30490
Client Advisor jobs
Christie and Associates —Pittsburgh, PA
Maintain insurance license through completing required continuing education. This includes consulting with clients on commercial insurance coverages, policy…
$40,000 - $60,000 a year
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23h
PMC Medical Group —Merrimack, NH
Execute or oversee the execution and maintenance of client-related paperwork, including federal- and state-mandated forms, client diagnostic records, and…
$125,000 - $200,000 a year
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National Care Advisors —Oakland, CA
Minimum of 5 years clinical Nursing experience – experience in field case management or workers’ compensation case management, preferred.
$100,000 - $120,000 a year
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Oakwood Capital Accounting & Tax Advisors —Fort Myers, FL
Professional demeanor, friendly, enjoys working with others. Bonus potential based on overall profitability of the global enterprise and personal performance in…
$50,000 - $100,000 a year
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WrenchWay —Shelburne, VT
Valid driver’s license issued in state of residence. With responsibility for ensuring service center operations are safe and compliant with all federal and…
$30,000 - $50,000 a year
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6d
Client First Tax & Wealth Advisors —West Bend, WI
Bachelor’s Degree in a related field. Supervise / mentor / encourage / develop team members during tax season. Assist with tax planning and projections.
$61,000 - $94,000 a year
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AAA Club Alliance —Remote
Process payments and manage reservations efficiently. Previous experience in hospitality, customer service, hotel, or travel-related roles preferred.
Estimated: $34.8K - $44.1K a year
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Edwards Asset Management —Naples, FL
Assist in the implementation of client investment strategies. Handle client inquiries and resolve issues promptly. Edwards Asset Management | edwardsasset.com*.
$70,000 - $105,000 a year
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Horty & Horty P.A. —Wilmington, DE
BA/BS Degree – preferably in Accounting or related field of study. Ability to work closely with clients to answer questions or to collect necessary information…
$100,000 - $140,000 a year
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RIA Recruiting —Remote
Act as our “Director of First Impressions” by greeting clients by phone in a warm, friendly, and welcoming manner. 2+ years of financial services experience.
$55,000 - $70,000 a year
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Index Fund Advisors, Inc. —Irvine, CA
Bachelor’s degree in Accounting or related field. The Tax Supervisor is a detail-oriented team player who can bring a passion for taxes in support of the…
$115,000 - $140,000 a year
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INFUSE —Remote
Accountable for post-sale account management and driving account growth through excellent customer service and delivery, communication and on-boarding.
Estimated: $40.5K - $51.2K a year
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Louis Vuitton —New York, NY
Possess high integrity and respect confidentiality, and be able to maintain composure and activate troubleshooting strategies, when needed.
$25 - $27 an hour
10h
Sharyn Smith Insurance —Carolina, AL
Be willing to obtain () your Property & Casualty license. Create client relationships with new and existing customers. M-F Schedule with Work-life balance.
$40,000 - $65,000 a year
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12h
Vacation VIP Club LLC —Remote
Collaborate with vendors, hotels, to secure reservations. Previous experience in sales, hospitality, or travel planning A+ but not required.
$76,000 - $89,000 a year
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12d
Sharyn Smith Insurance —Andalusia, AL
Be willing to obtain () your Property & Casualty license. Create client relationships with new and existing customers. M-F Schedule with Work-life balance.
$40,000 - $65,000 a year
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12h
Louis Vuitton —San Antonio, TX
In order to be successful in this role you must be someone who has experience working in a luxury or client-centric retail environment or has a strong history…
Estimated: $47.7K - $60.4K a year
13d
Zinnia Wealth Management —Ocala, FL
\*\*Requirements:\*\* - Bachelor's degree in Finance, Accounting, Economics, or related field. Strong knowledge of financial software and tools for analysis.
$50,000 - $250,000 a year
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Nextten Stauer, LLC —Burnsville, MN
Benefit from perks like a telephonic medical program, matching 401k, and discounted products. We're seeking energetic, competitive, and sales-minded…
$24 an hour
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Family, Wealth and Legacy, LLC —Remote
Collaborate with advisors and clients to design, implement, and monitor financial plans. Prepare paperwork for client transactions, including, but not limited…
$40,000 - $55,000 a year
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23h
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