Client Meaning Jobs in Usa
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Our client is a forward-thinking wealth management firm dedicated to helping their clients grow, preserve, and enjoy their wealth. They take a personalized, high-touch approach to investment management and financial planning, serving successful individuals, families, and entrepreneurs.
The Firm is seeking a skilled and client-focused Wealth Advisor with 7+ years of experience in financial advisory. This individual will play a key role in managing client relationships, delivering tailored financial strategies, and contributing to the growth and success of the firm. The ideal candidate is a proactive communicator, strategic thinker, and fiduciary-minded professional.
Key Responsibilities:
- Serve as the lead advisor for a portfolio of high-net-worth clients
- Deliver comprehensive financial planning and investment advice aligned with client goals
- Conduct portfolio reviews and financial plan updates with clients regularly
- Build and deepen client relationships through ongoing communication and trust
- Collaborate with firms investment and planning teams to develop and execute client strategies
- Identify and pursue opportunities to grow client relationships and firm AUM
- Stay current on market trends, financial planning strategies, and regulatory developments
Qualifications:
- 7+ years of experience in wealth management or financial planning
- Demonstrated success managing and growing client relationships
- Series 65 license, CFP® (Certified Financial Planner) or CFA® (Chartered Financial Analyst) designation required
- Excellent communication, interpersonal, and presentation skills
- Deep understanding of investment principles and financial planning techniques
- Strong ethical standards and a fiduciary mindset
Job Title: Client Manager, Captives
Division: Property Risks
Reports To: As per Beazley's organisation chart
Job Summary:
As a Client Manager, your primary responsibility is to develop new business with assigned large corporations, a journey from the first contact to the first transaction.
- You will excel in understanding the client risk landscape, their risk management strategy and priorities, and how Beazley's products, solutions and services can be deployed to help them reach their objectives.
- You will also demonstrate your ability to navigate the broker relationship(s), brokers being key business partners.
- Your consultative and holistic approach will help you to originate and develop new risk-financing-related business opportunities. Your focus on delivering innovative tailor-made solutions, as a superior alternative to commoditized insurance products will foster the "Customer Experience" and establish new win-win partnerships.
- Whilst you will be a first-class negotiator with the client and his/her brokers, you will also prove to be a convincing ambassador internally to obtain the buy-in of the senior management, shape, align and lead cross-functional teams for results.
Personal Skills:
- Entrepreneurial acumen - at ease in taking ownership on how to develop new business
- Excellent communicator and a skilled diplomat able to find common ground and alignment across internal (underwriting an operations teams) and external (client, brokers) boundaries to bring deals to conclusion
- Leadership - ability to motivate, stimulate and align the individual members of cross functional teams, with focus on qualitative and timely result delivery
- Consultative approach talent - excellent listener with ability to identify early potential opportunities and challenges on the marketplace
- Pragmatism / Solutions-driven - can quickly conceive realistic and practical ways to convert business opportunities into successful execution.
- Integrity and reliability - trust builder, deliver on promise, honest and transparent, always available and accessible even in adverse situations.
- Ability to simultaneously drive several transactions with different levels of maturity. Good at keeping the ball rolling, triaging and prioritizing.
- Intellectual curiosity: embrace the unknown, be ready to learn well beyond insurance and risk management, e.g. client's core business, opportunities, constraints and challenges; data & analytics new developments and applications, etc.
Professional Experience:
- Extensive proven experience of client relationship management or sales in the large corporate commercial insurance industry (insurance, broking, consulting).
- At least 2 - 3 year's experience in P&C Underwriting, preferably as a Property Underwriter
- Proficiency in capital markets instruments and corporate finance, with proven experience in engaging with CFOs and Treasurers.
- Track record of dealing with complex insurance and innovative risk financing transactions, incl. with (re)insurance captive companies and ART (alternative risk transfer) solutions.
- Broad industry network with key partners, including corporate risk managers, c-suite leaders, brokers, and insurance professionals
- Experienced in leading cross-functional teams and aligning multiple parties' interests, while always keeping the client needs at the centre.
Who We Are:
Beazley is a specialist insurance company with over 30 years' experience helping people, communities and businesses to manage risk all around the world. Our mission is to inspire our clients and people with the confidence and freedom to explore, create and build - to enable businesses to thrive. Our clients want to live and work freely and fully, knowing they are benefitting from the most advanced thinking in the insurance market. Our goal is to become the highest performing sustainable specialist insurer.
