Client Advisor

Job Purpose: Client Advisor / Customer Service Officer(CSO) is an individual contributor who plays a very critical and important role into Business. All the necessary training and support will be provided to adhere above mentioned roles and responsibilities. Job Specification: Front Desk Maintenance: Handle customers at the front desk. If...

Job Description Our client, a boutique wealth management firm, is seeking a licensed and experienced Financial Advisor to join their team in Naples, Miami. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. The firm specializes in making unique portfolios made up of stocks and bonds. The ideal...

Job Description Our client, a boutique wealth management firm, is seeking a licensed and experienced Financial Advisor to join their team in Naples, Florida. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. The firm specializes in making unique portfolios made up of stocks and bonds. The ideal...

Company Description Finsun Advisor Pvt Ltd is a financial and business advisory firm based in Pune. Our services include Credit Rating Advisory, Debt & Equity syndication, Foreign funding, Structured Solutions, Bridge Funding, Due diligence, Corporate transaction Advisory and Risk Management, Business-modelling and Evaluation of Process Controls and Risk...

Job Title: Client Onboarding Specialist Location: Lower Parel, Mumbai Responsibilities: Manage and execute the end-to-end client onboarding process for clients in the AIF Business, collaborating with client advisors to collect necessary documentation. Act as a liaison with the RTA (Registrar and Transfer Agent) to facilitate smooth onboarding procedures....

Job Description At Peak Retirement Planners , our only purpose is to help our clients successfully manage and diversify their wealth and secure their financial futures.  Our success comes from the desire and instinct to approach every client connection with the goal of building long-term relationships founded more on family than business.  Our organization...

Profile DUTIES & RESPONSIBILITIES Drive and achieve individual and team objectives and be accountable for CSC and sales results. Strive to discover our clients, their every need and guide them across the brand through a virtual platform (phone, email, chat,) and provide the best client experience. Inbound & outbound virtual clienteling and...

Job Title: Client Onboarding Specialist Location: Lower Parel, Mumbai Responsibilities: Manage and execute the end-to-end client onboarding process for clients in the AIF Business, collaborating with client advisors to collect necessary documentation. Act as a liaison with the RTA (Registrar and Transfer Agent) to facilitate smooth onboarding procedures....

Job Description Are you passionate about media and communication? Do you have exceptional language skills and a knack for building strong relationships with clients? A prominent media group located in the vibrant city of Cape Town, South Africa  are looking for a Dutch speaking Customer Account Advisor  to join their prominent media group. You will play...

Big 4 Company is Hiring for Security GRC AC - Lead Solution Advisor/Senior Solution AdvisorExperience Level : 3-9 Years Location: Hyderabad / Bangalore / Gurgaon / Kolkata / Chennai / Pune/MumbaiNotice Period:0-90 DaysJob key job responsibilities will be to:- Demonstrate commitment to continuous improvement through regular discussion with the client and/or...

Job Description Open Position:  Corporate Finance Advisor (Advisory Firm) A reputable Advisory Firm is looking for an adept and credible Corporate Finance Advisor to be based in Kuala Lumpur.Key requirements include: Advising client on mergers and acquisitions, fundraisings, restructurings and other financial related corporate exercises Work with senior...

Job Description Must HavesStrong organisational skillsCommunication - clear and precise - managing the trail of communicationMinimum 1 year in a B2B sales/AM role DescriptionThe role of the Key Accounts Advisor is important in the business. Keeping Clients happy with the service and ensuring they receive a premium service is a big part of this role. You will...

Our client, a fast-growing SaaS platform that simplified the management of distributed teams is looking for a Technical Success Manager in India The Role You will be responsible for : Serving as the primary point of contact and build and maintain post-sales relationships with customers. Acting as a trusted advisor to ensure successful implementations and...

Job Description This is a remote position. Join Our Team We are looking to Hire a Business Intermediary / M&A Advisor This is a 1099 Commission based position with a high earnings potential based on deal flow. Please do not apply if you are looking for a steady salary or draw. Looking for a career where you can have independence, flexible hours, and...

Job Description Job Title: Client Manager Location: (London and Doncaster, UK)Company Description: The Tax Guys is a leading UK-based accountancy firm dedicated to providing comprehensive financial services to small and medium-sized enterprises (SMEs). With a focus on proactive advisory services, we pride ourselves on building strong client relationships...

Job Description We are recruiting for an Established Dealer Group, and local employer of choice,  who have a requirement for an Experienced Service Advisor to join their busy prestige dealership team in Wiltshire. The role involves booking in vehicles which are due in for a service/ maintenance on their vehicles, organising the paperwork, and coordinating...

Job Description We are recruiting for an Established Dealer Group, and local employer of choice,  who have a requirement for an Experienced Service Advisor to join their busy prestige dealership team in Wiltshire. The role involves booking in vehicles which are due in for a service/ maintenance on their vehicles, organising the paperwork, and coordinating...

Job Description We are currently working with an Investment Management firm who are looking to add a Client Profile and Information Management Administrator to their team. As part of the team you will ensure the firm's clients receive excellent service when opening an account. Role Duties Include:Input Investor Profiles, liaise with Wealth Management...

Our client is a new-era VTuber project with a mission to create a sustainable platform where everyone can live as they want to be. We aim to unlock the potential of humanity through the avatar technology. The Role In this role, you will be working closely with our co-founders and will drive all aspects of people and organization-related initiatives to...

Your role Are you fond of technology that is rock-solid? Is buggy software driving you crazy? We're looking for someone like this to:• work within a global team of analysts, engineers and business stakeholders• review and analyse software requirements/specifications• design, develop and execute test cases (functional and non-functional) to ensure the...