Client Onboarding Advisor Job at 360 Resourcing Solutions (Herne Bay)

Academic Sales Advisor

Join Crimson NZ as an Academic Advisor. Connect ambitious families to top univer...

Location

New Zealand , Auckland; Christchurch; Wellington

Salary:

Not provided

Crimson Education

Expiration Date

Until further notice

Requirements

A confident communicator (Mandarin language is a plus)
A self-motivated, driven team player
Someone who loves building relationships and solving problems
Prior sales, education or client-facing experience is a plus

Job Responsibility

Achieve and exceed agreed sales targets and outcomes
Identify, contact and engage new leads via phone and email
Run professional sales consultations and academic assessments
Pitch and promote Crimson’s world-class products to prospective families
Build and maintain strong, trusted relationships with clients
Onboard new clients quickly and effectively to our Student Success team
Upsell existing clients on new Crimson offerings
Resolve issues and queries with speed and care
Keep sharpening your sales techniques and stay ahead of industry trends
Work closely with Local Area and Digital Marketing to boost lead generation and expand our reach

What we offer

Rapidly growing start-up, with a flexible working environment where you will be empowered to structure how you work
Limitless development and exposure
$1000 individual training budget per year
Therapist on-staff
Insightful fireside chats and workshops to help support our high-performing and ambitious team
Radical Candor is a feedback approach we live by
We’re a global player with 30 markets (and growing) across the globe. Most roles have the option to work from one of our many offices or remotely

New

Senior Client Advisor

If you are a Dream-maker, this is the place for you. Together, we’ll create the ...

Location

United States of America , Plano

Salary:

Not provided

Groupe Kering

Expiration Date

Until further notice

Requirements

Sales management experience in retail, luxury retail, or service-related industry preferred
Bachelor’s Degree in a related field is preferred
Proven ability to drive positive customer experiences that build loyalty and deliver measurable results
Ability to manage competing priorities in a fast-paced environment
Proficiency with Microsoft Office software including Word, Excel, PowerPoint, Outlook
Industry awareness and strong business acumen
Strong verbal and written communication skills and excellent organizational skills
Passion for the Fashion Industry
Flexibility to work a retail schedule which will include evenings, weekends, and holidays
Qualified candidates must have the proper work authorization to work in the United States

Job Responsibility

Assist the Store Director and Team Manager in the driving of sales results, training and supervision of Client Advisors, merchandise management and daily store operations
Provide supervision and guidance to Client Advisors on the selling floor to deliver the highest performance through a customer centric attitude, driving sales as a client advisor leader
Partner with the Team Manager to support real time coaching and feedback to achieve business and product category goals
Assist in the development and growth within your team
Ensure a consistent and branded onboarding experience for Client Advisors and facilitate training in collaboration with store management, ensuring brand initiatives are clearly understood
Act as a role model by providing an exceptional client service experience by greeting, listening, and assisting clients to exceed their shopping needs
Demonstrates an excellent knowledge of the products as well as Gucci history and heritage
Attract new clients by being a Brand Ambassador through networking within the community
Drive and exceed individual KPI goals, by ensuring the highest level of customer service and quality of sales
Floor leadership duties

What we offer

A culture of inclusivity and accessibility
reasonable accommodation for application and/or interview process

Fulltime

Senior Wealth Planner

You will be based in Denmark, and work closely with our local client advisors, i...

Location

Denmark , Copenhagen

Salary:

Not provided

Quintet Private Bank

Expiration Date

Until further notice

Requirements

Master degree in law/tax, or HD Financial Planning / Certified Wealth Planner
Solid experience from a bank, an advisory firm or law firm as a Wealth planner/tax advisor
In depth knowledge in the Danish products such as life insurance, pension, and taxation of investment products
In depth knowledge of the of Danish corporate structures and succession planning opportunities
Understanding concepts of foreign tax planning, structures and solutions (e.g. trusts, foundations etc.)
Knowledge in civil law (matrimonial regimes, succession law, etc.)
Proficient use of MS Office
Danish and English (fluent / advanced)

Job Responsibility

Provide holistic wealth planning advice to support the achievement of the client’s financial and life objectives
Develop and maintain expertise on wealth planning solutions dedicated to HNWIs/UHNWs domiciled in Denmark
Ensure all aspects of the case (compliance, tax, legal) are comprehensively covered, anticipating and resolving any issues in a timely manner
Provide technical assistance on estate planning matters to client advisors, participate in client meetings upon request, proactively share relevant information to the client advisors
Provide assistance to compliance and lending departments on the onboarding process of complex cases
Manage complex business cases, coordination with all appropriate functions, internal and external stakeholders
Provide technical trainings to the client advisors in the Nordics
Ensure good lines of communication are maintained between the Bank, the client, and where appropriate, the client’s professional advisors
Build and maintain a strong relationship with the client advisors through regular contact and the ongoing monitoring of developments in the markets
Participate in marketing and commercial events

New

Billing Specialist

The Billing Specialist plays a key role in executing and supporting the firm’s b...

