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Client advisor Jobs in Boston, MA

Last updated: 1 day ago
  • Promoted
CLIENT ADVISOR - COPLEY

CLIENT ADVISOR - COPLEY

Tourneau|BuchererBoston, MA, United States
$20.00–$25.00 hourly
Full-time
The Client Advisor is responsible for providing an outstanding client experience and meeting or exceeding sales objectives. Creating an outstanding client experience is a critical aspect of this job...Show moreLast updated: 2 days ago
  • Promoted
Strategic Client Advisor

Strategic Client Advisor

VirtualVocationsDorchester, Massachusetts, United States
Full-time
A company is looking for a Strategic Client Advisor - EGWP.Key ResponsibilitiesLead operational and project management initiatives for assigned accountsDevelop and implement business process improv...Show moreLast updated: 8 days ago
  • Promoted
Private Client Advisor

Private Client Advisor

Henley & Partners - The Firm of Global CitizensBoston, MA, US
$80,000.00–$90,000.00 yearly
Full-time
As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning.Why choose Henley...Show moreLast updated: 30+ days ago
  • Promoted
Private Client Financial Advisor

Private Client Financial Advisor

CitizensSwampscott, MA, United States
$105,000.00–$250,000.00 yearly
Full-time
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to unders...Show moreLast updated: 1 day ago
  • Promoted
Stratascale Client Advisor - Boston

Stratascale Client Advisor - Boston

StrataScaleBoston, MA, United States
$100,000.00 yearly
The Client Advisor will focus on developing new business with existing customers and acquiring new customers across a focused Named Account List, composed of Fortune 1000 businesses.As a Client Adv...Show moreLast updated: 22 days ago
Client Advisor-Newbury

Client Advisor-Newbury

Tiffany & Co.Boston, MA, United States
Client Advisors hold the critical position of embodying the Tiffany brand in each and every client interaction using the Tiffany touch. their own flair for making each client’s experience extraordi...Show moreLast updated: 30+ days ago
Premier Client Advisor

Premier Client Advisor

USI Insurance ServicesWoburn, MA
$65,000.00–$70,000.00 yearly
Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients.Activities include, but not limited to renewal marketing, handling client questions and r...Show moreLast updated: 30+ days ago
Remote Client Advisor | Leadership Growth

Remote Client Advisor | Leadership Growth

Fisher Agencies American IncomeCambridge, MA, US
Remote
Quick Apply
Client Benefit Representative | Leadership Growth Opportunity Location : Remote (Fisher Home Office 222 Forbes Rd #101, Braintree, MA 02184) Schedule : Flexible, work in your preferred tim...Show moreLast updated: 30+ days ago
Automotive Client Advisor

Automotive Client Advisor

The Herb Chambers CompaniesBoston, MA
Sales Consultants who are wanting to better their careers and grow with New England’s largest Automotive Retailer!.Consecutively as one of The Boston Globe's Top Places to Work!.So, you want to sel...Show moreLast updated: 30+ days ago
Associate Client Advisor

Associate Client Advisor

US001 Marsh USA LLCHigh St,Boston
$61,000.00–$129,900.00 yearly
Full-time
We are seeking a talented individual to join our Multinational team at Marsh.This role will be based in Boston, Philadelphia or NYC. This is a hybrid role that has a requirement of working at least ...Show moreLast updated: 30+ days ago
Client Advisor

Client Advisor

Meron Financial AgencyBoston, MA, US
$50,000.00 yearly
Quick Apply
Why Choose Meron Financial Agency? Are you a top performer but not being paid like one? Or maybe you are paid well but sacrificing time with your loved ones? At Meron Financial Agency, we believe y...Show moreLast updated: 30+ days ago
Private Client Financial Advisor

Private Client Financial Advisor

Citizens BankSwampscott, Massachusetts
Full-time
Private Client Financial Advisor.Swampscott, Massachusetts; Saugus, Massachusetts.Show moreLast updated: 30+ days ago
Client Advisor-Copley

Client Advisor-Copley

Tiffany & CoUnited States, MA
Beauty, Romance and the iconic Blue Box.For 175 years, Tiffany has created a legacy of exquisite designs and romantic ideals. Tiffany employees are passionate, kind and professionally committed.We h...Show moreLast updated: 30+ days ago
Automotive Client Advisor

Automotive Client Advisor

Herb Chambers toyotaBoston, MA
Herb Chambers BMW of Boston .Sales Consultants who are wanting to better their careers and grow with New England’s largest Automotive Retailer!. So, you want to sell automobiles that are known ...Show moreLast updated: 30+ days ago
Client Advisor - Boston

Client Advisor - Boston

Officine PaneraiBoston, MA, US
$23.00–$25.00 hourly
Permanent
At Richemont Americas, we aspire to reflect the ever-changing world around us.We are proud to employ talent from many different backgrounds, experiences, and identities to build a continually evolv...Show moreLast updated: 30+ days ago
Private Client Advisor II

Private Client Advisor II

Bank of AmericaBoston
Full-time
This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals.Key responsibilities incl...Show moreLast updated: 30+ days ago
Client Advisor - Boston

Client Advisor - Boston

Moncler SpaBoston, United States
$20.00 hourly
Create an exceptional client experience by way of advising clients in making purchases that satisfy their needs, desires and personal style. Create the ultimate client experience that will cultivate...Show moreLast updated: 30+ days ago
BOTTEGA VENETA Client Advisor, Boston

BOTTEGA VENETA Client Advisor, Boston

Bottega Veneta Inc.BOSTON
Full-time
We are currently seeking a Client Advisor who will report to the Store Manager as part of our dynamic team in Boston.Meet and exceed monthly sales goals and KPI’s thru client outreach; developing n...Show moreLast updated: 30+ days ago
Employee Benefits Client Advisor

Employee Benefits Client Advisor

World Insurance Associates LLCBoston, MA
Full-time
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is on...Show moreLast updated: 30+ days ago
Client Advisor - Connecticut or Massachusetts.

