2mo
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Client Advisor
Costa Mesa, California, United States
$22-$23/yr OnsiteMultiple Commitments Available
Deliver luxury client experience, meet sales targets, build client book, collaborate with boutique team.
2w
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Client Services - Client Services Supervisor
Costa Mesa or Los Angeles
$60k-$78k/yr HybridFull Time
Hands-on leadership experience, strong customer service and communication skills, ability to manage team workloads, analyze workflow, resolve client issues, and ensure timely execution of client requests.
6d
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Client Manager
Irvine, California, United States
$63k-$123k/yr HybridFull Time
3+ YOEBachelor's degree with 3+ years client service/claims experience or HS/GED with 8+ years; Producer's license; up to 25% travel; proficiency in Microsoft Office; insurance experience preferred.
Microsoft Office
3w
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Client Advisor
Irvine, California, United States
$4k/mo OnsiteFull Time
Sales role requiring strong communication, negotiation, and client-building skills; coachable, goal-oriented, able to work in a performance-driven environment; Spanish bilingual is a plus; in-office Monday–Friday in Irvine.
2w
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Client Manager
Irvine, California, United States
$128k-$237k/yr OnsiteFull Time
10+ YOEBachelor's degree, 10+ years sales and relationship management in financial services (8+ with high-net-worth clients), strong credit/product knowledge, FINRA licenses preferred, mortgage/Safe Act registration required.
2w
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Client Services - Client Services Supervisor
Los Angeles or Costa Mesa
$60k-$78k/yr HybridFull Time
Hands-on leadership experience, strong customer-service and interpersonal skills, ability to manage workflow and resolve client issues, excellent written and verbal communication.
3mo
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Client Service Representative
San Bernardino, California, United States
$17-$20/hr OnsiteFull Time
Experience in client service; greeting visitors, scheduling appointments, explaining fees, processing payments, and educating clients.
CRM, Scheduling Software, Payment Processing, Workday
1w
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Client Service Representative
Anaheim, California, United States
$18-$20/hr OnsitePart Time
Greeting clients, answering phones, scheduling appointments, processing payments, managing medical records, performing light hospital maintenance, and educating clients on basic pet care.
Workday
5d
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Client Success Manager
Carlsbad or Colorado Springs
HybridFull Time
3+ YOEBachelor's degree or equivalent experience; 3+ years in client success/account management or related client-facing roles; strong communication, project management, and CRM proficiency.
CRM
5d
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Client Relationship Manager
Costa Mesa, California, United States
$23-$26/hr OnsiteFull Time
1+ YOEBachelor's degree,1-3 years client service or sales experience,strong communication,project management,CRM and Microsoft Office proficiency,ability to engage C-level stakeholders and manage client expectations.
Microsoft Office, CRM
1mo
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Regional Client Manager
Brea, California, United States
$80k-$90k/yr FieldFull Time
Regional client-facing sales role requiring experience with client management, sales plan execution, distributor relationships, analytical skills (Power BI/Excel/CoPilot), CRM and ability to travel with valid driver license and car.
NXT, CRM, Power BI, Microsoft Excel, CoPilot
4d
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Client Service Coordinator - 001319
Brea, California, United States
$17-$22/hr OnsitePart Time
Provide professional client service, manage client and pet flow, perform administrative and financial tasks, and educate clients about wellness plans.
3w
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Client Care Associate
Santa Ana, California, United States
$20-$21/hr OnsiteFull Time
1+ YOEProvide shelter intakes, client checks, facility upkeep, basic client support, and coordinate with staff; high school diploma, 1 year experience, valid CA driver’s license, basic computer skills, and bilingual (English/Spanish) preferred.
1mo
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Senior Client Manager- Construction
Newport Beach or Ontario or Fresno or Los Angeles
$90k-$115k/yr HybridFull Time
5+ YOE5+ years commercial property & casualty insurance experience in a client-facing broker role (3+ years managing construction accounts preferred). Requires P&C broker license, valid driver license, strong P&C coverage knowledge, Microsoft Office proficiency, client service and communication skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Agency Management Systems, Share Drive
2mo
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Client Operations Manager
Newport Beach, California, United States
$120k-$135k/yr OnsiteFull Time
5+ YOE5+ years in Client Operations in financial services, with fixed income knowledge; strong project management and cross-functional collaboration.
Excel, SQL, Power BI, Workflow automation
5d
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Client Advisor - Fashion Island
Newport Beach, California, United States
$24-$28/hr OnsiteFull Time
Customer-focused retail advisor with sales orientation, product knowledge, clienteling skills, and ability to build long-term client relationships; luxury retail experience preferred.
1w
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Private Wealth Client Associate
Columbia or Newport Beach
$25-$44/hr OnsiteFull Time
Client-service focus supporting Financial Advisors; strong communication, attention to detail, and proficiency with Microsoft Word, Excel, PowerPoint and Salesforce; SIE/Series licenses desirable.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
5d
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Client Success Manager
Carlsbad or Colorado Springs
$76k-$82k/yr HybridFull Time
Buffini & Company: Provides business coaching and training systems for real estate professionals.
3+ YOEBachelor's or equivalent experience, 3+ years in client success/account management, CRM proficiency, project management, strong communication and presentation skills.
CRM
1w
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Client Excellence Coordinator
La Verne, California, United States
$20-$35/hr OnsiteFull Time
1+ YOE1+ year client service or accounting experience, associate degree or equivalent, proficiency with Microsoft Office, strong communication, attention to detail, and ability to handle confidential information.
Microsoft Office, Tax software, CRM
1mo
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Discovery Client Lead
Boston or Princeton or Philadelphia or Bethesda or South San Francisco or San Diego or Thousand Oaks or Bellevue or New York
$190k-$217k/yr HybridFull Time
Advanced scientific degree or equivalent experience; strong client relations, business development, and cross-service collaboration; English fluency; consulting or pharma/biotech experience preferred.
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