• Develop a robust pipeline of new business opportunities via direct outreach and prospecting within the institutional, high net worth, and qualified plan realms
• Deliver class-defining service to current Alesco clients, offering education and regular portfolio reviews
• Demonstrating the highest ethical standards and embracing the firm’s fiduciary responsibility
• Identify and help to develop strategic relationships with partners and centers of influence
• Work collaboratively with clients and prospects to define investment needs, offering appropriate solutions to match clients’ risk tolerance and objectives
• Work with sales and marketing teams to implement macro and micro business development initiatives
• Work closely with Investment organization to deploy appropriate investment strategies for clients
• Collaborate with Performance organization to represent accurate performance to clients and prospects in a digestible manner
• Assist in writing marketing communications and other firm-level communications to clients and prospects
• Drive and achieve individual and team objectives and be accountable for sales results

Skills: Business Development, Client Service, Ethical Standards, Strategic Partnerships, Investment Solutions, Collaborative Teamwork, Performance Analysis, Marketing Communication

• Maintain and cultivate long-term relationships with clients
• Understand client needs and create solutions based on unique goals
• Assist in preparation of regular client communications regarding portfolio performance and activity
• Manage client communications/respond to client inquiries
• Coordinate with operations teams to execute investment administration and ensure client satisfaction
• Prepare and present custom long-term financial plans and asset allocation models
• Regularly prepare and present investment recommendations
• Provide ongoing monitoring of client portfolios and investment performance
• Oversee and ensure portfolio liquidity and cash flow requirements
• Build networks to develop a pipeline of new client relationships

Skills: Client Relationship Management, Needs Assessment and Solution Creation, Client Communication, Investment Administration Coordination, Custom Financial Plan Preparation, Investment Recommendations, Portfolio Monitoring, New Client Development.

• Be the “hub” of the day-to-day service experience for clients by providing superior client service and problem-solving solutions.
• Support the Lead Relationship Managers (RM’s) in preparing and participating in client meetings, as well as post client meeting action items.
• Manage the custodial process and assist clients with account creation, transfers, and maintenance and ongoing communication with clients throughout the process.
• Facilitate communication between relevant parties (i.e. Tax Accountants, Attorneys, etc.).
• Coordination and execution of gifting and charitable activities on behalf of clients
• Conduct Financial Planning Due Diligence, including the collection of client data to assist in creating comprehensive Financial Plans.
• Deliver financial plans and retirement cash flow planning with thoughtful observations and additional considerations to enhance the client’s financial goals.
• Assist with extra-departmental projects such  
• Perform in-depth analysis of prospective client financial statements and portfolio composition
• Prepare meeting materials and analysis

Skills: Superior Client Service, Problem-Solving Solutions, Client Meeting Preparation, Custodial Process Management, Client Communication, Financial Planning Due Diligence, Delivering Financial Plans, In-Depth Analysis of Financial Statements.

• Coordinate and execute personal customer appointments for the handover of luxury watches in CHRONEXT Lounge and HQ in Cologne
• Answer various customer inquiries and are in charge of the communication with customers by phone and through various online channels such as Email, Zendesk or Social Media
• Advise new and existing customers on purchase of watches
• Responsible for the smooth operational processes of the CHRONEXT Lounge (e.g. order management and being the contact person of the premises on site)
• Cooperate closely and pro-active with operational interface teams
• Welcome every Client and provide the best Client experience through the delivery of premium customer service, product knowledge and expertise
• Strive to discover clients and every need, to guide them across the Brand
• Engage with clients to develop long term relationships and confidence in Louis Vuitton products and services
• Proactively reach out to Clients in order to achieve individual and team goals
• Perform as a team player and participate in all activities contributing to the overall objectives of the store

Skills: Customer Appointment Coordination, Customer Inquiry Management, Communication with Customers, Advising on Watch Purchases, Operational Process Management, Premium Customer Service, Developing Client Relationships, Team Collaboration.

