Client Advisor Jobs in Costa Mesa, CA

Shape growth strategy by leveraging insights to inform sales and product development initiatives, driving performance improvements and market expansion in the Individual and Family Plan sectors across...

Unlock potential by leading a complex portfolio of services projects, driving customer value and business outcomes. Collaborate with cross-functional teams to establish priorities, manage dependencies...

Join as a strategic leader driving healthcare financial analyses. Oversee detailed due diligence, enhance team capabilities, and ensure high-quality deliverables that withstand sponsor scrutiny in a d...

Engage with senior stakeholders in diverse sectors to drive new customer relationships by leveraging your expertise in enterprise sales and cybersecurity solutions, while collaborating cross-functiona...

Elevate financial accuracy and compliance by overseeing accounting processes, preparing statements, and collaborating across teams to support decision-making and policy development...

Accelerate progress at the forefront of cybersecurity sales, engaging enterprise accounts to drive growth, cultivate strategic partnerships, and dominate the market with innovative solutions that secu...

Support and enhance client experience by managing captive insurance portfolios, ensuring compliance, and developing industry relationships while promoting best practices and solutions through effectiv...

Lead the charge in cultivating new business opportunities and managing client relations within the market sector. Drive strategic partnerships, achieve KPIs, and enhance the company's reputation throu...

Elevate performance by collaborating across teams to drive growth in commercial risk placements. Engage clients with effective strategies and proactive solutions to ensure exceptional service and stre...

Elevate your career as a pivotal Account Manager, driving customer success and retention in a thriving SaaS environment. Lead a dynamic team while partnering with various departments to enhance user i...

Drive client success by building strategic partnerships within complex healthcare organizations. Utilize your expertise to enhance client engagement, improve outcomes, and foster long-term collaborati...

Elevate your career by leading analysis for P&C insurance policy administration. Collaborate with stakeholders to transform complex requirements into actionable solutions that enhance implementation q...

Strategize and lead leasing initiatives across diverse retail properties, enhancing merchandising and retailer relationships. Collaborate cross-functionally to drive performance and align leasing stra...

Join a team that's focused on providing strategic advisory services in global treasury and payments, leveraging your expertise to drive client satisfaction and revenue growth while collaborating with...

Lead strategic client advisory initiatives to strengthen treasury and payment solutions for Middle Market and Commercial Finance clients. Drive business development, enhance relationships, and deliver...

Unlock potential by guiding Middle Market and Commercial Finance clients in global treasury and payment strategies. Manage client portfolios while delivering innovative treasury solutions to drive rev...

Unlock potential with our Data & Analytics team, leading clinical quality analytics engagements. Drive improvement through advanced analyses of healthcare data while managing client relationships and...

Strategize and cultivate relationships as a strategic partner, driving growth and retention for mid-sized retirement plans. Manage a portfolio while enhancing client satisfaction and delivering tailor...

Champion relationships with mid-size retirement plans, ensuring client satisfaction and business growth through strategic insights and solutions across portfolio management, servicing 20-30 plans with...

Elevate the recovery services team by managing complex legal claims, overseeing casework, and collaborating with clients and counsel to analyze data-driven defense strategies and streamline client ser...

Pioneer innovative strategies in commercial real estate transaction management, leading a dynamic team to negotiate leases and optimize client outcomes while driving operational excellence and fosteri...

Join a team that's at the forefront of construction advisory, developing your analytical skills while supporting high-profile megaprojects. Collaborate with experts to provide critical solutions and e...

Unlock potential by designing advanced data architectures that enable agentic systems. Collaborate across teams to enhance data flow, governance, and retrieval methods in a dynamic environment focused...

Support public companies as a trusted advisor in SEC reporting and XBRL tagging. Manage complex filings, mentor team members, and deliver quality solutions while navigating regulatory changes and enha...

Champion enterprise partnerships by engaging with executive leaders, driving transformation, and aligning strategies. Lead large-scale sales cycles to provide innovative education solutions that promo...