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Client Advisor Jobs in Pleasanton, CA (19,054+)

Tax Expert - Local Tax Office

Intuit
Pleasanton, CA
Part-Time
Diversity Leader
Icon: salary
$27 - $41 / hour

Tax Expert - On-Site

Intuit
Pleasanton, CA
Part-Time
Diversity Leader
Icon: salary
$27 - $41 / hour

Tax Expert - Expert Center (West)

Intuit
Pleasanton, CA
Part-Time
Diversity Leader
Icon: salary
$27 - $41 / hour

Tax Expert - Local

Intuit
Pleasanton, CA
Part-Time
Diversity Leader
Icon: salary
$27 - $41 / hour

Tax Expert - Local Branch

Intuit
Pleasanton, CA
Part-Time
Diversity Leader
Icon: salary
$27 - $41 / hour

Commercial HVAC Account Manager

Jobot
San Jose, CA
Dental Insurance
Vision Insurance
Icon: salary
$115k - $160k / year
‌

Luxury Client Advisor

Insight Global
Santa Clara, CA
Hospitality
Icon: salary
$21 - $29 / hour
‌

Employee Benefits Client Advisor

Acrisure
Walnut Creek, CA
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$71.3k - $150k / year
‌

Enterprise Account Manager

MGt
Livermore, CA
401(k)
Dental Insurance
Vision Insurance
Parental Leave
Icon: salary
$166.3k - $183.8k / year
‌

Client Success Manager

Stanford University
Stanford, CA
Health Insurance
Icon: salary
$97.3k - $124.4k / year
‌

Major Account Manager

MGt
Livermore, CA
401(k)
Dental Insurance
Vision Insurance
Parental Leave
Icon: salary
$123.5k - $136.5k / year
‌

Account Manager - Landscape Maintenance

Gothic Landscape
Santa Clara, CA
New
Vision Insurance
Icon: salary
$95k - $105k / year
‌

Technical Account Manager

Parachute Technology
San Ramon, CA
New
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
‌

Sr. Technical Account Manager - US East Region

DataVisor
Mountain View, CA
New
PTO
Health Insurance
Icon: salary
$130k - $150k / year
‌

Benefit Client Advisor

Austin Benefits Group
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
Education
‌

Client Success Manager

The Surplus Line Association of California
San Ramon, CA
Dental Insurance
Vision Insurance
Icon: salary
$100k - $130k / year
‌

Client Success Manager (MedInsight)

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

Territory Account Manager

MGt
Livermore, CA
401(k)
Dental Insurance
Vision Insurance
Parental Leave
‌

Account Manager, Commercial

Navan
Palo Alto, CA
New
Icon: salary
$105k - $140k / year
‌

Account Manager, HeffDirect Employee Benefits

Heffernan Insurance Brokers
Walnut Creek, CA
New
Health Insurance
‌

Territory Account Manager, Ruckus

Belden
Santa Clara, CA
New
Dental Insurance
Vision Insurance
Icon: salary
$150k - $250k / year
‌

Techincal Account Manager - AMER

Redis Labs
Mountain View, CA
Icon: salary
$138.7k - $172.4k / year
‌

Account Manager

Nolo
Pleasanton, CA
New
Hourly
PTO
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$21.64 / hour
‌

Account Manager

Internet Brands
Pleasanton, CA
New
Hourly
PTO
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$21.64 / hour
‌

Lead Account Manager

Scion Staffing
Santa Clara, CA
New
Part-Time
Hourly
Vision Insurance
Icon: salary
$42 / hour
‌

Account Manager

Ewing Outdoor Supply
San Carlos, CA
New
401(k)
PTO
Dental Insurance
‌

Account Manager, Mid-Market

Navan
Palo Alto, CA
Icon: salary
$131.3k - $175k / year
‌

Senior Account Manager/Sr. Enterprise Account Manager (MedInsight)

Milliman
Walnut Creek, CA
New
PTO
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
Icon: salary
$90.6k - $145.1k / year
‌

Account Manager

Safe and Sound Security
Walnut Creek, CA
PTO
Dental Insurance
Vision Insurance
Icon: salary
$160k / year
‌

Sr. Account Manager - Retail Media

Albertsons
Pleasanton, CA
New
Retail
401(k)
PTO
Dental Insurance
Vision Insurance
‌

District Account Manager

FANUC America
Union City, CA
New
Dental Insurance
Vision Insurance
Education
Icon: salary
$103.8k - $174.1k / year
‌

Remote Client Advisor

Blyss Journeys
🌎 Remote
Remote
‌

Private Client Advisor (Remote)

Marsh
🌎 Remote
Remote
Diversity Leader
401(k)
Education
Icon: salary
$52.6k - $98k / year

Job Description

Working as a Client Advisor in Pleasanton, CA

There are 19,054 Client Advisor opportunities available in Pleasanton, 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 Pleasanton, CA

  • San Francisco, CA
  • San Jose, CA
  • Oakland, CA

Client Advisors in Pleasanton, CA Resume Data

Average Experience for Client Advisors in Pleasanton, CA

  • More than 10 years: 59%
  • 6-10 years: 29%
  • 3-5 years: 10%
  • 1-2 years: 2%
  • Less than 1 year: 0%

Educational Background for Client Advisors in Pleasanton, CA

  • Bachelors: 46%
  • Masters: 24%
  • Diploma: 16%
  • Associates: 10%
  • Doctorate: 4%

Top Skill for Client Advisors in Pleasanton, CA

  • Customer focus & orientation: 20%
  • Attention to detail: 15%
  • Sales skills: 12%
  • Work style: Reliability: 10%
  • Administrative assistant/receptionist: 10%
  • Management & leadership skills: Planning & execution: 8%
  • Customer service: 7%
  • Verbal communication: 7%
  • Management & leadership skills: Impact & influence: 5%
  • Spreadsheets with Microsoft Excel: 5%

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