2d
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Client Services Manager
San Bernardino, California, United States
$38-$51/hr OnsiteFull Time
3+ YOEAssociates degree (or equivalent experience), 3+ years practice business office experience, proficiency with Microsoft Word/Excel/Outlook/PowerPoint, valid driver's license, strong communication and critical thinking.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
3w
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Private Client Services Manager
Santa Ana, California, United States
$70k-$74k/yr OnsiteFull Time
5+ YOE5+ years new-accounts and banking experience, high school diploma required (associate preferred), extensive treasury management knowledge, proficiency with branch systems, Microsoft Word and Excel, strong regulatory and risk control knowledge.
Microsoft Word, Microsoft Excel, SmartStreet, Remote Deposit Capture (RDC)
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
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.
3w
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Wealth Management Client Associate
Brea, California, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, ensure timely and accurate client materials, follow policies, and deepen client relationships; strong communication, detail orientation, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Client Service Associate
Brea, California, United States
$60k-$85k/yr OnsiteFull Time
1+ YOE1+ year financial services experience, CRM and Microsoft Office proficiency, knowledge of basic investment concepts, strong communication, administrative and account processing skills.
Client Relationship Management (CRM) software, Microsoft Office
2mo
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Seasonal Client Associate - Desert Hills
Cabazon, California, United States
$18/hr OnsitePart Time
1+ YOEMinimum 1 year of client services experience; part-time role; ability to work weekends, evenings, and holidays; proficient in POS and Microsoft applications.
Microsoft Applications, POS, Point-of-Sale Systems
3mo
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Registered Client Service Associate
Laguna Niguel, California, United States
$34k-$90k/yr OnsiteFull Time
2+ YOEHigh school diploma; college degree preferred; active Series 7 and Series 66 or Series 63 and Series 65; 2+ years industry experience; strong client service and MS Office skills.
Microsoft Office (Word, Excel, Outlook, PowerPoint)
3mo
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Registered Client Service Associate
Santa Ana, California, United States
$34k-$90k/yr OnsiteFull Time
High school diploma or equivalent required; college preferred. Active Series 7 and Series 66 or Series 63 and Series 65 required. Strong Microsoft Office skills, knowledge of financial products, and client service experience (2+ years preferred).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
3w
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Registered Client Service Associate
Irvine, California, United States
$55k-$73k/yr OnsiteFull Time
2+ YOEHigh school diploma, 2+ years investment industry experience, Series 7 and 63 or 66 required, proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook), administrative and client-service skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
3mo
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Client Support Associate
Anaheim, California, United States
$23/hr OnsiteFull Time
Strong communication, empathy, conflict de-escalation, data entry, and crisis support. Must drive company vehicle and pass background checks.
Computer, Database management, Word processing
3w
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Registered Client Service Associate
Irvine, California, United States
$55k-$73k/yr OnsiteFull Time
2+ YOEHigh school diploma, 2+ years investment industry experience, Series 7 and Series 63 or 66 required, strong administrative and customer service skills, proficiency with Microsoft Office, and critical thinking/time management abilities.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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.
2w
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Client Service Associate (Teller)- Claremont, CA
Claremont, California, United States
$20-$23/hr OnsiteFull Time
0+ YOEHigh school diploma or equivalent; 0–6 months cashiering or customer service experience preferred; basic math and balancing skills; ability to cross-sell products; Spanish preferred.
3w
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Client Service Coordinator - 001187
Buena Park, California, United States
$17-$22/hr OnsiteFull Time
Coordinating client and pet flow through the hospital, supporting the veterinary team, and ensuring clear communication with associates and clients.
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.
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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Client Safety Navigator - Pomona Women's Center
Pomona, California, United States
$22-$24/hr OnsiteFull Time
High school diploma required (Associate preferred). First Aid and CPR certification required or obtained within 30 days. Prefer 2 years working with criminal justice or community behavioral health. Must pass background check and livescan.
4w
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Associate Account Managerr
San Juan Capistrano, California, United States
$70k-$80k/yr FieldFull Time
Associate’s or Bachelor’s in business or equivalent experience, 1 year supervisory experience in landscape or service industry, client relationship and sales skills, ability to travel and perform site walkthroughs, computer proficiency.
2w
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Retention Specialist (Client Success Department)
Santa Ana, California, United States
$17-$24/hr OnsiteFull Time
2+ YOE2+ years in call center, sales, or client retention; high school diploma/GED required, associate preferred; strong communication, persuasion, organization, multitasking; experience in financial services/tax resolution a plus.
CRM
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