Our products are wide ranging, from cyber & tech insurance to marine, healthcare, financial institutions and contingency; covering risks such as the weather, film production or protection from deadly weapons.
Our Culture:
We have a wonderful mix of cultures, experiences, and backgrounds at Beazley with over 2,000 of us working around the world.Employee's diversity,experience and passion allow us to keep innovating and moving forward, delivering the best. We are proud of our family-feel culture at Beazley that empowers our staff to work from when and where they want, in an adult environment that is big on collaboration, diversity of thought and personal accountability. Our three core values inspire the way we work and how we treat our people and customers.
Be bold
Strive for better
Do the right thing
Upholding these values every day has enabled us to become an innovative and responsive organization in touch with the changing world around us - our ambitious inclusion & diversity and sustainability targets are testament to this.
We are a flexible and innovative employer offering a friendly, collaborative, and inclusive working environment. We actively encourage and expect applications from all backgrounds. Our commitment to fostering a supportive and dynamic workplace ensures that every employee can thrive and contribute to our collective success.
Explore a variety of networks to assist with professional and/or personal development. Our Employee Networks include:
Beazley RACE - Including, understanding and celebrating People of Colour
Beazley SHE - Successful, High potential, Empowered women in insurance
Beazley Proud - Our global LGBTQ+ community
Beazley Wellbeing - Supporting employees with their mental wellbeing
Beazley Families - Supporting families and parents-to-be
We encourage internal career progression at Beazley, giving you all the tools you need to drive your own career here, such as:
Internal Pathways (helping you grow into an underwriting role)
iLearn (our own learning & development platform)
LinkedIn Learning
Mentorship program
External qualification sponsorship
Continuing education and tuition reimbursement
Secondment assignments
General
It is important that within all your interactions both internally and externally you adhere Beazley's core values - Being Bold, Striving for Better, and Doing the Right Thing as they contribute to an internal environment of teamwork and promote a positive brand image and experience to our external customers." We also expect Beazley employees to:
- Comply with Beazley procedures, policies and regulations including the code of conduct
- Undertake training on Beazley policies and procedures as delivered by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) either directly, via e-learning or the learning management system
- Display business ethics that uphold the interests of all our customers
- Ensure all interactions with customers are focused on delivering a fair outcome, including having the right products for their needs
- Comply with any specific responsibilities necessary for your role as outlined by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) and ensure you keep up to date with developments in these areas. This may include, amongst others, Beazley's underwriting control standards, Beazley's claims control standards, other Beazley standards and customer relationship management
- Carry out additional responsibilities as individually notified, either through your objectives or through the learning management system. These may include membership of any Beazley committees or working groups
The Rewards
- The opportunity to connect and build long-lasting professional relationships while advancing your career with a growing, dynamic organization
- Attractive base compensation and discretionary performance related bonus
- Competitively priced medical, dental and vision insurance
- Company paid life, and short- and long-term disability insurance
- 401(k) plan with 5% company match and immediate vesting
- 22 days PTO (prorated for 1st calendar year of employment), 11 paid holidays per year, with the ability to flex the religious bank holidays to suit your religious beliefs
- Up to $700 reimbursement for home office setup
- Free in-office lunch, travel reimbursement for travel to office, and monthly lifestyle allowance
- Up to 26 weeks of fully paid parental leave
- Up to 2.5 days paid annually for volunteering at a charity of your choice
- Flexible working policy, trusting our employees to do what works best for them and their teams
Salary for this role will be tailored to the successful individual's location and experience. The expected compensation range for this position is $150,000 - $200,000 per year plus discretionary annual bonus.
Don't meet all the requirements? At Beazley we're committed to building a diverse, inclusive, and authentic workplace. If you're excited about this role but your experience doesn't perfectly align with every requirement and qualification in the job specification, we encourage you to apply anyway. You might just be the right candidate for this, or one of our other roles.
We are an equal opportunities employer and as such, we will make reasonable adjustments to our selection process for candidates that indicate that, owing to disability, our arrangements might otherwise disadvantage them. If you have a disability, including dyslexia or other non-visible ones, which you believe may affect your performance in selection, please advise us in good time and we'll make reasonable adjustments to our processes for you.
Job Title: AWM - Operations - Client Support - Analyst
Work Location: 100 Coliseum Drive, Cohoes, NY
Contract Duration: 6 Months
Job Summary
Operations is a dynamic, multi-faceted division that partners across the firm to deliver high-quality financial counseling services to clients. The team also provides critical risk management and control functions to safeguard and enhance the firm's assets and reputation. Ayco is committed to fostering a culturally diverse and inclusive workplace and is proud to be an equal opportunity employer.
