Current jobs related to Client Advisor - Sacramento, California - MMC


  • Sacramento, California, United States The Niello Company Full time

    Job SummaryWe are seeking a highly motivated and results-driven Sales Client Advisor to join our team at The Niello Company. As a Sales Client Advisor, you will be responsible for providing exceptional customer service, building strong relationships with clients, and driving sales growth.Key ResponsibilitiesMeet and exceed sales targets by identifying and...

  • Tax Advisor

    2 weeks ago


    Sacramento, California, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at Block Advisors, an H&R Block brand. As a Tax Advisor, you will play a critical role in providing tax preparation, tax audit support, and tax planning services to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax needs and...

  • Tax Advisor

    5 days ago


    Sacramento, California, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing expert tax advice and services to our clients, helping them navigate complex tax laws and regulations.Key ResponsibilitiesProvide tax preparation, tax audit support, and tax planning services to clientsBuild and...

  • Tax Advisor

    2 weeks ago


    Sacramento, California, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will play a critical role in providing expert tax guidance to our clients, helping them navigate complex tax laws and regulations.Key ResponsibilitiesProvide tax preparation, tax audit support, and tax planning services to clients year-roundBuild...

  • Sales Client Advisor

    2 weeks ago


    Sacramento, California, United States The Niello Company Full time

    Job SummaryThe Sales Client Advisor is a key member of our sales team, responsible for meeting and exceeding sales targets while providing exceptional customer service. This role requires a strong understanding of our products and services, as well as excellent communication and interpersonal skills.Key ResponsibilitiesSales and Customer ServiceMeet and...


  • Sacramento, California, United States 77 Consultants Full time

    At 77 Consultants, we empower our Financial Advisors to thrive by providing a comprehensive, proven framework for success. Benefit from streamlined operations and qualified prospects to advance your practice. Embrace limitless opportunities in a supportive environment. Here’s why becoming part of our team is a wise decision for you:Streamlined Processes:...


  • Sacramento, California, United States Baird Full time

    About the RoleBaird is seeking a highly skilled Client Specialist to join our team of dedicated professionals. As a Client Specialist, you will play a critical role in providing exceptional client service and operational support to our Financial Advisors.Key ResponsibilitiesCoordinate client onboarding, including managing prospect pipelines, assisting with...


  • Sacramento, California, United States FirstService Residential Full time

    Job OverviewAs a key member of the FirstService Residential leadership team, the President of Development Advisors will be responsible for identifying and forming strategic partnerships with prominent land developers and homebuilders in North America. This role will involve showcasing the unique capabilities of FirstService Development Advisors and building...


  • Sacramento, California, United States Ryan, LLC Full time

    Why Choose Ryan, LLC? Flexible Work ArrangementsRecognized Workplace CultureComprehensive Personal Time Off (PTO) Benefits14 Weeks of Fully Paid Leave for New Parents (Including Adoption)Monthly Gym Membership Reimbursement or Equipment AllowanceImmediate Benefits Eligibility401K Plan with Employer ContributionTuition Assistance After One Year of...


  • Sacramento, California, United States University of Denver Full time

    Job Title: Relationship ManagementAbout the Role:We are seeking a skilled Client Relationship Manager to join our team at State Street Global Advisors. As a key member of our Americas Institutional Client Group, you will be responsible for building and delivering exceptional client service across the full lifecycle of an institutional client's experience...


  • Sacramento, California, United States BBSI Portland Full time

    Job OverviewPOSITION SUMMARY: Our primary focus is on business proprietors. Is yours?At BBSI, we are dedicated to supporting business owners by simplifying organizational complexities and enhancing predictability in business management. We provide outsourced solutions in benefits, human resources, risk management, payroll processing, and recruitment for...


  • Sacramento, California, United States State Street Corporation Full time

    About the RoleWe are seeking a highly skilled Client Relationship Manager to join our Americas Institutional Client Group. As a key member of our team, you will be responsible for building and delivering exceptional client service across the full lifecycle of an institutional client's experience with State Street Global Advisors.Key ResponsibilitiesDevelop a...


