Client Advisor Job Description

Client Advisor Job Description

4.5
186 votes for Client Advisor
Client advisor provides an exceptional client service experience by exceeding their expectations, demonstrating an excellent knowledge of the products as well as Gucci history and heritage in accordance with the Gucci selling ceremony;.

Client Advisor Duties & Responsibilities

To write an effective client advisor job description, begin by listing detailed duties, responsibilities and expectations. We have included client advisor job description templates that you can modify and use.

Sample responsibilities for this position include:

Provides assistance to Client Executives regarding coverage questions and program adjustments to maintain policies and ensure policies are up-to-date
Provides assistance to Brokers regarding coverage questions and program adjustments to maintain policies and ensure policies are up-to-date
Perform cash management functions using Workflow and Atlas in accordance with established account procedures and applicable fiduciary laws and policies
Attend client meetings as directed by Senior Client Advisor
Handle routine communication with clients and their advisors via telephone, email and fax
Prepare charts and materials for client meeting presentations
Construct customized spreadsheets for clients
Propose and implement investment programs as directed by Client Advisors and Senior Client Advisors using Bessemer applications
Prepare investment guidelines for client accounts in line with clients’ goals and risk tolerance
Collaborate with Client Advisors and Senior Client Advisors to proactively monitor asset allocation

Client Advisor Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Client Advisor

List any licenses or certifications required by the position: ITIL, PMP, CEM, AICP

Education for Client Advisor

Typically a job would require a certain level of education.

Employers hiring for the client advisor job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Finance, Education, Military, Management, Graduate, Business/Administration, Accounting, Economics, Communication

Skills for Client Advisor

Desired skills for client advisor include:

Products Gucci history and heritage in accordance with the Gucci selling ceremony
Equity and fixed income markets and alternative investments
Private Equity and Real Estate
Credit
Consumer lending
Products Gucci history and heritage
Job area typically obtained through advanced education combined with experience
Policies
Regulation-9 and KYC
Trust administration and fiduciary laws

Desired experience for client advisor includes:

Bachelor degree with 8 years of sales and client management experience in the Wealth Services industry
Demonstrates expert investment knowledge and the ability to discuss tax and financial planning issues with client including multi-generational estate planning concepts
Expert knowledge of all wealth management products and services
MS Office software skills
Prepare Officers Committee account reports
Prepare other tasks as assigned

Client Advisor Examples

1

Client Advisor Job Description

Job Description Example
Our growing company is looking for a client advisor. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client advisor
  • Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
  • Prepare initial and annual trust reviews
  • Process gifts to charity and family
  • Producing all renewal communications to the client including
  • Document written and verbal communication with clients and their advisors in Salesforce
  • Input client information in Salesforce and update as needed
  • Forecast monthly and quarterly client renewals and identify key accounts in order to up-sell and retain client base
  • Serve as an expert in learning and talent analytics and the Metrics that Matter software
  • Develop strong consultative relationships with clients, including understanding their business objectives and identifying how Metrics That Matter can meet their needs
  • Communicate with clients and their advisors regularly
Qualifications for client advisor
  • 1-3 years of Sales/Marketing experience would be preferred
  • Exceptional communication (verbal and written) and organizational skills
  • General knowledge of the IT industry and leading products strongly preferred
  • Ability to maintain a positive attitude and 'get it done' mentality at all times
  • Ability to work in a self-directed, fast-paced entrepreneurial environment
  • Undergraduate degree with 7+ years of lending and relationship management experience
2

Client Advisor Job Description

Job Description Example
Our company is growing rapidly and is looking for a client advisor. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client advisor
  • Attend client meetings, document issues discussed and coordinate follow up
  • Oversee preparation of client meeting materials
  • Document client information and communications in Salesforce
  • Work directly with Legal Spend Management customers, such as insurance carriers, corporate legal departments and law firms
  • Lead new business initiatives & defensives including referral generation
  • Knowledge of broker and insurance industry with enterprise (1,000+ lives) market expertise
  • Expert-level employee benefits knowledge, specifically life and ancillary benefits
  • Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transaction
  • Proactively assists Client Executives in most aspects of policy management, proposal preparation and presentation creation to better serve clients
  • Prepares and issues invoices to clients and identifies and resolves billing problems to ensure accurate records are delivered to clients and maintained internally
Qualifications for client advisor
  • Proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word
  • Demonstrates basic to solid investment knowledge and the ability to deliver basic Financial Planning via Financial Profiles Forecaster software
  • Has a basic knowledge of all Wealth management products and services, strong consultative and client management skills with the ability to sell a wide range of products and services and very strong Client Service Skills
  • Superior knowledge of all wealth management products and services
  • Bachelors degree in a relevant field (Business Administration, Finance, Economics, Law, Taxation) required
  • Experience preferred 1-3 years of experience required
3

