2d
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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
1w
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Licensed Client Service Associate - CITY OF INDUSTRY
City of Industry, California, United States
$74k-$104k/yr OnsiteFull Time
2+ YOE2+ years relevant experience, Bachelor's degree or equivalent, Series 7 and 63 or 66 required/obtain within 150 days, strong communication, organization, client-facing and data analysis skills, knowledge of investments and credit products.
1w
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Licensed Client Service Associate - CITY OF INDUSTRY
City Of Industry, California, United States
$74k-$104k/yr OnsiteFull Time
2+ YOE2+ years relevant experience, Bachelor's or equivalent, Series 7/63 or 7/66 to be obtained within 150 days, strong communication, data analysis, client-facing and time-management skills, knowledge of investments and banking.
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.
3d
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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
1w
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Engineering Associate - San Diego, CA
Brea or San Diego or Northbrook
$78k-$95k/yr FieldFull Time
8+ YOEABET-accredited bachelor's in engineering, 8 years related experience, expert NEC and building code knowledge, electrical test equipment experience, frequent travel and remote work ability, strong communication and client-facing skills.
NEC, Electrical Test Equipment
1mo
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Bilingual Associate Broker, Industrial (Mandarin/English)
Corona, California, United States
OnsiteFull Time
Bachelor's degree required, fluency in spoken Mandarin and English, strong financial analysis and Excel skills, CRM familiarity, business development and client-facing experience, strong communication and organizational skills.
Microsoft Excel, CRM
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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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
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
3mo
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Microsoft D365 CRM or Copilot/AI Functional Lead, Senior Associate
Chicago or Irvine or Raleigh or Cincinnati or Cleveland or Kansas City or Dallas or Las Vegas or Little Rock or Los Angeles or Boston or St. Louis or San Antonio or San Francisco or Silicon Valley or Seattle or Tampa or Atlanta or Austin or Milwaukee or Denver or Nashville or Detroit or Florham Park or New York or Phoenix or Houston
$77k-$202k/yr OnsiteFull Time
3+ YOEBachelor's degree; 3 years Dynamics 365 CRM/ERP experience; Dynamics CRM/ERP certifications; client-facing consulting experience.
Microsoft Dynamics 365, Azure, Power Platform, Power BI, SQL Server, SSRS, Visio
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
3w
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Accelerated Recruiter to Account Manager - Newport Beach
Newport Beach or San Francisco or Los Angeles or North America or Europe or Asia
$69k/yr OnsiteFull Time
3+ YOERecruiting experience with client-facing skills; Bachelor's or Associates degree (or military experience) or multi-year customer-facing experience; self-motivated, coachable, sales interest, ability to manage priorities in a fast-paced environment.
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