Client Advisor Jobs in Costa Mesa, CA (2,752)
Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Brookhurst-Ball Financial Center
Bank of America
Anaheim, CA
Diversity Leader
Eco-Friendly
Senior Banker- Central Heights, Bilingual Mandarin Required
Bank of America
Hacienda Heights, CA
Diversity Leader
Eco-Friendly
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Irvine, California
Dental Insurance
Vision Insurance
Education
Parental Leave
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab
Irvine, California
Dental Insurance
Vision Insurance
Education
Parental Leave
Sr Manager, Charitable Strategies Group
Charles Schwab
Long Beach, California
New
Dental Insurance
Vision Insurance
Education
Parental Leave
Client Success Relationship Manager
Vheda Health
Orange, California
‌
AVP, Account Manager - Marketing - OnePay
Synchrony
Costa Mesa, California
New
Diversity Leader
‌
Marketing Manager
AmeriLife Group
Newport Beach, California
Health Insurance
‌
Relationship Manager - EGP
Yoder Ainlay Ulmer & Buckingham, LLP
Newport Beach, California
$49.9k - $100k / year
‌
Marketing Manager
AmeriLife
Newport Beach, California
Health Insurance
$65k - $80k / year
‌
Director, Corporate Advisory
BMO Financial Group
Newport Beach, California
New
Part-Time
Health Insurance
Education
$120k - $222.6k / year
‌
Relationship Manager - EGP
Bank of America
Newport Beach, California
New
Diversity Leader
Eco-Friendly
$49.9k - $100k / year
‌
Director, Corporate Advisory
BMO U.S
Newport Beach, California
Part-Time
Hospitality
Health Insurance
Education
$120k - $222.6k / year
‌
Freelance Account Manager
VML
Newport Beach, California
Part-Time
$140k - $200k / year
‌
Tax Senior Manager, Private Client Services
BDO USA
Costa Mesa, California
‌
Marketing Advisor
Compass
Newport Beach, California
Dental Insurance
Vision Insurance
Parental Leave
$65k - $71.8k / year
‌
Account Manager, Employee Benefits
Horan Securities
Newport Beach, California
New
Hybrid
401(k)
Dental Insurance
Vision Insurance
$80k - $85k / year
‌
Director Account Manager
Confidential
Costa Mesa, California
New
$140.1k - $173.5k / year
‌
Director Account Manager
Undisclosed
Costa Mesa, California
New
$140.1k - $173.5k / year
‌
Client Relationship Consultant 3 (Banker) - Newport Beach, CA
US Bank
Newport Beach, California
Dental Insurance
Vision Insurance
Parental Leave
$22.69 - $30.24 / hour
‌
Market Leader - Advisor Development Program
Bank of America
Newport Beach, California
Diversity Leader
Eco-Friendly
‌
Director Business Consulting, Retirement & Private Wealth
HUB International
Newport Beach, California
Dental Insurance
Vision Insurance
$100k - $160k / year
‌
Tax Senior Manager, Core Tax Services
DaVita
Costa Mesa, California
$146k - $200k / year
‌
Principal, Environmental Consulting
Ramboll Group A/S
Irvine, California
‌
Head of Alternative Sales
PIMCO Ltd. - Pacific Investment Management
Newport Beach, California
‌
SALT Managing Director, Unclaimed Property/Escheat
BDO USA
Costa Mesa, California
$157.5k - $420k / year
‌
Senior Account Manager - Business Sales
Verizon Communications
Anaheim, California
New
Part-Time
Eco-Friendly
Dental Insurance
Vision Insurance
Parental Leave
$53k - $92k / year
‌
Senior Client Success Manager
Modern Health
🌎 Remote
Remote
401(k)
Parental Leave
$17 / hour
‌
Account Manager- Employee Benefits (Hybrid)
NFP
🌎 Remote
Remote
Hybrid
PTO
Health Insurance
‌
Drayage Account Manager
Vaco by Highspring
Costa Mesa, CA
‌
Customer Service Advisor
Barker and Sons Plumbing
Orange, CA
‌
Automotive Customer Service Advisor
Pep Boys
Anaheim, CA
$16 - $18 / hour
‌
Client Relationship Consultant
Ascensus
🌎 Remote
New
Remote
$750k - $1500k / year
Job Description
Working as a Client Advisor in Costa Mesa, CA
There are 2,752 Client Advisor opportunities available in Costa Mesa, CA all with unique requirements.
A Client Advisor is responsible for identifying gaps in client knowledge and providing continuous support to enhance client satisfaction. Responsible for taking ownership of complicated client accounts while growing the relationship through education, advice, and action. Similarly, this role is often accountable for acquiring, building, maintaining, and growing relationships with clients and assisting with account partnership renewals.
Client Advisor jobs near Costa Mesa, CA
Client Advisors in Costa Mesa, CA Resume Data
Average Experience for Client Advisors in Costa Mesa, CA
- More than 10 years: 54%
- 6-10 years: 30%
- 3-5 years: 13%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Client Advisors in Costa Mesa, CA
- Bachelors: 46%
- Diploma: 20%
- Masters: 18%
- Associates: 13%
- Doctorate: 3%
Top Skill for Client Advisors in Costa Mesa, CA
- Customer focus & orientation: 20%
- Sales skills: 15%
- Attention to detail: 15%
- Customer service: 10%
- Work style: Reliability: 8%
- Verbal communication: 8%
- Administrative assistant/receptionist: 6%
- Management & leadership skills: Impact & influence: 6%
- Management & leadership skills: Planning & execution: 5%
- Written communication: 5%
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