Retirement Client Advisor
il y a 2 semaines
Job Title:
Client Retirement Specialist
Job Summary:
We are seeking a skilled Client Retirement Specialist to join our team at ACR Haussmann. As a key member of our advisory team, you will play a vital role in providing expert guidance to clients on their retirement options.
Key Responsibilities:
- Client Consultations: Conduct in-depth consultations with clients to understand their retirement goals and objectives.
- Retirement Plan Development: Analyze client data and develop personalized retirement plans that meet their unique needs.
- Benefits Administration: Assist clients in navigating the complexities of retirement benefits and ensure they receive the maximum benefits available to them.
- Communication and Education: Provide clear and concise explanations of retirement options and benefits to clients, ensuring they feel informed and empowered to make decisions.
- Team Collaboration: Work closely with our team of experts to ensure seamless delivery of services to clients.
Requirements:
- Education: Minimum Bac +2 in customer relations or relevant experience.
- Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
Company Benefits:
ACR Haussmann offers a comprehensive benefits package, including opportunities for career growth and professional development.
-
Retirement Solutions Product Owner
il y a 3 semaines
Paris, Île-de-France AXIWELL Temps pleinRetirement Solutions Product Owner - AXIWELLAs a key member of the AXIWELL team, the Retirement Solutions Product Owner will oversee all aspects related to retirement within the ongoing development initiative focused on personalized financial advice.Assist banking clients in acquiring tailored guidance for projects such as retirement strategies and life...
-
Retirement Law Specialist H/F
il y a 3 semaines
Paris, Île-de-France Agirc-Arrco Temps pleinJob Overview: Legal Advisor H/F We are seeking a proficient Legal Advisor to become a vital member of our organization at Agirc-Arrco. In this role, you will be instrumental in delivering legal expertise and advice on a variety of initiatives pertaining to retirement legislation and adherence. Your duties will encompass evaluating legal matters,...
-
Retirement Client Advisor
il y a 3 jours
Paris, Île-de-France ACR HAUSSMANN Temps pleinJob SummaryWe are seeking a highly skilled and experienced Client Relations Specialist to join our team at ACR Haussmann. As a key member of our agency, you will be responsible for providing exceptional customer service and support to our clients in the Paris Haussmann area.Key ResponsibilitiesAccompany and counsel clients in the constitution of their...
-
Legal Advisor H/F
il y a 3 semaines
Paris, Île-de-France Agirc-Arrco Temps pleinJob Overview: Legal Advisor H/F We are seeking a proficient Legal Advisor to become a part of our organization at Agirc-Arrco. In this role, you will be instrumental in delivering legal expertise and advice on various initiatives concerning retirement legislation and adherence to regulations. Your duties will encompass evaluating legal matters, preparing...
-
Client Relations Specialist
il y a 3 jours
Paris, Île-de-France ACR HAUSSMANN Temps pleinJob SummaryThe Client Relations Specialist will be responsible for providing exceptional customer service to clients seeking retirement information and guidance. This role will involve working closely with clients to understand their needs and provide personalized support to ensure a smooth retirement process.Key ResponsibilitiesAccompany and counsel clients...
-
Commercial Client Relationship Advisor
il y a 3 jours
Paris, Île-de-France Uptoo Temps plein**About the Role** As a Commercial Client Relationship Advisor at Uptoo, you will be responsible for developing and maintaining strong relationships with clients, understanding their financial needs, and providing tailored solutions to meet their goals. **Key Responsibilities** Conduct client needs assessments and provide recommendations on financial...
-
Collective Retirement Solutions Consultant
il y a 3 semaines
Paris, Île-de-France Crédit Agricole Assurances Temps pleinPosition: Collective Retirement Solutions Consultant Crédit Agricole Assurances is enhancing its footprint in the collective retirement sector by providing a diverse array of solutions tailored for enterprises, ranging from small businesses to large organizations. Within the Collective Retirement division, your primary responsibility will be to...
-
Collective Retirement Solutions Consultant
il y a 3 semaines
Paris, Île-de-France Crédit Agricole Assurances Temps pleinPosition: Corporate Retirement Account Manager Crédit Agricole Assurances is enhancing its footprint in the corporate retirement sector by providing a diverse array of solutions tailored for enterprises, from small businesses to large organizations. In the Corporate Retirement division, your primary responsibility will be to design and execute...
-
Corporate Legal Advisor
il y a 3 semaines
Paris, Île-de-France Dioxycle Temps pleinCorporate Legal Advisor Role at DioxycleDioxycle, an innovative leader in carbon utilization technologies, is seeking a Corporate Legal Advisor to play a vital role in our legal framework.Key Responsibilities:Oversee the drafting and evaluation of contractsOffer legal counsel on matters of corporate governance, intellectual property, and additional...
