Top 2118 Client advisor Jobs in La Habra Ca

Client Care Advisor
Home Instead —West Covina, CA
- $23 - $25 an hour
- Weekends as needed
- Background check
- Spanish
- Microsoft Outlook
- Travel reimbursement
- Paid training
Quick Apply
5d
Financial Advisor - Orange County
Thrivent —Buena Park, CA
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Greater Los Angeles and Surrounding area
Thrivent —Los Angeles, CA
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Accounting Manager
Accurate Laminated Products, Inc. —Anaheim, CA
- $70,000 - $90,000 a year
- Part-time
- CPA
- Mid-level
- Office
- Health insurance
- Paid time off
Quick Apply
Experience Service Advisor
Envision Motors Chrysler Dodge Jeep Ram —West Covina, CA
- $9,000 - $15,000 a month
- 8 hour shift
- Spanish
- Sales
- Dealership
- Health savings account
- Health insurance
Quick Apply
Wealth Planner
Sunflower Bank NA —Irvine, CA
- $78,000 - $113,000 a year
- Online Application
- CPA
- Mid-level
- Office
- Paid holidays
- Dental insurance
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Paralegal
Brown & Streza LLP —Irvine, CA
- $65,000 - $85,000 a year
- Full-time
- Mid-level
- Windows
- In-person
- Free parking
- Health savings account
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401(k) Plan Enroller / Educator
Monarch Plan Advisors —Orange County, CA
- $100 - $135 an hour
- Part-time
- Entry level
- 401(k)
- Work from home
Quick Apply
Client Service Associate - Investment Operations
Gould Asset Management —Claremont, CA
- $26 - $33 an hour
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
Paraplanner
Cooper McManus Wealth Management —Irvine, CA
- $75,000 - $100,000 a year
- Full-time
- Background check
- 5 years
- Research
- Health insurance
- 401(k)
Quick Apply
Employment & Business Litigation Attorney – Hybrid | Irvine, CA
Orion Placement —Irvine, CA
- $140,000 - $250,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Dental insurance
- Paid time off
Quick Apply
Financial Advisor / Sales Opportunity
Northwestern Mutual —Ontario, CA
- $75,000 - $250,000 a year
- Full-time
- Background check
- Sales
- Military
- Health insurance
- Dental insurance
Quick Apply
Lenox Advisors - Financial Advisor
Lenox Advisors —Los Angeles, CA
- $75,000 - $100,000 a year
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Northwestern Mutual —Huntington Beach, CA
- $75,000 - $150,000 a year
- Full-time
- Business development
- Bachelor's degree
- In-person
- Disability insurance
- Health insurance
Quick Apply
Insurance Sales Representative - Earn Up to $150k+
American Legacy —West Covina, CA
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
8d
Financial Services Representative
New York Life —Glendale, CA
- $85,000 - $260,000 a year
- Weekends as needed
- Hybrid work
- Sales
- Customer service
- No experience needed
- Profit sharing
- Paid training
Quick Apply
Financial Advisor
Edward Jones —Whittier, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Consulting Actuary
Martin and Company —California
- $120,000 - $150,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- 5 years
- Health savings account
- Paid holidays
Sales Account Executive
OEC Group —Cerritos, CA
- $45,000 - $80,000 a year
- Full-time
- Microsoft Excel
- ERP systems
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Relationship Manager I
City National Bank —Irvine, CA
- $65,296 - $104,304 a year
- Mid-level
- 3 years
- Business development
- Health insurance
- Dental insurance

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client advisor jobs near la habra ca

Client Care Advisor

Home Instead -
West Covina, CA

Quick Apply

Job Details

Full-time
$23 - $25 an hour
5 days ago

Benefits

Travel reimbursement
Paid training
Paid holidays
Paid time off
Employee discount
Retirement plan
Paid sick time

Qualifications

Home care experience
Spanish
Confidential information handling
Client onboarding
Microsoft Outlook
Customer service
Working with geriatric patients
English
Windows
Working with seniors
Social media platforms
Driver's License
Overseeing care coordination
Attention to detail
Driving
Organizational skills
Managing projects
Home health
Social work care coordination
Managing patients as a clinical case manager
Direct patient care in social services case management
Quality assurance experience within healthcare

Full Job Description

Home Instead is seeking a compassionate, dedicated, organized and goal driven self-starter to be part of our growing care team as a Client Care Advisor and join us in our 30th year of enhancing the lives of aging adults throughout our community. Our office based in Covina, CA serves the communities of Azusa, Claremont, Covina, Diamond Bar, Glendora, La Verne, Pomona, San Dimas, Valinda, Walnut, West Covina, and other surrounding areas. We provide non-medical care to aging adults and people with special needs, helping them to remain in their home and meet the challenges of aging with dignity, care, and compassion.

We are looking to fill this position as soon as possible. Please review the responsibilities below and apply with the following requirements: updated resume, cover letter outlining how you qualify for the job, and pay expectations. Candidates meeting qualifications will be contacted for next steps.

