Job Summary: 

• Coordinates and participates in services, based on the engagement with each client and the Client Advisor's own professional background
• Investment advise, implementation, and monitoring based on individual risk tolerance and client objectives
• Financial planning to include cash flow planning, estate planning, risk management, and other disciplines that make up holistic wealth management
• Tax planning and tax compliance
• Analyzes and resolves complex client issues using sound judgment and strategic thinking
• Delivers and reviews results and recommendations effectively with clients
• Works collaboratively with attorneys, CPAs, and other of the clients' advisors
• Is viewed by the client as the primary point of contact and a trusted advisor
• Represents the firm well in the community
• Provides leadership, supervision, and coaching to team members

Skills on Resume:

• Client Engagement (Soft Skills)
• Investment Advice (Hard Skills)
• Financial Planning (Hard Skills)
• Tax Planning and Compliance (Hard Skills)
• Analytical Thinking (Soft Skills)
• Communication Skills (Soft Skills)
• Collaborative Work (Soft Skills)
• Leadership and Supervision (Soft Skills)

Job Summary: 

• Mentor and proactively support on-site consultants to deliver outstanding project outcomes
• Work closely with clients as business partner and trusted advisor resulting in a strong partnership and increased revenue
• Operate in a billable consultant capacity with ownership of client deliverables
• Take an active part in the direction of the market as a member of the CORTAC Leadership Team
• Present regular verbal and written updates to clients and the internal CORTAC leadership team, outlining the project and employment status as well as issues and recommended solutions
• Indirectly influence others to deliver results in a timely, efficient, and effective way
• Manage multiple accountabilities and simultaneous workstreams to produce desired outcomes
• Assist clients in the understanding of package spend and the choices available
• Practice within applicable legislation while recognising and respecting client choice and rights
• Working in a team of 6, providing a first-class proactive service to corporate commercial clients.

Skills on Resume:

• Leadership (Soft Skills)
• Client Relationship Management (Soft Skills)
• Project Management (Hard Skills)
• Consulting Expertise (Hard Skills)
• Communication Skills (Soft Skills)
• Problem-Solving (Soft Skills)
• Team Collaboration (Soft Skills)
• Regulatory Compliance (Hard Skills)

Job Summary: 

• Lead three-member service team model in overseeing and building a book of business consisting of high net worth individuals, corporations, and institutions
• Engaging with clients, diagnosing needs, recommending financial solutions, and partnering with clients to execute overall wealth management plan
• Maintain expertise in asset allocation and planning approach utilized by the firm and keep up to date on market and estate planning trends
• Foster relationships with important centers of influence, including trust & estate attorneys, CPAs, and other family office service providers
• Work with the firm’s paraplanning and client service staff to continuously monitor client financial plans, update as necessary, and coordinate client meetings to discuss updates or changes
• Develop an effective prospecting process through working with existing clients, referrals, and COIs.
• Oversee diagnostic and proposal creation for prospective clients
• Achieve objectives related to new account production, advisory business, financial planning, insurance, and other key metrics
• Help develop and mentor junior members of the paraplanning and client service teams

Skills on Resume:

• Team Leadership (Soft Skills)
• Client Engagement (Soft Skills)
• Market Expertise (Hard Skills)
• Relationship Building (Soft Skills)
• Financial Monitoring (Hard Skills)
• Prospecting Processes (Hard Skills)
• Proposal Development (Hard Skills)
• Team Development (Soft Skills)

Job Summary: 

• Consistently achieve or exceed monthly and seasonal individual and store sales goals, enhancing and developing the business
• Provide an exceptional customer service experience by exceeding expectations, demonstrating an excellent knowledge of the products as well as Lalique history and heritage in accordance with the Lalique selling ceremony
• Drive and exceed individual KPI goals, by ensuring the highest level of Customer Service and quality of sales
• Capture meaningful customer data using company provided tools, for the purposes of connecting with the client
• Building relationships and personalizing future client development opportunities
• Maintain an active, accurate, neat and organized client book, contacting clients regularly and providing appropriate follow-up on all sales or client requests
• Discuss with clients and give advice on general trends and developments in the luxury market, showing passion for luxury products
• Maintain regular client communication, attend client meetings, and handle client service process.
• Participate in maintenance of client accounts including account opening and compliance reviews.
• Prepare client meeting materials and custom reporting.

