Client advisor Jobs in Irvine, CA
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Client advisor • irvine ca
Last updated: 1 day ago
Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? BML Wealth Management, located in Irvine, CA is loo...Show moreLast updated: 7 days ago
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
The Private Wealth Associate role at Wealth Coast is a servicing advisor.They are responsible for managing the firm’s existing client relationships by serving them according to the firm’s service m...Show moreLast updated: 11 days ago
Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily? If you enjoy developing long-term relationships, constantly challenging yoursel...Show moreLast updated: 30+ days ago
Join our South Coast Plaza Team.Founded by Jean Touitou in 1987, A.French label that is accessible by design, price, and outlook.
Initially the label was popular for a very classic, raw denim jean, ...Show moreLast updated: 12 days ago
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
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services.Using a holisti...Show moreLast updated: 1 day ago
ISC’s team of Financial Services Recruiters has been retained by a well-established and growing Multi-Family Office who is seeking a Client Service Associate to join their team in Marin County.With...Show moreLast updated: 14 days ago
Are you passionate about building meaningful client relationships, providing exceptional service, and helping clients maximize their experience? We are seeking a .Client Engagement & Relat...Show moreLast updated: 6 days ago
At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals.
Our dynamic and diversified firm spans asset man...Show moreLast updated: 30+ days ago
To be the “ambassador” who conveys the Brand’ philosophy and values.As such, to be responsible to maximize the sales performance by fostering the relationship with the customers and developing thei...Show moreLast updated: 30+ days ago
At Ferragamo, we're more than just building a Brand We are re redefining luxury fashion.Committed to evolving and innovating sustainably, we bring a unique blend of elegance and modernity that has ...Show moreLast updated: 9 days ago
The Gucci Client Advisor is responsible for providing our clients with exceptional service by meeting their individual needs and expectations, as well as serving as a “Gucci Ambassador”, promoting ...Show moreLast updated: 30+ days ago
- Promoted
Client Relationship Advisor
BML Wealth ManagementIrvine, CA, United States$70,000.00–$100,000.00 yearly
Full-time
Client Advisor - Costa Mesa
Roger DubuisCosta Mesa, CA, US$23.00–$27.00 hourly
Permanent
- Promoted
Service Advisor
Northwestern MutualIrvine, CA, United StatesFull-time
Client Service Administrator - Financial Firm
Advisor Employee ServicesIrvine, CA$55,000.00 yearly
- Promoted
Client Advisor
A.P.C.Costa Mesa, CA, United StatesPart-time
Client Advisor- South Coast Plaza, Costa Mesa
Tiffany & Co.Costa Mesa, CA, United States$20.00–$27.00 hourly
- Promoted
Financial Advisor
Pure Financial Advisors, LLCIrvine, CA, United States$125,000.00 yearly
Full-time
- Promoted
Client Service Associate
International Search ConsultantsMarin County, CA, United StatesFull-time
Client Manager
GallagherIrvine, California Ensure delivery of exceptional service to Gallagher’s clients by proactively managing assigned accounts How you'll make an impact • Communicate resources available within Gallagher to fill white sp...Show moreLast updated: 30+ days ago
Client Specialist - Client Support & Sales
Adriana's InsuranceIrvine, CA, US$20.00–$24.00 hourly
Full-time
Quick Apply
SVP, Institutional Client Advisor (West)
F1525 Franklin Distributors, LLCCalifornia Remote Loc,REMUSARemote
Full-time
Client Advisor - Prada South Coast Plaza
Prada GroupCosta MesaPermanent
Senior Client Advisor South Coast Plaza
Dolce & GabbanaCosta Mesa, CA, US Dolce & Gabbana, a leader in the world of luxury fashion, presents an exceptional career opportunity in Costa Mesa - South Coast Plaza.
We are seeking an exceptional Senior Client Advisor with an es...Show moreLast updated: 30+ days ago
Client Advisor, A|X South Coast Plaza, Full-Time
Armani GroupCosta Mesa CA Client Advisor | A|X South Coast Plaza | Full-Time.As an associate with Giorgio Armani Corporation, you will be part of a diverse team, who you will work with to drive sales and provide an excellen...Show moreLast updated: 30+ days ago
Client Advisor, Full Time
FERRAGAMO USA INCCosta Mesa, California, United States, 92626Full-time +1
GUCCI Client Advisor - Costa Mesa - Future Opportunity
Gucci America Inc.COSTA MESA$18.00–$20.00 hourly
Full-time
Client Relationship Advisor
BML Wealth ManagementIrvine, CA, United States7 days ago
Salary
$70,000.00–$100,000.00 yearly
Job type
- Full-time
Job descriptionStrong organizational skills and attention to detail Ability to demonstrate persistence to achieve quality Excellent communication; both verbal and written Self-directed initiative Process driven Strong follow-through Act as the primary point of contact for an assigned book of business, providing exceptional client service and building trust Conduct regular client meetings to review accounts, discuss strategies, and address financial goals Respond promptly to client inquiries and resolve issues efficiently, ensuring a positive experience Maintain and update client records, ensuring all information is accurate and compliant with industry regulations Proactively identify opportunities to enhance client portfolios and satisfaction Collaborate with internal teams to deliver a seamless client experience 70,000 - $100,000 401k after 1 year Medical, Dental, Vision - after 90 days Monday-Friday, 8 : 30am-5 : 30pm or 9am – 6pm In office days are Tuesday-Thursday, Monday and Friday are remote
Client Relationship Advisor
Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? BML Wealth Management, located in Irvine, CA is looking for a strong, detail-oriented Client Relationship Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you’re looking for the tools, resources, and freedom to build a great future, please contact us today!
Minimum Requirements :
- 3-5 years of experience in a service advisory or similar role
- Bachelor’s degree preferred
- Intermediate to advanced computer skills
- Insurance licensing required
- Series 65 required
This position requires you possess the following skills :
Responsibilities :
Salary :
Benefits :
Hours :
Presented by Advisor Employee Services Thank you for your interest in the Client Relationship Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm, but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!