Location

United States , Bozeman

Salary:

63000.00 - 80000.00 USD / Year

XY Planning Network

Expiration Date

Until further notice

Requirements

1+ years of experience in a client service or operational role (preferably in financial services or RIA support)
Legally authorized to live and work in the United States without present or future need for sponsorship
Exceptional organizational skills and attention to detail
Ability to prioritize and coordinate multiple work-streams
Strong written and verbal communication skills
Solutions-oriented mindset with a proactive approach to problem-solving
Familiarity with platforms like Orion, Schwab, HelpScout, Box, and Guru (or demonstrated ability to learn quickly)
Collaborative mindset and approachable demeanor
Commitment to continuous improvement and operational excellence
Comfort working with sensitive financial data and applying rules consistently

Job Responsibility

Update and maintain accurate client billing profiles and fee schedules in portfolio accounting system
Generate monthly and quarterly billing and performance reports
Process fee deductions from client accounts
Handle client invoicing through the AdvicePay platform
Track payments for households billed outside custodial deduction
Investigate and resolve fee rejections and billing discrepancies
Administer the issuance of fee refunds in accordance with firm policies
Follow up on overdue payments and assist with collection activities
Update billing specifications per advisor requests while ensuring adherence to client agreement and compliance requirements
Coordinate with Trading Team to raise funds for fees and inform them of any newly activated advisors for billing

What we offer

100%- employer-funded Employee Stock Ownership Plan (ESOP)
Unlimited vacation days (minimum of 3 weeks of vacation per year)
9 paid holidays (flexible holidays)
401(k) with match (employee 6%, employer 4.5%)
12 weeks paid parental leave for the birth or adoption of a child
Health insurance w/ employer contribution
Dental, Vision, Voluntary Life and AD&D, and Accident insurance options
Pet insurance availability
Health Savings & Flex Spending (Health, Limited & Dependent Care) Accounts available
Employer-paid Life and AD&D insurance

Fulltime

Gucci Team Manager

If you are a Dream-maker, this is the place for you. Together, we’ll create the ...

Location

United States of America , Sunrise

Salary:

Not provided

Groupe Kering

Expiration Date

Until further notice

Requirements

Minimum of 2-4 years of sales management experience in retail, luxury retail, or service-related industry
A Bachelor’s Degree in a related field is preferred
Ability to analyze selling reports, identify business trends, and react quickly to the needs of the business
Proven ability to drive positive client experiences that build loyalty and deliver measurable results
Ability to manage competing priorities in a fast-paced environment
Proficiency with Microsoft Office software including Word, Excel, PowerPoint, Outlook
Industry awareness and strong business acumen
Strong verbal and written communication skills and excellent organizational skills
Passion for the fashion industry
Ability to inspire and influence a team, with an entrepreneurial vision, and high level of integrity and professionalism

Job Responsibility

Lead and inspire a dedicated team of Client Advisors to deliver the highest performance through a customer centric attitude
Lead from the selling floor, delivering real time coaching and feedback to achieve business and product category goals
Develop and grow the talent within your team
Represent the brand as a Gucci Ambassador by promoting the Gucci Values and Amplifiers of the brand within the marketplace
Working on the selling floor, you will be in constant contact with your team, supporting and coaching where needed, ensuring a consistent client experience
Provide support and regular feedback to Client Advisors to ensure their development is ongoing and their motivation and sense of engagement is high
Support opening and closing of the store as Manager on Duty providing leadership and guidance to all Client Advisors on shift
Lead morning briefings as and when required, delivering key business communication and daily objectives
Develop and lead cross category focus, ensuring your team can and do sell all categories across all floors
Conduct regular and monthly performance conversations, discussing results, opportunities and developing action plans

Fulltime

New

Gucci team manager

If you are a Dream-maker, this is the place for you. Together, we’ll create the ...

Location

United States of America , Boston

Salary:

Not provided

Groupe Kering

Expiration Date

Until further notice

Requirements

Minimum of 2-4 years of sales management experience in retail, luxury retail, or service-related industry
A Bachelor’s Degree in a related field is preferred
Ability to analyze selling reports, identify business trends, and react quickly to the needs of the business
Proven ability to drive positive customer experiences that build loyalty and deliver measurable results
Ability to manage competing priorities in a fast-paced environment
Proficiency with Microsoft Office software including Word, Excel, PowerPoint, Outlook
Industry awareness and strong business acumen
Strong verbal and written communication skills and excellent organizational skills
Passion for the Fashion Industry
Ability to inspire and influence a team, with an entrepreneurial vision, and high level of integrity and professionalism

