customer-focused retail sales role with emphasis on achieving sales goals, product knowledge, clienteling, and building long-term client relationships; luxury retail experience preferred.
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1w
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Client Advisor, Houston Galleria
Houston, Texas, United States
$23-$25/hr OnsiteFull Time
Louis Vuitton
Louis VuittonEuronext Paris: MC: Designs and sells luxury leather goods, fashion, and accessories.
Drive individual and team sales, master brand and product knowledge, advise clients across product categories, use clienteling tools to build long-term relationships; retail or customer-centric experience preferred.
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3w
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Associate 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 Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
Bessemer Trust
Bessemer Trust: Wealth management and family office services for affluent clients.
Bachelor's degree required; 1+ year of related business experience preferred; working knowledge of trust administration and fiduciary laws; proficiency with Microsoft Office and strong communication, analytical, and organizational skills.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
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1mo
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Client Advisor, Houston (Houston, US)
Houston, Texas, United States
OnsiteFull Time
Prada Group
Prada GroupHong Kong Stock Exchange: 1913: Designs and retails luxury fashion, leather goods, and footwear
Provide luxury customer service and drive individual and team sales, capture client data in CRM, cross-sell across departments, strong communication and interpersonal skills, interest in luxury/fashion; English required.
CRM
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3mo
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Client Advisor - Energy & Power
New York or Houston or San Francisco
$93k-$197k/yr HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
5+ YOE5+ years industry experience; casualty lines; broker or underwriting experience; Property & Casualty license; bachelor's degree preferred.
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Client Advisor - Houston, TX
Houston, Texas, United States
OnsiteFull Time
Texas Regional Bank
Texas Regional Bank: Community bank offering personal and commercial financial services.
2+ YOEBachelor's degree preferred, 2+ years finance/analysis or advisory experience, CFP required or working toward, CPA preferred, fixed income knowledge, strong communication and analytical skills, Microsoft Suite proficiency.
eMoney, Right Capital, Microsoft Suite
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Client Success Advisor
Houston, Texas, United States
OnsiteFull Time
Aries Worldwide Logistics
Aries Worldwide Logistics: Global freight forwarding and supply chain logistics services.
2+ YOE2+ years in sales, business development, customer success, logistics or related role; experience with inbound leads and outbound prospecting; CRM experience (HubSpot, Salesforce) preferred; fluent English; strong communication and self-motivated.
HubSpot, Salesforce, LinkedIn Sales Navigator, CRM
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Senior Client Advisor - Houston Galleria (Houston, TX, US)
Houston, Texas, United States
OnsiteFull Time
Dolce & Gabbana
Dolce & Gabbana: Designs and retails luxury fashion apparel and beauty products.
Proven retail sales experience with strong client relationship skills, product expertise in fashion, ability to mentor peers, excellent communication, and comfort using digital tools to drive sales and KPIs.
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1mo
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J.P. Morgan Wealth Management- Private Client Advisor- Houston, TX (GH Central )
Houston, Texas, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66 (or obtain within 60 days); life, health and long-term care insurance license (or obtain within 60 days); CFP preferred; strong client acquisition and relationship skills.
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1mo
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Financial Advisor
Houston, Texas, United States
$80k-$95k/yr OnsiteFull Time
Stratos Wealth Partners
Stratos Wealth Partners: Independent wealth management firm providing financial planning and investment advice.
2+ YOERelationship-focused advisor to manage an existing client book, deliver comprehensive financial planning, and maintain client relationships.
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1mo
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Commercial Lines Client Success Advisor
Galveston, Texas, United States
$40k-$80k/yr OnsiteFull Time
Galveston Insurance Associates
Galveston Insurance Associates: Independent insurance agency focused on client service and coverage solutions.
High school diploma; Texas Property and Casualty license; strong communication; knowledge of insurance products and markets; ability to explain complex issues; proficient with computer systems.
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3d
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Private Wealth Client Associate
Houston, Texas, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors; high school diploma required; SIE/Series licenses preferred; proficiency with Microsoft Office and Salesforce; strong communication and client-focus.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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2d
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Service Advisor
Houston, Texas, United States
OnsiteFull Time
Chastang Enterprises
Chastang Enterprises: Operates automotive dealerships specializing in commercial truck sales and service.
Experienced advisor able to build relationships with commercial clients, communicate with technicians, apply warranties, coordinate ride shares, and deliver professional service; bilingual English/Spanish preferred.
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2w
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Client Service Associate
Houston, Texas, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to financial advisors; detail-oriented, advanced Microsoft Office skills, willingness to obtain securities registrations (Series 7/63/65/66).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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2w
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Client Service Associate
Houston, Texas, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide exceptional client service supporting financial advisors, execute money movement transactions, manage calendars/travel/expense reports, use digital tools and Microsoft Office; willingness to obtain Series licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
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2mo
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Financial Advisor, Everyday Steward
Houston, Texas, United States
HybridFull Time
Blue Trust
Blue Trust: Wealth management and financial planning using biblical principles.
Experienced financial planner/advisor with ability to develop customized financial plans and manage client relationships; CFP/CPA/CFA preferred; strong communication and analytical skills.
eMoney, Salesforce, Orion
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2w
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Senior Registered Client Associate
Sugar Land, Texas, United States
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
Provide operational and administrative support to Financial Advisors; maintain client records, prepare reports, collect account documentation; Series 7/66 licenses for registered CSAs preferred, bachelor\u0002s preferred, proficient in Microsoft Office, strong communication and attention to detail.
Microsoft Office
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3w
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Client Service Associate (The Woodlands, TX) Bilingual Requirement)
The Woodlands, Texas, United States
OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
Provides administrative support to Financial Advisors, handles client interactions, processes transactions, opens accounts, uses CRM and Microsoft Excel; high school diploma required; 1+ year securities or related experience preferred.
CRM, Microsoft Excel
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