Client Advisor Jobs in Costa Mesa, CA

Pioneer opportunity by driving our sales pipeline through outbound prospecting, targeting public sector HR leaders. Work collaboratively to generate leads, book meetings, and enhance relationships tha...

Join a team that's driving innovation across our Investment Platform. Collaborate with diverse stakeholders to enhance trading, billing, cash management, and client reporting processes, while ensuring...

Join a team that revolutionizes customer service with AI solutions, leveraging your expertise in LLMs and conversational design to implement and optimize AI agent deployments for diverse enterprise cl...

Join a team that's pivotal in shaping employee relations and compliance. Lead complex matters, navigate challenges, and enhance workplace culture through strategic guidance and program development, dr...

Unlock potential by supporting the New Business Conflicts Clearance team, performing thorough conflict checks, ensuring accurate record-keeping, and facilitating effective communication across departm...

Champion innovative Salesforce solutions to enhance field service management. Collaborate with sales teams to deliver tailored solutions and maintain credibility with customers while driving transform...

Transform customer relations by managing escalated cases, enhancing case quality, and driving process improvements. Collaborate with teams to identify gaps while coaching others to ensure regulatory c...

Transform financial assets through strategic workout negotiations and risk evaluation. Leverage analytical skills to optimize services for mid to high complexity portfolios and ensure customer satisfa...

Lead the charge in enhancing customer success operations by developing a robust engagement model, implementing data-driven strategies, and mentoring a team focused on proactive retention and streamlin...

Transform the talent acquisition process by delivering exceptional candidate experiences while managing full-cycle recruitment across various business lines in a dynamic, fast-paced environment...

Champion strategic partnerships with key financial institutions to enhance loyalty, revenue growth, and market share. Utilize consultative sales techniques and strong industry knowledge to build relat...

Shape the future of Olympic housing by creating and managing precise CAD drawings for residential and operational spaces. Collaborate with a diverse team to ensure optimal space allocation, adapt to s...

Partner with us to design analytical solutions that drive public health outcomes. Lead multi-stakeholder projects supporting the 988 Crisis Lifeline, translating complex data into strategic insights f...

Champion public interest by leading trial efforts and strategies, conducting research, and collaborating with counsel. Foster strong client communication and deliver exceptional results in challenging...

Empower your career with a critical role in healthcare capital markets, analyzing, underwriting, and executing real estate transactions to deliver actionable insights and support investment sales stra...

Make your mark at a growing operations team where you'll drive compliance decisions, balancing security, user experience, and operational excellence while utilizing AI insights to enhance efficiency a...

Engage and empower multinational clients by managing global relationships to drive revenue growth. Collaborate with cross-functional teams to deliver value-driven solutions and navigate complex decisi...

Engage in the dynamic BIM process, overseeing MEP engineers on diverse projects. Lead model creation, coordinate teamwork, and ensure standards adherence while actively contributing to a high-function...

Analyze employee benefits compliance risks, providing strategic advice and guidance to clients and internal teams on complex federal regulations like ERISA and ACA, while developing resources and tool...

Lead the delivery of ERISA compliance services for retirement plans, advising clients on regulatory matters, plan design, and fiduciary responsibilities while managing a dynamic Legal Team and support...

Champion growth by driving sales of innovative education solutions. Build strong relationships and identify opportunities in K-12 accounts. Navigate complex processes and collaborate to maximize pipel...

Elevate operational excellence by partnering on strategic planning, optimizing workflows, and managing critical product delivery initiatives in a dynamic, collaborative environment that drives impactf...

Support contracting and pricing strategies by ensuring compliance, managing customer relationships, and analyzing contracts. Drive operational efficiency through collaboration and strategic implementa...

Join our Civic team to lead complex public projects from conception to construction, ensuring timelines and budgets are met while maintaining strong client relationships and mentor less experienced st...

Shape the future of our partnerships by driving growth through strategic recruitment of Wholesale ISOs and sales agents. Build and strengthen client relationships while maximizing revenue opportunitie...