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Client Service Consultant

Company: Westport One
Location: Vero Beach
Posted on: May 3, 2021

Job Description:

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 online ads.

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 matters.

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 positions.

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:

  • 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


Keywords: Westport One, Palm Bay , Client Service Consultant, Other , Vero Beach, Florida

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