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Client Advisor Jobs in Costa Mesa, CA (21,590+)

Beauty Advisor: Elevate Client Experience & Sales

Kohl's
Seal Beach, CA
New
Retail

Beauty Advisor: Elevate Client Beauty Experience

Kohl's
Fullerton, CA
New
Retail

Beauty Lead Advisor: Elevate Sales & Client Experience

Kohl's
La Habra, CA
New
Retail

Part-Time Fashion Stylist & Client Advisor

Socket
Costa Mesa, CA
Part-Time
Flexible Schedule

Client Relationship Banker & Solutions Advisor

National Black MBA Association
Carson, CA

Benefits Account Manager II - Client Success & Renewals

HUB International
Newport Beach, CA
‌

Associate Technical Account Manager - Client Success & Tech

Yardi Systems
Santa Ana, CA
New
‌

Technical Account Manager (TAM) - MSP

Bowman Williams
Irvine, CA
New
Dental Insurance
Vision Insurance
Icon: salary
$95k - $110k / year
‌

Remote Strategic Client Success Manager

Leap
🌎 Remote
B-Corp
‌

Remote Client Success Manager (Remote)

M3 Usa
🌎 Remote
Remote
401(k)
Dental Insurance
‌

Client Advisor

Better Debt Solutions
Irvine, CA
Dental Insurance
Vision Insurance
Icon: salary
$20k - $40k / year
‌

Commercial Insurance Client Advisor

Acrisure
Costa Mesa, CA
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$70k - $150k / year
‌

Private Client Advisor

Columbia Bank
Irvine, CA
Dental Insurance
Vision Insurance
Icon: salary
$100k - $180k / year
‌

Temporary Full-Time Client Advisor, South Coast Plaza

Khaite
Costa Mesa, CA
Part-Time
Hourly
Flexible Schedule
Icon: salary
$23 - $25 / hour
‌

Remote Insurance Advisor: Client Support & Growth

Legendary Allen Agency
🌎 Remote
New
Part-Time
Remote
Health Insurance
Flexible Schedule
Education
‌

J.P. Morgan Wealth Management - Private Client Advisor - Westminster, CA

JPMorgan Chase Bank, N.A
Westminster, CA
Health Insurance
Education
Icon: salary
$70.3k / year
‌

J.P. Morgan Wealth Management - Private Client Advisor - Corona / Chino Hills, CA (area)

JPMorgan Chase
Chino Hills, CA
Eco-Friendly
Health Insurance
Education
‌

National Account Manager

Profit Recovery Partners
Santa Ana, CA
New
Dental Insurance
Vision Insurance
Icon: salary
$300k - $600k / year
‌

Account Manager, Alternatives Investment Specialist (West Region)

PIMCO
Newport Beach, CA
‌

Account Manager

City Wide Facility Solutions
Long Beach, CA
PTO
Dental Insurance
Vision Insurance
‌

Client Advisor (Remote)

Marsh & McLennan Companies
🌎 Remote
Remote
‌

Client Advisor (Remote)

Marsh McLennan
🌎 Remote
Remote
‌

Remote Client Advisor

Blyss Journeys
🌎 Remote
Remote
‌

Remote Senior Client Success Manager

Well Theory
🌎 Remote
Remote
Icon: salary
$130k - $150k / year
‌

Employee Benefits Client Advisor

Acrisure
Costa Mesa, CA
New
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$71.3k - $150k / year
‌

Strategic Commercial Insurance Client Advisor

Acrisure
Costa Mesa, CA
New
‌

Investment Planner & Client Solutions Advisor

Bank of America
Downey, CA
Diversity Leader
Eco-Friendly
‌

Investment Solutions Advisor Client Planning & Growth

Bank of America
Westminster, CA
Diversity Leader
Eco-Friendly
‌

Insurance Sales & Client Advisor (Vietnamese Fluent)

Ngoc Phung - State Farm Agent
Santa Ana, CA
‌

Client Success & Operations Manager

Carson Group
Irvine, CA
New
‌

Client Success Manager, RCM

Nimble Solutions
Irvine, CA
‌

Client Success Manager (MedInsight)

Milliman
Irvine, CA
New
PTO
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
Icon: salary
$78.8k - $145.1k / year
‌

Account Manager

Acrisure
Costa Mesa, CA
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$75k - $90k / year

Job Description

Working as a Client Advisor in Costa Mesa, CA

There are 21,590 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.

Similar Jobs to Client Advisor

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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    Here are some keywords related to Client Advisor in Costa Mesa, CA

    • Customer Success Manager
    • Customer Service Representative

    Client Advisor jobs near Costa Mesa, CA