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Private Client Advisor Jobs in Oneida, New York

Client Advisor, Nyc Jobs
By Christian Louboutin At New York City Metropolitan Area, United States
Exceeding and maintaining sales goals set by management team
Ability to communicate (both written and oral) effectively with clients, coworkers and management; follows professional presentation
Demonstrate knowledge of product and utilizes this knowledge to build sales
Expert in product information & understanding the features and benefits of our brand
Maintaining an organized inventory and assisting manager with daily boutique operations
Deliver a pleasant customer experience with each customer interaction
Temporary Digital Client Advisor
By Bulgari At New York City Metropolitan Area, United States
Drive customer satisfaction and a seamless client experience by proactively problem solving and resolving any client frustrations.
Superior verbal and written communication skills.
Maintain a high level of professionalism with clients and establish a positive rapport with every client.
Clientelling tasks including post sales outreach for specific orders based on value, item(s) and if assisted.
Ensure Stella Connect Surveys are sent after each qualifying service.
Meet sales goals as outlined by leadership. This includes base revenue targets and motif centric goals.
Client Advisor - Fifth Avenue
By Louis Vuitton At , New York $25 - $28 an hour

POSTE Our Fifth Avenue Maison store is seeking a highly motivated Client Advisor with a passion for creating memorable experiences for our worldly clientele. PROFIL ...

Client Advisor- Hudson Yards
By Tiffany & Co. At , New York, Ny $19.98 - $27.03 an hour
Identify innovative ways to grow your business through delivering elevated client experience in each client appointment
Elevate in store experience by consistently delivering memorable moments to every client.
Demonstrate Client Experience Behaviors identified within the NPS program. Embrace/Leverage client feedback to elevate every in-store experience to a memorable event
Execute best practices by optimizing hospitality and store amenities to create unique experiences and act on NPS performance and client feedback.
Experience in retail or luxury retail or relevant client-related experience (e.g., hospitality).
Deepen the relationship with our clients to drive lifetime loyalty and spend.
Client Services Advisor Jobs
By Prada Group At New York, NY, United States
Maximize use of the client relationship management system while providing client support through phone, email, live chat, social network, and SMS
Support management of customer queries, including complaints, requests for post-sale assistance, availability and other merchandising request
Embrace a culture that puts the client experience first and foremost
Adopt an authentic approach to clienteling and build long term relationships with clients by personalizing the client experience at every touchpoint
Partner with Team Lead and Client Service Manager to escalate incidents as appropriate 
Be the voice of our Groups Client Service team, by providing a high level of luxury service
Client Advisor, 5Th Ave Flagship
By Bulgari At New York, NY, United States
Welcome every Client and provide the best Client experience BVLGARI is known for.
Learn and master Brand and product knowledge.
3+ years’ experience in high-end luxury retail sales, preferably jewelry.
Excellent interpersonal and communication skills.
Excellent organization and learning skills.
*Do you have experience with luxury products in the past?
Client Advisor Prada Fifth Avenue
By Prada Group At New York, NY, United States
Welcome and serve the customer providing an excellent in-store experience at all times.
Prove Brand and product knowledge.
Deal effectively with customer complaints by liaising with the line manager when necessary.
Maintain and develop client relationships through an individual approach, leveraging also on CRM and digital tools.
Ensure to be up-to-date knowing fashion trends and competitors.
Ensure and maintain the shop floor and visual display high standard, complying with Company operational guidelines and stock procedures.
Associate Client Advisor Jobs
By VTS At New York, NY, United States
Be Curious - Benefit from a culture that promotes new learning. VTS offers an education stipend to all employees!
Support client-facing deliverables: Support experienced Client Advisors in developing custom consulting presentations and reports for executive-level conversations with strategic accounts.
Move as One - We work in an open floor plan to promote cross-functional collaboration.
Take Ownership - Be an owner of the company you’re building with our equity packages.
What VTS Values & How We Show It
Client Advisor Jobs
By Etro At New York, NY, United States
· Reach and surpass monthly sales goals as determined by Management
· Ensure proper management of assigned products and back stock for which he/ she is responsible
· Communicate any pertinent information gathered from customers to Management
· Ability to professionally interact with management, coworkers and clients
· Strong organizational skills, multi-tasking and prioritizing capabilities
· Handle and rectify complaints, with support of a manager, if necessary
Private Client Advisor Jobs
By Ruchi New York At New York, NY, United States
Collaborate with internal teams to deliver exceptional client experiences
Stay up-to-date with industry trends and maintain a deep knowledge of fine jewelry materials, design techniques, and manufacturing processes
Minimum of 3-5 years of experience in luxury retail or high-end jewelry sales
Excellent communication and problem-solving skills
·Share Brand history and product knowledge during client interactions to maximize sales
Stay in regular touch with clients and make recommendations for new pieces to add to clients' collections
Senior Client Development Advisor – Private Equity
By Reed Smith LLP At , New York, 10022, Ny $191,000 - $271,000 a year
Reed Smith provides reasonable accommodations for persons with disabilities, including in the application and interview process.
Identify, source and vet pitch opportunities for Reed Smith private equity attorneys.
Cultivate targeted events around private equity funds and related industry professionals, serving as Firm ambassador.
Assist the Private Equity Group to position new clients for growth, including sourcing investors and helping with financing.
Standardize marketing decks and other materials for efficient deployment to private equity clients.
Develop and maintain key contacts of private equity investors.
Private Client Advisor Jobs
By Jimmy Choo At New York, NY, United States
Provide a consistent example of the glamorous, luxury lifestyle image of Jimmy Choo through customer relationship management.
Support the private client manager in delivering targets and KPIs through VIC and Elite clienteling.
Manage technology such as Tulip and ensure this is used in an effective, exemplary way to communicate with global VICs.
Collaborate with Senior VIC Manager and the wider CRM team to produce exciting initiatives for VIC clients.
Team player with excellent interpersonal and communication skills
Curiosity and someone who is detail-oriented with strong problem solving skills
Client Advisor Jobs
By Scanlan Theodore At Manhasset, NY, United States