The Client Care Advisor is expected to perform a variety of duties that relate to client care including managing service inquiries and care consultations with potential clients & family members, onboarding new clients, conducting client/caregiver introductions and performing quality assurance visits with existing clients. Utilize the consultative sales approach to determine each individual potential client’s needs, provide solutions and create and maintain a tailored service plan. Continuously evaluate the plan through a series of ongoing communications and visits to ensure high quality care, client satisfaction and retention as well as opportunities to increase service hours. Manage issues expeditiously to ensure clients receive the highest quality care. This position requires the exercise of discretion and independent judgment regarding the significant matters of developing relationships with our clients and their representatives and of maintaining ongoing billable services for our clients.

Pay: $23 to $25/Hour based on Qualifications & Experience of the Candidate; plus performance incentive pay

Job Type: Full-time

Benefits:

Competitive base pay plus performance incentive pay
Participation in team bonus opportunity
Vacation Pay after meeting criteria
Paid Holidays
Paid Sick Time
Paid Training
Retirement Plan
Mileage & Travel Reimbursements
Employee Discounts
Access to Company Vehicles

Primary responsibilities include, but are not limited to:

Reflect the values of Sulochana, Inc., d.b.a. an independently owned and operated Home Instead franchise.
Conduct Service Inquiries and Care Consultations as needed following the consultative sales process.
Work with other team members to onboard new clients and start services expeditiously.
Maintain ongoing communication and a consistent follow-up schedule with potential clients and families who have yet to commit to service.
Manage & maintain Salesforce prospect lead database.
Work with other team members to coordinate various aspects of client care.
Work with clients and their families on the various issues that may arise to ensure they are resolved quickly.
Recognize and pursue opportunities to modify service plans to best support the ongoing needs of clients through a quality assurance program.
Demonstrate open and effective communication with clients, family members, Care Pros, staff colleagues, franchise owner, and healthcare partners.
Participate in Marketing and Community activities as needed to educate families on care options and to promote the business.
Weeknight and/or Weekend On-Call rotation with the other office staff to ensure continuity of care.

Requirements:

Associate degree or an equivalent combination of education and work experience may be considered; Bachelor’s degree preferred
Minimum two years’ experience with in-home care client care coordination (client assessments, onboarding, quality assurance, etc.) with Home Care Agency or case management in non-medical senior home care industry required
Minimum two years' experience in non-medical in-home caregiving for the elderly
MUST LIVE IN Azusa, Claremont, Covina, Diamond Bar, Glendora, La Puente, La Verne, Pomona, San Dimas, Valinda, Walnut or West Covina
Must demonstrate knowledge and experience in non-medical senior home care industry
Driving to client’s homes/communities within the franchise territory is a significant portion of the job
Must be fluent in English and demonstrate excellent oral and written communication skills and able to listen effectively (Bilingual English/Spanish, is a plus)
Must demonstrate effective interpersonal skills as well as sound judgment, good decision-making skills and ability to maintain confidentiality of information
Must have superior organizational skills with attention to detail and the ability to prioritize tasks effectively, good work ethic, ability to work independently, set priorities, meet objectives & deadlines, and manage multiple projects & competing priorities simultaneously
Must have the ability to present a professional appearance, demeanor and to work as a part of a team
Must have superior computer skills and be proficient in Windows, Office 365 (Word, Excel, Outlook, PowerPoint, etc.) and Social Media applications; ability to quickly learn, master and manage the operating system and all required systems/applications; experience in Salesforce and WellSky/Clearcare is a plus
Must have the ability to work evenings and weekends as required and be flexible to the demands of the business
Must possess a valid driver’s license, reliable vehicle to use for work, and auto insurance
Must be able to pass state licensing criteria, employment screening process and be insurable
Must live near Covina, CA within the franchise territory and authorized to work in the USA

Our Ideal Candidate is highly organized, results driven, energetic and friendly professional who can excel in a team environment. The Client Care Advisor needs to be a customer focused problem-solver who approaches their work with compassion and empathy. The person must have a genuine desire and passion to serve older adults and special needs individuals in our community.

Home Instead Covina operates 24 hours a day, 7 days a week.

Pay: $23.00 - $25.00 per hour

Benefits:

Employee discount
Paid time off
Retirement plan

Application Question(s):

Which of the following cities do you live in: Azusa, Claremont, Covina, Diamond Bar, Glendora, La Verne, Pomona, San Dimas, Valinda, Walnut, or West Covina

Experience:

PROFESSIONAL non-medical SENIOR in-home caregiving: 2 years (Required)
ELDER care case mgmt (NOT caregiving) at Home Care Agency : 2 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in la habra ca

Client Care Advisor

Financial Advisor - Orange County

Financial Advisor - Greater Los Angeles and Surrounding area

Accounting Manager

Experience Service Advisor

Wealth Planner

Paralegal

401(k) Plan Enroller / Educator

Client Service Associate - Investment Operations

Paraplanner

Employment & Business Litigation Attorney – Hybrid | Irvine, CA

Financial Advisor / Sales Opportunity

Lenox Advisors - Financial Advisor

Financial Advisor

Insurance Sales Representative - Earn Up to $150k+

Financial Services Representative

Financial Advisor

Consulting Actuary

Sales Account Executive

Relationship Manager I

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