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Client advisor Jobs in Costa Mesa, CA

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Client advisor • costa mesa ca

Last updated: 23 hours ago
Client Service Advisor

Client Service Advisor

Summit Home LendingHuntington Beach, CA, United States
Full-time
We’re looking for an enthusiastic, highly-motivated customer service representative to provide an excellent experience to our customers. Job seekers should have a background in service, and exceptio...Show moreLast updated: 20 days ago
Luxury Client Advisor - Sales

Luxury Client Advisor - Sales

Bob's WatchesNewport Beach, CA, United States
Full-time
Bob's Watches is the leading online destination for.Rolex and other luxury watches.As we continue to grow, we are looking for passionate, knowledgeable, and customer-focused professionals to join o...Show moreLast updated: 22 days ago
Senior Client Advisor - Costa Mesa

Senior Client Advisor - Costa Mesa

RichemontCosta Mesa, CA, United States
Full-time
At Richemont Americas, we aspire to reflect the ever-changing world around us.We are proud to employ talent from many different backgrounds, experiences, and identities to build a continually evolv...Show moreLast updated: 30+ days ago
Client Advisor

Client Advisor

Better Debt SolutionsIrvine, CA, US
Full-time
We're strengthening our operations, refining our systems, and building a more cohesive, efficient experience across our brands. Our approach is grounded in transparency, strong operational found...Show moreLast updated: 14 days ago
  • Promoted
Client Style Advisor

Client Style Advisor

Stella McCartneyCosta Mesa, CA, US
Full-time
Working at Stella McCartney is a truly rewarding experience.As a luxury fashion company with a strong ethical standpoint we are leaders and innovators in our industry. You will act as an ambassador ...Show moreLast updated: 30+ days ago
Client Growth Advisor

Client Growth Advisor

VirtualVocationsCosta Mesa, California, United States
Full-time
A company is looking for a Client Growth Advisor responsible for managing client relationships and ensuring customer satisfaction. Key Responsibilities Retain client accounts through effective cam...Show moreLast updated: 23 hours ago
Client Advisor - South Coast Plaza

Client Advisor - South Coast Plaza

BuchererCosta Mesa, CA, United States
Full-time
The Client Advisor is responsible for providing an outstanding client experience and meeting or exceeding sales objectives. Creating an outstanding client experience is a critical aspect of this job...Show moreLast updated: 18 days ago
  • Promoted
GUCCI Senior Client Advisor - Costa Mesa

GUCCI Senior Client Advisor - Costa Mesa

KeringCosta Mesa, CA, US
Full-time
If you are a Dream-maker, this is the place for you.Together, we'll create the real fabric of Gucci.A community of people united by the same passion : breaking new ground in the fashion world and be...Show moreLast updated: 30+ days ago
Private Client Advisor II

Private Client Advisor II

Bank of AmericaNewport Beach
Full-time
This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals.Key responsibilities incl...Show moreLast updated: 30+ days ago
Full Time Retail Senior Client Advisor

Full Time Retail Senior Client Advisor

James Perse Los AngelesNewport Beach, CA, US
Full-time
JAMES PERSE IS CURRENTLY HIRING A FULL TIME SENIOR CLIENT ADVISOR FOR OUR NEWPORT BEACH LOCATION.The Senior Client Advisor is responsible for achieving all objectives set forth by the company with ...Show moreLast updated: 30+ days ago
Advisor

Advisor

Signature Estate and Investment Advisors IncNewport Beach, CA, US
Full-time
Signature Estate & Investment Advisors, LLC (SEIA) is a Registered Investment Advisory firm with over $11 billion across 16 advisory practices in 5 locations across the country.For over 20 year...Show moreLast updated: 30+ days ago
  • Promoted
J.P. Morgan Wealth Management Private Client Advisor Orange, CA (Katella)

J.P. Morgan Wealth Management Private Client Advisor Orange, CA (Katella)

