Client Advisor Jobs in Lafayette, CA

The Senior / Strategic Account Executive for Fund Administration at Carta will be responsible for driving sales and introducing top-tier clients to a range of product offerings tailored for Private Eq...

The Senior Director in the Transaction Advisory Group will lead a team in providing financial accounting due diligence for private equity and corporate clients. This role involves managing client rela...

The Client Manager - Employee Benefits at Alliant Insurance Services is responsible for collaborating with the sales and service team to develop and execute client-centered strategies while managing a...

The Client Manager - Employee Benefits at Alliant Insurance Services is responsible for collaborating with the sales and service team to develop and execute client-centered strategies while managing a...

The Account Executive II in People Solutions at Lockton is responsible for leading marketing, servicing, and strategic consulting efforts in the Employee Benefits space. This role involves building an...

The Community Mortgage Consultant at HSBC is responsible for originating high-quality residential mortgage loans and counseling customers on suitable financing options. This role involves developing l...

The Business Operations Analyst at Kyte will lead cross-functional workstreams focused on claims management and tolls & citations tracking. This role requires a strong analytical mindset and collabora...

The Deal Origination Analyst at Evergreen Services Group will focus on identifying and reaching out to business owners to facilitate acquisitions in the ERP software sector. This role involves buildin...

The Account Executive is responsible for interacting with clients and developing relationships with both clients and carrier representatives. This role involves preparing applications, negotiating ter...

The Associate Counsel at NorthBay Health will provide day-to-day legal advice and counsel to business operations while partnering with leadership. This role requires strong decision-making skills and...

The Commercial Relationship Manager at Intercom is responsible for building and maintaining relationships with small business customers to ensure revenue growth and customer retention. This role invol...

The Mid-Market Account Executive at Cyera is responsible for selling cloud data security and data risk management solutions to prospects and clients. This full-cycle sales role involves everything fro...

The Sales Commissions Analyst will manage the incentives program for the Revenue teams, ensuring operational excellence and accuracy in commission calculations. This role involves verifying data, coor...

The Registered Client Service Associate provides exceptional service to clients and supports Financial Advisors and Private Wealth Advisors in building and maintaining client relationships. This role...

The Account Manager is responsible for establishing and maintaining relationships with clients and partners, while developing incremental business and increasing recurring revenue opportunities. This...

ADP is seeking a Sales Representative for Retirement Services to sell 401(k) solutions to new and existing clients. This role involves developing sales strategies, building relationships, and achievin...

The Solutions Consultant at Brex will partner with Account Executives to support the sales cycle as a Subject Matter Expert, engaging with prospects and delivering product demonstrations. This role re...

The Senior Analyst on the Investment Team will work closely with the firm's Investment Team to evaluate, structure, and execute transactions. This role involves conducting due diligence, creating fina...

The Brokerage Administrative Specialist provides essential administrative support to a team of sales professionals, ensuring the confidentiality of sensitive information. This role involves creating m...

The Service Advisor at Premier Nissan of San Jose is responsible for overseeing service orders and ensuring customers receive prompt and courteous service. This role involves managing technician workf...

As a Dedicated Advisor at Helix, you will collaborate with the Partnerships team to implement and scale population genomics initiatives with health systems. Your role will involve managing project wor...

The Growth Strategist for Private Bank/Private Wealth is responsible for building brand equity and driving interest in Citizens Private Bank's products and services through strategic marketing initiat...

Lazard is seeking an Experienced Associate to join their Healthcare team in San Francisco, focusing on M&A and strategic transactions for pharmaceutical, biotechnology, and life science companies. The...

The Vice President of Valuation is responsible for the strategy, execution, and delivery of valuation engagements, managing a team to provide high-quality appraisals and consulting solutions. This rol...

Aptos Labs is seeking a Senior Counsel to support product and regulatory legal matters. This role involves advising product development and marketing teams, managing regulatory issues, and ensuring co...