Senior Client Advisor Job at Groupe Kering (Bicester)

Senior Client Experience Executive

To help to deliver Foster Denovo’s Client Services Proposition by providing a hi...

Location

United Kingdom , Weybridge; London; Glasgow; North Shields

Salary:

Not provided

Foster Denovo

Expiration Date

Until further notice

Requirements

Thorough understanding of the EB processes, client file requirements and the regulatory requirements imposed by the FCA
Following Secondsight processes to deliver a personalised and high quality service
Proficient in the upload of client contribution and assessment files
Managing and producing client governance reports
Familiarising yourself with each client’s circumstances, objectives and timescales
Building relationships with your clients and managing any client queries, responding in a timely fashion and within SLA times
Organising and attending client meetings
Sending regular communications and updates to corporate clients
Managing client feedback, supporting with the annual DCJ with your clients
Supporting where required with advisor prep and advisor meeting days

Job Responsibility

Help to deliver Foster Denovo’s Client Services Proposition by providing a high quality administration and support service to corporate clients and your Practice
Provide a consistent first class service to meet and where possible exceed a clients’ expectations
Be the main point of contact for a number of clients, (usually HR teams)
Manage own administrative tasks in addition to supporting more junior members of the team
Juggling multiple pieces of work, get involved in more in-depth client support tasks, such as governance, feedback reports, uploads and assessments
Communication is a key part of this role to keep clients and Consulting Partner’s updated
Have a warm and professional demeanour both on the telephone and in written form and the ability to build good relationships with our corporate clients

What we offer

25 days holiday (increasing by an additional day per annum up to 30 days)
Discretionary bonus
Foster Denovo will match your personal pension contribution up to a maximum of 7.5%
Life assurance of up to 4 x your salary
Income protection of 75% of your basic salary in the event of long term sickness
Employees can use our financial advisers within the company for any financial advice or knowledge
Interest free season tickets loans, eye care and childcare vouchers
Shopping discounts benefits portal (discounts on holiday, gym and high street retailers)

Senior Wealth Advisor

The Wealth Relationship Advisor SAFE Act is a seasoned professional role. This p...

Location

United States , Brooklyn

Salary:

70000.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
experience in a proactive, successful sales and service role in the financial services industry
strong analytical and financial skills
strong verbal and written communication skills
organized with strong attention to detail
knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
basic understanding of investment and financial planning strategies preferred
must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses
Group 1 insurance

Job Responsibility

Build relationships with new clients with the goal of bringing in new bank and brokerage assets
deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills
respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research
master referral opportunities to grow portfolio
refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)
acquire new clients through converting referral leads
manage client follow-up and adhere to all Regulatory and Compliance operating procedures
ensure that KYC/AML and other compliance norms are strictly adhered to
partner with all roles on branch team to ensure all clients have a positive in-branch experience

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off including vacation, sick leave, and paid holidays

Fulltime

Senior Client Success Manager

Our client, a leading provider in telecom, physical security, and cybersecurity ...

Location

United States , Portland

Salary:

80000.00 - 90000.00 USD / Year

CareerPaths NW

Expiration Date

Until further notice

Requirements

Manage and grow relationships with an assigned portfolio of 100+ clients
Drive renewals, upsells, and cross-sells across telecom, cybersecurity, and physical security solutions
Partner with clients in industries such as financial services, healthcare, retail, and automotive to understand their business needs
Serve as a consultative advisor — helping customers consolidate systems, improve connectivity, and integrate new technologies
Oversee the sales cycle for both one-time and recurring service work, including bundled product offerings
Collaborate with internal technical and project management teams to deliver on client expectations
Maintain strong product knowledge of our client’s flagship M-Suite solutions, connectivity services, and managed offerings
Use data and customer insights to proactively identify growth opportunities

Job Responsibility

Manage and grow relationships with an assigned portfolio of 100+ clients
Drive renewals, upsells, and cross-sells across telecom, cybersecurity, and physical security solutions
Partner with clients in industries such as financial services, healthcare, retail, and automotive to understand their business needs
Serve as a consultative advisor — helping customers consolidate systems, improve connectivity, and integrate new technologies
Oversee the sales cycle for both one-time and recurring service work, including bundled product offerings
Collaborate with internal technical and project management teams to deliver on client expectations
Maintain strong product knowledge of our client’s flagship M-Suite solutions, connectivity services, and managed offerings
Use data and customer insights to proactively identify growth opportunities

Fulltime

Senior Wealth Advisor

The Wealth Relationship Advisor SAFE Act is a seasoned professional role requiri...

Location

United States , Greenburgh

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
experience in a proactive, successful sales and service role in the financial services industry
strong analytical and financial skills
strong verbal and written communication skills
organized with strong attention to detail
knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
basic understanding of investment and financial planning strategies preferred
must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses
Group 1 insurance

Job Responsibility

build relationships with new clients with the goal of bringing in new bank and brokerage assets
deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills
respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research
master referral opportunities to grow portfolio
refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)
acquire new clients through converting referral leads
manage client follow-up and adhere to all Regulatory and Compliance operating procedures
ensure that KYC/AML and other compliance norms are strictly adhered to
partner with all roles on branch team to ensure all clients have a positive in-branch experience

What we offer

medical, dental & vision coverage
401(k)
life, accident & disability insurance
wellness programs
paid time off packages including vacation, sick leave, and paid holidays

Fulltime

Senior Protection Advisor

We find ourselves needing a Senior Business Protection Advisor to help lead and ...

