Senior Client Service Associate - Financial Advisor Support
Raymond James Financial Services
San Francisco, CA
‌
Client Advisor
AO Garcia Agency
🌎 Remote
Remote
‌
Client Advisor
GrabJobs
🌎 Remote
New
Part-Time
Remote
Flexible Schedule
Job Description
Working as a Client Advisor in Walnut Creek, CA
There are 44,795 Client Advisor opportunities available in Walnut Creek, 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.