16 client facing associate jobs at 14 companies in Wildomar, CA
2w
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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
3w
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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 Series 63/65), strong client service, communication, organizational skills, and proficiency with Microsoft Office and CRM; ability to work onsite Mon–Fri.
Microsoft Office, CRM
4w
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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
3mo
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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
3w
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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
15h
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Associate Director, Strategy Development
Santa Ana or Canada
$150k-$190k/yr OnsiteFull Time
8+ YOE2+ MgmtBachelor’s degree, 8–11+ years of client-facing, consulting, or project management experience, 2+ years of management experience, MS Office proficiency, strong analytical, communication, negotiation, and conflict-management skills.
Microsoft Office
3w
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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
1mo
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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
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
2w
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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
1mo
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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
2w
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Associate Account Manager, Personal Lines
Cypress, California, United States
$40k-$55k/yr OnsiteFull Time
1+ YOEProvide customer service and account support for personal insurance clients; assist with policy changes, renewals, claims, and documentation. California P&C license preferred; ~1 year client-facing experience and Microsoft Office proficiency.
Microsoft Office
3d
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Specialized Tax Services - Energy Incentives & Credits Senior Associate
New York or Irvine or Raleigh or Charlotte or Chicago or Dallas or Los Angeles or Boston or San Diego or San Francisco or San Jose or Tampa or Atlanta or Washington or Miami or Milwaukee or Minneapolis or Denver or Nashville or Detroit or New Orleans or Florham Park or Greensboro or Philadelphia or Pittsburgh or Houston
$77k-$214k/yr HybridFull Time
2+ YOEBachelor's degree, minimum 2 years' experience, eligible to sit for CPA exam in state of employment; knowledge of energy tax credits, analytical and client-facing skills, mentoring experience.
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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Associate Principal, Indirect Treatment Comparison (ITC), Evidence Synthesis
Durham or Austin or Bethlehem or Boston or Carlsbad or Chesapeake or Falls Church or Greenwich or Marietta or Milwaukee or New Providence or New York or Northborough or Parsippany or Providence or Richmond or Rockville or Rosemont or San Francisco or San Mateo or Wayne
$126k-$350k/yr RemoteFull Time
7+ YOE5+ MgmtMaster's in epidemiology/biostatistics with 7+ years evidence synthesis experience (PhD preferred), 5+ years client-facing experience, strong SLR and ITC/NMA expertise, Bayesian meta-analysis, and proficiency with PowerPoint, Excel, and Word.
PowerPoint, Microsoft Excel, Word
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