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 Associate
Pasadena, California, United States
$60k-$70k/yr OnsiteFull Time
2+ YOE2 years client-service or finance experience preferred; strong communication, attention to detail, and proficiency with Microsoft Office; bachelor’s degree preferred.
Microsoft Office
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.
5d
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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
2d
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Associate Client Manager
Pasadena, California, United States
$70k-$75k/yr OnsiteFull Time
2+ YOEActive Life & Health license,2+ years relevant experience,knowledge of OE guide applications and Salesforce,and ability to manage client lifecycle and resolve billing/claims issues.
OE guide applications, Salesforce
1w
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Registered Client Associate
Seal Beach, California, United States
$65k-$75k/yr OnsiteFull Time
3+ YOESeries 7 and 66 licenses preferred, 3+ years client service experience in finance preferred, bachelor degree preferred, proficient in Microsoft Office Suite, excellent communication and attention to detail.
Microsoft Office Suite
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
1d
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Client Advisory Associate
Pasadena, California, United States
$75k-$90k/yr OnsiteFull Time
Support senior client advisors with trust and investment account management, transactions, correspondence, reporting, and client service; bachelor’s degree preferred, valid driver’s license, proficiency with Microsoft Office.
Microsoft Word, Microsoft Excel, PowerPoint
4d
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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
3d
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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.
2w
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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
1mo
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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
4d
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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.
6d
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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
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