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

New

Client Advisor - San Andrea

As a Client Advisor, you will be the brand ambassador, representing the essence ...

Location

Italy , Milano

Salary:

Not provided

OTB

Expiration Date

Until further notice

Requirements

You can build long-term, successful relationships with all types of clients around the world.
You are experienced Client Advisor, ideally with a background in the luxury industry and an affinity for the world of ready-to-wear fashion.
excellent communication.
You are proactive in driving commercial performance.
You are skilled at cross-selling across all product categories.
You are versatile, with a passion for challenges.
English and Italian Mandatory.

Job Responsibility

Client Engagement: Provide a warm welcome and personalized service to all clients, ensuring an exceptional shopping experience.
Sales Excellence: Identify client needs and present suitable products to drive sales and achieve individual and store sales targets.
Customer Loyalty: Build and maintain strong client relationships, fostering brand loyalty and encouraging repeat business.
Product Knowledge: Maintain up-to-date knowledge of products, brand history, and current collections to effectively communicate key features and benefits to clients.
Visual Merchandising: Support the upkeep of visual merchandising standards to ensure the store reflects the brand's image.
Team Collaboration: Work collaboratively with team members to contribute to the store's overall success and smooth operation.
Stock Management: Assist with inventory management tasks, ensuring products are properly stocked and presented.
Compliance and Standards: Uphold company policies, procedures, and grooming standards to maintain a professional and luxurious store environment.

Fulltime

New

Client Advisor

Quintet Private Bank is a leading private bank in the wealth management sector. ...

Location

Denmark , Copenhagen

Salary:

Not provided

Quintet Private Bank

Expiration Date

Until further notice

Requirements

Extensive Experience in a commercial, banking or financial environment
Knowledge of general banking laws and regulations, markets regulations and compliance procedures regarding investment advice to clients
Knowledge or order and execution process, hiring and on giving orders for securities and for trading and investing products and services
Proficient use of MS Office
Affinity with AI tools and applications (e.g., ChatGPT, Copilot), combined with a general interest in emerging technologies and the ability to identify opportunities to leverage AI in your area of work.

Job Responsibility

Building an optimal and appropriate client service and experience
Acting as a holistic client advisor, leveraging the Quintet value proposition across services such as investments, financial planning, estate planning and lending
Protecting and growing the client's wealth while making an active contribution to acquire new clients and increase share of wallet of existing clients
Developing and maintaining sustainable relationships with clients
Continuously identify and create new leads through effective use of own network
Deliver high competing acquisition speeches and cross-pitch Quintet value proposition
Developing outstanding understanding of client family situation, financial position, investment objectives and risk profile
Actively mobilise right investment, financial and wealth planning or lending specialists
Advise on choice of investment strategy, design, and composition of investment portfolios
Act as 1st line of defence risk manager

Fulltime

New

Private Client Relationship Manager

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

Location

United States , Alliance, Ohio; North Canton, Ohio; Canton, Ohio

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

New

Private Client Relationship Manager

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

Location

United States , Royal Oak; Southfield; Birmingham

Salary:

Not provided

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

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

Fulltime

New

Gucci Client Advisor

We are looking for a Client Advisor to join our team in Edinburgh on a full-time...

Location

United Kingdom , Edinburgh

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 and team sales and customer targets, 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

Client Relationship Manager

As a Client Relationship Manager, you will play a pivotal role in managing and e...

Location

United Kingdom , City of London

Salary:

55000.00 - 65000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Previous experience in client relationship management within a professional services environment
legal sector knowledge is a plus
Strong communication skills with exceptional attention to detail
Ability to work independently and collaboratively across teams
Solutions-oriented mindset with good commercial awareness
Proficiency in MS Office and familiarity with CRM systems (InterAction is advantageous).

Job Responsibility

Onboarding and nurturing client accounts while implementing best practices for client development
Collaborating with various teams to ensure alignment between client strategies and business plans
Engaging in client-led initiatives and internal communications to foster a strong community
Support Client Partners in identifying development opportunities and scheduling strategic meetings
Maintain essential relationship tools, including account plans and client pages
Conduct independent client listening and build direct connections with key clients
Track industry trends and conduct market research to inform client strategies
Prepare guidance for legal advisors on secondments and assist in ensuring they receive feedback
Provide training on relationship management tools and promote client-centred practices.

What we offer

27 Days Annual Leave + Additional Birthday Off
Buy & Sell up to 8 Days Holiday
Dental Insurance
Firm Bonus
Private Medical Coverage

Fulltime

Private Client Relationship Manager

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

Location

United States , Somerville; Cambridge

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

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

Fulltime

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