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Senior Client Advisor Jobs in Addison, TX (NOW HIRING)

Bessemer Trust

Associate Client Advisor

Dallas, TX · On-site

The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and all other service areas of the organization, including Client Tax and Financial Planning ...

Marsh LLC

Client Advisor

Dallas, TX · On-site

Collaborate with senior brokers and internal teams to meet client insurance needs and market ... Advising clients on the development and execution of comprehensive property insurance strategies ...

Oliver Wyman

Client Advisor

Dallas, TX · On-site

Collaborate with senior brokers and internal teams to meet client insurance needs and market ... Advising clients on the development and execution of comprehensive property insurance strategies ...

Acrisure

Commercial Insurance Client Advisor

Dallas, TX · On-site

Client Acquisition& Relationship Management * Serve as a trusted advisor by developing deepclient relationships, providing a consultative sales approach while understanding unique business challenges ...

Marsh & McLennan

Client Advisor

Dallas, TX · On-site

Collaborate with senior brokers and internal teams to meet client insurance needs and market ... Advising clients on the development and execution of comprehensive property insurance strategies ...

Mercer France

Client Advisor

Dallas, TX · On-site

Collaborate with senior brokers and internal teams to meet client insurance needs and market ... Advising clients on the development and execution of comprehensive property insurance strategies ...

New

Marsh McLennan

Client Advisor

Dallas, TX · On-site

Collaborate with senior brokers and internal teams to meet client insurance needs and market ... Advising clients on the development and execution of comprehensive property insurance strategies ...

Henley and Partners

Private Client Advisor

Dallas, TX · On-site

As a Private Client Advisor, you will be a brand ambassador for Henley & Partners and a key driver ... Credibility and discretion when working with high-net-worth individuals and senior professional ...

Texascapitalbank

Sr Private Client Advisor

Dallas, TX

... advisor to provide interdisciplinary expertise and portfolio management. * Primarily responsible for generating new clients and managing or quarterbacking the ongoing client experience while engaging ...

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Senior Client Advisor information

How does a senior client advisor typically collaborate with internal teams to address complex client needs?

Senior Client Advisors frequently work cross-functionally, partnering with product specialists, risk managers, and operations teams to deliver comprehensive solutions for clients. This collaboration ensures that client strategies are aligned with the latest market insights and organizational capabilities. Advisors often act as liaisons, facilitating communication and ensuring that all parties are aligned on objectives and deliverables. Building strong internal relationships is key to efficiently resolving complex client requests and driving client satisfaction.

What are the key skills and qualifications needed to thrive as a senior client advisor?

To thrive as a Senior Client Advisor, you need a deep understanding of client relationship management, sales strategies, and product expertise, usually backed by experience in client-facing roles and relevant industry knowledge. Familiarity with CRM platforms, sales analytics tools, and, in some sectors, certifications like FINRA Series 7 or 66 are typical requirements. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and deliver tailored solutions. These competencies are crucial for maintaining long-term client relationships, driving business growth, and ensuring client satisfaction in competitive markets.

What is the difference between Senior Client Advisor vs Client Advisor?

AspectSenior Client AdvisorClient Advisor
CredentialsRelevant certifications, experience in financial advisingEntry to mid-level certifications, basic industry knowledge
Work EnvironmentHigh-net-worth client interactions, complex financial solutionsClient onboarding, routine account management
Employer & Industry UsageFinancial services, wealth management firmsBanking, investment firms, financial institutions

The main difference is experience and scope. Senior Client Advisors handle complex client portfolios and high-net-worth individuals, requiring advanced certifications and industry experience. Client Advisors typically focus on onboarding and managing standard accounts. The senior role involves more strategic advising, while the client role is more operational.

What is a senior client advisor?

A Senior Client Advisor is a professional who provides expert guidance and support to clients, often in sectors like finance, luxury retail, or consulting. Their role involves understanding client needs, offering tailored solutions, and building long-term relationships. Senior Client Advisors typically have extensive experience and deep knowledge of their industry, allowing them to handle complex client requests and deliver high-level service. They may also mentor junior staff and contribute to business growth through client acquisition and retention.
What job categories do people searching Senior Client Advisor jobs in Addison, TX look for? The top searched job categories for Senior Client Advisor jobs in Addison, TX are:
What cities near Addison, TX are hiring for Senior Client Advisor jobs? Cities near Addison, TX with the most Senior Client Advisor job openings:
Senior Client Advisor jobs near you
Infographic showing various Senior Client Advisor job openings in Addison, TX as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

Full Time Retail Senior Client Advisor

James Perse Los Angeles

Dallas, TX • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Job description

JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR HIGHLAND PARK LOCATION

OBJECTIVE OF THE POSITION

The Senior Client Advisor is responsible for achieving all objectives set forth by the company with a focus on client development and client sales. They will set the example in areas of customer service excellence, adherence to visual merchandising standards, and operational standards. In the absence of Store Management, the Senior Client Advisor is charged with overseeing all aspects of the store and staff, when is the most senior presence in the store.

ESSENTIAL DUTIES AND JOB RESPONSIBILITIES

  • Achieve daily, monthly, and annual sales targets and key performance indicators. 

  • Establish relationships with clients and manage communication consistent with James Perse.

  • Set the example for exceptional customer service, client experience and store standards.

  • Maintain the selling floor, merchandise. visuals and store standards.

  • Maintain and grow existing clients and reach new prospects through networking and outreach.

  • Support operational tasks and projects.

  • Open and close the store and conduct all opening and closing procedures.

  • Local market knowledge of clientele base and brand competitors.

  • Participate in special events and or projects as needed (i.e. Sample Sale, Physical Inventory, etc.).

  • Adhere to all store and company procedures while maintaining operational and client experience excellence.

  • All other duties as assigned.

REQUIRED SKILLS, KNOWLEDGE, EXPERIENCE

Education

  • High School Diploma or GED required.

  • College Degree preferred.

Experience

  • Prior experience in a retail/boutique store dealing with high-end goods, and clientele-oriented sales.

  • Ideally has a cultivated and established clientele following

  • Experience working in retail environment(s) with 7 days a week operation, which require open scheduling availability based on business needs.

COMPETENCIES REQUIRED

  • Candidates must also be outgoing, energetic, professional and good representatives of our brand and be able to emanate the James Perse brand lifestyle.

  • Strong interpersonal and communications skills both verbal and written.

  • Strong independent work ethic, excellent time management skills, and high level of integrity.

  • Composure: Ability to handle customer interactions and potential issues or concerns courteously and professionally. 

Since the late 1990's, James Perse has defined Southern California style. Our collections for men, women and home - which have become synonymous with sophistication, detail and quality - are sold in over 70 James Perse boutiques, as well as in fine department and specialty stores around the world.

Our employees are smart, creative, passionate and service-driven individuals who meet the same superior standards we set for our products. We embrace talented people with diverse backgrounds and experiences, and support policies and practices that prohibit discrimination against any person because of race, color, national origin, religion, gender, gender identity, age, marital status, disability, sexual orientation or any other characteristic protected by applicable law.

JAMES PERSE offers competitive benefits packages, including health, dental, and vision insurance, life insurance, short-term and long-term disability insurance, flexible spending accounts, an employee assistance program, paid vacation, paid sick time, a retirement savings plan with company match, and a generous employee discount.

To view and learn more about our open positions visit: http://jamesperse.applytojob.com/apply/

We appreciate your interest in our company and look forward to hearing from you.

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