1mo
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Client Associate
San Diego, California, United States
$65k-$85k/yr OnsiteFull Time
Provide administrative and client-facing support: calendar management, expense and budget administration, travel coordination, marketing/content upkeep, event planning, and strong communication and organizational skills.
3d
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Client Service Associate
Irvine or Tempe
$70k-$88k/yr OnsiteFull Time
3+ YOE3+ years client-facing experience, data analytics and change management, project management, strong communication and presentation skills; treasury services knowledge preferred; BS preferred.
Google G suites, Microsoft Office
1w
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Wealth Management Client Associate
Rancho Santa Fe, California, United States
$25-$44/hr OnsiteFull Time
Client-service role supporting financial advisors; requires high school diploma/GED, client-facing experience, familiarity with investment products, and ability to learn industry platforms.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Registered Client Service Associate
Newport Beach, California, United States
$28-$47/hr OnsiteFull Time
3+ YOE3+ years client-facing financial services experience; active Series 7 and Series 66 (or 63/65); experience with life insurance and annuity servicing; strong client service, communication, organizational, and problem-solving skills; Microsoft Office and CRM proficiency.
Microsoft Office, CRM
2mo
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Associate Vice President, Client Engagement
Irvine, California, United States
$85k-$100k/yr RemoteFull Time
5+ YOE5–10 years in wealth management/private client advisory; strong project management; client-facing; tax strategy and estate planning knowledge; Series 65 or equivalent preferred.
1mo
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Associate, Pan-Alts
New York or San Diego
$80k-$120k/yr OnsiteFull Time
2+ YOE2+ years experience in private markets (2-6 years preferred), strong quantitative and qualitative skills, project management, multitasking, attention to detail, and client-facing experience.
4d
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Inside Sales Associate
East Bay or Los Angeles or Orange County or Phoenix or Portland or Sacramento or Salt Lake City or San Diego or San Francisco or Seattle or California
$76k-$90k/yr OnsiteFull Time
1+ YOE1–3 years sales or client-facing experience; strong communication, research, time-management; proficiency with Salesforce, Outreach, ZoomInfo, Sales Navigator; reside within 30 miles and travel to office or client sites as needed.
Salesforce, Outreach, ZoomInfo, Sales Navigator
2mo
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Senior Associate - Planning, Strategy & Research
San Diego or Los Angeles or San Francisco or Mountain View or Irvine or Austin or Minneapolis or Milwaukee or Cincinnati or New York
$85k-$110k/yr HybridFull Time
3+ YOEThree+ years in wealth management; CFP designation; experience supporting wealth planning and advisory operations; non-client-facing role.
eMoney, wealth planning tools
1w
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Technology and Innovation - Senior Associate (OneStream)
Atlanta or Dallas or Miami or New York City or Houston or Denver or Orange County or Chicago or Detroit or Washington
$87k-$131k/yr HybridFull Time
1+ YOEBachelor's preferred, 1+ years OneStream implementation/optimization experience, VB.net/Visual Basic and business rule writing, finance/accounting knowledge, Microsoft Office mastery, strong communication and client-facing skills.
OneStream, VB.net, Visual Basic, Microsoft Office
1w
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Senior Associate, Customer Success
Illinois or United States or Houston or Irvine or Seattle or New York City
$57k-$98k/yr RemoteFull Time
3+ YOEBachelor's in accounting/business or equivalent experience; 3 years customer success or sales in SaaS; knowledge of SaaS metrics and CRM; experience with Salesforce and client-facing communication.
Salesforce, CRM, ERP
3w
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Customer Success Associate
Costa Mesa, California, United States
OnsiteFull Time
Proven client-facing invoicing/accounts receivable experience in the automotive industry; strong billing process and accounting knowledge; proficiency with billing software, QuickBooks, NetSuite, and Microsoft Excel; excellent communication and attention to detail. Bachelor's in Accounting/Finance/Business Administration preferred.
