Top 248 Services advisor Jobs in Reno Nv

Client Relationship Specialist – Trust & Estates/Private Wealth
McDonald Carano LLP —Reno, NV
- Overtime
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Relocation assistance
Quick Apply
7d
Member Growth & Renewal Advisor
LegalMatch.com —Reno, NV
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- Contracts
- Health insurance
- Dental insurance
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Financial Advisor Trainee
Northwestern Mutual —Reno, NV
- $60,000 - $150,000 a year
- Full-time
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
14d
Residential Advisor
San Diego Job Corps —Reno, NV
- $19.20 an hour
- 8 hour shift
- Clean driving record
- Residential
- High school diploma or GED
- Health savings account
- Paid holidays
11d
Career Services Advisor
Unitek College Of Nursing —Reno, NV
- Full-time
- Microsoft Outlook
- Computer literacy
- Mid-level
- Paid holidays
- Health insurance
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Pet Insurance Sales Associate - Reno, NV
Fetch Pet Insurance —Reno, NV
- $55,000 - $88,000 a year
- Full-time
- 3 years
- Administrative experience
- Travel
- Tuition reimbursement
- Paid time off
Member Growth & Renewal Advisor
LegalMatch —Reno, NV
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- Contracts
Quick Apply
Warranty Administrator
Audi Reno Tahoe —Reno, NV
- Full-time
- Background check
- Dealership
- Mid-level
- Paid training
- Paid holidays
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Automotive Service Advisor
Southgate Automotive —Reno, NV
- $75,000 - $110,000 a year
- Email
- In person
- Customer service
- In-person
- Communication skills
- Paid training
- Paid holidays
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Sales Consultant
Toll Brothers —Reno, NV
- Weekends as needed
- Office
- 3 years
- Real Estate License
- Health insurance
- Dental insurance
Assistant General Manager
Zen Leaf —Reno, NV
- Weekends as needed
- Mid-level
- High school diploma or GED
- 21 years or older
Quick Apply
Automotive Service Advisor
Audi Reno Tahoe —Reno, NV
- Full-time
- Dealership
- Driver's License
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
7d
Academic Advisor 2 - Nursing
University of Nevada, Reno —Reno, NV
- Full-time
- Background check
- Nursing
- Mid-level
- Disability insurance
- Health insurance
Inside Sales Account Executive - West
The RealReal —Carson City, NV
- $26 - $40 an hour
- Full-time
- Remote
- Google Workspace
- Mid-level
- Organizational skills
- Paid parental leave
- Employee stock purchase plan
Quick Apply
Systems Support Specialist 1
Hirsch —Reno, NV
- $60,000 - $65,000 a year
- Full-time
- Background check
- Salesforce
- Windows
- Wellness program
- Health savings account
Quick Apply
Leasing
Apartment Management Consultants, LLC —Reno, NV
- $20 - $22 an hour
- Full-time
- Sales
- Pass drug screening
- Office
- Paid holidays
- Disability insurance
Quick Apply
13d
Inside Sales Account Manager - West
The RealReal —Carson City, NV
- $24.35 - $37.14 an hour
- Full-time
- Remote
- Google Workspace
- Mid-level
- Organizational skills
- Paid parental leave
- Employee stock purchase plan
Quick Apply
Business Development Representative, Geochemistry
ALS Global —Reno, NV
- $54,000 - $59,000 a year
- Online Application
- Clean driving record
- Mid-level
- Office
- Disability insurance
- Health insurance
13d
Commercial Real Estate Agent
CARR —Reno, NV
- $75,000 - $250,000 a year
- Full-time
- Microsoft Outlook
- Salesforce
- No experience needed
Quick Apply
11d
Electrical Engineer - Power Distribution Systems (Medium Voltage) – Municipal Water Infrastructure
West Yost —Reno, NV
- $100,000 - $157,250 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Travel reimbursement
- Profit sharing
Quick Apply

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services advisor jobs near reno nv

Client Relationship Specialist – Trust & Estates/Private Wealth

McDonald Carano LLP
Reno, NV

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Job Details

Full-time
7 days ago

Benefits

Health savings account
Relocation assistance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance
Retirement plan

Qualifications

Customer communication

Full Job Description

Job Overview

McDonald Carano LLP is seeking a full-time Client Relationship Specialist to join our Trust & Estates Practice Group in our Reno office. Our firm has two office locations, in Reno and Las Vegas, supporting Nevada's business law needs since 1949.