Client Advisor - Connecticut or Massachusetts.

The HartfordBoston, MA
$64,480.00–$96,720.00 yearly
Full-time
Client Advisor Priority Business - SA08DE.We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every...Show moreLast updated: 30+ days ago
CLIENT ADVISOR - COPLEY

CLIENT ADVISOR - COPLEY

Tourneau|BuchererBoston, MA, United States
2 days ago
Salary
$20.00–$25.00 hourly
Job type
  • Full-time
Job description

Job Title : Client Advisor

Reports to : Store Director

Division : Retail, Multi-brand

OVERVIEW

The Client Advisor is responsible for providing an outstanding client experience and meeting or exceeding sales objectives. Creating an outstanding client experience is a critical aspect of this job. It is accomplished by creating a positive, inviting and elevated environment for the discerning client. This includes enthusiastic, presentable and knowledgeable Client Advisors that understand the customer base, attractive and inviting displays, as well as clean and well-lit stores with the best selection of watches and jewelry for the local market. An outstanding client experience also includes fully satisfying the client as it relates to servicing a new or existing watch.

It is crucial that Client Advisor focuses on developing a long-term relationship with the client that is based upon trust so the client is more likely to think of purchasing from the store in the future. This includes strategically following-up, embracing and utilizing the CRM system and tools and handling escalated issues with outstanding diplomatic skills.

ESSENTIAL JOB RESPONSIBILITIES

Ensure an outstanding client experience

  • Work to create a positive, inviting and elevated environment for the discerning client.
  • Be enthusiastic and demonstrate a passion for watches and jewelry.
  • Create a relationship with the client :
  • Greet the client when they enter the store.
  • Listen to the needs of the client and ask discovery questions.
  • Demonstrate outstanding product knowledge to educate the client and address their needs.
  • Understand available inventory within store and if needed, at other Tourneau Bucherer locations.
  • Create excitement with the client about the product.
  • Ultimately gain the client's trust.
  • Explain the value of being a Tourneau Bucherer client and leverage available tools, such as CRM, the Watch Protection Plan, Trade-ins and Bucherer 1888 Financing to support making the sale.
  • Partner with other Client Advisors as appropriate to make a sale.
  • Obtain client information utilizing the CRM system to build an on-going relationship.
  • In the event that the client contact results in a sale, efficiently close and process the sale :
  • Process payment accurately and in alignment with policy and partnering with the Operations Department to process the payment, as applicable.
  • Complete warranty information.
  • Work with Service Department on sizing, cleaning and setting the watch.
  • If required, gift-wrap and prepare for shipment.
  • Follow-up with client on purchase.
  • Handle client issues with outstanding diplomatic skill, creating a positive experience for the client.
  • Attend training sessions to increase product knowledge.
  • Partner with the Service Department, as applicable to ensure a positive client experience this includes :
  • Escorting customers to the Service Department.
  • Taking in repair orders if needed.
  • Assisting with customers picking up repairs.

Meeting or exceeding sales objectives

  • At a minimum, must meet sales objectives for any given month, quarter and year.
  • Clearly understand daily sales objective and how it relates to weekly and monthly targets.
  • Maximize percentage to retail.
  • Clienteling - focus on developing long-term relationships with the client so that they are more likely to think about visiting and buying from the store in the future. As appropriate, follow-up with clients utilizing the CRM system. This may include but is not limited to birthday cards, holiday cards, informing clients of new merchandise and inviting customers to special events / campaigns.
  • Readily accept and incorporate constructive advice given by managers on how to improve sales performance.
  • Challenge yourself to become comfortable selling all brands of watches and jewelry, and maintain a balance of sales across the full product assortment.
  • Other

  • Strictly adhere to all store security procedures.
  • Set up cases and windows.
  • Respect other Client Advisors fostering an environment of support and collaboration.
  • Adhere to the company dress code policy.
  • Work with team members to ensure the store is at all times clean and attractive.
  • Attendance is a crucial part of performance. Be on time.
  • Help set-up or close store depending upon shift.
  • Requirements

  • A passion for building clientele and selling.
  • Demonstrate an exemplary level of integrity and professionalism at all times.
  • Must be able to work a flexible schedule throughout the week.
  • Must have a polished and professional appearance with a positive attitude.
  • Meet and exceed company assigned goals, metrics and objectives.
  • QUALIFICATIONS

  • 3+ years of relevant experience, preferably sales in the luxury market.
  • Prior watch and fine jewelry experience is helpful, but not required.
  • Excellent communication, interpersonal and customer relation skills.
  • Sales driven and results orientated.
  • Team player.
  • Willing to be hands-on and work with the team to fulfill operational and organizational needs.
  • Adaptable with an attitude of continuous learning.
  • A Bachelor's degree or equivalent in business or related discipline is preferred.
  • Bi-lingual language proficiency is a plus to cater to our international customer base.
  • SALARY RANGE- $20-$25.00 PLUS COMMISSION INCENTIVE.

    We are an Equal Opportunity Employer. All persons shall have the opportunity to be considered for employment without regard to their race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex, gender, veteran status, genetic information or any other characteristic protected by applicable federal, state or local laws.