Key Responsibilities
- Handle inbound client calls and provide accurate, timely, and satisfactory responses to inquiries and concerns
- Facilitate trade execution and address client questions related to accounts, portfolios, and records
- De-escalate dissatisfied client situations with patience, professionalism, and effective problem resolution
- Guide clients through troubleshooting steps, website navigation, and product/service usage
- Collaborate with client service professionals and financial advisors to enhance the overall client experience
- Review and approve pending client requests, ensuring appropriate authorizations and supporting documentation are compliant with policy requirements
- Coordinate and process team-specific tasks as requested by the business
- Work efficiently across multiple systems and platforms
- Interface with internal teams and business partners to resolve ongoing issues and respond to policy-related inquiries
- Provide operational support and assist with special projects as assigned
- Apply sound business judgment to identify unusual or suspicious activities and escalate concerns appropriately
- Adhere to all firm policies and procedures, including quality standards, client service guidelines, information security, and compliance requirements
Qualifications & Requirements
- Bachelor's degree required
- Working knowledge of Microsoft Office (Excel, PowerPoint, Word, Outlook)
- Highly organized with exceptional attention to detail and follow-through
- Strong ability to manage multiple priorities and competing deadlines
- Proven analytical and problem-solving skills
- Team-oriented with a positive attitude and strong work ethic
- Ability to collaborate effectively with all levels of the organization
- Flexible and capable of performing well under pressure in a team environment
- Excellent written and verbal communication skills
- Strong active listening abilities
- Exceptional interpersonal and rapport-building skills
- Ability to thrive in a fast-paced environment
- Strong interest in client service
- Commercially savvy with the ability to exercise discretion when handling highly confidential and sensitive information
Work Location: Morristown, NJ 07960
Duration: 12 months
Job Description
The Client Analyst serves as an integral member of our centralized Client Service Team, performing the following key responsibilities to support Advisor teams and clients:
Key Responsibilities
Client Onboarding, Data Management, and Contracting:
The Client Analyst supports the seamless integration of new clients by managing the on-boarding process, maintaining accurate client data, and handling contracting procedures.
Meeting Coordination:
Assists in scheduling client meetings as needed to ensure timely and effective communication between advisor teams and clients.
Investment Account Processing:
Prepares, submits, and tracks new investment account applications, overseeing the process through to the funding stage.
Tax Season Activities:
Manages a variety of tasks during tax season, including organizing tax data, gathering and tracking client consents, finalizing tax returns, coordinating estimated payments, and facilitating e-filing.
Internal Group Collaboration:
Interfaces with internal departments to complete a range of investment and operational tasks. This includes addressing matters related to accounts, as well as handling requests involving Special Investments and Private Equity.
Quality Control Metrics and Reporting:
Assists teams in tracking and reporting on Quality Control metrics to help maintain high standards of service.
Qualifications
- Bachelor's degree required
- A minimum of 2-5 years of work experience in a professional corporate environment
- Strong written and verbal communication skills
- Proficiency in Word, Excel, PowerPoint, and Outlook required
- Ability to work in a fast-paced environment and think clearly under pressure
- Excellent communication skills; team focused
- Extremely organized and detail-oriented
- Experience in financial services is preferred but not required
Palm Beach Gardens, FL 33410-3664
The Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.
Job Responsibilities:- Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative.
- Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met.
- Execute all sales, service, and banking transactions accurately and compliantly. Strives for no controllable losses.
- Performs more moderately complex special projects, and additional duties and responsibilities as required.
- Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
- Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial goals and objectives, leveraging phone, and in-person appointments.
- Engage in discovery-based conversations and provide customized financial advice by referring to Financial Consultants.
- Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
- Minimum experience required: 4 5 years customer service and sales experience, (including in the financial Services industry).
- Requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
- Ability to train and mentor others, including products and platform procedures.
- Life and Health Insurance Licenses (required within the first 90 days in role. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
- FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
- FINRA License Series 6 (required within 90 days of passing Security Industry Essentials exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
- FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam).
- Experience in financial services industry, preferred.
- Experience with using and demonstrating digital products and self-service technologies, preferred.
Flagstar is an Equal Opportunity Employer
JOB DESCRIPTION
Title:
Client Relations Associate
Reports To:
COO
Supervises:
None
Classification:
Non-Exempt
Summary:
Responsible for front desk duties.
