Client Advisor Salary at Upromise Inc BETA

Job Description Job Description About Us: Mastria Auto Group, with a rich legacy spanning over 50 years, is widely respected in the automotive industry. Our reputation is built on a deep commitment to our employees and customers, guided by our core values of being ethical, professional, customer-focused, intelligent, dedicated, and resourceful. We prioritize work-life balance by closing every day at 6 pm and providing a day off during the week. We are actively seeking motivated and customer focused Product Coordinator to join our dynamic sales team. If you have a passion for automobiles and enjoy building relationships with customers, we want to hear from you! What We Offer: • Competitive daily compensation with wages on demand • Closed on Sundays • Enjoy a true work-life balance with daily closure at 6 pm and a day off during the week • Generous paid vacation and holidays to spend quality time with your loved ones • Comprehensive medical and dental insurance to care for your family’s

About the job Client Service Associate Client Service Associate Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group. This is a great role for anybody looking to launch their career in Wealth Management - this position provides the opportunity to learn and grow alongside some of the best in the business. If you have, or are looking to obtain your Series 7 / 66 licenses and kickstart your career in Wealth Management, please apply here! Responsibilities: Work directly with the clients on Financial Planning as well as cash flow planning for retirement Assist clients with their accounts, including maintenance and creation of new accounts Manage and validate accounts transfers Assist with any distributions / checks / wire transfers Assist with file coordination for quarterly administrative and investment reviews Ad hoc projects when required Qualifications: Series 7 / 63 / 66, SIE highly preferred 1-3 years of experience in

Job Title: Client Advisor Reports to: Store Director Division: Retail, Multi-brand OVERVIEW The Client Advisor is responsible for providing an outstanding client experience and meeting or exceeding sales objectives. Creating an outstanding client experience is a critical aspect of this job. It is accomplished by creating a positive, inviting and elevated environment for the discerning client. This includes enthusiastic, presentable and knowledgeable Client Advisors that understand the customer base, attractive and inviting displays, as well as clean and well-lit stores with the best selection of watches and jewelry for the local market. An outstanding client experience also includes fully satisfying the client as it relates to servicing a new or existing watch. It is crucial that Client Advisor focuses on developing a long-term relationship with the client that is based upon trust so the client is more likely to think of purchasing from the store in the future. This includes strategica

Job Summary: The Client Advisor will focus on developing new business with existing customers and acquiring new customers across a focused Named Account List, composed of Fortune 1000 businesses. As a Client Advisor, you will primarily focus on driving conversations with technology C-levels in digital transformation/agility and cybersecurity, leading these conversations with our professional services and solutions. Working with our Sales Leadership, Internal Support, and our Training and Development Teams, the Client Advisor will be enabled to position Stratascales Innovative Solutions and World Class Support to their Target Customer List. This position is a remote position with a home office set up, however required to reside in dedicated territory in the state of Massachusetts to support business needs. This is an outside sales position. As such, the Client Advisor is expected to spend 50 percent or more of the time outside of an office interfacing and building relationships with exi

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

Joining Henley & Partners As the leading global citizenship and residency advisory firm for over two decades, Henley & Partners helps clients navigate the complex landscape of investment migration and citizenship planning. Why Choose Henley & Partners? Global Impact: Make a difference by helping individuals and families access new opportunities and secure a brighter future through alternative citizenship and residency options. Cutting-Edge Expertise: Join industry pioneers providing innovative solutions and exceptional service through an extensive international network. Dynamic Culture: Work in a multicultural and inclusive environment with over 40 offices worldwide, fostering collaboration and personal growth. Continuous Learning: Benefit from ongoing professional development, training programs, and industry conferences to enhance your skills. Impactful Projects: Engage in high-profile projects that shape the future of investment migration and global mobility. Work-Life Balance: Enjoy

Job purpose: As a Client Advisor, you are passionate about the world of beauty and cosmetics and ready to become the custodian of the brand's valuable heritage and legacy, sharing the vision, values, and mission guiding the Client into the world of the Brand. You take responsibility for meeting your personal sales goals and you are driven to contribute to the success of the Store. You ensure an exceptional Client experience, placing the Client first and fostering valuable relationships. You foster brand loyalty and turn each Client’s visit into an unforgettable luxury shopping experience. You are a reliable team player, providing continuous support to both your colleagues and management, while performing all tasks and responsibilities tied to your department. Responsibilities: · Consistently reach and exceed personal and store sales target, both on a monthly and annual basis, while elevating and assisting in business growth · Implement business strategies following the guidance of the

Herb Chambers BMW of Sudbury is looking for experienced Sales Consultants who are wanting to better their careers and grow with New England’s largest Automotive Retailer! Voted consecutively as one of The Boston Globe's Top Places to Work! So, you want to sell automobiles that are known for their quality, reliability, and beauty? You’ve come to the right place. We’re looking for sales professionals to sell cars in our inventory! If you believe being a sales consultant is a true craft—one built on charisma, communication and thorough product knowledge (we’ll happily teach you everything you need to know)—we want to talk to you! Responsibilities: Create and maintain excellent relationships with our customers Maintain strong knowledge base of all new vehicle makes and models Follow up on all sales leads from a variety of sources (phone, walk-ins, newspaper ads, referrals, etc.) Work with Sales Managers to ensure individual and department sales goals are met Submit your application today f