About us: Scanlan Theodore is continuously in search of passionate, dynamic and inspiring leaders who strive to be value-driven and support core strategies for the development, growth and shared ...

Private Client Sales Operations Coordinator
By Moët Hennessy USA At , New York, 10011, Ny $37.36 - $38.46 an hour
Partner with Marketing Manager on new item launch processes & flow of communication from Maison to field
Assist finance and marketing with creating monthly budget reports (T&E and A&P) and budget phasing and LE landings
Analyze product purchases and client baskets to suggest potential exclusive offers
Partner with HQ sales and marketing teams to understand forecasts and PCS exclusive commercial strategies and apply data to order planning
Responsible for daily monitoring of DTC marketplace to ensure accurate product availability
Ensure white glove delivery service of Uber Pieces and work with HQ marketing on luxury delivery rituals
Finance Internship - Private Client Group
By RBC Wealth Management At New York, NY, United States
College student working toward a degree in Finance, Economics, Business or related field
Ability to manage multiple competing priorities, take initiative and thrive in a fast-paced and challenging environment
Excellent written and verbal communication skills
Proficient in Microsoft Office (Word (knowledge of mail merge is a bonus), Excel, Outlook)
Provide administrative and operational support to Financial Advisors and clients
Service clients in a pleasant, professional manner and respond to routine inquires
Operations/Crm Coordinator – Private Client
By Moët Hennessy At New York, NY, United States
Partner with Marketing Manager on new item launch processes & flow of communication from Maison to field
Assist finance and marketing with creating monthly budget reports (T&E and A&P) and budget phasing and LE landings
Assist Marketing Manager with communication from MH Private Central team to region sales
Analyze product purchases and client baskets to suggest potential exclusive offers
Partner with HQ sales and marketing teams to understand forecasts and PCS exclusive commercial strategies and apply data to order planning
Responsible for daily monitoring of DTC marketplace to ensure accurate product availability
Client Advisor Portfolio Manager (Alternative Investments)
By Jordan Park Group At , New York, Ny $150,000 - $225,000 a year
Bachelor's degree in business, finance, or accounting; MBA or CFA Charter Holder preferred
Strong understanding of SEC laws and securities disclosure requirements preferred
Entrepreneurial and client-centric professional who is a proven executor, detail-oriented, and can effectively manage competing priorities on tight deadlines
Commuter benefits program (pre-paid tax dollars towards your commute)
Lead responses to ad hoc investor inquiries and all diligence related requests for client-sourced private investment opportunities
Contribute to the team's strategic initiatives and process improvements
Client Advisor Jobs
By Louis Vuitton At Coral Gables, FL, United States

About The Job Our Louis Vuitton store in Coral Gables is seeking a highly motivated Full Time , Client Advisor with a passion for creating memorable experiences for our worldly clientele. ...

