Client Service Associate
$150k - $190kProfit Recovery Partners
Associate Client Retention, Office Services Practice Group Santa Ana, CA At Profit Recovery Partners (PRP), we believe that collaboration and innovation thrive when we're together. This position is fully onsite at our Santa Ana office, allowing for real-time teamwork, immediate problem-solving, and a strong sense of community among our team members. You are a strategic thinker and expert in your field who thrives in a fast-paced consulting environment. You enjoy diving deep into complex problems, developing innovative solutions, and driving value for clients. Your knowledge spans vendor negotiations, industry best practices, and process optimization, and you're passionate about using your expertise to impact Fortune 1000 clients. An experienced analyst, negotiator and operations specialist with expertise and knowledge in one of the following; office and hospitality supplies, medical supplies, and facilities services. Core areas of specialization include: Office Supplies Managing negotiations, analyzing usage and buying patterns, and ensuring quality service of office materials and equipment to support administrative, clinical, and operational functions in various business environments. Hospitality Supplies Managing negotiations, analyzing usage and buying patterns, and ensuring quality service of hospitality materials and equipment to support administrative, clinical, and operational functions in various business environments. Dental Supplies Sourcing and managing essential dental consumables, including tools, equipment, and materials used in preventive, diagnostic, and treatment procedures. Facilities Services & Supplies Managing negotiations, analyzing usage and ensure proper Service Level's for facility operations, including cleaning, maintenance, uniforms, and supplies for various business environments Medical Supplies Sourcing and managing essential medical devices, instruments, and consumables used across clinical and hospital settings. This SME brings a comprehensive understanding of workforce management, operational efficiency, and risk mitigation to optimize business functions and enhance service delivery across diverse sectors. As the subject matter expert, your role will be focused on creating additional value to existing accounts/clients/projects. As it relates to creating additional value, some of your responsibilities will include, but are not limited to: Analyzing client infrastructure, vendor contracts, and pricing structures to identify cost-saving opportunities Collaborate cross-functionally to develop solutions tailored to client needs Leading complex negotiations with vendors to secure favorable terms on behalf of clients Deliver actionable insights and present findings to client stakeholders Proactively identify client challenges and recommend strategic and operational solutions that exceed expectations Stay informed of industry trends and emerging technologies within your domain Create and refine deliverables such as data analyses, reports, and client presentations as it relates to creating additional value Serve as an internal resource for functional expertise and thought leadership Work independently on projects or as a contributor on larger engagements Take ownership of projects from ideation through execution, often in situations with limited direction or defined processes Focus on proactively driving progress, setting clear objectives, and ensuring timely delivery of results Facilitate and lead internal meetings with confidence, aligning stakeholders across functions, navigating ambiguity, and championing initiatives that push projects forward without waiting for instruction Develop and implement robust contract management processes and governance frameworks, including compliance monitoring, performance tracking, and dispute resolution, to optimize supplier relationships and ensure ongoing contract effectiveness. Bachelor's degree required. Minimum 8-11 years of experience in consulting, vendor management, or business analysis. Deep functional expertise in one or more spend categories (e.g., IT, telecom, facilities). Strong analytical skills and proficiency in Excel; ability to synthesize large data sets. Proven experience developing solutions in complex client environments. Exceptional communication and client-facing presentation skills. Project management experience and familiarity with tools to manage deliverables such as SmartSheet and Project Management CRM strategies. Profit Recovery Partners is a professional services firm that develops, implements and manages cost-reduction solutions for FORTUNE 1000 companies, law firms, private equity firms and private companies throughout North America. Our spend management, supplier management and procurement strategies have resulted in more than $11 billion in client savings. At PRP, we offer more than just a job we provide a dynamic, supportive environment where you can thrive personally and professionally. Here's what you can expect when you join our team: Full medical, dental, and vision coverage Optional pet insurance Access to a gym membership discount (offered through our healthcare provider and available for select fitness centers) $200/month waived medical benefit for employees who opt out of our health plans Cell phone stipend for applicable roles 401(k) plan with company match Generous paid holidays, vacation, sick leave, bereavement, and jury duty leave A collaborative, high-performing team with frequent recognition and opportunities for internal promotion Fast-paced, team-driven, and fueled by a shared commitment to excellence Employee-led committees that support causes and initiatives that matter to us all: Corporate Social Responsibility Youth Rising Group Women's Empowerment Group Wellness Committee These groups offer meaningful opportunities to give back, connect with colleagues, and help shape a more inclusive and supportive workplace. The salary range for this position is: $150,000-$190,000. Actual compensation within the range will be dependent upon the individual's skills, experience, education, qualifications, and applicable employment laws. Equal Opportunity Employer
$50k - $60k
...Client Service Associate Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic team. In this role, you will serve as a primary point of contact for our clients, providing consistent support, resolving issues efficiently,...SuggestedWork at office- Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support... ...our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client...SuggestedWork experience placementWork at office
