Client Advisor Jobs in San Jose, CA

Shape financial strategies and initiatives by supporting deal desk operations. Collaborate cross-functionally to optimize complex financial structures, pricing strategies, and compliance while providi...

Engage with clients by developing strategic accounts while driving sales growth and ensuring customer satisfaction. Collaborate across teams to identify opportunities and manage complex sales cycles w...

Develop transformative client relationships by leveraging advanced process intelligence to drive enterprise adoption of AI solutions. Your expertise will help define complex B2B sales strategies and e...

Drive sales and expand client relationships by engaging new and existing clients across various channels. Utilize resources and market expertise to achieve significant growth while providing exception...

Champion a first-class client experience by leading a dedicated team to deliver personalized financial strategies, fostering relationships with affluent clients to ensure their long-term financial suc...

Join a team that champions Epic solutions, driving client success through expertise, project leadership, and collaborative problem-solving. Your role will be pivotal in implementing tailored strategie...

Empower client success as a Property & Casualty Account Manager focused on middle market clients in life sciences and technology, ensuring exceptional service, operational efficiency, and strategic ri...

Provide strategic management of real estate transactions, including leases and sales, while collaborating closely with brokerage teams to optimize outcomes for a diverse portfolio of commercial proper...

Join our dynamic Transaction Advisory Services team to lead due diligence engagements, analyze financial trends, and deliver impactful reports while collaborating closely with clients and team members...

Join a team that conducts vital financial due diligence across various industries, enhancing client engagement through collaboration and providing insights on operational trends and sustainable earnin...

Shape the future of transaction advisory services by conducting due diligence and analysis on financial engagements. Collaborate across teams and deliver impactful insights to clients across diverse i...

Lead the charge in managing client accounts by fostering strong relationships, enhancing service delivery, and driving profitability through strategic initiatives and team collaboration to achieve cor...

Join us to provide exceptional wealth management and financial planning advice, fostering strong client relationships while growing your practice through client asset consolidation and referrals in a...

Advance your career in compliance by tackling integrity risks in financial institutions. Collaborate with cross-functional teams to develop solutions, enhance frameworks, and support risk-based decisi...

Oversee compliance operations by ensuring adherence to regulatory standards and internal policies. Lead compliance reviews, support regulatory filings, and deliver training while collaborating with te...

Elevate your career as a Senior Project Manager, leading client initiatives in Life Sciences. Drive project success through strategic planning, team collaboration, and expert communication, ensuring c...

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...

Shape the future of business development by building and leading a team that fosters relationships and intelligence across key customers, ensuring operational excellence and strategic insights that dr...

Unlock new growth opportunities by managing key client relationships and driving strategic sales initiatives. Collaborate across teams to deliver solutions and exceed revenue goals while navigating co...

Unlock potential by supporting conflicts clearance through analysis and collaboration, ensuring compliance and operational excellence in a fast-paced legal environment, while maintaining confidentiali...

Join a team that supports diabetes care by managing warranty orders, troubleshooting logistics issues, and analyzing performance metrics to ensure top-quality service and compliance in a dynamic envir...

Drive innovative Salesforce solutions to transform field service management. Collaborate with teams to create value, evaluate technology impacts, and deliver tailored presentations that meet unique cu...

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...