  • Sacramento, California, United States State Street Corporation Full time

    About the RoleWe are seeking a highly skilled Client Relationship Manager to join our Americas Institutional Client Group. As a key member of our team, you will be responsible for building and delivering exceptional client service across the full lifecycle of an institutional client's experience with State Street Global Advisors.Key ResponsibilitiesDevelop a...


  • Sacramento, California, United States Oracle Full time

    Position Overview:As a Senior Strategic Client Partner, you will play a pivotal role in supporting Oracle's North American Application Sales team. Your primary focus will be to engage with Oracle's most significant clients, providing expert guidance and insights on process improvements, capability enhancements, and technological advancements to align with...


  • Sacramento, California, United States Experis Full time

    Position Overview:Our organization is seeking dedicated and driven professionals to become part of our team.Job Title:Senior Management AdvisorLocation:Remote, available for PST or MST time zonesCompensation:Starting salary of $100,000Role Summary:We are in search of experienced consultants with a robust background in management consulting, specifically...


  • Sacramento, California, United States Madsen Kneppers & Associates Full time

    Position Overview:Madsen Kneppers & Associates is looking for a dedicated and experienced Senior Construction Advisor to join our team of expert consultants. The ideal candidate will possess a robust background in conducting site evaluations, assessing structural conditions, and documenting findings. This role involves confirming the scope of work and...


  • Sacramento, California, United States Sacramento County Full time

    Position OverviewAs a key member of the Sacramento County team, the Lead Retirement Benefits Advisor plays a pivotal role in guiding and supervising the Retirement Benefits Specialists. This position involves not only overseeing daily operations but also actively participating in complex tasks related to retirement benefits administration.Key...


  • Sacramento, California, United States The Judge Group Full time

    About the RoleWe are seeking a highly skilled K-12 Client Account Executive to join our Blackbaud team. As a key member of our K-12 Enterprise Sales Team, you will be responsible for identifying cross-sell and upsell opportunities within the assigned West Coast territory of existing K-12 Independent School customers.Key ResponsibilitiesManage sales...

  • Financial Planner

    20 hours ago


    Sacramento, California, United States Magellan Financial & Insurance Services, Inc. Full time

    Financial Advisor Role at Magellan Financial & Insurance Services, Inc.At Magellan Financial & Insurance Services, Inc., we're seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you'll play a vital role in helping clients achieve their financial goals and secure their financial futures.Key Responsibilities:Conduct comprehensive...


  • Sacramento, California, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting the financial advisor in achieving their goals.Key ResponsibilitiesClient Relationship Management: Develop and...

Client Advisor

4 months ago


Sacramento, California, United States MMC Full time
Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 10,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a BI Client Advisor at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).

A day in the life.

As our Client Advisor on the Business Insurance team, you'll work closely with producers and clients to develop effective commercial lines programs. You'll provide strategic and tactical consulting on an assigned book of business by forming effective business relationships. This is done through proactive client service, managing the renewal process, and providing ongoing problem resolution. The Client Advisor also supports the development of new business opportunities through prospects and existing relationships. You'll get the opportunity to be very client-facing and show off your insurance knowledge

Our future colleague.

We'd love to meet you if your professional track record includes these skills:
  • Experience establishing strategy and direction for commercial programs
  • In-depth working knowledge of commercial lines with 5+ years of industry experience and demonstrated relationship management skills with 3+ years of client management responsibilities.
  • Ability to coordinate multiple projects while ensuring timely and accurate client deliverables, with effective problem-solving and resolution skills
  • Strong organizational, project planning and management, analytical and multi-tasking skills
  • State Property/Casualty insurance license required
These additional qualifications are a plus, but not required to apply:
  • Bachelor's degree or equivalent work experience preferred
  • Proficiency with Microsoft Office suite is preferred
We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:
  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid work
  • Charitable contribution match programs
  • Stock purchase opportunities
To learn more about a career at MMA, check us out online: or flip through our recruiting brochure:

Follow us on LinkedIn, Facebook, Instagram, and Twitter to meet our colleagues and see what makes us tick:
Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.

#MMAUMW

#LI-Hybrid

#MMABI