Private Client Advisor bei K&L Wine Merchants

ABOUT US

K&L Wine Merchants is widely recognized as one of the leading independent wine retailers in the United States. We offer a world-class selection of wine, spirits, and beer at five retail locations and through our website. We are a growth-minded company made up of a tight-knit team dedicated to providing excellent, knowledgeable service to our loyal customers. If you are seeking an exciting career and an ‘all-access pass’ to the business and culture of wine and spirits, K&L Wine Merchants is the perfect match! 

BENEFITS

• Medical/Dental/Vision insurance - K&L pays 100% of individual premium.
• FSA/HSA availability to support healthcare and dependent care expenses.
• 401k plan, with company contribution.
• 3 weeks of paid time off per year – time off accrual increases at 5 years of service.  
• 8 paid holidays.
• Generous product discount. 
• Opportunities to advance in the wine and spirits industry.
• Weekly staff tasting and sales training; exposure to world-class products and producers.
  

WHAT WE’RE LOOKING FOR

Our ideal Private Client Advisor is responsible for serving the company’s top-producing clients by providing high-touch, personalized service to an assigned client list. The Private Client Advisor will proactively curate product sets and product offers tailored to clients’ interests and needs. Our Private Client Advisor will demonstrate a deep, up to date knowledge of wine regions, varietals, and vintages with an emphasis on top-tier producers and collectible wines. If you are a self-starter with strong customer service skills, market awareness, adaptability to new technologies, and a willingness to be accountable for results, we want to hear from you!

PRINCIPAL RESPONSIBILITIES

• Actively cultivate, engage, and support top-producing clients. 

• Provide an engaging and personalized shopping experience by presenting custom product sets and product offers in alignment with clients’ needs and preferences. 

• Exhibit high-touch customer service skills across communication platforms – phone, email, in person. 

• Routinely convert orders, maintain account productivity, and close sales. 

• Consistently meet or exceed sales goals. 

• Initiate regular contact with clients to build and maintain strong relationships. 

• Successfully leverage warm leads to grow client list. 

• Effectively manage client objectives, expectations, and timelines. 

• Identifiy selling opportunities through an ongoing evaluation of the inventory within the framework given by supervisor. 

• Leverage domestic and international suppliers to curate tailored product selections for clients. 

• Create compelling sales offers for individual clients and contribute to content development for shared promotional offers. 
• Develop and maintain extensive knowledge of wine regions, varietals, and vintages with an emphasis on top tier producers, rare, and collectible wines. 
• Generate and manage orders across fulfillment channels: pre-arrival, auction, will call, local delivery, shipping, personal sommelier, wine club, and locker transactions.   

REQUIREMENTS

• Outstanding customer service and account management skills. 

• Excellent written, verbal, and interpersonal communication skills; engaging phone presence. 

• Skillful problem solving and critical thinking abilities. 

• Strong time management and organizational skills. 

• Ability to work well independently and as part of a team. 

• Experienced in Office 365 and Tableau. 

• Ability to work early/late or varied days on occasion based on business needs. 
  
• Professional certification (WSET, CMS, CSW, CWE) or equivalent knowledge derived through work experience. 
• Bachelor’s degree preferred. 

PHYSICAL AND ENVIRONMENTAL REQUIREMENTS

• Ability to perform desk-based work for all or the majority of an 8-hour shift. 

• Ability to concentrate on individual tasks and make and receive phone calls in an open plan office environment. 

• Dexterity to enter and retrieve data using a computer keyboard and to operate standard office equipment. 

• Ability to lift and carry up to 50 lbs. on occasion. 

• Ability to load, unload, and operate a hand truck safely. 

Join us at K&L Wine Merchants and be a part of a unique journey in the world of wine and spirits, where your expertise and passion will help shape the future of our company and the experiences of our loyal customers. 

K&L Wine Merchants is an Equal Opportunity Employer. Applicants are considered for all positions without regard to race, color, religion, sex, national origin, age, marital or veteran status, sexual orientation, disability, or any other status protected by law