Job Responsibility

Lead and inspire a dedicated team of Client Advisors to deliver the highest performance through a customer centric attitude
Lead from the shop floor, delivering real time coaching and feedback to achieve business and product category goals
Develop and grow the talent within your team
Working on the shop floor, you will be in constant contact with your team, supporting and coaching where needed, ensuring a consistent client experience
Provide support and regular feedback to Client Advisors to ensure their development is ongoing and their motivation and sense of engagement is high
Support opening and closing of the store as Manager on Duty providing leadership and guidance to all Client Advisors on shift
Lead Store Morning Briefings as and when required, delivering key business communication and daily objectives
Develop and lead cross category and floor working, ensuring your team can and do sell all categories across all floors
Conduct regular and monthly performance conversations, discussing results, opportunities and developing action plans
Participate in attracting, recruiting, and onboarding a high performing team

Fulltime

Onboarding Specialist

As an Onboarding Specialist, you’ll be the go-to expert for new clients as they ...

Location

Mexico , Mexico City

Salary:

Not provided

MyTennisLessons

Expiration Date

Until further notice

Requirements

Strong knowledge of restaurant management systems and hospitality technology
Excellent communication and presentation skills
Proficiency with virtual training platforms (Zoom, Microsoft Teams, WebEx)
Outstanding interpersonal skills
Highly organized with strong attention to detail
Proactive problem-solver with a customer-first mindset
Ability to break down complex processes into simple, easy-to-follow steps
Comfortable working autonomously and making independent decisions
2+ years in restaurant operations, hospitality technology, or SaaS onboarding
2+ years in a client-facing role, such as implementation, project management, or consulting

Job Responsibility

Serve as a trusted advisor, guiding new clients through the onboarding journey and setting clear expectations
Act as a restaurant technology expert, providing insights and best practices to help clients optimize their POS setup
Proactively address client concerns, making strategic decisions to resolve challenges and keep projects on track
Lead discovery sessions to understand business needs and configure POS solutions accordingly
Collaborate with Sales, Product, and Technical Support teams to ensure seamless onboarding
Oversee system testing and quality assurance to guarantee a smooth launch
Continuously refine the onboarding experience by analyzing client feedback and key metrics
Identify opportunities to streamline processes and improve efficiency
Track performance against KPIs and ensure alignment with business goals

Fulltime

New

Gucci Senior Client Advisor

If you are a Dream-maker, this is the place for you. Together, we’ll create the ...

Location

United States of America , Manhasset

Salary:

20.00 - 21.00 USD / Hour

Groupe Kering

Expiration Date

Until further notice

Requirements

Sales management experience in retail, luxury retail, or service-related industry preferred
Bachelor’s Degree in a related field is preferred
Proven ability to drive positive customer experiences that build loyalty and deliver measurable results
Ability to manage competing priorities in a fast-paced environment
Proficiency with Microsoft Office software including Word, Excel, PowerPoint, Outlook
Industry awareness and strong business acumen
Strong verbal and written communication skills and excellent organizational skills
Passion for the Fashion Industry
Flexibility to work a retail schedule which will include evenings, weekends, and holidays
Qualified candidates must have the proper work authorization to work in the United States

Job Responsibility

Assist the Store Director and Team Manager in the driving of sales results, training and supervision of Client Advisors, merchandise management and daily store operations
Provide supervision and guidance to Client Advisors on the selling floor to deliver the highest performance through a customer centric attitude, driving sales as a client advisor leader
Partner with the Team Manager to support real time coaching and feedback to achieve business and product category goals
Assist in the development and growth within your team
Ensure a consistent and branded onboarding experience for Client Advisors and facilitate training in collaboration with store management, ensuring brand initiatives are clearly understood
Act as a role model by providing an exceptional client service experience by greeting, listening, and assisting clients to exceed their shopping needs
Demonstrates an excellent knowledge of the products as well as Gucci history and heritage
Attract new clients by being a Brand Ambassador through networking within the community
Drive and exceed individual KPI goals, by ensuring the highest level of customer service and quality of sales
Floor leadership duties

What we offer

A reasonable estimate of the current base salary range is $20.00/hour to $21.00/hour
A culture of inclusivity and accessibility in all aspects of the employee life cycle

Fulltime

Client Onboarding Advisor

360 Resourcing Solutions

Location:
United Kingdom , Herne Bay

Category:
Real Estate

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 05, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Client Onboarding Advisor

Academic Sales Advisor

Senior Client Advisor

Senior Wealth Planner

Billing Specialist

Gucci Team Manager

Gucci team manager

Onboarding Specialist

Gucci Senior Client Advisor

Client Onboarding Advisor

360 Resourcing Solutions

Location:United Kingdom , Herne Bay

Category:Real Estate

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:January 05, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Client Onboarding Advisor

Academic Sales Advisor

Senior Client Advisor

Senior Wealth Planner

Billing Specialist

Gucci Team Manager

Gucci team manager

Onboarding Specialist

Gucci Senior Client Advisor

Location:
United Kingdom , Herne Bay

Category:
Real Estate

Contract Type:
Not provided

Job Posted:
January 05, 2026