Client Advisor Salary at Patrick Cadillac BETA

POSITION OVERVIEW Our Client Service Associates (CSAs) are an integral part of the Wealth Management Team, providing a broad range of technical and client management support to firm senior advisors, advisors, and Kovitz clients. This role serves as a liaison between our clients, advisors, custodians, and Operations Team. Our CSA Team plays a vital role in managing client relationships, is passionate about client service, and has the highest ethical and professional standards of excellence. A successful CSA at Kovitz is a proactive problem solver with excellent communication, organizational and time management skills. This role is ideal for a meticulous, client-focused professional who takes pride in accuracy, efficiency and delivering a white glove client experience. The right candidate thrives in a fast-paced high-performance environment and is driven to uphold the exceptional standards of our top wealth advisors and clients. SPECIFIC JOB RESPONSIBILITIES Manage all aspects of account

WHO WE ARE Maria Pinto is a contemporary American designer and artist who creates beautiful, versatile fashion with a modern, urban edge. She is passionate about designing clothing that makes today’s woman feel gorgeous and confident, and has dressed some of the world’s most fashionable women, including First Lady Michelle Obama, Marcia Gay Harden, Brooke Shields, and Oprah Winfrey. The Maria Pinto label marries superior design quality—sculptural lines, luxe-feeling Italian fabrics—with ease and versatility. Most of the pieces are machine-washable and very travel-friendly. The clothes are designed to fit a wide range of body types and sizes, and can be styled in a number of ways to transition seamlessly from casual to formal events. It is a collection that makes women feel beautiful and keeps up with their busy lives. WHO YOU ARE Maria Pinto aims to create a groundbreaking dressing experience for women who love to look good but are too busy to spend a lot of time creating their wardrob

At Proper Cloth we strive to deliver an extraordinary shopping experience for our customers in all of our Showrooms. These showrooms are fast-paced and busy, but it is also critical to maintain a level of luxury and offer the ultimate experience for our clients. As our Part-Time Showroom Concierge for new Showroom in Chicago, you will serve as the primary point of contact between our customers and our dedicated team of Showroom Client Advisors. Your role is crucial in ensuring every customer feels warmly welcomed, embodying the values and culture of Proper Cloth at all times. Responsibilities: Greet customers Check in customers Answer showroom calls Process returns Manage tailoring services Maintain showroom standards/appearance Requirements Proficiency in using propercloth.com and other relevant tools for order placement, returns processing, and customer management. Thorough knowledge of Proper Cloth products including fabrics, shirts, casual pants, and tailored clothing. Ability to b

Private Client Advisor II Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. Were devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career w

World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Employee Benefits Sales Producer - Employee Benefits Client Advisor Position Overview World's Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World's unique

Job Description Job Description RoofingSource is hiring for a Client Advisor who is: Hungry, resourceful, and self-motivated individual who is ready to manage a fast-growing book of business. Confident in managing client relationships and exceeding customers’ expectations. Excited to build relationships and uncover new business through discovery, fact-finding, and qualifying strategies with the support of an existing customer database. Sales and Account Management experience within the Roofing or Construction industry is not required as we believe in hiring talented individuals and fostering an environment for goal-oriented teammates to grow. Through the direction of our experienced Director of Sales and Operations and training, we understand the industry can be learned. We opt to hire people with integrity and potential rather than requiring past experience, but the applicable experience is certainly welcome! At RoofingSource, we service 10,000+ buildings across the United States – ou

World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World's unique niche. W

World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Overview Surety Bonds Sales / Revenue Producer - Greater Chicago Metro Area Our Client Advisors bring risk management solutions to both businesses and individuals. Your primary focus will be on prospecting / identifying, cultivating, and closing new Surety Bonds Business leveraging our unique niche (that we