Skills on Resume:

• Sales Achievement (Hard Skills)
• Customer Service Excellence (Soft Skills)
• KPI Management (Hard Skills)
• Data Capturing (Hard Skills)
• Relationship Building (Soft Skills)
• Client Book Management (Hard Skills)
• Market Trend Analysis (Hard Skills)
• Client Communication (Soft Skills)

Job Summary: 

• Proactively and frequently connect with clients to build trust and advance relationships
• Lead client meetings on topics including portfolio reviews and all aspects of financial planning
• Play a key role in firm growth by sourcing and executing new client opportunities
• Contribute to the firm’s investment excellence as an active, participating member of the Investment Committee
• Informally mentor and potentially formally manage more junior team members
• Add to firm strategy by raising and implementing best practices
• Seek opportunities to promote the visibility of the firm through events, speaking engagements, and community involvement
• Work closely with team members in investment management activities including implementing investment objectives
• Rebalancing account trades, monitoring asset allocation and investment performance and investment transitions.

Skills on Resume:

• Relationship Building (Soft Skills)
• Financial Planning (Hard Skills)
• Business Development (Soft Skills)
• Investment Strategy (Hard Skills)
• Team Leadership (Soft Skills)
• Strategic Implementation (Hard Skills)
• Community Engagement (Soft Skills)
• Investment Management (Hard Skills)

Job Summary: 

• Achieve personal and the store’s daily, monthly and annual sales targets.
• Demonstrate in-depth knowledge and understanding of different sales techniques in order to drive sales and hit KPI's.
• Provide excellent service through continued commitment to the company's values and mission.
• Understand current products, trends, and collections, ensuring that clients are informed and aware.
• Manage customer complaints, seeking assistance when necessary, ensuring issues are resolved to the satisfaction of the customer and the company.
• Assist with replenishing stock and maintaining high standards of merchandise and product presentation.
• Support the store with cycle counts and during bi-annual inventories.
• Support with the processing of shipments and transfers, in line with the relevant procedures.
• Assist with opening and closing procedures for the store in line with company security rules and procedures.
• Working collaboratively as a team to write, renew and service clients using the full end to end broking process.

Skills on Resume:

• Sales Target Achievement (Hard Skills)
• Sales Techniques Application (Hard Skills)
• Customer Service Excellence (Soft Skills)
• Product Knowledge (Hard Skills)
• Conflict Resolution (Soft Skills)
• Inventory Management (Hard Skills)
• Shipment Processing (Hard Skills)
• Team Collaboration (Soft Skills)

Job Summary: 

• Develop a deep understanding of customers, business, challenges and industries to foster existing and new relationships with key accounts
• Responsible for the development and execution of the renewal plan including success metrics and KPIs
• Develop engagement strategies for clients and work with other team members including Product, Customer Service, and Training teams to execute those strategies
• Create and execute key account onboarding programs for new customers including KPIs and success metrics
• Prepare and present quarterly reports to key account stakeholder team on status of KPI achievement
• Work with the DJ Strategic team to understand client relationship with Dow Jones across the Revenue Engine
• Step into the shoes of both clients and internal teams and know how to express those perspectives, concerns, and requirements to the other side
• Manage RFP requests from Key Accounts
• Uncover additional sales opportunities and provide referrals to Account Managers

Skills on Resume:

• Customer Relationship Management (Soft Skills)
• Strategic Planning (Hard Skills)
• Team Collaboration (Soft Skills)
• Program Development and Management (Hard Skills)
• Performance Reporting (Hard Skills)
• Empathy and Perspective-Taking (Soft Skills)
• RFP Management (Hard Skills)
• Sales Opportunity Identification (Soft Skills)

