Client Advisor Jobs in Costa Mesa, CA

Champion the enterprise sales cycle by prospecting and closing complex deals with C-suite executives, leveraging consultative solutions to expand business within large organizations and driving signif...

Join a dynamic legal team to empower business solutions, managing contracts, compliance, and advising cross-functionally at a fast-paced tech company while supporting corporate readiness and strategic...

Lead the charge in optimizing our Epic systems as a Senior Application Advisor, guiding a dedicated team in enhancing patient access and delivering exceptional service to clients while fostering colla...

Drive impactful change by consolidating technologies and digitizing workflows for enterprise customers, while fostering executive relationships and managing complex sales processes that promote safety...

Drive recruitment efforts by developing relationships with Financial Advisors, delivering impactful presentations, and achieving recruitment goals through strategic planning and execution in a dynamic...

Elevate your career by overseeing IS operations, optimizing procurement and contract functions while leading staff and driving standard practices for critical decision-making and financial performance...

Lead large, complex multifamily and mixed-use projects, ensuring successful execution from inception through completion. Build client relationships while guiding multidisciplinary teams to optimize qu...

Unlock potential by joining a dynamic Investor Services team, streamlining client onboarding and data management processes across global investment sectors, while fostering collaboration and driving e...

Lead the onboarding efforts for clients using Billing Software, ensuring smooth transitions. Train, support, and guide clients through implementation, enhancing their understanding of billing workflow...

Drive innovative data solutions by collaborating with Product Managers to refine requirements and ensure robust data validation, enabling seamless execution in a fast-paced healthcare data organizatio...

Transform customer experiences by guiding them through vehicle maintenance and repair needs, ensuring satisfaction through clear communication and expert service coordination with technicians...

Champion estate planning strategies for high net worth clients, managing team dynamics and providing legal expertise. Lead client interactions, advising on regulatory changes, and maintain compliance...

Join our team to drive revenue growth by managing the full sales cycle in technology solutions for financial institutions. Develop relationships, deliver solutions, and collaborate across a remote tea...

Join a dynamic team to lead strategic initiatives and enhance collaboration. Drive impactful communications and technical planning for innovation funds while engaging diverse stakeholders to elevate p...

Shape the future of the art and antiques auction sector by fostering strategic partnerships with top auction houses. Innovate their digital presence and drive growth through insights, AI tools, and da...

Drive financial analysis and modeling to support effective capital raising strategies for private equity and hedge funds. Collaborate on multiple projects to enhance decision-making and optimize fund...

Empower commercial strategies by building relationships with key thought leaders in rare neurological diseases, capturing insights to inform brand development and launch planning, and ensuring impactf...

Join a dynamic team as you drive product vision and strategy for innovative mortgage software solutions. Collaborate with cross-functional teams to deliver high-quality products that meet market needs...

Join us to lead and innovate in business development, driving growth, strategic partnerships, and operational excellence within the Clinical Research, Pharma, and Biotech sectors while mentoring a hig...

Champion exceptional client experiences by leading high-net-worth relationships, delivering expert wealth management advice, and developing emerging advisors to elevate team performance and growth in...

Join our team and take ownership of transforming financial insights into compelling due diligence analyses, ensuring clients make informed decisions. Collaborate with experts to deliver high-quality r...

Join a team that leads innovative debt capital solutions, overseeing underwriting activities, fostering a client-focused lending approach, and driving portfolio growth while advancing community develo...

Drive client growth by managing strategic relationships with credit unions, ensuring portfolio success through tailored sales strategies and in-depth program consulting to leverage Velera's product of...

Champion system reliability by leading a team to monitor, troubleshoot, and resolve IT incidents. Drive documentation and process improvements to enhance operational efficiency and minimize downtime a...

Engage clients through seamless onboarding to enhance their journey from agreement to active relationship, collaborating with the team to ensure smooth, efficient processing and satisfaction throughou...