• Fixed point of contact for the customers, both by telephone, by mail and via app. 
• Try to solve questions autonomously and in a customer-oriented way.
• Responsible for the physical reception as well as the professional guidance of the customer or prospect at the office, but also at events organized by the office.
• Provide commercial support. 
• Recognize buying signals and also deliver to the account manager. 
• Ensure a daily proactive agenda planning for customers and prospects that have received through prospecting, lead management, customer contacts, follow-up events, etc.
• Support the account managers by correct, timely and accurate execution of administrative support assignments
• Offer the right service in function of the customer's profile.
• Process and/or check customer data for completeness and correctness in files and systems.
• Learn and master Brand and product knowledge

Skills: Customer Service, Communication, Problem-Solving, Event Coordination, Sales Support, Administrative Proficiency, Data Management, Product Knowledge

• Experience within the insurance broker sector
• Preferably educated to A level or relevant industry experience
• Professional qualification of ACll or working towards this qualification is desirable
• Comprehensive knowledge of insurance and underwriting in order to deal effectively with client needs
• Strong interpersonal and communication skills with the ability to build relationships with new clients and insurers and maintain strong relationships with existing ones
• Experience in working with and adhering to processes and systems that support client service delivery
• Intermediate level of IT systems (Microsoft office)
• Intermediate knowledge of data analysis
• Must be proactive and results driven

Qualifications: BA in Economics with 4 years of Experience

• Experience in a client-facing role in M&A, finance, accounting or consulting
• Experience with eCommerce / Amazon Selling experience is preferred, either as a seller or an advisor/ consulting
• Strong verbal and written communication skills
• Ability to read and analyze financial statements
• A high level of proficiency in MS Excel  
• Proven organization and time management skills to complete a high volume of varied responsibilities in a fast-paced environment
• Excellent attention to detail
• Ability to work independently, remotely and stay motivated
• Can execute without always needing supportive coaching
• A proactive approach to problem-solving with strong decision-making skills

Qualifications: BA in Marketing with 3 years of Experience

• Experience preferably in a similar role or customer service setting
• Proven ability to drive and exceed individual and store results
• Proven ability to build lasting relationships with customers and colleagues
• Excellent communication skills, both oral and written, and the ability to handle multiple tasks simultaneously
• Strong organization and follow-up skills are essential
• Accuracy and attention to detail 
• Candidate should be team-focused with a desire to collaborate effectively
• Ability to work in a fast moving and dynamic environment
• Ability to adapt to different customers
• Ability to work a flexible schedule based on business needs which includes, evenings, weekends and holidays

Qualifications: BA in Business Administration with 4 years of Experience

• Previous retail or luxury retail experience or customer related experience (i.e. luxury hospitality, etc.).
• Proven track record in achieving sales results and building customer relationships.
• Strong communication skills, both verbal and written, customer service skills.
• Ability to work with a diverse client base and to work in a fast-paced, changing environment.
• Proficiency in Point of Sales (POS) systems, CRM systems, and Microsoft Outlook/e-mail.
• Business proficiency in German and English. 
• Experience in high-end luxury retail sales, preferably jewelry
• Proven sales achievement in the luxury brands market
• Excellent interpersonal and good organization and learning skills
• Ability to work in a team-driven environment

Qualifications: BA in Finance with 7 years of Experience

• Experience in banking and lending, and a track record of outstanding customer service. 
• Experience in digital delivery of customer sales and service
• Knowledge of bank policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that may apply to position.
• Possess a strong understanding of modern technology, mobile applications and computer skills. 
• Typing skills at or above 50wpm with high accuracy 
• Demonstrate learnings, clearly articulate experiences and make appropriate recommendations to professional partners and management.
• Strong verbal and written communication skills.
• Possess excellent organizational skills with an ability to multitask in a highly dynamic work environment

Qualifications: BA in Advertising with 5 years of Experience