JPMorganChaseOrange, California, USA
Full-time
Morgan Chase we have an enthusiasm for helping our clients taking care of our employees building relationships and delivering extraordinary customer service while maintaining a strong commitment to...Show moreLast updated: 21 days ago
  • Promoted
Client Advisor

Client Advisor

AcrisureCosta Mesa, California, USA
Full-time
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.We connect clie...Show moreLast updated: 19 days ago
Client Advisor

Client Advisor

A.P.C.Costa Mesa, CA, US
Full-time
Client Advisor, you serve as a brand ambassador and leader within the store.Eager to learn and stay informed, you maintain a strong understanding of A. Your primary goal is to achieve sales objectiv...Show moreLast updated: 30+ days ago
Client Advisor

Client Advisor

ACRISURECOSTA MESA, CA
Full-time
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.We connect clie...Show moreLast updated: 5 days ago
Client Advisor - South Coast Plaza

Client Advisor - South Coast Plaza

Tiffany & Co.Costa Mesa, CA, United States
Full-time
We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise.We ex...Show moreLast updated: 30+ days ago
Client Associate / Senior Client Associate

Client Associate / Senior Client Associate

RBC Capital Markets, LLCIrvine, CA, United States
Part-time
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate / Senior Client Associate, become ...Show moreLast updated: 6 days ago
Client Advisor

Client Advisor

FendiCosta Mesa
Full-time
Created in Spain in 1846, LOEWE approaches 180 years as one of the world’s major luxury houses.Now under the Creative Direction of Jack McCollough and Lazaro Hernandez, the brand presents itself to...Show moreLast updated: 30+ days ago
  • Promoted
Block Advisor Tax Advisor

Block Advisor Tax Advisor

H&R BlockIrvine, CA, US
Full-time
At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...Show moreLast updated: 30+ days ago
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Client Service Advisor

Client Service Advisor

Summit Home LendingHuntington Beach, CA, United States
20 days ago
Job type
  • Full-time
Job description

We’re looking for an enthusiastic, highly-motivated customer service representative to provide an excellent experience to our customers. Job seekers should have a background in service, and exceptional communication, listening, and problem-solving skills. If you love interacting with people and you’re interested in new opportunities, career growth, and a positive, fast-paced work environment, we want to hear from you! Responsibilities :

  • Record customer interactions and follow up on their experience with our company
  • Find patterns in customer complaints and bring them to the team for improvement
  • Regularly meet with sales lead to receive the newest service and product knowledge
  • Keep customer satisfaction levels high by providing accurate information, resolving issues, and mitigating complaints
  • Respond to customer inquiries, product and service questions, and customer complaints
  • Make outbound calls – Connect with clients & transfer them to Loan Officers.
  • Engage & problem-solve – Answer questions and build trust with customers.
  • Earn while you learn – Competitive hourly pay + performance bonuses.
  • Fast-track to Loan Officer – We’ll cover your NMLS prep, testing & licensing!
  • Crush goals & get promoted – Develop sales skills, close deals & level up. Qualifications :
  • Excellent active listening, interpersonal, and communication skills
  • High school graduate, G.E.D. recipient, or equivalent
  • Experience working in a customer-oriented atmosphere Who You Are :
  • Energetic & coachable – Ready to learn and grow.
  • Great communicator – Confident on the phone.
  • Sales or customer service experience? Big plus!
  • Looking for more than just a job – You want a career. No mortgage experience? No problem! We’ll train you every step of the way. This isn’t just a call center job—it’s your chance to build a high-earning career in mortgage lending. Apply now & let’s get started! Compensation : $35,000 - $48,000 Hourly + Bonuses
  • Make outbound calls – Connect with clients & transfer them to Loan Officers.
  • Engage & problem-solve – Answer questions and build trust with customers.
  • Earn while you learn – Competitive hourly pay + performance bonuses.
  • Fast-track to Loan Officer – We’ll cover your NMLS prep, testing & licensing!
  • Crush goals & get promoted – Develop sales skills, close deals & level up.

Compensation :

$35,000-$48,000 per year