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...California and Hawaii, The Rand Group is an award-winning financial services firm providing a broad scope of personalized financial services... ...for individuals, families, small businesses, and corporate clients. These services include financial planning, investment strategy...SuggestedFull timeInternshipMonday to FridayFlexible hours$30.11 - $50.21 per hour
...ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview As a Registered Client Service Associate, you will provide comprehensive administrative and operational support within the financial...SuggestedWork at officeWork from home$34.32k - $90k
...DUTIES and RESPONSIBILITIES CLIENT SUPPORT Providing service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA...SuggestedTemporary workWork at officeLocal area$25 per hour
...Client Services Associate - Fall Opening The Meier Law Firm is seeking a full-time Client Services Associate, a role primarily staffed by recent college graduates who are planning to pursue law school. This role provides hands-on experience working directly with attorneys...Hourly payFull time- ...Morgan Stanley is seeking a client support and administrative professional to back FA/PWA teams, manage client accounts, and handle clerical tasks with accuracy and discretion. The role requires familiarity with financial products, strong communication, and proficiency...Work at office
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...Job Description Job Description Client Services Associate - Fall Opening The Meier Law Firm is seeking a full-time Client Services Associate, a role primarily staffed by recent college graduates who are planning to pursue law school. This role provides hands...Hourly payFull timeWork at officeMonday to Friday$55k - $80k
...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the...Work experience placementWork at office- Fwainvest in Newport Beach, CA is seeking a Registered Client Service Associate to provide high-quality support to Financial Advisors and clients. The ideal candidate will have strong communication skills and the ability to handle multiple tasks in a fast-paced environment...
$68k - $120k
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this...Temporary workWork experience placementLocal area$25 per hour
Meier Law Firm is seeking a full-time Client Services Associate for a fall opening in Newport Beach, CA. The role is ideal for recent college graduates pursuing law school and involves direct interaction with attorneys, client management, and day-to-day operations support...Hourly payFull time$45k - $85k
...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented...Work experience placementWork at office$50k - $60k
...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including...Local area$34.32k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area$45k - $85k
Registered Client Service Associate (Newport Beach, CA)Skip to main contentThis website uses cookies to ensure you get the best experience on our website. By clicking ‘Accept’, you accept all cookies by default and exit the banner. If you choose Decline, site functionality...Work experience placementWork at office- ...Client Service Account Manager Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients....Flexible hours
$68k - $120k
Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in this...Full timeTemporary workWork experience placementLocal area- ...of talented individuals. We are currently recruiting for a Client Solutions Associate/Purchasing Agent role in our Santa Ana, CA location.... .... The role requires flexibility to shift between customer service and purchasing responsibilities based on business needs and...Full timeWork at officeShift work
- ...Senior Client Service Associate At Gallagher, we're looking for a Senior Client Service Associate to join our Commercial team. In this role, you'll help clients solve challenges and deliver tailored insurance solutions. You'll work closely with colleagues to ensure...Work experience placementWork at officeLocal areaShift work
- At JPMorganChase in La Habra, the Private Client Investment Associate provides client service and operational marketing support to Private Client Advisors. Responsibilities include managing accounts, client relationships, risk management, compliance, and fostering team...
$45k - $65k
...Reservations Support Specialist – Remote Location: Remote (United States) About Us: As a coordination-focused services company dedicated to supporting clients with scheduling, reservations, and service-related needs. We emphasize organization, clear communication, and...Remote workFlexible hours- Job Summary At J.P. Morgan Chase, the Private Client Investment Associate in Wealth Management provides client service, operational marketing and administrative support to Private Client Advisors. The role includes facilitating operational requests, building relationships...
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- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you...
$70k - $85k
...environment through our innovative telehealth services, allowing you to provide essential mental health support to clients in a variety of settings. As a pivotal member... ..., training programs, and professional associations to foster your growth. Additionally, we support...Full timeRemote workFlexible hours$22.68 per hour
...8 / Hour Employee Type FT Non-Exempt Description Overview Client Support Associate will drive between Scattered Site Bridge Housingsites to monitor... ...for guests. They will provide general support and customer service for bridge housing guests including coordinating check-in,...Flexible hoursNight shift- ...Business & Real Estate Litigation Attorney Our client is a well-established mid-sized Orange County law firm with more than four... ...counsel while maintaining the collaborative culture and client service of a boutique practice. Its core practice areas include business...Contract work
- ...positioning you as a strong business partner and trusted advisor who delivers exceptional value through local expertise and outstanding client service. We handle litigation arising from claims asserted against policyholders or the company and take cases from inception through...Work at officeLocal areaFlexible hours
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