Client Advisor Jobs in Santa Ana, CA (2,302)
Financial Advisor - Certification Provided
Edward Jones
Fountain Valley, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
Enterprise Account Executive
Avenica
Irvine, CA
Hybrid
PTO
Dental Insurance
Vision Insurance
$169.5k - $305.8k / year
Registered Branch Associate
Edward Jones
Irvine, CA
New
401(k)
Dental Insurance
Vision Insurance
Education
$33.73 / hour
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab
Irvine, CA
Dental Insurance
Vision Insurance
Education
Parental Leave
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Irvine, CA
Dental Insurance
Vision Insurance
Education
Parental Leave
Financial Consultant Partner- Seal Beach, CA
Charles Schwab
Seal Beach, CA
New
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Client Success Relationship Manager
Vheda Health
Orange, California
New
‌
Operations Associate (Financial Services)
The Bahnsen Group
Newport Beach, California
Hospitality
Dental Insurance
Vision Insurance
‌
Marketing Manager
AmeriLife
Newport Beach, California
Health Insurance
$65k - $80k / year
‌
Relationship Manager - EGP
Bank of America
Newport Beach, California
New
Diversity Leader
Eco-Friendly
$49.9k - $100k / year
‌
Tax Senior Manager, Private Client Services
BDO USA
Costa Mesa, California
‌
Freelance Account Manager
VML
Newport Beach, California
Part-Time
$140k - $200k / year
‌
Principal, Environmental Consulting
Ramboll Group A/S
Irvine, California
‌
Market Leader - Advisor Development Program
Bank of America
Newport Beach, California
Diversity Leader
Eco-Friendly
‌
Senior Account Manager - Business Sales
Verizon
Anaheim, California
Part-Time
Dental Insurance
Vision Insurance
Parental Leave
$53k - $92k / year
‌
Director Business Consulting, Retirement & Private Wealth
HUB International
Newport Beach, California
New
Dental Insurance
Vision Insurance
$100k - $160k / year
‌
Tax Senior Manager, ASC740
BDO USA
Costa Mesa, California
$146k - $200k / year
‌
Head of Alternative Sales
PIMCO Ltd. - Pacific Investment Management
Newport Beach, California
‌
Director Account Manager
Edge Case Research
Costa Mesa, California
$140.1k - $173.5k / year
‌
Director Account Manager
Stryker
Costa Mesa, California
Diversity Leader
$140.1k - $173.5k / year
‌
Market Leader - Advisor Development Program
Yoder Ainlay Ulmer & Buckingham, LLP
Brea, California
New
$130k - $170k / year
‌
Managing Director, Government and Institutional Banking
Hispanic Alliance for Career Enhancement
Newport Beach, California
New
Part-Time
Health Insurance
Education
$153.6k - $285.6k / year
‌
Managing Director, Managed Services
Shelby American
Laguna Niguel, California
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
‌
SALT Managing Director, Unclaimed Property/Escheat
BDO USA
Costa Mesa, California
$157.5k - $420k / year
‌
Senior Account Manager - Business Sales
Verizon Communications
Long Beach, California
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
‌
Junior Account Manager
ELM Business Group
Westminster, CA
New
‌
Customer Service Advisor
Barker and Sons Plumbing
Orange, CA
‌
Automotive Customer Service Advisor
Pep Boys
Anaheim, CA
$16 - $18 / hour
‌
Client Account Manager
Boundless Promotions
La Mirada, CA
New
‌
Amazon Account Manager
Modern Gourmet Foods
Santa Ana, CA
New
‌
Billing & Technical Customer Service Advisor, Work from Home
Perun HR
🌎 Remote
Remote
Client Advisor Salary in Santa Ana
Client Advisors working in Santa Ana, CA make an average annual salary of $48K and a maximum annual salary of around $84K.
Job Description
Working as a Client Advisor in Santa Ana, CA
There are 2,302 Client Advisor opportunities available in Santa Ana, 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 Santa Ana, CA
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