Client Advisor Salaries in West Chester, OH

Maintain a “ One- Gucci - Client” perspective regardless of purchase location, on exchange, returns, repairs, and other such transactions that are critical to a…

Interacts with clients and other departments to constantly improve operational standards and support client needs by contributing to strategic plans and reviews…

$86,310 - $105,490 a year

Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with Fas/PWAs/teams as needed). Industry experience is a plus.

Life and Health license is preferred but not required. Organize and maintain the case “open drawer” and internal filing systems.

$24.66 - $29.70 an hour

Support senior advisors with administrative tasks, data entry, and documentation. Ability to learn new systems, financial concepts, and workflows quickly.

$45,000 - $85,000 a year

Assist with setup of in-office staff meetings and client meetings for the Financial Advisor(s) this role serves as well as maintaining an inviting and pleasant…

4 days ago