Client Advisor Salary at Herb Chambers Maserati BETA

Location: 225 Franklin Street - Boston, Massachusetts 02110 Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Responsibilities Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning stra

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

Our client, a luxury brand, is seeking a Retail Associate to help support their staff in Boston, MA. *This is a full-time hour contract role. Responsibilities: Greet clients as they enter the store, creating a friendly and welcoming atmosphere. Provide customer service & support the selling process. Ensure the sales floor is neat and up to standard. Help operations team with stock assignments and fulfillment. Support in theft prevention alongside the operations and security team. Ensure a positive and high-end store experience for all clients. Support the client advisors with upholding boutique visual standards. Act as a brand ambassador, accurately representing the brand at all times. Support boutique team with other tasks as assigned. Qualifications: Ability to work retail hours. Previous experience in luxury retail or hospitality preferred. Strong customer service/ communications skills. Ability to interact with clients in a calm and professional manner. High degree of organization

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

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

Client Services Associate Salary up to 55K Location: Worcester MA Summary of responsibilities: This position provides administrative support to the senior-level registered and administrative assistants by completing operational functions efficiently. Principal responsibilities: Prepare and send correspondence and new account and service forms to clients. Review and process incoming paperwork and correspondence. Send documents to broker/dealer or fund companies. Follow up on forms sent to broker/dealer or fund companies. Document all client related activities in CRM and create follow-up actions to ensure all actions have been completed correctly and in a timely manner. Maintain CRM client data and activities. Maintain client relationships via email, phone, online and in-person meetings. Prepare meeting materials. Create and print various reports. Upload and file client correspondence and documents. Upload and update information from client statements. Perform client mailings utilizing m

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