Job Summary: 

• Providing financial, corporate development, and strategic advice to clients
• Analyzing historical financial statements and conducting product profitability analysis
• Developing financial projections with clients
• Business valuation analysis and exit strategy recommendations
• Preparing confidential information memorandums (CIM)
• Advising clients during the sale of business through to the close of the transaction, including the due diligence process, negotiations with potential buyers and legal agreements
• Provide packaged and other clients with appropriate information relating to needs
• Undertake client intake and assessments, including planning, monitoring and regular clinical client reviews
• Implement best practice quality models of assessment, clinical care plan development, implementation and evaluation

Skills on Resume:

• Financial Analysis (Hard Skills)
• Corporate Strategy Development (Soft Skills)
• Business Valuation (Hard Skills)
• Negotiation Skills (Soft Skills)
• Client Relationship Management (Soft Skills)
• Due Diligence Coordination (Hard Skills)
• Client Assessment and Planning (Hard Skills)
• Quality Control Implementation (Hard Skills)

Job Summary: 

• Establish an advisory relationship by identifying current and potential needs and supporting client retention. 
• Advise members and clients on the best strategies or solutions and agree on the desired outcomes.
• Analyze and meet complex client needs, handle requests and follow up
• Evaluate service quality and client satisfaction, follow up and make improvements 
• Support the team of managers by ensuring day-to-day management of client files in accordance with established quality standards as well as analyze and verify written requests.
• Follow up on transactions, perform and input changes, and forward information to the departments concerned.
• Actively promote and refer clients to Benetas services
• Create written content, such as blog posts, in areas of subject matter expertise

Skills on Resume:

• Relationship Building (Soft Skills)
• Strategic Consulting (Soft Skills)
• Needs Analysis (Hard Skills)
• Client Satisfaction Evaluation (Hard Skills)
• File and Data Management (Hard Skills)
• Process Coordination (Hard Skills)
• Service Promotion (Soft Skills)
• Content Creation (Hard Skills)

Job Summary: 

• Execute exceptional retail performance to ensure sales and service.
• Analyze customer needs, motivations, characteristics and preferences.
• Demonstrate to operate within the team by exhibiting the highest level of collaboration, trust, passion, respect, fairness, and professionalism.
• Elevate Selling Ceremony consistently delivering memorable extraordinary moments.
• Deepen the relationship with customers to drive loyalty and spend.
• Actively participate managing of the store (quality and quantity of stock, cash, Visual merchandising, administration e.g.)
• Building positive working relationships with claims and the wider broking teams for technical or client referral.
• Acting as a point of reference with Insurers in negotiating terms for clients.
• Organised and demonstrate solid experience within the commercial insurance market and be used to working closely with Account Executives.
• Show real passion about a long-term career within the industry.

Skills on Resume:

• Retail Sales Performance (Hard Skills)
• Customer Analysis (Hard Skills)
• Team Collaboration (Soft Skills)
• Customer Service Excellence (Soft Skills)
• Customer Relationship Management (Soft Skills)
• Store Management (Hard Skills)
• Stakeholder Engagement (Soft Skills)
• Negotiation Skills (Soft Skills)

Job Summary: 

• Advocate and champion the voice of the client 
• Work with the CX Lead on how these insights are embedded within business, delivering on winning aspiration
• Support client experience and marketing strategy and track customer journeys
• Help to measure and track the metrics and impact of the CX program
• Work with Client Managers and the wider business to implement actionable feedback
• Assist with creating user-centric solutions and continuous service improvement
• Champion business improvement outcomes through facilitating workshops, data analysis & communications
• Cashflow analysis and forecasting

Skills on Resume:

• Client Advocacy (Soft Skills)
• Strategic Planning (Hard Skills)
• Customer Journey Mapping (Hard Skills)
• Data Analysis (Hard Skills)
• Stakeholder Engagement (Soft Skills)
• Workshop Facilitation (Soft Skills)
• Financial Forecasting (Hard Skills)
• Problem Solving (Soft Skills)