Client Relationship Advisor Job at Office Angels (Bournemouth)

Client Relationship Advisor

Location

United Kingdom , Bournemouth

Salary:

12.21 - 13.00 GBP / Hour

Office Angels

Expiration Date

Until further notice

Requirements

Proven experience in telesales or outbound calling roles
Strong communication and persuasion skills
Ability to handle objections and turn them into opportunities
High energy, target-driven, and resilient
Excellent time management and organisational skills

Job Responsibility

Proactively contact existing customers and upsell additional services
Promote and upsell additional services
Conduct a minimum of 20 outbound calls per day to existing clients
Use tailored scripts to deliver compelling value propositions
Follow up with undecided clients via further calls, emails or SMS
Record all interactions and outcomes accurately in the CRM system
Participate in weekly feedback and performance review meetings
Maintain high levels of customer satisfaction and professionalism

What we offer

Up to 29 days paid holiday
Free Parking
Access to free eye care vouchers
Access Online Discounts for 1000s of stores and brands
Access to wellbeing platforms
Free access to linked in learning courses

Fulltime

Client Relationship Associate

Robert Half Financial Services are currently recruiting for a Client Relationshi...

Location

United States , New York

Salary:

90000.00 - 110000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

3+ years’ Client Services or Relationship Management experience within investment advisory, wealth management or private banking
Knowledge of custodian systems such as Raymond James or Charles Schwab is advantageous
Knowledge of Tamarac CRM system is advantageous
Excellent verbal and written communication skills
Bachelor degree

Job Responsibility

Assists the firm’s Wealth Advisors in servicing the needs of clients, often serving as the first point of communication
Continually develop and strengthen relationships with clients
Provide timely and accurate responses to operational and administrative client inquiries
Accurately and completely prepare and facilitate all account paperwork required in establishing and maintaining client accounts
Manage all communication between clients and the firm’s custodians
Prepare for and complete special projects throughout the year
Consistently identify opportunities the company to improve its client service and/or operations capabilities

What we offer

medical
vision
dental
life and disability insurance
401(k) plan
free online training

Fulltime

Client Advisor - London Selfridges

We have an exciting opportunity to join our accessories team at Burberry in Self...

Location

United Kingdom , London

Salary:

Not provided

Social Value Portal Ltd

Expiration Date

Until further notice

Requirements

A strong track record of delivering commercial performance and consistently exceeding sales targets
Experience building and maintaining meaningful client relationships through thoughtful clientelling
A genuine passion for fashion, art and culture, with an eye for detail and storytelling
Sound knowledge of the competitive landscape and how to position product with confidence
Fluency in the local language, with strong English communication skills preferred
Additional language capability is an advantage and welcomed

Job Responsibility

Meet and exceed individual and store sales and other commercial KPIs
Through storytelling and passion for the brand, inspire our clients creating desire and love for Burberry with every client interaction
Provide a luxury service and demonstrate knowledge and expertise in product, fashion and styling
Follow the Client journey to elevate the Client experience in the store: Ensure a great initial impression
discover your client, be a product and styling expert and close the sale to maintain the relationship with the client
Be efficient in following-up and delivering after-sales services to our clients
Contribute to the daily operations of the store, by maintaining high luxury standards in both front and back of house, including appropriate level of product and replenishment, support with inventory management, markdowns and stockroom maintenance when required
Follow company policies, guidelines, and procedures
Use visual techniques to maintain visual standards according to Burberry guidelines
Foster team work and a positive work climate

Fulltime

Citigold Client Advisor (Onshore)

Whether you’re at the start of your career or looking to discover your next adve...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5 - 8+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
Strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
Demonstrated success in business development, client acquisition, and relationship deepening
Robust understanding of investment products, wealth strategies, and financial planning tools
Excellent interpersonal, analytical, and communication skills
Ability to work both independently and as part of a collaborative team
Mandatory certifications required for advising on financial products in Singapore
Willingness to travel locally for client engagement when necessary
Bachelor's degree from an accredited institution or equivalent experience

Job Responsibility

Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals. Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi's global platform. Conduct regular reviews to ensure client strategies evolve with changing needs
Partner with internal specialists (Bancassurance Specialists, Investment Consultants, Treasury Specialists) to deliver integrated, end-to-end financial solutions
Stay current with market trends, investment opportunities, and regulatory changes. Translate insights into actionable advice that supports clients' wealth goals
Organize exclusive client events to enhance engagement and deliver valuable market perspectives
Ensure full compliance with KYC/AML, regulatory, and internal policies. Exhibit sound judgment in managing ethical standards and risk controls while safeguarding Citi and client interests

Fulltime

Sales & Client Advisor

Your opportunity You will be accountable for sustaining the brand image, achiev...

