Wealth Management Client Services Advocate
PowerToFly
A leading financial services firm is seeking a Registered Client Service Associate to enhance client relationships and manage accounts effectively. This role requires strong industry knowledge and the ability to communicate effectively with clients. Candidates must have at least two years of experience and hold relevant licenses such as Series 7 and 66. The firm offers a supportive work environment and comprehensive benefits, encouraging growth and development in the financial industry. #J-18808-Ljbffr PowerToFly
$185k - $200k
...nationally recognized law firm focused on delivering effective and client-service oriented solutions to complex legal issues facing public... ...negotiation, and analytical skills, along with the ability to manage matters independently and efficiently while maintaining strong...SuggestedWork at office- Silence Aloud Inc in Moreno Valley, CA is seeking a dedicated Case Manager to connect individuals with resources and support, advocate for clients, and coordinate services across community agencies. This full-time role offers a Monday-Friday 10am-6:30pm schedule, opportunities...SuggestedFull timeMonday to Friday
- ...interpretation of documentation and coordinate accommodations for graduate and professional students. The role requires leading SDRC services, counseling students, and collaborating with campus departments and external partners. Evening and weekend work may be needed...SuggestedWeekend workAfternoon shift
$90k - $125k
Description Best Best & Krieger LLP is a nationally recognized law firm focused on delivering effective and client-service oriented solutions to complex legal issues facing public agencies, businesses and individuals across the U.S. BBK is proud to trace the firm's success...SuggestedWork at officeImmediate start$137.5k - $200k
Description Best Best & Krieger LLP is a nationally recognized law firm focused on delivering effective and client-service oriented solutions to complex legal issues facing public agencies, businesses and individuals across the U.S. BBK is proud to trace the firm's success...SuggestedImmediate start$20.25 - $30.38 per hour
...Medicaid Eligibility Advocate Hourly Wage Estimate: $20.25 - $3... ...involved in all areas of case management. In this role you will:... ...behavioral health and telemedicine services Wellbeing support,... ...Medicaid Eligibility, for external clients across the country. Parallon...Hourly payTemporary workWork at officeFlexible hours- ...Salvation Army Riverside Corps is seeking a Case Manager to provide ongoing assessment, planning, implementation, and evaluation of client needs. You will coordinate housing, health... ...resources, and develop individualized service plans to meet program residents’ needs. Responsibilities...
$120k - $170k
Bush and Bush Law Group in Riverside, CA, seeks a Litigation Attorney responsible for managing a diverse caseload and representing clients vigorously in court. The ideal candidate will have at least 3 years of litigation experience, particularly in personal injury or employment...Flexible hours- ...About Wealth.com Wealth.com is the industry’s leading AI Wealth Management platform, empowering financial advisors to offer modern... ...planning solutions to their clients. By combining cutting-edge technology... ...experience in, the customer service space. This may be through...Temporary workRemote workFlexible hours
- BCG Attorney Search in Riverside, California is seeking a Code Enforcement Attorney to manage code enforcement cases for municipal clients. The role requires frequent travel to client offices and courts across California and offers a non-partnership track, full-time opportunity...Full time
- University of California, Riverside's Disability Support Specialist position in the Student Disability Resource Center is a critical role supporting students with disabilities, reviewing documentation, and coordinating accommodations. The specialist serves as the primary...Weekend workAfternoon shift
- ...Flagship locations across the United States. You will provide full-service tax return preparation, tax advice, and software support to in-... ...in the local community. As a trusted advisor, you will help clients maximize refunds and plan for future taxes, while growing the...Local area
- ...seeking a Patient Care Navigator in Riverside, CA for telephonic and field-based case management within CALAIM Enhanced Care Management and Community Support Programs. You will be the main client contact, build relationships to promote engagement in medical care and adherence...
- Enlyte in Riverside, CA is seeking a Field Case Manager who will partner with treating physicians, employers, and patients... ...appointments. You will assess injuries, coordinate care, and advocate for appropriate services, while maintaining independent workload management and...Full timeLocal areaWork from home
- Neighborhood Healthcare in Riverside, CA is seeking a Comprehensive Perinatal Health Worker to educate and support prenatal patients within CPSP guidelines, promote positive experiences, and ensure smooth patient flow with compassionate, patient-centered care. Ideal candidates...