Senior Advisor Private Sector Engagement
By Stratitia, Inc. At Washington DC-Baltimore Area, United States
KNOWLEDGE SKILLS, EDUCATION and/or EXPERIENCE:
● Experience with business development or relationship management.
● Bachelor’s degree plus 10 years of relevant experience.
● Experience evaluating international trade and investment transactions.
● Experience working with culturally diverse business, government, and policy professionals.
● Strong knowledge of U.S. Government trade and investment tools, services, and programs.
Client Advisor, Contract Jobs
By Bulgari At Short Hills, NJ, United States
Welcome every Client and provide the best Client experience BVLGARI is known for.
Learn and master Brand and product knowledge.
1+ years’ experience in high-end luxury retail sales, preferably jewelry.
Excellent interpersonal and communication skills.
Excellent organization and learning skills.
*Do you have experience with luxury products in the past?
Client Advisor Jobs
By Moncler At , Cabazon
Develops and fosters long-lasting client relationships through engaging conversation and active clientele management
Develop and maintain product knowledge
Previous experience in luxury retail
Strong communication skills (verbal, in person, via email, SMS, etc.)
Proficient computer knowledge (MS Word, Excel and Outlook)
Engage with clients in accordance with the Moncler Selling and Service standards
Client Advisor - Seattle
By Moncler At , Bellevue, 98004
Develops and fosters long-lasting client relationships through engaging conversation and active clientele management
Develop and maintain product knowledge
Previous experience in luxury retail
Strong communication skills (verbal, in person, via email, SMS, etc.)
Proficient computer knowledge (MS Word, Excel and Outlook)
Engage with clients in accordance with the Moncler Selling and Service standards
Client Advisor - Valley Fair
By Moncler At , Santa Clara, 95050
Develops and fosters long-lasting client relationships through engaging conversation and active clientele management
Develop and maintain product knowledge
Previous experience in luxury retail
Strong communication skills (verbal, in person, via email, SMS, etc.)
Proficient computer knowledge (MS Word, Excel and Outlook)
Engage with clients in accordance with the Moncler Selling and Service standards
Client Advisor Jobs
By Burberry At , Atlanta
Provide a luxury service and demonstrate knowledge and expertise in product, fashion and styling
Strong product knowledge and good understanding of store retail operations
Experience in working as part of a team
Other language knowledge is desirable
Assertive with impeccable presentation and communication skills when dealing with clients and colleagues at all levels
Meet and exceed individual and store sales and other commercial KPIs
Client Advisor Jobs
By Roger Vivier At Miami, FL, United States
Client Advisor duties and responsibilities
· Carry out all tasks assigned by the Store Manager.
· Gather feedback from customers on the collection and communicate it to the Store Manager.
· Prioritize work to achieve sales objectives and observe timelines.
· Keep constant tabs on products present in the store and their prices.
· Take an active role in inventory.
Client Advisor Jobs
By MCM WORLDWIDE At King of Prussia, PA, United States

Qualifications • Minimum of two years’ experience in luxury retail environment, required • Excellent interpersonal and communication skills are required • Strong understanding of Customer Service ...

