Advisor Client Data Salaries in United States

Bachelor’s degree (required) in finance, business administration, or a related field (preferred). Serve as the primary point of contact for client inquiries,…

$45,000 - $55,000 a year

Bachelor’s degree in Finance, Accounting, Business Administration, or a related field is preferred. Experience in cash management and financial analysis is…

$72,787 - $84,256 a year

This role is on the front lines of client experience and critical to hearing, translating, and meeting the needs of our clients. Day-to-day you will:

$85,000 - $100,000 a year

7 days ago

Step into active Client Specialist conversations when broader commercial opportunities or tier mismatches are identified, even when the ticket is already in…

Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and…

Experience in media planning and familiarity with industry tools such as Telmar, Nielsen Clear Decisions, or MediaRadar.

9 days ago