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Client Advisor Jobs in La Habra, CA (18,081+)

Trust Relationship Counsel | Client & Compliance Advisor

First American
Santa Ana, CA
401(k)
PTO
Dental Insurance

Remote Benefits Consultant & Client Advisor

Agent Alliance
🌎 Remote
Remote
Dental Insurance
Flexible Schedule
Icon: salary
$65k - $70k / year

Client Advisor - Construction

Acrisure
Costa Mesa, CA
New
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$70.3k - $100k / year

Wealth Management Client Advisor

Bank of America
Irvine, CA
New
Hourly
Diversity Leader
Eco-Friendly
Icon: salary
$25 - $44 / hour

Client-First Banking Advisor

Fairygodboss
Irvine, CA
New

Treasury Management Client Advisor

Columbia Banking System
Irvine, CA
New

Private Client Advisor: Digital Wealth & Client Relationships

Aumni
Los Alamitos, CA
New

Strategic Wealth Private Client Advisor

Aumni
Westminster, CA
New

Financial Advisor & Client Education Specialist

Robcasares
Long Beach, CA
New
Parental Leave
Icon: salary
$75k - $125k / year

Senior Private Client Tax Advisor

Moss Adams Advisory Group LP
Pasadena, CA
New
Icon: salary
$105.9k - $231.9k / year

Banking Client Relationship Advisor II

U.S. Bank
Lake Forest, CA
New
Icon: salary
$23.19 - $28.35 / hour

Client Experience & Banking Solutions Advisor

Bank of America
Torrance, CA
New
Hourly
Diversity Leader
Eco-Friendly
Icon: salary
$25 - $27.88 / hour

Remote Client Services & Policy Advisor

Spade Recruiting USA
🌎 Remote
New
Remote

Luxury Client Advisor & Brand Ambassador

Prada
Costa Mesa, CA
New

Full Time Retail Senior Client Advisor

James Perse Los Angeles
Newport Beach, CA
New
Hourly
Dental Insurance
Vision Insurance
Icon: salary
$20 / hour

Client Advisor, South Coast Plaza

Prada
Costa Mesa, CA

Digital-First Client Relationship Advisor II

U.S. Bank
Garden Grove, CA
New
Hourly
Icon: salary
$23.19 - $28.35 / hour

Associate Financial Advisor: Growth & Client Impact

Thrivent Financial
Redondo Beach, CA
New
Icon: salary
$75k - $80k / year

Client Advisor Automotive Sales Experience Needed

Irvine BMW
Irvine, CA
New
Hourly
Icon: salary
$16.90 / hour

Client Success Advisor

Zoetis
Los Angeles, CA
Hourly
401(k)
Icon: salary
$28 - $44 / hour

Client Advisor

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

Private Client Advisor

Citizens Business Bank
Los Angeles, CA
Icon: salary
$127.5k - $127.5k / year

Private Client Advisor

Henley & Partners - The Firm of Global Citizens®
Los Angeles, CA
Dental Insurance
Vision Insurance

Remote Client Advisor

AO Globe Life
🌎 Remote
Remote

Client Growth Advisor

Farmers Insurance - Eva Chong
Costa Mesa, CA
Education

Licensed (S7, S66, Insurance) Client & Advisor Success Manager-

Zapata Private Wealth Group
Upland, CA
Health Insurance
Icon: salary
$40k - $60k / year

Client Advisor #2241

Pivotal Talent Search
Los Angeles, CA

Client Advisor - Century City

MONCLER S.P.A
Los Angeles, CA
New
Hourly
Hospitality
Icon: salary
$20 - $22 / hour

Wealth Advisor: Client Planner

SteelPeak Wealth
Newport Beach, CA
New

Client Advisor- Century City

Tiffany &
Los Angeles, CA
New
Hospitality
Icon: salary
$19.98 - $27 / hour

MCQUEEN Client Advisor, South Coast Plaza

Kering SA
Costa Mesa, CA
Hourly
Icon: salary
$23 - $25 / hour

Client Advisor

AO Globe Life
🌎 Remote
New
Remote

Remote Customer Enrollment Client Advisor

AO Globe Life
🌎 Remote
New
Remote

Job Description

Working as a Client Advisor in La Habra, CA

There are 18,081 Client Advisor opportunities available in La Habra, 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 La Habra, CA

  • Los Angeles, CA
  • Long Beach, CA
  • Anaheim, CA

Client Advisors in La Habra, CA Resume Data

Average Experience for Client Advisors in La Habra, CA

  • More than 10 years: 51%
  • 6-10 years: 33%
  • 3-5 years: 14%
  • 1-2 years: 2%
  • Less than 1 year: 1%

Educational Background for Client Advisors in La Habra, CA

  • Bachelors: 47%
  • Diploma: 20%
  • Masters: 18%
  • Associates: 12%
  • Doctorate: 3%

Top Skill for Client Advisors in La Habra, CA

  • Customer focus & orientation: 20%
  • Attention to detail: 15%
  • Sales skills: 14%
  • Work style: Reliability: 10%
  • Customer service: 9%
  • Administrative assistant/receptionist: 8%
  • Verbal communication: 8%
  • Written communication: 5%
  • Management & leadership skills: Planning & execution: 5%
  • Spreadsheets with Microsoft Excel: 5%

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