Essential Functions:
- Direct the activities of the reception area of immigration law firm.
- Interact w/ immigration law clients in English and Spanish to clearly understand their legal needs.
- Analyze & resolve client concerns in a timely manner.
- Discuss client concerns w/ management & escalate to the appropriate member of the legal staff when required.
- Answer and transfer incoming calls for all phone lines.
- Assist with client in-take process and utilize the Immigration Tracker system to open client cases in the firm's database system.
- Schedule initial consultation (IC) appointments for all attorneys in the practice. Call & confirm all IC appointments for all attorneys.
- Receive & review voicemails and return messages for IC appointments and payments for new legal processes.
- Utilize the Immigration Tracker system to generate and oversee reports for prospective clients.
- Follow up with clients to ensure they understand the legal retainer process.
- Process clients' payments for IC appointments, new legal processes, and related legal services.
- Maintain log for incoming FedEx/UPS and client drop offs and distribute packages to appropriate staff members.
- Maintain cleanliness and organization of all conference rooms, as needed
- Train newly hired staff regarding front desk duties.
Non-Essential Functions:
- Other duties as assigned.
Qualifications:
Education and Work Experience
MUST BE FLUENT IN SPANISH. Associate degree preferred. Prior business immigration or legal office experience. Ability to work effectively under pressure. Excellent verbal and written communication skills. Outstanding organizational, problem-solving skills and the ability to perform multiple tasks in a fast-paced environment are essential.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing duties, the employee will constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The employee will occasionally need to move about inside the office to access file cabinets, office machinery, etc.;
- Must be able to lift 35 pounds;
- Must be able to stand or sit for long periods of time
Rose & Company is seeking a well-rounded and highly motivated Client Relationship Manager to join our growing team. In this position, the individual will be responsible for owning day-to-day client coverage with a primary focus on Rose & Company’s investor outreach and engagement services for our mining and materials clients. The role sits within a highly structured investor engagement platform supported by a large outreach team and a disciplined process designed to deliver consistent, high-quality engagement with institutional investors. The Client Relationship Manager serves as the central point of coordination between the client and Rose & Company’s internal teams, ensuring our programs are executed efficiently and to a consistently high standard.
Key responsibilities include, but are not limited to:
- Serving as the primary point of contact for assigned clients and building trusted relationships with senior stakeholders, including the Head of IR, CFO, and CEO.
- Leading the planning and execution of investor outreach and engagement programs, including maintaining an engagement plan and conducting semi-monthly client touchpoints to align on priorities and upcoming outreach.
- Partnering with Rose & Company’s dedicated outreach team and broader internal resources to develop and maintain investor targeting, outreach strategy, meeting priorities, and a forward-looking engagement calendar.
- Managing end-to-end coordination for non-deal roadshows and investor engagement activities, including internal kickoffs, briefing preparation, outreach execution support, real-time tracking, and post-meeting follow-up.
- Ensuring accurate and timely maintenance of engagement activity and institutional knowledge in core systems and tools, including touchpoints, meeting outcomes, and next steps.
- Acting as the internal “quarterback” to bring the right firm resources to bear for each client situation, coordinating across colleagues to ensure responsiveness, quality control, and consistent service levels.
- Maintaining high standards for client communications, including polished written updates, meeting recaps, and proactive recommendations.
The qualified candidate must be self-motivated, have a proven ability to efficiently multi-task and have experience interfacing directly with senior executives. The candidate must also be articulate and possess strong communication skills to succeed in an important client-facing role.
Additional specific qualifications include:
- 8–10+ years of experience in institutional equity sales, equity capital markets, investment banking, or investor relations, preferably with exposure to the mining or materials sector.
- Demonstrated ability to manage multiple client workstreams simultaneously while maintaining strong attention to detail and consistent follow-through.
- Strong judgment and professionalism in working with senior executives and representing the firm externally.
- Excellent organizational skills, including comfort owning processes, timelines, and cross-team coordination to deliver client outcomes.
We offer a competitive compensation & benefits package:
- Competitive base salary and annual performance bonus.
- Flexible work environment.
- Health insurance coverage through UnitedHealthcare, with up to 50% of premiums covered.
- Free dental and vision, 401(k) with employer match, and access to voluntary benefits (spending, commuter benefits, life & disability insurance, wellness programs, and more).
- $200/month technology expense reimbursement.
While the role is U.S.-based, remote candidates located in Canada will also be considered. We are an equal opportunity employer and encourage all qualified candidates to apply.
Manager, Client Programs & Events
Hybrid | Palo Alto, CA
The Opportunity
A leading global law firm is seeking a Manager, Client Programs & Events to join its Business Development and Marketing team in Palo Alto (hybrid).
This role supports client engagement initiatives across West Coast offices, with a focus on California-based programs in Palo Alto and Los Angeles.
The Manager will lead the planning and execution of high-impact client programs and events, including CLE seminars, webinars, receptions, dinners, and other business development initiatives that strengthen client relationships. This is a great opportunity for a strategic events professional who thrives in a fast-paced professional services environment, enjoys collaborating with senior stakeholders, and is passionate about creating meaningful client experiences.
Key Responsibilities
- Plan and execute in-person and virtual client programs, CLEs, and special events.
- Partner with business development teams, practice groups, and leadership to align events with client development goals.
- Manage event logistics including venues, vendors, contracts, and onsite execution.
- Develop event concepts, agendas, and programming to support business development initiatives.
- Prepare and manage event budgets, tracking costs and ensuring efficiency.
- Provide guidance to stakeholders and conduct post-event analysis to inform future programs.
- Track and report event data and KPIs for leadership and practice initiatives.
- Ensure CLE and educational programs meet accreditation and compliance requirements.
- Mentor junior team members and foster a collaborative team environment.
- Monitor industry trends and emerging technologies to maintain innovative programs.
Qualifications
- Strong experience in event planning and client program management in professional services.
- Excellent interpersonal, communication, and project management skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong analytical and problem-solving skills, with discretion handling sensitive matters.
- Proficiency in Microsoft Office; experience with CRM/database platforms (InterAction a plus).
- Familiarity with legal industry business development practices is highly valued.
- Flexibility to travel and adjust work hours as needed.
Education & Experience
- Bachelor’s degree required
- Minimum 7+ years of experience in event management, client programs, or business development within law firms with client-focused environments.
If you’re passionate about creating exceptional client experiences and leading high-profile events, we want to hear from you.
This role owns the financial operations of the business and supports sales execution so momentum, cash flow, and client confidence are never constrained by the founder.
You operate as a trusted proxy for the founder, with real authority over financial execution, revenue operations, and client follow-through. If it touches money, forecasting, invoicing, payroll, or sales follow-up, you own it.
This is a role for someone who brings judgment, professionalism, and calm authority, not someone waiting for direction.
Primary Responsibilities:
1. Financial Ownership & P&L Visibility (Primary)
You fully own day-to-day financial operations and clarity, including:
- End-to-end ownership of P&L accuracy and visibility
- Payroll execution and review
- Accounts payable and vendor payments
- Invoicing, accounts receivable, and payment follow-up
- Credit card and expense reconciliation
- Management of the accounting inbox and all financial communications
- Reducing outsourced accounting work by 80%+ through internal ownership
- Designing and enforcing clean, repeatable client onboarding and invoicing processes
- PO creation and follow-up to ensure engineering work starts without delay
The founder does not monitor QuickBooks, AR/AP, payroll, or invoice status.
2. Project Accounting, Forecasting & Cash Control
You ensure financial reality is always visible, current, and actionable.
This includes:
- Project-level financial tracking
- Revenue and cash flow forecasting
- Clear visibility into:
- When revenue is expected
- When cash is received
- Where timing, scope, or margin is drifting
- Surfacing risk early—before it becomes disruptive
- Providing clean inputs to support hiring, spending, and delivery decisions
This role exists to keep the business on offense, not reacting late.
3. Sales Execution Support & Revenue Operations
You support sales by ensuring nothing stalls due to lack of follow-up, organization, or discipline.
This includes:
- Owning inbound lead follow-up from website and HubSpot
- Prompt, professional calling and emailing of warm leads
- Ensuring every lead and deal has a clear next action
- Booking meetings without founder coordination
- Maintaining CRM discipline with zero stale deals
- Supporting phone and inbox management related to sales follow-up
- Coordinating with marketing, HubSpot workflows, and WordPress as needed
You are not the closer.
You ensure closers stay focused, prepared, and unblocked.
4. Client Experience & Professional Representation (Non-Negotiable)
You own the client journey from first contact through billing and project kickoff.
This includes:
- Managing onboarding from PO through project start
- Sending and tracking W-9s, ACH/wire details, intake forms, and onboarding materials
- Setting clear expectations around billing, milestones, and payment timing
- Acting as the primary point of contact for billing clarity and follow-through
- Ensuring a clean handoff from Sales to Engineering and Operations
This is a client-facing role.
Professionalism, clarity, confidence, and consistency are required.
Clients should consistently feel:
- Trust
- Control
- Competence
Every interaction matters.
Tools & Systems
- QuickBooks (P&L, invoicing, AP/AR, project accounting)
- HubSpot (CRM, pipelines, dashboards, follow-ups)
- Microsoft 365 (Outlook, Teams, OneDrive)
- ADP (Payroll – training provided)
- Calendly
- AI tools including ChatGPT, , Fireflies, and Zapier
Required Experience & Profile
This role is for someone with ownership-level experience, not support-only exposure.
Required:
- 2–10 years of experience in one or more of:
- Finance Operations
- Revenue Operations
- Accounting or Controller support
- Client Operations
- Sales Operations
- Experience working closely with a founder or senior executive
- Proven comfort owning money, follow-up, and decisions
- Hands-on experience with:
- Invoicing, AR, and AP
- Financial operations and reporting
- CRM systems (HubSpot preferred)
- Strong written and verbal communication
- Calm, professional presence in client and vendor conversations
- Ability to exercise judgment without constant escalation
Preferred:
- Degree in Business, Finance, Accounting, Operations, or related field
- Experience in manufacturing, engineering, or project-based businesses
- Experience representing a company in financial or client-facing discussions
What This Role Is Not
- Not an administrative-only role
- Not calendar management as a primary function
- Not a “wait for instructions” position
This role requires ownership, discretion, and polish.
Success Looks Like
- The founder trusts the numbers without hesitation
- Financial risk is visible early
- Clients experience clean, professional follow-through
- Sales momentum is supported without founder involvement
- The business runs cleaner, calmer, and faster
Place of Work: Beverly Hills Flagship Store – Beverly Hills, Ca
Casablanca Paris represents a unique vision of luxury, blending Parisian elegance with multicultural influences. Dedicated to exceptional craftsmanship, modern sophistication, and a free-spirited ethos, Casablanca Paris offers more than just fashion; it offers an immersive luxury experience.
Role Overview:
As a Client Advisor at Casablanca, you will serve as a true ambassador of the brand, delivering an exceptional and immersive luxury experience that reflects our distinctive aesthetic, values, and love for craftsmanship. You will embody the spirit of Casablanca in every client interaction, building lasting relationships while upholding excellence on the shop floor. This role requires a strong sense of service, attention to detail, and a passion for storytelling through fashion. In addition to providing best-in-class client engagement, you will ensure seamless operations through meticulous stock management and thoughtful use of CRM tools to nurture our client community.
The Role:
- Delivering a distinctive and unforgettable shopping experience for every client, marked by warmth, attentiveness, and personalised service.
- Demonstrating commercial acumen and an entrepreneurial spirit, consistently exceeding individual and store sales targets.
- Providing expert luxury styling advice tailored to each client, ensuring a memorable and unique journey with every visit.
- Fostering a collaborative, positive team dynamic that supports individual success and collective excellence.
- Ensuring flawless daily operations, including inventory organization, timely product replenishment, and maintenance of premium visual merchandising standards.
- Building and nurturing long-term relationships through strategic clienteling, personalized appointments, and elevated aftercare service.
- Actively expanding the client base by identifying and cultivating new luxury customers in line with business goals.
- Driving customer loyalty by maintaining consistent communication, anticipating client needs, and delivering thoughtful follow-up to foster repeat engagement and increased sales.
The Candidate
- Proven experience in luxury retail, with a strong track record of achieving or surpassing sales goals.
- A passion for fashion and a refined understanding of luxury clients, industry trends, and seasonal collections.
- Exceptional interpersonal and communication skills, with the ability to engage and inspire a discerning clientele.
- Demonstrated experience in clientelling and relationship-building, with a thoughtful, client-first mindset.
- Bilingual or multilingual fluency; proficiency in French and English strongly preferred.
- A high level of organization, attention to detail, and time management.
- A collaborative, team-focused approach paired with personal initiative and self-motivation.
- A polished and professional demeanor with a confident, elegant presence that reflects the brand.
- Passion for art, culture, and design, with awareness of key players and movements within the luxury space.
- Resilience and adaptability in a fast-paced, dynamic retail environment.