Client Advisor Jobs
By Bulgari At Washington DC-Baltimore Area, United States
Perform all inventory control activities in a precise and accurate.
Assist and support After Sales Service activities in the Store.
Assist the Sales team during the Sales process upon request.
Facilitate and follow up on IT and Store maintenance requests.
Immerse yourself in the opulent world of BVLGARI…
Client Advisor - Prada Beverly Center
By Prada Group At Los Angeles, CA, United States
Ensure the correct management (cleaning, care, replacement) of the products in the department.
Passion and knowledge of the managed product category
Manage sales and optimize each step of the sales process.
Accompany the customer to the cash counter, prepares the packaging and, if necessary, manages the payment.
Deal with complaints, eventually with the manager’ support.
Get deep knowledge of all the products in the assigned Product category.
Client Advisor Jobs
By BYREDO At Glendale, CA, United States
Conveys all information collected about customers to the management.
Forwards to Store Management requests and feedback received from customers on the various products.
Ensures the correct management (cleaning, care, replacement, etc.) of the products in the entire store
We believe on talents vs profiles, on experience vs education, on diversity vs boundaries.
2. CUSTOMER MANAGEMENT AND CRM
Manages sales and optimizes each step of the sales process:
Client Advisor Jobs
By Nelson Mazda At Tulsa, OK, United States
Answering guest calls and providing a great conversational experience
Facilitate an exciting test drive experience
Be knowledgeable in the manufacturer car line
Overall, conduct a positive guest experience that redefines the car industry
Extremely Proficient with Internet/Computer Skills
Operating numerous technology platforms to interact with guest
Client Advisor-City Center Jobs
By Louis Vuitton At Las Vegas, NV, United States
Learn and master the Brand and product knowledge
Drive and achieve individual/team objectives and be accountable for sales results
Engage with Clients to develop long-term relationships, using different clientele tools to cultivate Brand loyalty
Client Advisor - Rodeo Drive
By Louis Vuitton At Los Angeles, CA, United States
Learn and master Brand and product knowledge
Achieve individual and team objectives and sales goals
Advise clients across the Brand and all product categories
Leverage clienteling tools to develop long term relationships
Client Advisor Jobs
By Daley And Associates, LLC. At Boston, MA, United States
Excellent organizational, prioritization, and time management skills
Bachelor’s Degree in Finance, Economics, or other related discipline
Assisting a senior team member to implement and maintain clients' investment and strategic planning plans
Overseeing the account opening and administration of client portfolios
Confirming trading and other investment activity
Monitoring portfolios against asset allocation targets
Client Advisor Jobs
By BYREDO At Atlanta, GA, United States
Conveys all information collected about customers to the management.
Forwards to Store Management requests and feedback received from customers on the various products.
Ensures the correct management (cleaning, care, replacement, etc.) of the products in the entire store
We believe on talents vs profiles, on experience vs education, on diversity vs boundaries.
Manages sales and optimizes each step of the sales process:
Has perfectly adopted the Byredo client experience and selling ceremony.
Client Advisor Jobs
By Toyota of Greensboro At Greensboro, NC, United States
Dental and Eye Care Plan Benefits
Applicants must be at least 21 years of age due to company’s liability insurance requirements
Comfortable working on an iPad
High School or equivalent not mandatory

Are you looking for an exciting opportunity to use your financial expertise to help clients reach their goals? We are looking for a Private Client Advisor to join our team and provide personalized financial advice to our clients. You will have the opportunity to work with a variety of clients and help them make informed decisions about their investments and financial plans. If you are passionate about helping others and have a strong background in finance, this could be the perfect job for you!

Overview A Private Client Advisor is a professional who provides financial advice and services to high net worth individuals and families. They are responsible for developing and implementing financial plans that meet the needs of their clients. Private Client Advisors typically work with clients to create and manage investment portfolios, provide tax planning advice, and help clients with estate planning. Detailed Job Description Private Client Advisors are responsible for providing comprehensive financial advice and services to high net worth individuals and families. They must have a thorough understanding of the financial markets and be able to develop and implement financial plans that meet the needs of their clients. Private Client Advisors must be able to analyze and interpret financial data and provide advice on investments, tax planning, estate planning, and other financial matters. They must be able to communicate effectively with clients and provide them with clear and concise advice. Job Skills Required
• Excellent communication and interpersonal skills
• Knowledge of financial markets and investments
• Ability to analyze and interpret financial data
• Ability to develop and implement financial plans
• Knowledge of tax planning and estate planning
• Ability to provide clear and concise advice to clients
Job Qualifications
• Bachelor’s degree in finance, economics, accounting, or a related field
• CFP (Certified Financial Planner) certification
• Series 7 and Series 66 licenses
• 5+ years of experience in financial services
Job Knowledge
• Knowledge of financial markets and investments
• Knowledge of tax planning and estate planning
• Knowledge of estate and trust law
• Knowledge of financial planning software
Job Experience
• 5+ years of experience in financial services
• Experience in providing financial advice to high net worth individuals and families
• Experience in developing and implementing financial plans
Job Responsibilities
• Develop and implement financial plans for high net worth individuals and families
• Analyze and interpret financial data
• Provide advice on investments, tax planning, and estate planning
• Monitor and review financial plans on an ongoing basis
• Communicate effectively with clients and provide clear and concise advice