client advisor Jobs in Santa Clara, California

Client Service Associate
San Jose, CaliforniaBeacon Pointe Advisors Client Service Associate San Jose, CA Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate in our San Jose, CA office. The Client Service Associate will join a highly talented team of wealth management...Full Job Details
Associate Wealth Advisor
Campbell, CaliforniaBeacon Pointe Advisors LLC Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Campbell, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative...Full Job Details
Senior Client Service Associate
Walnut Creek, CaliforniaTalentLink SolutionsWe are a boutique wealth management firm, supporting a select group of clients and laser-focused on our service model. Our clients stay with us because of the incredible relationships we have and the care that they receive. We are a close team and support each other to...Full Job Details
Client Service Specialist
San Francisco, CaliforniaNational Financial Partners Who We Are: Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm...Full Job Details
Registered Client Service Associate
Stockton, CaliforniaStifel Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your...Full Job Details
Financial Advisor
Alameda, CaliforniaEdward Jones$45000.00 - 100000.00 a year Job Overview This job posting is anticipated to remain open for 30 days, from 15-Feb-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you....Full Job Details
Client Servicetechnical Assistant
Pleasant Hill, CaliforniaColeman Information Technology GrouJob Description Job Description Coleman Information Technology Group, Inc. is looking for a new Client Service/Technical Assistant team member with competent to proficient IT skills to join our team. This is a unique opportunity for the right person to strengthen his or her...Full Job Details
Comfort Advisor
San Jose, CaliforniaIRBIS Air Plumbing Electrical NOW HIRING: HVAC Comfort Advisors (Sales) at IRBIS HVAC. Earn $300K - $600K/Year Uncapped Commissions Full Benefits. Are you a high-performing HVAC Comfort Advisor or Sales Professional with a passion for helping customers and closing deals? IRBIS HVAC Inc. is looking for...Full Job Details
Client Relations Associate
Santa Clara, CaliforniaTakeoffWe value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent...Full Job Details
Client Support Representative
Campbell, CaliforniaStylo ExecutivesThe Client Support Representative works on-site at our marketing & promotional events and provides support to the team at our corporate headquarters herein the area. We specialize in customer retention and customer acquisitions for our clientele. Our clients span across a...Full Job Details
Client Service Associate
Sausalito, CaliforniaVirtualJob Responsibilities • Provide operational and administrative support to Client Advisors in their daily business practices • Act as a key point of contact for client issues and concerns • Own account maintenance for new and existing clients, including collecting...Full Job Details
Client Support Representative
Oakland, CaliforniaNoble DirectWe are a prominent sales and business development firm in the Bay area that represents top clients in the telecommunication industry. Our ultimate goal is to ensure our clients are achieving maximum brand visibility and increasing customer engagement. This year, we've seen...Full Job Details
Senior Client Service Associate
Sausalito, CaliforniaVirtual Client: Financial Services Organization Role: Client Services Associate Salary: $80,000 - $95,000/annually + Benefits Location: Sausalito, CA 94965 Job Description: You will provide operational and administrative support to Client Advisors in their daily practices,...Full Job Details
Client Security Engineer
Menlo Park, CaliforniaMETA Summary: Meta's Client Security team is seeking experienced Security Engineer who have a track record of solving complex security problems at scale. Client Security Engineers design and develop solutions to ensure Meta's data and systems can only be accessed by trusted...Full Job Details
Associate Director
Brisbane, CaliforniaFreenome Why join Freenome? Freenome is a high-growth biotech company developing tests to detect cancer using a standard blood draw. To do this, Freenome uses a multiomics platform that combines tumor and non-tumor signals with machine learning to find cancer in its earliest,...Full Job Details
Client Relationship Manager
Oakland, CaliforniaKalamuna Foster interactions, grow impact, see the future. A Kalamuna Client Relationship Manager (CRM) is a client-facing role that acts as a high-level liaison with client stakeholders and contacts. You help close the sale by advancing contract execution and buy-in from all...Full Job Details
Technology
Sunnyvale, CaliforniaCognizant North America Technology - Client Relationship Manager Location: Sunnyvale, CA (must live or be willing to relocate) Level: Associate Director About Cognizant Cognizant (Nasdaq-100: CTSH) is one of the world's leading professional services companies, transforming clients' business,...Full Job Details
Client Service Associate
Sausalito, CaliforniaVacoJob Responsibilities • Provide operational and administrative support to Client Advisors in their daily business practices • Act as a key point of contact for client issues and concerns • Own account maintenance for new and existing clients, including collecting...Full Job Details
Client Service Officer III
Oakland, CaliforniaUnited Business BankJob Details Level Experienced Job Location Oakland 9 - Oakland, CA Position Type Full Time Salary Range $29.00 - $30.00 Hourly Description Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement...Full Job Details
Senior Client Experience Specialist
San Francisco, CaliforniaCapital Group "I can succeed as the Senior Client Experience Specialist at Capital Group." As the Senior Client Experience Specialist for Capital Group Private Client Services (PCS), you will play an important role in executing marketing, analytics, and digital strategies. Your key focus...Full Job Details
Client Services Coordinator
San Jose, CaliforniaCBREClient Services Coordinator Job ID 213163 Posted 28-Mar-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, Sales Support Location(s) San Jose - California - United States of America About the Role: This role is responsible for providing...Full Job Details
Client Service Coordinator
San Bruno, CaliforniaHair Club Make money. Make a Difference. We offer a base salary and a consistent schedule that enables you to have an excellent work-life balance. We also provide an extensive training program on all our hair loss solutions. New management believes in the power of hair and how it...Full Job Details
Client Service Coordinator
San Francisco, CaliforniaTishman SpeyerTishman Speyer creates vibrant destinations and dynamic environments that inspire innovation and connected communities. As a diversified developer, operator, and investment manager of top-tier real estate in 33 markets across the globe, our business choices are driven by the...Full Job Details
Service Advisor
Salinas, CaliforniaLove's Travel Stops Req ID: 458327 Address: 1264 De La Torre Salinas, CA, 93905 Benefits: Fuel Your Growth with Love's - company funded tuition assistance program Paid Time Off Flexible Scheduling 401(k) - 100% match up to 5% Medical/Dental/Vision Insurance after 30-days Competitive Pay Career...Full Job Details
Principal Marketing Advisor
Pleasanton, CaliforniaWorkday, Inc.$167600.00 a year Principal Marketing Advisor Apply remote type Flex locations USA, CA, Pleasanton USA, CA, San Francisco time type Full Time posted on Posted 3 Days Ago job requisition id JR- Your work days are brighter here. At Workday, it all began with a conversation over breakfast. When...Full Job Details