This role serves as the primary point of contact for clients throughout the estate planning and trust administration process, ensuring an exceptional client experience. The ideal candidate will be highly organized, energetic, and client-focused, providing a concierge-level experience to individuals and families. This position works closely with attorneys, legal support staff, family trust companies, and outside advisors while coordinating communications, meetings, documentation, and client follow-up.

This is an excellent opportunity for a candidate with experience in customer service, banking, trust companies, financial services, hospitality, sales, or professional services who is looking to build a long-term career in a sophisticated legal environment..

Responsibilities:

Client Relationship Management

Serve as the primary client contact for routine communications and requests.
Deliver an exceptional, responsive, and professional client experience.
Build positive relationships with clients, family members, financial advisors, accountants, and other professional contacts.
Respond promptly to client inquiries and coordinate requests with attorneys and legal support staff.
Track open client requests and ensure timely follow-up and resolution.
Proactively communicate project status updates and next steps.

· Meeting and Calendar Coordination

Coordinate client meetings, estate planning signings, consultations, and conference calls.
Manage attorney calendars related to Trust & Estates matters.
Schedule and confirm appointments with clients, advisors, and family members.
Prepare meeting materials and ensure all logistics are completed in advance.
Coordinate virtual and in-person meetings and assist with meeting follow-up.

Document and Information Coordination

Coordinate the delivery of estate planning documents, trust documents, and related correspondence.
Assist with locating documents, files, and client records.
Facilitate requests for copies of estate planning, trust, and corporate documents.
Maintain accurate records within the firm's document management and case management systems.
Coordinate secure distribution of sensitive client information.

Practice Support and Client Experience

Monitor client workflows and help identify opportunities to improve efficiency and service.
Assist with family trust company and private wealth client administration activities.
Maintain a concierge-level approach to client interactions.
Support attorneys and legal support staff by managing client-facing administrative activities.
Handle confidential and sensitive information with discretion and professionalism.
Participate in special projects and other duties as assigned.

Skills and Qualifications:

Proficiency in Microsoft Office Suite products (Word, Excel, PowerPoint, Outlook, Teams) and Adobe Acrobat; experience with document management systems (NetDocs a plus).
Exceptional interpersonal and relationship-building skills, with a natural ability to provide outstanding customer service.
Strong organizational and time management skills with the ability to prioritize and meet tight deadlines.
High level of attention to detail, accuracy, and follow-through.
Strong written and verbal communication skills, with the ability to interact effectively with clients, attorneys, court personnel, and opposing counsel.
Demonstrated ability to manage multiple tasks and adapt quickly to shifting priorities in a high-volume environment.
Ability to apply new resources and technologies.
Ability to work independently while contributing as part of a team.
Flexibility to work occasional overtime as workload demands.
Professional demeanor and ability to maintain an organized, polished work environment.

Education and Experience:

Bachelor’s degree in Communications, Marketing, Business Administration, Hospitality or a related field preferred.
3+ years of customer service, client service, relationship management, banking, trust company, wealth management, hospitality, or professional services experience preferred.
Experience within a financial institution, trust company, accounting firm, law firm, or family office is highly desirable.

Benefits:

Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Relocation assistance
Retirement plan
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

services advisor jobs in reno nv

Client Relationship Specialist – Trust & Estates/Private Wealth

Member Growth & Renewal Advisor

Financial Advisor Trainee

Residential Advisor

Career Services Advisor

Pet Insurance Sales Associate - Reno, NV

Member Growth & Renewal Advisor

Warranty Administrator

Automotive Service Advisor

Sales Consultant

Assistant General Manager

Automotive Service Advisor

Academic Advisor 2 - Nursing

Inside Sales Account Executive - West

Systems Support Specialist 1

Leasing

Inside Sales Account Manager - West

Business Development Representative, Geochemistry

Commercial Real Estate Agent

Electrical Engineer - Power Distribution Systems (Medium Voltage) – Municipal Water Infrastructure

I want to receive the latest job alert for services advisor in reno nv

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