Location

Taiwan , Kaohsiung City

Salary:

Not provided

Groupe Kering

Expiration Date

Until further notice

Requirements

Prior experience in multinational brand environment. With related experience is a plus
Product and Fashion sensitivity with good knowledge of fashion trend
Strong sense of responsibility and team spirit
Ability to work under pressure in a fast-paced environment
Good command of both spoken and written English and Chinese
Good PC skills such as MS Office and other digital tools

Job Responsibility

Ensure to achieve daily and monthly sales targets & KPIs by using appropriate sales techniques to ensure they are met
Act as a “host” for customer, interact and consistently strengthen and build strong customer relationships
Develop and maintain good product knowledge and provide excellent and professional customer service
Replenish stock, maintain high standards of merchandise. Product presentation and control products from a quality point of view
Maintain store cleanness and tidiness, grooming and appearance of all areas respecting the visual merchandising standard
Support all the store processes compliance and follow-up

Fulltime

Client Advisor

Jil Sander is an international luxury brand led by design, quality and functiona...

Location

Spain , Ibiza

Salary:

Not provided

OTB

Expiration Date

Until further notice

Requirements

Previous experience in the luxury fashion or younger profile with very strong attitude in learning and responsibility in the assigned rule
Fluent English is requested
BOH knowledge
Proactivity, enthusiasm, fashion knowledge and problem solving
Communicative and positive profile
Standing and grooming

Job Responsibility

Welcome the customer, providing an excellent in-store experience at all times, trying to perceive needs and expectations, providing all necessary information about the product, current trends, etc
Develop and maintain effective one-on-one relationship customers, using also digital tools
Maintain accurate records of all key customer account activities, and uses the information for ongoing reference, including Contact names, Special delivery requirements, Product preferences, Outstanding price quotes, Previous order history, follow up information related to closing the sale
Demonstrate brand and product knowledge, based upon the provided training program, as well as keeping up to date with the luxury environment and competitors
Achieve established personal and store sales goals, by thoroughly and effectively managing all customer accounts through all stages of the sales cycle and the purchase process
Respond to all products inquiries (direct and indirect) and attempts to convert them to sales
Handle transactions and payments with accuracy and discretion
Maintain the store in optimal condition, ensuring products are displayed properly and luxury standards are met
Collaborate with the team to improve operational efficiency and overall customer experience
Manage the stock activity in accordance with the SM, and with the daily operations (weekly delivery, transfers requests, random stock check etc.)

Gucci Client Advisor

Location

United Kingdom , Birmingham

Salary:

Not provided

Groupe Kering

Expiration Date

Until further notice

Requirements

Some experience working in a high-end luxury/fashion brand or hospitality
Proven track record in achieving sales targets and develop clients
Passion for and sound knowledge about Gucci and luxury fashion
Works productively in a high-pressure, fast-paced environment
Fluent in English, any additional languages would be a plus
Ability to work varied hours/days, including weekends as needed

Job Responsibility

Achieves individual sales and service KPIs by effectively using available data/systems to better understand own performance and sales opportunities
Effectively uses cross- and upselling techniques to maximize sales opportunities
Creates an engaging and emotional client experience, offering best in class service. Hosts the client in line with hospitality guidelines and welcome techniques
Proactively engages and establishes strong relationships with clients, making the client valued from the moment they enter the store
Combines styling knowledge with the ability to mix-and-match products to best serve the client
Develops local and international client base and seeks to recruit and develop top clients

Fulltime

Private Client Relationship Manager

At Citizens, our mission is to help clients, colleagues and communities reach th...

Location

United States , Franklin, Massachusetts; Milford, Massachusetts

Salary:

83000.00 - 104000.00 USD / Year

Citizens Bank

Expiration Date

Until further notice

Requirements

Bachelor's degree (preferred)
3 - 5 years of banking, wealth management or other relevant equivalent experience
Experience working with affluent and high net worth clients
Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire
Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire
Demonstrated success in a client-centric, initiative-taking sales environment
Experience establishing and maintaining relationships with clients and internal partners
Knowledge of industry regulatory requirements to ensure a sound control environment
Excellent written and verbal communication skills

Job Responsibility

Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights
Provide exceptional, high-touch client experiences
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens
Leverage Salesforce CRM to track activity

What we offer

Comprehensive medical, dental and vision coverage
retirement benefits
maternity/paternity leave
flexible work arrangements
education reimbursement
wellness programs

Fulltime

Select Country

Client Relationship Advisor

Job Description

Job Responsibility

Requirements

What we offer

Looking for more opportunities?

Client Relationship Advisor

Client Relationship Advisor

Client Relationship Associate

Client Advisor - London Selfridges

Citigold Client Advisor (Onshore)

Sales & Client Advisor

Client Advisor

Gucci Client Advisor

Private Client Relationship Manager

Our AI answers in your language