43 client advisor jobs at 28 companies in Taylor, TX
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Commercial Insurance - Client Advisor
Urbandale or Austin or Houston or Dallas
HybridFull Time
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.
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Prefer bachelor’s in finance/business, must obtain state insurance licenses (training provided), strong interpersonal and analytical skills, sales and client relationship ability, sports background valued.
Berry Bros. & Rudd: Retailer of fine wines, spirits, and bonded storage services.
Proven private client sales background with established high-end client network, strong service and commercial skills, WSET diploma or equivalent, and high wine and spirits knowledge.
Tiffany & Co.: Designs, manufactures, and retails luxury jewelry and accessories
3+ YOERetail or luxury retail experience with commercial results; minimum 3 years professional experience; proficiency with POS and Microsoft Outlook; flexibility for days, nights, weekends, and holidays; authorization to work in the US.
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
3+ YOE3+ years retail sales experience preferred, strong communication and business acumen, ability to meet sales goals, multitask in fast-paced environment, merchandising and operational knowledge.
2+ YOE2+ years client service experience in financial services or banking; strong judgment and communication; proactive, solution-oriented; experience helping advisors use AdvisorComplete and Wealthscape; documenting in Salesforce.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
12+ YOE12+ years in wealth management, commercial lending, or credit advisory; strong communication; educate advisors on lending solutions; UHNW client focus; FINRA licenses SIE, 7, 63 & 65 or 66 or ability to obtain.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
8+ YOECollege degree, typically 8+ years industry experience, strong client relationship and investment management skills, decision making and portfolio management competencies.
Saks Global: Operates luxury department stores and high-end fashion websites.
Sell luxury fashion with high customer service; leverage digital tools and omnichannel to reach clients; high school diploma; flexible schedule; on-site role.
Digital store technology, Omni-channel, Social media
IQVIANYSE: IQV: Provides clinical research and data analytics for pharmaceutical companies.
10+ YOEPhD or Master’s in related field, ~10+ years in clinical lab/CRO/drug development, deep protein biomarker and multiplex immunoassay expertise, client-facing communication, cross-functional leadership.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-focused experience, strong communication and interpersonal skills, ability to lift up to 50 lbs, availability for nights/weekends/holidays and required weekly shifts/hours.
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
Bachelor's degree and active FINRA Series 7 and Series 66 (or ability to obtain), strong client relationship, time management, financial planning skills; CFP®/CFA® preferred.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Passion for beauty, client-facing retail/service experience, strong written and verbal communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and computer skills, and willingness to complete training.
Austin or Chicago or Dallas or Fort Worth or Houston or Indianapolis or Nashville or San Antonio
$88k-$155k/yrHybridFull Time
JLLNYSE: JLL: Global commercial real estate and investment management services.
5+ YOEBachelor's in business/analytics/finance or related; 5+ years in business intelligence, client analytics, or account management in a matrixed org; strong analytical, communication, and project coordination skills; experience with reporting and CRM/BI platforms preferred. Must be authorized to work in the U.S.
Perkins&Will: Global architecture and design firm providing sustainable planning and interiors.
Sustainability assessment for buildings; LEED/Living Building Challenge knowledge; coordination of green strategies; data analysis and client deliverables.
Word, Excel, PowerPoint, Outlook, Adobe Acrobat, InDesign, Revit
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Passion for beauty, client-facing retail or service experience, strong written and verbal communication, flexible availability (days/nights/weekends/holidays), basic computer skills, ability to lift up to 50 lbs and complete company training.