Client Advisor Jobs in Mission Viejo, CA

Unlock potential by serving as a strategic legal advisor, ensuring compliance across technology transactions, privacy, employment, and M&A while driving efficiency through legal operations and AI inno...

Drive comprehensive service delivery for complex employee benefit accounts by leading client relations, facilitating communication between clients and carriers, and providing expert compliance guidanc...

Lead the charge in managing complex ABL customer portfolios, overseeing credit risk, evaluating financial structures, and ensuring client satisfaction by developing strong relationships and effective...

Play a key role in the conflict resolution process for new lateral attorneys, ensuring ethical standards are met and assisting in the onboarding of portable clients while mentoring junior staff and en...

Accelerate AI adoption within the Product Strategy Group to enhance workflows, improve product lifecycle management, and drive efficiency by integrating cutting-edge AI solutions that support client e...

Transform revenue growth in the Northeast territory by engaging clients and driving strategic sales initiatives within the home health and hospice sectors, focusing on high-value opportunities and cli...

Transform compliance and controls for growth at a leading financial institution. Drive regulatory oversight, partner relationships, and marketing initiatives while building a robust compliance team in...

Join a dynamic team to elevate commercial legal functions, driving agile, scalable practices while partnering across departments to facilitate deals and support product growth, all while leveraging mo...

Engage with ultra-high net worth clients to provide tailored investment solutions. Leverage expertise to foster relationships, enhance service offerings, and contribute to business growth through stra...

Grow and manage investment relationships with ultra-high net worth clients by combining deep financial expertise and innovative strategies to optimize client service, drive compliance, and enhance cli...

Champion successful financial project implementations by leading client consultations and technical executions. Oversee complex projects, ensure quality deliverables, and guide stakeholder communicati...

Engage with clients to drive growth in Life Sciences, managing relationships and the sales process for Datavant’s comprehensive product line. Utilize expertise to align solutions with customer needs...

Unlock your potential by leading feasibility strategies, enhancing clinical study outcomes, and driving data-informed recommendations in a collaborative environment that fosters growth and mentorship...

Join a dynamic team to manage accounts, ensuring retention and service excellence while resolving complex customer issues and driving performance improvements for a diverse client portfolio in commerc...

Lead the charge in managing client accounts, enhancing retention, and driving new business. Serve as an expert in account management, ensuring high-quality customer service and smooth operation by add...

Champion financial reporting solutions while driving customer engagement and growth. Collaborate with sales teams to deliver value and support migration strategies, ensuring seamless integration and e...

Join a team that's focused on asset-based loan origination, collaborating with cross-functional partners to deliver tailored financial solutions, and building strong client relationships at the C-suit...

Join a team that's focused on asset-based loan origination and providing exceptional product support. Utilize your expertise to develop client relationships and collaborate with cross-functional teams...

Join a team that's committed to driving business transformation and operational excellence. You'll lead initiatives to enhance efficiency and scalability while fostering collaboration across functions...

Lead the charge in validating and assessing complex financial documents to ensure compliance and accuracy in loan applications. Collaborate with stakeholders to provide thorough underwriting evaluatio...

Lead risk assessments and strategic intelligence efforts, collaborating across departments to identify emerging risks while mentoring junior staff and driving innovation in risk monitoring...

Grow your career with us as a Business Development Representative, driving sales within the healthcare industry through strong relationship-building across a designated territory, with ample opportuni...

Elevate financial planning processes by implementing Epicor FP&A solutions across various industries, providing expert guidance, training, and project management to ensure clients achieve their financ...

Engage in commercial real estate sales by actively prospecting for clients, managing databases, and coordinating transaction materials while pursuing professional growth in a dynamic, collaborative en...

Pioneer client engagements by translating design decisions into effective Epic configurations. Drive quality deliverables while mentoring peers and presenting solutions to stakeholders, leveraging you...