$215k - $232.5k
...functioning workforces that are engaged and stable, and share our clients’ goals to emphasize belonging and respect for the... ...as well as in both Employment Law and Labor Law on behalf of Management, in the U.S. News - Best Lawyers® “Best Law Firms”. This position...Work at officeFlexible hours- ...permanent role offering remote or hybrid work options. The attorney will handle complex matters with a focus on client advocacy and strategic litigation management. The position requires a JD, CA license, and minimum five years of business litigation experience, with...Permanent employmentRemote work
$100k - $180k
...serving justice and representing clients all across Southern... ...have delivered excellent client services with one-on-one communication... ...member of the Million Dollar Advocates Forum, named to the National... ...negotiations on behalf of clients Manage caseload independently while...Work at officeLocal areaWork visa$372.62k
...operational integrity. They oversee a talented legal team of 45.5 staff members and the City Attorney's Office budget of $7.9 million, manage high-profile litigation and complex contracts, and provide trusted counsel on matters that influence the organization and community...Full timeWork at office- AHMC HealthCare is seeking a Staff RN in Riverside, CA to assume responsibility for a group of patients within a designated time frame. You will collaborate to formulate and document the plan of care, and you will identify needs across biophysical, cognitive, developmental...Shift work
- ...compensation defense in California, Hanna Brophy balances a wealth of experience and a strong, diverse client base, with cutting-edge technology that allows our... ...efficiently. We prioritize excellence in client service and pride ourselves on creating a culture that allows...Work at office
$25 per hour
...Legal Department as needed. Manages a broad portfolio of commercial... ...agreements, including master services agreements, professional and... ...practical guidance to internal clients. Provides general legal... ...that maximizes your health, wealth and well-being. And adds up to...Contract workWork at officeRemote workFlexible hours$125k - $175k
...a civil litigation attorney who wants to manage a caseload independently while keeping the... ...term stability with an established, full-service firm. What's in it for you? You'll... ...discovery-related motion practice Represent clients at hearings, trials, mediations, and...Work at officeRemote work- ...A law firm seeks a Code Enforcement Attorney to join their team in Riverside, California. The attorney will manage code enforcement cases for municipal clients, requiring travel to client offices and courts throughout California. This is a non-partnership track position...
- ...practice with hybrid/remote flexibility. You will handle matters from inception through resolution, manage depositions, motions, and discovery, and communicate directly with clients and opposing counsel. The ideal candidate has 3+ years of litigation experience, active...Remote work
$80k - $105k
...below. Health insurance available. The firm leads a civil team and manages cases and court appearances, trials, depositions, and related... ..., and correspondence; conduct reliable legal research and client/witness intake notes. Conduct client and witness interviews utilizing...- A law firm seeks a Mass Tort Litigation Attorney to join their team in Riverside, CA. The attorney will manage various litigation responsibilities, including drafting pleadings, managing discovery, and supporting trial preparation. This role offers opportunities for leadership...Work at office
- ...Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. You will provide tax expertise, build client relationships, and help customers navigate their tax needs while representing TurboTax in the local community. As a TurboTax Retail...Local area
- ...Riverside, CA seeks an Associate Attorney to join our nationwide creditor rights practice. You will draft pleadings, manage dockets, and advocate clients in hearings and trials. The ideal candidate is licensed to practice in California, has strong written and verbal...Full time
$220k - $275k
...requisition id: JR105634We’re always looking for diverse, talented, service-oriented people to join our exceptional team.Vice President,... ...You’ll Be DoingPlans, directs, and oversees the comprehensive management of enterprise-wide contracts. Leads the negotiation,...Contract work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Services Advocate. Be the first to apply!
- health advocate Riverside, CA
- provider relations advocate Riverside, CA
- domestic violence advocate Riverside, CA
- advocate Riverside, CA
- customer care advocate Riverside, CA
- customer experience advocate Riverside, CA
- customer success advocate Riverside, CA
- customer service advocate Riverside, CA
- housing advocate Riverside, CA
- entry level emergency management Riverside, CA


