Client Advisor Jobs in Pasadena, CA

Optimize data accuracy and control mechanisms in transaction management. Engage with cross-functional teams to ensure seamless migration from legacy systems, maintaining high-quality data standards, a...

Manage and expand a diverse portfolio of accounts while driving sales and implementing strategies for business growth. Collaborate with practice leadership and utilize proprietary systems to enhance t...

Lead strategic credit analysis and reporting for complex requests, ensuring compliance and accuracy. Collaborate with junior officers to enhance credit skills while supporting clients and internal sta...

Grow your career with a leading ingredient manufacturer, driving strategic account management and fostering deep customer relationships while achieving sales goals and overseeing complex account plann...

Transform client relationships by driving sales support from transaction initiation to close while managing documentation and ensuring compliance throughout the banking process. Be the pivotal link be...

Engage in financial due diligence as a vital member of a dynamic advisory team, analyzing data and delivering insights that drive client success across diverse industries. Lead projects while collabor...

Join a team that's committed to excellence in commercial real estate law. Collaborate in a supportive environment, representing a diverse client base while advancing your career in a prestigious setti...

Shape financial futures by leading a dedicated client team to deliver personalized, strategic wealth management solutions, ensuring high satisfaction and long-term growth for moderate and high-net-wor...

Transform client experiences by leading software implementation projects. Collaborate with diverse teams to define project objectives, manage resources, and drive successful deployments while ensuring...

Help us lead multifamily housing projects through each phase, ensuring technical excellence and documentation alignment. Collaborate with integrated design teams, mentor junior staff, and elevate the...

Join a team that's dedicated to providing tailored wealth strategies by collaborating with clients and Wealth Advisors. Enhance relationships through active financial planning and contribute to holist...

Join our team to identify, source, and nurture exceptional financial advisors with $25M+ AUM. As a crucial member of Advisor Growth, you'll engage strategically to enhance our recruiting efforts and b...

Advance in a dynamic real estate advisory role, conducting cost segregation studies, analyzing property components, and supporting financial modeling to maximize tax savings and returns for diverse re...

Manage the administration and reporting of sales commissions, ensuring accuracy and compliance with company policies. Collaborate with multiple teams to uphold data integrity and drive process improve...

Transform client relationships and drive success by managing key accounts, championing growth strategies, and ensuring exceptional service delivery. Collaborate closely with teams to deliver tailored...

Make your mark as a leader driving client retention and growth in large market segments. Lead a high-performing team to deliver exceptional outcomes through strategic insight and disciplined execution...

Unlock the potential of M&A transactions as you review critical documents, ensuring clarity of obligations and terms. Collaborate with stakeholders to deliver precision in our proprietary database whi...

Discover a role that champions data governance, enabling cross-functional collaboration and operational excellence in data management while delivering impactful projects that drive strategic advantage...

Drive stakeholder engagement and requirements analysis to enhance Agile workflow management and support mission-critical projects in a dynamic software development environment...

Engage in compliance oversight by conducting branch inspections, providing training, updating policies, and investigating fraud claims. Collaborate with teams to uphold regulatory standards while fost...

The Solutions Advisor II will be responsible for presenting and demonstrating Solera's software solutions to prospective and current clients within the automotive industry. This role involves collabor...

Unlock potential by collaborating with bankers to enhance client engagement through digital banking solutions. Demonstrate platforms, facilitate onboarding, and ensure exceptional service while gather...

Drive success by partnering with bankers to enhance client relationships through expert digital banking solutions, ensuring tailored onboarding and continuous support tailored to client needs...

Empower retirement plan sponsors and financial professionals by managing client relationships and leading a specialized service team. Drive client satisfaction through strategic problem-solving and pr...

Drive patent licensing initiatives by managing programs for startups and universities. Collaborate closely with clients and the managing partner to build a successful practice while leading negotiatio...