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Client advisor Jobs in Burbank, CA

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Client advisor • burbank ca

Last updated: 4 days ago

Client Manager

GallagherGlendale, California
Full-time

As the Client Manager you will ensure delivery of exceptional service to Gallagher’s clients by actively managing client accounts.You will work with our sales team to ensure client satisfaction.We ...Show more

Private Client Advisor

Mercer FranceGlendale, CA, United States
Full-time

Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talent drive our efforts to deliver purposeful w...Show more

Block Advisor Tax Advisor

H&R BlockNorth Hollywood, CA, United States
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 more

FINANCIAL ADVISOR

Jamie GrayemBeverly Hills, CA, United States
Full-time

Base Salary + Quarterly Production Bonus + Full Benefits.This position is subject to SAFE Act registration requirements.All employees engaged in residential loan mortgage originations must register...Show more

Client Advisor

ACRISUREGLENDALE, 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 more

Private Client Advisor II

Bank of AmericaBeverly Hills, CA, United States
Full-time

Bank Of America Job Opportunity.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Gro...Show more

J.P. Morgan Wealth Management Private Client Advisor - Glendale, CA

JPMorgan ChaseGlendale, CA, United States
Full-time

Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...Show more

Private Client Advisor

Marsh & McLennanGlendale, CA, United States
Full-time

Award-winning, inclusive, top workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talent drive our efforts to deliver purposeful w...Show more

Full Time Client Advisor

James Perse Los AngelesSherman Oaks, CA, US
Full-time
Quick Apply

JAMES PERSE IS CURRENTLY HIRING A FULL TIME CLIENT ADVISOR FOR OUR BLOOMINGDALE'S SHERMAN OAKS SHOP OBJECTIVE OF THE POSITION The Client Advisor is responsible for achieving all objectives set fort...Show more

Sales Consultant & Client Advisor

Cinematech Seating Inc.West Hollywood, CA, US
Full-time

Sales Consultant & Client Advisor .This position is a sales and client facing role – travel to Dallas, TX for training is required.CinemaTech is the leader in luxury home theater design.For over 25...Show more

J.P. Morgan Wealth Management Private Client Advisor - Pasadena, CA (area)

ChaseLa Crescenta, CA, United States
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 commitmen...Show more

Client Manager

Arthur J Gallagher & CoGlendale, CA, United States
Full-time

At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions.We help clients build better workplaces, where people feel supporte...Show more

Service Advisor

L.A. Fleet Care Inc.Sun Valley, California, United States
Full-time
Quick Apply

Fleet Care is hiring an enthusiastic Service Advisor/Service Writer with a great attitude, outstanding customer service skills, leadership qualities and the ability to build partnerships, relations...Show more

Client Advisor, Prada Beverly Hills Rodeo Drive

PradaBeverly Hills, US
Full-time

Founded in 1913 in Italy, the Prada Group was built on a tradition of excellence and with a vision of innovation.The Group, a world leader in the luxury sector, operates in more than 45 countries w...Show more

Client Officer

City National BankBeverly Hills, CA, US
Full-time

WHAT IS THE OPPORTUNITY? Assists the Client Manager in supervising and participates in the operations, client service, and internal sales activities of the branch.Monitors and maintains operations ...Show more

Beauty Advisor

TradeJobsWorkForce90060 Los Angeles, CA, US
Full-time

Greet customers upon their arrival Demonstrate proper use of makeup and skin care products Cross-sell beauty products, when appropriate (e.Identify customer needs and recommend cosmetics and skin c...Show more

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Client Advisor

MCM WORLDWIDEBeverly Center
Full-time

Responsible for providing exceptional sales and customer service.Initiates and builds relationships and core personal business through creative selling and use of client-book, mailings, and complet...Show more

Private Client Advisor

US012 Marsh & McLennan Agency LLCNorth Brand,Glendale
Full-time

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight.It’s a result of hard work by extraordinary people.The industry’s brightest talent drive our efforts to deliver purposeful w...Show more

Financial Advisor

TradeJobsWorkforce90042 Los Angeles, CA, US
Full-time

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and ins...Show more

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Client Manager

Client Manager

GallagherGlendale, California
30+ days ago
Job type
  • Full-time
Job description

Overview

As the Client Manager you will ensure delivery of exceptional service to Gallagher’s clients by actively managing client accounts. You will work with our sales team to ensure client satisfaction. We will rely on your leadership skills to help guide our Client Service Associates and create a learning environment. You apply your business insight and strong dedication to service to create depth in our client relationships. How you'll make an impact You will manage increasingly complex accounts with a strong focus on self-funded business while collaborating with senior teammates Utilizing Gallagher’s resources and tools, you will create effective client deliverables You support the employee benefits Client Service Cycle to ensure a seamless renewal process. We measure success based on retention and our renewal target is 95%. You will resolve service-related issues independently but know when to raise concerns to more experienced client service team members Prepare RFP’s, coordinate vendor responses, support negotiations, analyze and spreadsheet proposal results, and develop the client presentations You will "cross-solve" with your clients to communicate resources available within Gallagher that we may not currently provide (Pharmacy Practice, Retirement Services, HR Consulting, Voluntary Benefits, etc.) Guide and support new hires and account associates Complete internal professional development programs to gain an understanding of the insurance industry and GBS processes We ask our team to exemplify the highest ethical standards, promote ethical behavior and uphold The Gallagher Way What skills will make me successful in this role? You possess strong communication skills that will allow you to build professional relationships with both internal and external partners. We are a collaborative team and look for teammates who understand the importance of deadlines and are open to constructive feedback. Adaptable and remain composed and in an environment that requires balancing multiple priorities in any given day You actively seek to develop your professional skills and improve efficiency You are innovative and rarely satisfied with the status quo! You love to generate new and practical ideas and aim to continuously improve A desire to learn Gallagher’s tools, systems, and shared resources We look for the people who go the “Extra Mile” to achieve results that benefit the client, the Branch and Gallagher About You Required: Bachelor's degree with 3+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or claims management experience. Ability to travel up to 25% of the time. Proficiency in Microsoft Office. Life and Health licensing is required. Preferred: Previous insurance knowledge and experience managing client relationships. Solid financial acumen. Behaviors: Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills. Comfortably engages others in consultative discussion. Effectively manages/balances multiple and sometimes competing priorities. Works in a self-directed manner. #LI-EA1 #LI-Hybrid Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: Medical/dental/vision plans, which start from day one! Life and accident insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational expense reimbursement Paid parental leave Other benefits include: Digital mental health services (Talkspace) Flexible work hours (availability varies by office and job function) Training programs Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more... **The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.