-
Collective Retirement Solutions Consultant
il y a 3 semaines
Paris, Île-de-France Crédit Agricole Assurances Temps pleinPosition: Corporate Retirement Plans Specialist Crédit Agricole Assurances is enhancing its footprint in the corporate retirement sector by providing a diverse array of solutions tailored for enterprises of all scales, from small businesses to large organizations. Within the Corporate Retirement division, your primary responsibility will be to design...
-
Retirement Plan Specialist for Businesses
il y a 2 semaines
Paris, Île-de-France Crédit Agricole Assurances Temps pleinAbout Crédit Agricole Assurances Crédit Agricole Assurances is a leading provider of retirement solutions, committed to helping businesses of all sizes secure their employees' financial futures. We offer a comprehensive range of plans, from traditional defined benefit schemes to innovative defined contribution options. Your Role: Retirement Plan...
-
Retirement Solutions Business Development Manager
il y a 2 semaines
Paris, Île-de-France Crédit Agricole Assurances Temps pleinDrive Growth in Collective Retirement SolutionsCrédit Agricole Assurances, a leading provider of retirement solutions for businesses of all sizes, seeks a talented individual to join our team as a Retirement Solutions Business Development Manager. In this role, you will play a crucial part in expanding our market presence and driving growth within our...
-
Become a Customer Service Advisor
il y a 3 semaines
Paris, Île-de-France SGS Société Générale de Surveillance SA Temps pleinJoin SGS Société Générale de Surveillance SA as a Customer Service Advisor, where you will play a vital role in assisting clients with their financial inquiries and needs. Your responsibilities will encompass: Providing tailored financial products and servicesEncouraging the use of digital tools to enhance client experienceAssessing clients' financial...
-
Client Advisor
il y a 20 heures
Paris, Île-de-France Bottega Veneta France SAS Temps pleinAbout the RoleWe are seeking a highly skilled Client Advisor to join our team at Bottega Veneta France SAS. As an Ambassador of our Brand, you will be responsible for delivering exceptional customer experiences and driving sales growth in line with our luxury retail philosophy.Your MissionAs a Client Advisor, your primary objective will be to identify and...
-
Operational Excellence Senior Advisor
il y a 4 semaines
Paris, Île-de-France CAPCO Temps pleinOperational Excellence Senior Advisor - H/F/DOverview:We are seeking an experienced Operational Excellence Senior Advisor to join our dynamic team at a prominent consulting firm focused on financial services. This role is pivotal in driving operational transformation and enhancing organizational performance.Oversee comprehensive operational excellence...
-
Wealth Management Client Advisor
il y a 3 semaines
Paris, Île-de-France Michael Page Temps pleinBecome a part of Michael Page, a prominent recruitment and specialized interim agency, as a Wealth Management Client Advisor.Founded in 1976 in London, Michael Page operates in 37 countries with 141 offices and employs over 9000 professionals. In France, our team consists of more than 300 consultants who specialize in recruitment across 21 diverse sectors.As...
-
Conseiller Financier H/F
il y a 1 heure
Paris, Île-de-France CAISSE D'EPARGNE IDF Temps pleinAbout the RoleWe are seeking a highly motivated and experienced Financial Advisor to join our team at CAISSE D'EPARGNE IDF. As a Financial Advisor, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesManage a portfolio of clients, providing personalized...
-
Professional Client Advisor
il y a 3 jours
Paris, Île-de-France Groupe Crédit Agricole Temps pleinAbout the RoleWe are seeking a highly skilled and experienced Professional Client Advisor to join our team at Groupe Crédit Agricole. As a key member of our client-facing team, you will be responsible for providing exceptional service to our business clients, helping them to achieve their financial goals and objectives.Key ResponsibilitiesDevelop and...
-
Professional Client Advisor
il y a 3 semaines
Paris, Île-de-France Groupe Crédit Agricole Temps pleinJob Title Professional Customer Advisor - Paris Sèvres-Babylone Job Description Are you prepared to embark on a journey to become the banker you aspire to be? Welcome to Crédit Agricole d'Ile-de-France. As a prominent entity within the Crédit Agricole Group, which operates in over 50 countries, we stand as a leading force in the European...
-
Operational Excellence Senior Advisor
il y a 3 semaines
Paris, Île-de-France CAPCO Temps pleinOperational Excellence Senior Advisor - H/F/DOverview:We invite you to become part of a prestigious consulting organization that excels in the financial services sector, driven by a robust growth agenda. We are seeking experienced Senior Advisors in Operational Excellence and Change Management to enhance our team.Oversee comprehensive operational excellence...