Client Service Consultant
Our client is a boutique consulting firm that specializes in
advanced tax planning strategies that focus on long term results
and offers family office services. Their clients are highly
sophisticated business and medical professionals that are looking
for solutions to build and preserve their wealth.
They need a client service consultant that can work
collaboratively with a highly intelligent group that would focus on
identifying prospective business owners and HNW individuals from
warm leads through client referrals, strategic partners, and cold
leads from social media outlets, including radio advertisements and
Your objective is to embrace the client's needs by taking a
consultative approach and manage the relationship. This is not
transactional. You will be introducing prospective clients to
unique tax-saving, asset-protecting, and legacy-building
strategies. They save their clients at least 35% and up to 50% in
taxes and they don't stop there. They take a deeper dive with other
team members at their life goals, retirement, succession planning,
and multi-generational transfer of wealth.
Our client has a family style environment that encourages and
supports education internally for their team, as well as externally
for their clients. The right candidate will have at least 2 years
of experience with developing business, maintaining relationships,
and closing business within financial services but doesn't require
licensing. You must have an understanding of financial and tax
Our search consultants are Financial Services 'industry
insiders' working specifically with Internal and External
Wholesalers, National Sales Managers, Investment and Wealth
Management Representatives, Relationship Managers, Branch Managers,
Compliance Officers, Operations Managers, Investment Money
Managers, Portfolio Managers, Research Analysts, Trust
Officers/Administrators/Managers as well as all Executive Level
Westport One consistently ranks as one of the top 10 offices
within the MRI Network system, one of the largest talent advisory,
recruiting, and staffing organizations in the world. Our
55-year-old, global family is comprised of nearly 400 firms with
1,500 search and advisory professionals across four continents. It
takes a network to build a business. So, let's start building!
Any inquiries relating to this ad will be kept confidential.
To learn more about our organization please visit us at
To apply for this position, submit your resume by choosing one
or more of the following:
- ***CLICKING "APPLY NOW" ON THIS PAGE***
- Email your resume in WORD format to . Please refer to job
reference code NB/FLclientservice in the subject line.
- Fax resume with cover letter to . Attention: Kim Carlson.
Please refer to job reference code NB/FLclientservice
NO CALLS PLEASE