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Client advisor • oakland ca

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Client Advisor

Client Advisor

Marsh & McLennan CompaniesSan Francisco, CA, United States
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Acts as lead advisory colleague on medium sized, less complex books of business.Develops an understanding of the clients' business strategic priorities, risk strategies and risk management needs an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Asset Management - External Client Advisor Retirement - Vice President

Asset Management - External Client Advisor Retirement - Vice President

JPMorgan Chase & Co.San Francisco, CA, United States
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JobID : 210684131 Category : Client Sales JobSchedule : Full time Posted Date : 2025-11-05T22 : 42 : 28+00 : 00 JobShift : : J. Morgan Asset Management (JPMAM) is a global asset manager with over $3 tril...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Advisor

Client Advisor

Cullen JewellerySan Francisco, CA, United States
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Founded by Jordan Cullen in 2018, Cullen Jewellery is an ethical fine jewellery brand focused on exceptional human experiences. As a digital-first business, we blend traditional craftsmanship with m...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Private Client Advisor

Private Client Advisor

Henley & Partners - The Firm of Global Citizens®San Francisco, CA, US
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As the leading global citizenship and residency advisory firm for over two decades, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship plann...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Senior Client Advisor - San Francisco

Senior Client Advisor - San Francisco

FERRAGAMO USA, Inc.San Francisco, CA, United States
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OUR HERITAGE AND PASSION TO EMPOWER YOUR TALENT AND CREATIVITY.Company of the Salvatore Ferragamo Group, one of the world's leaders in the luxury industry and whose origins date back to 1927.Under ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Development Advisor - Public Sector, West States

Client Development Advisor - Public Sector, West States

McKinsey & CompanySan Francisco, CA, United States
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The McKinsey recruiting team will be celebrating the holidays and there will be no online application support available starting December 19th at 5 : 00pm New York time. Regular support will resume on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Private Client Advisor

Private Client Advisor

East West BankSan Francisco, CA, US
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We are currently seeking a Private Client Advisor.This position will focus on high touch customers, building and maintaining business relationships and working with high value business accounts.As ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Private Client Advisor

Private Client Advisor

Henley & PartnersSan Francisco, CA, US
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As the leading global citizenship and residency advisory firm for over two decades, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship plann...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Advisor with Athletic Background

Client Advisor with Athletic Background

Northwestern Mutual - San FranciscoSan Francisco, CA, US
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Join the Winning Team at Northwestern Mutual - San Francisco!.Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financia...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Advisor- Palo Alto

Client Advisor- Palo Alto

Tiffany & Co.San Francisco, CA, United States
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We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise.We ex...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
Senior Client Advisor - San Francisco

Senior Client Advisor - San Francisco

FERRAGAMO USA INCSan Francisco, CA, US
serp_jobs.job_card.full_time +1
OUR HERITAGE AND PASSION TO EMPOWER YOUR TALENT AND CREATIVITY.Company of the Salvatore Ferragamo Group, one of the world's leaders in the luxury industry and whose origins date back to 1927.Un...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Private Client Relationship Advisor

Private Client Relationship Advisor

Evolve Talent PartnersSan Francisco, CA, US
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Private Client Relationship Manager.Independent investment management and strategic advisory firm is seeking a Private Client Relationship Manager. The firm is committed to delivering a combination ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Copy of Senior Client Advisor

Copy of Senior Client Advisor

A.P.C.San Francisco, CA, US
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Senior Client Advisor, you are a natural leader who takes ownership in all areas of client service and store operations.You are eager to learn, maintaining personal knowledge of the latest developm...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Cloud Solutions TAM - Technical Client Advisor

Cloud Solutions TAM - Technical Client Advisor

Cloud BuddySan Francisco, CA, United States
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A leading cloud services provider in San Francisco is seeking a Technical Account Manager to serve as the primary contact for clients. This role involves managing client relationships, providing tec...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Asset Management - External Client Advisor Retirement Vice President

Asset Management - External Client Advisor Retirement Vice President

JPMorgan ChaseSan Francisco, CA, US
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Morgan Asset Management (JPMAM) is a global asset manager with over $3 trillion in assets under management.Our Retirement Americas Client business provides high quality investment management, and r...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Private Client Advisor

Private Client Advisor

East West BancorpSan Francisco, CA, US
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We are currently seeking a Private Client Advisor.This position will focus on high touch customers, building and maintaining business relationships and working with high value business accounts.As ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Private Client Relationship Advisor

Private Client Relationship Advisor

Brown AdvisorySan Francisco, CA, US
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Join Our Dynamic Team in San Francisco.At Brown Advisory, we aim to be one of those inspired firms.We are an independent investment management and strategic advisory firm committed to delivering a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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GUCCI Client Advisor - San Francisco Union Square

GUCCI Client Advisor - San Francisco Union Square

KeringSan Francisco, CA, US
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If you are a Dream-maker, this is the place for you.Together, we'll create the real fabric of Gucci.A community of people united by the same passion : breaking new ground in the fashion world and be...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Senior Wealth Advisor : Growth & Client Impact Lead

Senior Wealth Advisor : Growth & Client Impact Lead

Support.comSan Francisco, California, United States
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A financial services company in San Francisco is seeking a Senior Wealth Advisor to provide exceptional client experiences while managing investments, credit, and planning solutions.The ideal candi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
Client Advisor

Client Advisor

Marsh & McLennan CompaniesSan Francisco, CA, United States
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Company : Marsh

Description :

Acts as lead advisory colleague on medium sized, less complex books of business.

Develops an understanding of the clients' business strategic priorities, risk strategies and risk management needs and provides advice accordingly to successfully serve clients.

Utilizes risk expertise and knowledge of industry and insurance market place to review clients' exposures and loss experience and develop solutions for standard client needs.

Executes renewal / placement strategies in conjunction with the Placement, Advisory Leader and Client Executive and executes in accordance with client instructions.

Assists in presentations to prospective clients and develops / suggests innovative solutions to client and client team members to gain new clients and projects.

Partners with Placement to receive, negotiate and evaluate quotes from carriers to deliver the best options to clients.

Builds and maintains relationships with clients , and is the primary point of contact for day-to-day service needs.

Maintains quality in all areas of client deliverables, including monitoring delivery and invoicing to ensure client is satisfied.

Keeps abreast of changing market conditions and contributes to the firm's body of knowledge within product line through active internal communication.

Marsh, a business of Marsh McLennan (NYSE : MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses : Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex / gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

The applicable base salary range for this role is $92,500 to $197,100.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.