The Senior Client Advisor provides excellent and specialized customer service by creating emotionally enriched relationships with clients; developing and nurturing meaningful and loyal client relationships thorough personal connections and CRM initiatives; manages and drives sales by understanding client desires and creating a hand-crafted experience for the client to achieve the best sales performance; builds and maintains relationships with fellow advisors by instilling a sense of belonging and a positive, forward thinking mindset; is a mentor to the team by proactively offering insights, reflections and experiences to your colleagues.
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Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees