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Become A Client Advisor

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Working As A Client Advisor

  • Selling or Influencing Others
  • Communicating with Persons Outside Organization
  • Establishing and Maintaining Interpersonal Relationships
  • Getting Information
  • Analyzing Data or Information
  • Deal with People

  • Mostly Sitting

  • Stressful

  • $71,550

    Average Salary

What Does A Client Advisor Do At Lithia Auto Stores

* As an Auto Sales Representative you will interact and consult with customers to guide them through their vehicle purchase.
* Your goal is to create the best vehicle-buying experience to make lifelong customers.
* You will assist customers in selecting the right vehicle for their lifestyle.
* You will be trained on the specific products we offer and their benefit to our customer.
* Present vehicle attributes, model options, features, purchase and finance options and store policies and services to customers.
* Facilitate customer test drives.
* Ensure timely follow up and maintain strong relationships with previous and prospective customers.
* Track customers using store specific management system/s.
* Keep abreast of new products, features and accessories.
* Attend product and training courses.
* Build and maintain current sales pricing and manufacturer promotions.
* Prepare vehicles for customer pickup.
* Maintain appearance and cleanliness of store showroom and vehicle lot.
* Ensure customers understand the vehicle's operating features and warranty.
* Sales Representative – Auto Sales – Account Manager – Account Executive

What Does A Client Advisor Do At CVS Health

* Work closely with internal teams to monitor and oversee client’s MTM program,
* Represent the MTM Product team professionally by managing and developing positive business relationships with account teams and clients,
* Lead and direct client meetings,
* Prepare and present MTM status updates and strategic roadmap presentations to internal and external groups
* Develop, monitor, enforce and communicate project timelines to clients and internal teams
* Track and report individual client progress and provide updates to senior leadership
* Collaborate with various business partners across the organization to help identify areas for growth for existing and new clients
* As part of the Product Management team, the Advisor will drive strategic business decisions, help define the product scope for the MTM Program, serve as business lead for IT and program development projects and effectively communicate with all business partners.
* In this role, the candidate will also be a liaison between MTM vendor(s), operations teams, account teams and various business units in order to create and execute specific strategies.
* They will also own specific product development efforts and coordinate various enterprise MTM related initiatives

What Does A Client Advisor Do At Corporate Executive Board

* This position is responsible for managing large and/or complex projects, primarily related to employee opinion surveys.
* Develop and maintain project plans and timelines and act as a point of contact to survey clients, ensuring on time, and high quality deliverables to clients.
* Coordinate with internal and external vendors/resources on various aspects of the project, including survey layout, printing, translation, invoicing and data capture.
* Monitor on an ongoing basis the time spent on a project relative to the resource plan and identify discrepancies.
* At project completion, analyze project costs relative to the SOW/LOA; partner with sales and /or management as appropriate to create a plan for closing the gaps

What Does A Client Advisor Do At IBM

* Sell Innovative solutions to new and existing accounts
* Produce strategic account plan and manage to it
* Lead business outcomes driven sessions with clear understanding of client pain points.
* Manage relevant partner relationships in ecosystem
* Qualify revenue opportunities from a political, financial, solution and timing perspective
* Estimate the selling needs from resources, investment, and solution
* Maintain forecast accuracy utilizing internal systems
* Execute appropriate pricing and contracting agreements across multiple entities
* Recommend Program Solutions from the set of Industry and Practice driven offerings
* Obtain Salesforce Certification as required by role, upon hire

What Does A Client Advisor Do At Bank of America

* Act as trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed
* Develop in-depth understanding of clients needs, preferences and overall wealth; be responsive to changes in the business environment or client needs
* Effectively manage a book of relationships and act as relationship lead accountable for the clients experience
* Leverage specialists, service officers and other expert resources to ensure the integrated delivery of investment, fiduciary, credit and banking solutions
* Build relationships with internal and external sales referral partners
* Lead the Client Management Process (CMP) within client team to identify new business development opportunities
* Motivate and influence client team members appropriately; collaborate in their onboarding, coaching and development
* Meet Risk & Compliance requirements and policies

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How To Become A Client Advisor

A bachelor’s degree is required for entry-level jobs, and a master’s degree in business administration (MBA) is useful for advancement.

Education

Securities, commodities, and financial services sales agents generally must have a bachelor’s degree to get an entry-level job. Studies in business, finance, accounting, or economics are important, especially for larger firms. Many firms hire summer interns before their last year of college, and those who are most successful are offered full-time jobs after they graduate.

Numerous agents eventually get a master’s degree in business administration (MBA), which is often a requirement for high-level positions in the securities industry. Because the MBA exposes students to real-world business practices, it can be a major asset for jobseekers. Employers often reward MBA holders with higher level positions, better compensation, and large signing bonuses.

Training

Most employers provide intensive on-the-job training, teaching employees the specifics of the job, such as the products and services offered. Trainees in large firms may receive technical instruction in securities analysis and selling strategies. Firms often rotate their trainees among various departments to give them a broad understanding of the securities business.

Securities, commodities, and financial services sales agents must keep up with new products and services and other developments. They attend conferences and training seminars regularly.

Licenses, Certifications, and Registrations

Brokers and investment bankers must register as representatives of their firm with the Financial Industry Regulatory Authority (FINRA). To obtain the license, potential agents must pass a series of exams.

Many other licenses are available, each of which gives the holder the right to sell different investment products and services. Traders and some other sales representatives also need licenses, although these vary by firm and specialization. Financial services sales agents may need to be licensed, especially if they sell securities or insurance. Most firms offer training to help their employees pass the licensing exams.

Agents who are registered with FINRA must attend continuing education classes to keep their licenses. Courses consist of computer-based training on legal requirements or new financial products or services.

Although not always required, certification enhances professional standing and is recommended by employers. Brokers, investment bankers, and financial services sales agents can earn the Chartered Financial Analyst (CFA) certification, sponsored by the CFA Institute. To qualify for this certification, applicants need a bachelor’s degree or 4 years of related work experience and must pass three exams, which require several hundred hours of independent study. Applicants also must have an international passport. Exams cover subjects in accounting, economics, securities analysis, financial markets and instruments, corporate finance, asset valuation, and portfolio management. Applicants can take the exams while they are getting the required work experience.

Advancement

Securities, commodities, and financial services sales agents usually advance to senior positions in a firm by accumulating a greater number of accounts. Although beginners often service the accounts of individual investors, they may eventually service large institutional accounts, such as those of banks and retirement funds.

After taking a series of tests, some brokers become portfolio managers and have greater authority to make investment decisions regarding an account. For more information on portfolio managers, see the profile on financial analysts.

Some experienced sales agents become branch office managers and supervise other sales agents while continuing to provide services for their own clients. A few agents advance to top management positions or become partners in their firms.

Many investment banks use an “up or out” policy, in which entry-level investment bankers are either promoted or terminated after 2 or 3 years. Investment banks use this policy to ensure that entry-level positions are not occupied long term, allowing the bank to bring in new workers.

Important Qualities

Analytical skills. To judge the profitability of potential deals, securities, commodities, and financial services sales agents must have strong analytical skills. This includes computer programming skills which they use to analyze financial products. 

Customer-service skills. Securities, commodities, and financial services sales agents must be persuasive and make clients feel comfortable with the agent’s recommendations.

Decisionmaking skills. Investment banking traders must make split-second decisions, with large sums of money at stake.

Detail oriented. Investment bankers must pay close attention to the details of initial public offerings and mergers and acquisitions because small changes can have large consequences.

Initiative. Securities, commodities, and financial services sales agents must create their own client base by making “cold” sales calls to people to whom they have not been referred and to people not expecting the call.

Math skills. Securities, commodities, and financial services sales agents need to be familiar with mathematical tools, including investment formulas.

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Client Advisor jobs

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Real Client Advisor Salaries

Job Title Company Location Start Date Salary
Senior Client Advisor Citibank, N.A. New York, NY Aug 22, 2013 $250,000
Executive Director, Senior Client Advisor UBS AG New York, NY Dec 01, 2009 $230,000 -
$240,000
Senior Client Advisor Citibank, N.A. New York, NY May 01, 2010 $200,000
Senior Client Advisor Citibank, N.A. New York, NY Apr 01, 2012 $200,000
Director, Senior Client Advisor UBS AG Miami, FL Aug 03, 2009 $180,000 -
$200,000
Senior Client Advisor UBS AG Miami, FL Oct 12, 2009 $160,000
Executive Director, Senior Client Advisor UBS Financial Services Inc. New York, NY Oct 26, 2009 $160,000 -
$180,000
Client Advisor Bridgewater Associates, LP Westport, CT May 01, 2010 $159,120 -
$225,000
Client Advisor Bridgewater Associates, LP Westport, CT Oct 01, 2010 $159,120 -
$800,000
Private Client Advisor Citibank, N.A. Miami, FL Oct 01, 2010 $150,000
Vice President; Private Client Advisor II Bank of America N.A. Glen Rock, NJ Feb 12, 2016 $140,000 -
$160,000
Private Client Advisor Citibank, N.A. Miami, FL Aug 27, 2013 $137,000
Private Client Advisor Citibank, N.A. Miami, FL Feb 06, 2015 $137,000
Client Advisor Neuberger Berman Group LLC New York, NY Nov 08, 2016 $120,000
Client Advisor Bluffview Wealth Management LLC Dallas, TX Aug 25, 2009 $120,000
Client Advisor Bluffview Wealth Management, LLC Dallas, TX Aug 06, 2009 $120,000
Client Advisor Bluffview Wealth Management, LLC Dallas, TX Aug 01, 2009 $120,000
Associate Director, Client Advisor UBS AG New York, NY Jan 27, 2010 $120,000 -
$130,000
Associate Director, Client Advisor UBS AG New York, NY Oct 26, 2009 $120,000 -
$140,000
VP; Private Client Advisor Bank of America N.A. Menlo Park, CA May 18, 2011 $119,621 -
$135,000
Director, Client Advisor UBS AG New York, NY Sep 15, 2010 $115,800 -
$125,000
Client Advisor Sungard Kiodex Inc. New York, NY Nov 25, 2014 $91,645
Director, Client Advisor UBS AG Miami, FL Oct 01, 2014 $90,000 -
$250,000
Director, Client Advisor UBS AG Miami, FL Nov 27, 2010 $88,504 -
$135,000
Associate Director, Client Advisor UBS AG New York, NY Mar 02, 2012 $88,213 -
$124,000
Associate Director, Client Advisor UBS AG New York, NY Feb 14, 2012 $88,213 -
$124,000
Associate Director, Client Advisor UBS Financial Services Inc. New York, NY Aug 28, 2011 $86,965 -
$90,000
Associate Director, Client Advisor UBS AG New York, NY Sep 15, 2010 $86,965 -
$113,000

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Top Skills for A Client Advisor

BMWFinancialServicesCustomerServiceClientRelationsDealershipProductKnowledgeCustomerSatisfactionMonthlySalesGoalsHighNETCRMCSIBusinessDevelopmentCustomerRelationsWealthManagementPhoneCallsNewClientsLuxuryAutomobilesClientBaseNeedsAnalysisCarSales

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Top Client Advisor Skills

  1. BMW
  2. Financial Services
  3. Customer Service
You can check out examples of real life uses of top skills on resumes here:
  • Gained automotive luxury experience selling the Ultimate Driving Machine (BMW) to perspective clients
  • Determined customers' financial services needs and prepared proposals to sell services.
  • Received an average of 99.8% customer service rating
  • Demonstrate integrity and trust in all client relationships.
  • Established a great relationship with client to ensure that they would come back to purchase their next vehicle from our dealership.

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