Microsoft Excel, QuickBooks, NetSuite, CCC, Mitchell, ADAS Technology
3w
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Sales Associate (Part-Time) - UTC La Jolla
La Jolla, California, United States
$18-$20/hr OnsitePart Time, Full Time
Preferred 1+ year retail or client-facing sales experience, passion for customer service, product knowledge, ability to lift up to 50 lbs and stand/move for entire shift, flexible availability including holiday blackout period.
1d
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Associate Principal, Indirect Treatment Comparison (ITC), Evidence Synthesis
Durham or Austin or New Providence or San Francisco or Carlsbad or New York or Northborough or Rockville or Chesapeake or Milwaukee or Richmond or Boston or Providence or Rosemont or San Mateo or Greenwich or Bethlehem or Falls Church or Marietta or Parsippany or Wayne
$126k-$350k/yr RemoteFull Time
7+ YOEMaster's (minimum) in epidemiology/biostatistics,7+ years evidence synthesis in pharma consulting,client-facing experience,expert SLR and ITC/NMA skills,Bayesian analysis experience,project management and strong written English.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word
3w
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Associate Director, Delivery (Adobe-Technical)
United States or Atlanta or Boston or Chicago or Denver or Los Angeles or New York City or Salt Lake City or San Diego
$109k-$125k/yr RemoteFull Time
5+ YOE5+ years project management experience delivering enterprise web or analytics implementations; experience with Adobe Experience Cloud (AEM/AEP); client-facing agency experience; strong communication, problem-solving, and stakeholder-management skills; travel up to 40-60%.
Adobe Experience Cloud, AEM, AEP, Microsoft Dynamics, Workfront
3w
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Senior Associate Electrical Engineer - Healthcare - Los Angeles, CA
Los Angeles or Irvine
$126k-$190k/yr HybridFull Time
12+ YOEPE (Electrical) required; Bachelor’s in engineering; 12+ years healthcare electrical design experience (or 8+ with equivalent); HCAI/OSHPD and NFPA/IEEE code knowledge; Revit/BIM and Microsoft Office/Bluebeam experience; leadership and client-facing skills.
Revit, BIM, Microsoft Office, Bluebeam
1mo
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Finance Transformation - Anaplan Consultant, Senior Associate
New York City or Atlanta or Charlotte or Chicago or Denver or Washington or Boston or San Diego or San Francisco or Seattle
$77k-$202k/yr OnsiteFull Time
2+ YOEBachelor's degree and at least 2 years' experience; proficiency with Anaplan, financial modeling, data analysis, and data visualization; strong communication and client-facing skills.
Anaplan
1w
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Associate - SaaS Product Manager
La Jolla or Charlotte or New York City
$90k-$105k/yr HybridFull Time
3+ YOE3+ years client-facing sales or business development experience, experience selling SaaS/data to institutional investors, strong private markets knowledge, enterprise sales skills, analytical and CRM (Salesforce) proficiency, bachelor degree required.
Salesforce, SPI by StepStone
2mo
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EP Agent
Murrieta, California, United States
$35-$50/hr OnsiteTemporary
High school diploma; associate or bachelor’s degree preferred; client-facing/coordination experience; strong communication; MS Office; multi-tasking.
Microsoft Office Suite, Asana, Trello, Microsoft Project
2w
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Healthcare Revenue Cycle Billing Specialist II (SNF)
Irvine, California, United States
$23-$30/hr RemoteFull Time
3+ YOEAssociate degree or equivalent experience; 3+ years healthcare consulting/operations experience; familiarity with EHRs and claims processing; strong analytical and client-facing communication skills.
EHRs
2d
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Associate, Mechanical Engineering Lead - Central Plants & District Energy in Los Angeles, California, United States
Los Angeles or San Diego or Oakland or Seattle or San Francisco
$147k-$190k/yr OnsiteFull Time
12+ YOEBachelor's in mechanical/architectural engineering, US PE license required, 12+ years designing HVAC central plants and hydronic/district energy systems, client-facing experience, team leadership; LEED/WELL and energy modeling preferred.
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