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Client Advisor Jobs in Pleasanton, CA (10,971+)

Senior Consultant, Client Services - Global Service Experience

Visa Technology and Operations
Foster City, CA
Dental Insurance
Vision Insurance
Icon: salary
$149.8k - $240.1k / year

Tax Advisor: Build Client Confidence & Growth

H&R Block
Pleasanton, CA

Remote Client Services & Policy Advisor

Spade Recruiting USA
🌎 Remote
New
Remote

Associate Wealth Advisor - Client-Focused Planning & Growth

HighTower Advisors
San Ramon, CA
New
401(k)
Dental Insurance
Icon: salary
$75k - $80k / year

Remote Tax Advisor - Expert Returns & Client Growth

H&R Block
🌎 Remote
Remote

Senior Account Manager (High Tech/Semiconductor)

Synopsys
Mountain View, CA
New
‌

Remote Benefits Consultant & Client Advisor

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

Client Advisor

brobstongroup.com - Jobboard
Walnut Creek, CA
Hospitality
‌

Panerai Client Advisor

Panerai
Santa Clara, CA
New
Hospitality
Icon: salary
$20 / hour
‌

Hublot Client Advisor

CH PREMIER JEWELERS
Santa Clara, CA
New
Hospitality
Icon: salary
$20 / hour
‌

TUDOR Client Advisor

CH PREMIER JEWELERS
Santa Clara, CA
New
Hospitality
Icon: salary
$20 / hour
‌

Client-First Banking Advisor

Fairygodboss
Pleasanton, CA
New
‌

Vacheron Constantin Client Advisor

CH PREMIER JEWELERS
Santa Clara, CA
New
Hospitality
Icon: salary
$20 / hour
‌

Full-time Client Advisor - Valley Fair

LVMH Group
Santa Clara, CA
New
Hourly
401(k)
Health Insurance
Icon: salary
$26 - $28 / hour
‌

Luxury Client Advisor: Elevate Experiences & Loyalty

brobstongroup.com - Jobboard
Walnut Creek, CA
Hospitality
‌

Luxury Client Advisor (Part-Time) & Clienteling Expert

brobstongroup.com - Jobboard
Santa Clara, CA
Part-Time
‌

Remote Client Solutions Advisor Mentorship & Weekly Pay

Global Elite Empire Consultants
🌎 Remote
New
Remote
‌

Remote Client Solutions Advisor Mentorship & Weekly Pay

Medium
🌎 Remote
New
Remote
‌

Client Success Manager - Key & Strategic

Addepar
Mountain View, CA
Icon: salary
$87k - $136k / year
‌

Mid-Market Account Manager

Blackline Systems
Pleasanton, CA
Icon: salary
$100k / year
‌

Remote Client Success Manager | Weekly Pay & Mentorship

Global Elite Empire Consultants
🌎 Remote
New
Remote
‌

Remote Client Success Manager | Weekly Pay & Mentorship

Medium
🌎 Remote
New
Remote
‌

Printer/Copier Service Account Manager

The Solutions Group
Livermore, CA
Hospitality
401(k)
Dental Insurance
Vision Insurance
‌

Senior Project Manager & Account Manager

Stantec
Walnut Creek, CA
New
Flexible Schedule
Icon: salary
$177.5k - $275.2k / year
‌

Client Advisor

Compagnie Financiere Richemont SA
Palo Alto, CA
Icon: salary
$24 - $26 / hour
‌

Senior Client Advisor

Ferragamo USA
Santa Clara, CA
‌

Remote Client Benefits & Sales Advisor-No experience Needed!

Aoglobelife
🌎 Remote
Remote
Education
‌

J.P. Morgan Wealth Management - Private Client Advisor - South San Jose, CA

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

J.P. Morgan Wealth Management - Private Client Advisor - Union City, CA and Surrounding Areas

JPMorgan Chase
Hayward, CA
Eco-Friendly
Health Insurance
Education
‌

Mid-Market Account Manager

Navan
Palo Alto, CA
‌

Sr. Technical Account Manager - US East Region

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

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 Pleasanton, CA

There are 10,971 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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