Location

United Kingdom , Northampton

Salary:

60000.00 GBP / Year

Wallace Hind

Expiration Date

Until further notice

Requirements

Demonstrable experience in a similar role for an IFA, Broker, Wealth Management Business
A recognised qualification in a financial service discipline, something FCA related i.e. CII
Meticulous attention to detail and the ability to communicate to a high level across all mediums

Job Responsibility

Become the Senior member of our protection team dealing with a variety of services but focusing on business protection and insurance
Show the ability to win business and manage your client base cross selling wherever possible
Deal with all client administration required and ensure retention of current business

What we offer

Generous commission / bonus scheme of circa £10-15k Year 1 & £20k pa thereafter
26 days holiday
Pension

Fulltime

Senior Tax Advisor

Ren Friedman is seeking a highly skilled and client-focused Senior Tax Advisor t...

Location

United States , El Cerrito

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Business, Accounting, or a related field (preferred)
2-4 years of experience in a CPA firm or tax advisory role
Active CPA certification required
Exceptional verbal and written communication skills
Strong proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)

Job Responsibility

Prepare individual (1040), partnership (1065), S-Corp (1120S), C-Corp (1120), trust (1041), and gift (709) tax returns for clients and their associated businesses and entities
Provide secondary support in the preparation of gift tax (709) and foundation (990) returns, along with payroll, sales tax, and foreign asset reporting
Respond to client inquiries related to retirement planning, asset sales, business formation, and dissolution
Review and address tax notices and audit responses from federal and state authorities
Amend tax returns as necessary
Identify and recommend proactive tax planning opportunities that align with clients' comprehensive financial plans (e.g., retirement account strategies)
Ensure tax strategies are seamlessly integrated with clients' broader investment and financial goals

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Senior Wealth Advisor

The Senior Wealth Advisor SAFE Act is a seasoned professional role focused on cl...

Location

United States , Miami

Salary:

70000.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
Experience in a proactive, successful sales and service role in the financial services industry
Strong analytical and financial skills
Strong verbal and written communication skills
Organized with strong attention to detail
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
Basic understanding of investment and financial planning strategies preferred
Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses
Group 1 insurance

Job Responsibility

Build relationships with new clients with the goal of bringing in new bank and brokerage assets
Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills
Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research
Master referral opportunities to grow portfolio
Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)
Acquire new clients through converting referral leads
Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
Ensure that KYC/AML and other compliance norms are strictly adhered to
Partner with all roles on branch team to ensure all clients have a positive in-branch experience

What we offer

Medical, dental & vision coverage
401(k)
Life, accident & disability insurance
Wellness programs
Paid time off packages including vacation, sick leave, and paid holidays.

Fulltime

Senior Payroll Advisor

Our client is seeking a driven and enthusiastic Senior Payroll Advisor to join t...

Location

United Kingdom , Newcastle Upon Tyne

Salary:

32000.00 - 35000.00 GBP / Month

Office Angels

Expiration Date

Until further notice

Requirements

Demonstrable experience in a senior payroll processing role is essential
You must be highly numerate with exceptional attention to detail
Ability to work independently on diverse payrolls, with solid end-to-end payroll processing experience
Proficiency in Microsoft Office, particularly Excel and Outlook
Capability to transfer data between payroll systems and Excel
Familiarity with the BACS payment process

Job Responsibility

Process end-to-end weekly and monthly payrolls for a variety of organisations, each with its own unique complexities
Set up pension schemes with multiple providers, ensuring accurate calculations and timely distribution of necessary data
Build and nurture professional relationships with clients by understanding their specific payroll needs
Conduct reconciliations and manual calculations, addressing client queries with confidence
Support and mentor junior team members, providing guidance and training as needed

What we offer

Contributory pension scheme with matched employer contributions
Company sick pay for up to 3 months at above statutory rates
Life Assurance coverage at three times your annual salary
Enhanced maternity and paternity pay
Access to private medical care at discounted rates, plus free eye tests and contributions towards glasses
31 days of holiday including Bank Holidays with additional days based on your length of service
Annual payment of professional subscriptions and opportunities for further training
Confidential Employee Assistance Programme and wellbeing platform with health resources
Join a sports and social club, enjoy monthly lunches and participate in paid volunteering days
Cycle to work scheme

Fulltime

Senior Client Advisor

Groupe Kering

Location:
United Kingdom , Bicester

Category:
Sales

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 07, 2026

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Groupe Kering

Location:United Kingdom , Bicester

Category:Sales

Contract Type:Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:January 07, 2026

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Location:
United Kingdom , Bicester

Category:
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Contract Type:
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Job Posted:
January 07, 2026