Client Advisor Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of client advisor. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client advisor
  • Monitors the maintenance of proper records for reporting and audit purposes and processes insurance and claims details into the database
  • Responds directly to simple and moderately difficult client questions and requests, and solicits assistance from Client Executives as needed
  • Proactively assists Broker in most aspects of policy management, proposal preparation and presentation creation to better serve clients
  • Builds and maintains ongoing relationships with small clients and team colleagues to deliver services both internally, and in some cases, externally
  • Provides assistance to Broker regarding coverage questions and program adjustments
  • May demonstrate the ability to enter new bonds, upload documents, client demographics ,process renewals, , under some supervision
  • Prepare and submit accurate market presentations and slips in consultation with the Client Executive and Market Placement Teams
  • Experience in cultivating relationships with employers, brokers, and carriers
  • Ability to communicate and negotiate with C-Level management
  • Ability to maintain high degree of Salesforce discipline
Qualifications for client advisor
  • Ideally have technical skills in some of the following insurance lines – Directors & Officers Liability, Professional Indemnity, Cyber
  • Is an expert user of the company-sanctioned Internet and e-mail, word processing and spreadsheet software
  • 5-7 years experience in Private Banking/Wealth Management
  • Minimum grade B in GCSE (or equivalent) English & Maths (A levels or equivalent preferred)
  • ACII qualified (or working towards) preferred
  • Competent in Microsoft Office and all relevant business applications
4

Client Advisor Job Description

Job Description Example
Our company is looking to fill the role of client advisor. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client advisor
  • Interact with insurers to ensure proper documentation such as local policies and invoices are produced accurately and in a timely manner
  • Ability to negotiate commission agreements and technology subsidy arrangements
  • Review bonds wordings and provide clear verbal and written guidance to clients regarding the suitability of the bond wording submitted
  • Draft bond wordings and arrange for bonds to be executed by Surety and delivered to the client
  • Review outstanding client payments and where appropriate chase for payment
  • Process new and additional premium invoices
  • Obtain and review cancellation documentation from clients and process with relevant Surety
  • Production of monthly client reports in Excel
  • Ensure Bond facility records are kept up to date on the Surety database
  • Assist with general correspondence and administrative support including filing and file management
Qualifications for client advisor
  • Numerical and analytical skills with intermediate use of MS-Excel preferred
  • Has extensive knowledge of in-house, proprietary financial and sales-reporting systems, office databases and company-sanctioned presentation software
  • 3-5 years post-undergraduate work experience, with experience at a leading strategy or management consulting firm preferred
  • Ability to implement and troubleshoot changes and modifications
  • Ability to build relationships with client teams and key stakeholders
  • Accountability for tasks being performed and completed on schedule
5

Client Advisor Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of client advisor. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client advisor
  • Maintains high standards of sales practices and service
  • Executes cross selling strategies between Popular Securities, Popular One and/or Banco Popular de Puerto Rico
  • Serves as a Broker of the Day, providing service to Popular Securities customers who need to buy or sell an investment product and their Financial Consultant/Advisor or Registered Sales Assistant is not available
  • Supports the Senior Banking Consultants of BPPR Premium Banking Services Group that serves the Mass Affluent segment
  • Works during the stock market open hours, even if is a holiday in Puerto Rico
  • Build a book of business achieving growth targets by meeting client’s investment, trust, deposit and lending needs
  • Utilize goal based planning to meet client needs
  • Maintain an organized and consistent calling effort to build a strong network, develop a pipeline of opportunities, and generate client acquisition and expansion
  • Assess and determine client’s trust and investment goals, presents proposals, and closes managed investment solutions
  • Partner with Commercial, Mortgage and SBA teammates to develop relationships and client introductions
Qualifications for client advisor
  • Must be driven to achieve goals and career success
  • One year of related sales experience and/or training
  • Manufacturer certifications as required
  • Ability to work retail hours of dealership
  • Cert CII qualified (or equivalent) Working towards ACII desirable
  • Competitive salary that is internally equitable and externally competitive

Related Job Descriptions

Resume Builder

Create a Resume in Minutes with Professional Resume Templates